Brexit uncertainty is not over. But that wasn’t the only thing holding back UK stocks, and investors could be tempted back to the market.
Scott McKee, Emerging Markets Corporate Bond portfolio manager, explores the opportunity set in corporate EMD
We raised the probability of Recession to 55% after virus-induced shocks, oil prices’ collapse and violent market volatility. We are de-risking, adding very high quality duration, while expecting credit markets to cheapen and reserve currencies to do well
The arrival of the bond bear market, continued normalizing of monetary policy and need to finance expanding U.S. budget deficits, long-term rates are set to rise.
In our latest Market Insights bulletin, Jordan Jackson, Market Analyst, discusses the latest jobs report and the impacts on the labor market.
Top questions on the minds of investors. See what your peers are asking and read answers from our team of Global Market Strategists.
Assessing the impact and possible evolution of Fed policy
Learn more about J.P. Morgan’s views on fixed income, the economy and markets.
This paper examines the U.S. commercial mortgage loan (CML) market and U.S. insurers’ investments in CMLs.