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Fixed income has struggled thus far in 2018, with the Bloomberg Barclays U.S. aggregate down 1.6% year-to-date. But in this period of rising interest rates, not all fixed income is responding uniformly.
The investment outlook for 2019: Late-cycle risks and opportunities
Each quarter, in the midst of earnings season, we write a market bulletin focused on U.S. corporate profitability.
In a late-cycle, rising interest rate environment, duration can be overlooked. But looking at the bond market today, might it be worth giving duration a second chance?
The 2Q18 earnings season has begun, with the major banks kicking things off at the end of last week. We expect many of the themes that dominated earnings announcements in the first quarter to continue in the second
Learn how J.P. Morgan partners with E&F clients to examine their requirements and meet their investment objectives.
Daily comprehensive market and economic trends through clear and compelling charts.