What are the bright spots in fixed income?
Bill Eigen, CIO of Absolute Return and Opportunistic Fixed Income Investing, explains today’s fixed income markets.
This paper examines the U.S. commercial mortgage loan (CML) market and U.S. insurers’ investments in CMLs.
Markets, economy, stocks, growth, global, fixed income, international, asset classes
Scott McKee, Emerging Markets Corporate Bond portfolio manager, explores the opportunity set in corporate EMD
We cut the chances of recession to 25% after a thaw in the trade war and a year of rate cuts; our forecast is for sub trend growth. Favored sectors include emerging market local currency debt and higher rated short-duration securitized credit.
Bond yields remain at or near historic lows around the world, leading to a substantial increase in the value of pension plan liabilities.
A new way for our institutional investors to access and customize J.P. Morgan's intellectual capital.
In this paper, we assess the potential risks associated with such a strategy by stressing capital requirements using spread-implied ratings.