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This piece explores key themes from our Guide to the Markets, providing timely economic and investment insight.
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Scott McKee, Emerging Markets Corporate Bond portfolio manager, explores the opportunity set in corporate EMD
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.
This paper examines the U.S. commercial mortgage loan (CML) market and U.S. insurers’ investments in CMLs.
Investors are concerned about the deterioration of corporate debt quality.
2011 estimates and the thinking behind the numbers. Executive summary
This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.
Executive summary of JPM's long-term capital market return assumptions