From an economic standpoint, we believe that growth in the U.S. will remain above potential in the coming quarters, but it seems unlikely that the robust growth seen in 2Q18 will be sustained.
Reaching for yield, which we define as buying bonds with wider spreads after controlling for sector and rating impacts, is a topic that frequently arises in the life insurance industry.
Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly
Educational hub featuring an expanding set of tools and information.
Since the financial crisis, for a relatively liquid investment CLOs consistently have had the highest spreads net of capital costs for US life insurers.
The investment outlook for 2019: Late-cycle risks and opportunities
The performance of the US dollar significantly diverged from relative rate spreads.
JPMorgan SmartRetirement is built to withstand a range of market cycles and conditions.