This piece explores key themes from our Guide to the Markets, providing timely economic and investment insight.
Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly
Since the financial crisis, for a relatively liquid investment CLOs consistently have had the highest spreads net of capital costs for US life insurers.
Michael Cembalest discusses the aches and pains constraining growth around the world, the severity of these ailments, and the degree of contagion from emerging to developed economies.
Scott McKee, Emerging Markets Corporate Bond portfolio manager, explores the opportunity set in corporate EMD
In this paper, we assess the potential risks associated with such a strategy by stressing capital requirements using spread-implied ratings.
Bond yields remain at or near historic lows around the world, leading to a substantial increase in the value of pension plan liabilities.
On June 20-21, we attended the 2019 IFRS conference in London to stay informed on important regulatory issues affecting the insurance industry today.
Learn more about J.P. Morgan’s views on fixed income, the economy and markets.