Central banks across the globe recalibrated their policy stance in the first week of May, making it clear that inflation is not the sole driver of their decisions. What does this suggest for the future direction of monetary policy?
Despite the recent resurgence of growth worries, we maintain the view we expressed in February that Chinese growth will accelerate this year. This should be supportive for fixed income risk assets, especially if higher growth feeds through to other region
The potential political, macro and credit risks insurers may want to address in 2019.
Article focusing on manager selection process - one of 3 critical levers utilized in constructing J.P. Morgan's SmartRetirement target date funds.
Dr. David Kelly’s Notes on the week ahead - August 12, 2019
Discover how Target Date Compass can help plan fiduciaries take the DOL's considerations into account when making decisions regarding TDFs.
An improved macroeconomic backdrop continues to support hard currency emerging market (EM) debt, which has outperformed local currency EM debt this year. However, is there now room for EM currencies to take off?
Investors are concerned about the deterioration of corporate debt quality.
Factor investing through the cycle
Weakness in the global economy has been almost entirely driven by the manufacturing sector. With recent data showing tentative signs of a recovery, what could be the implications for bond markets?