Fixed income insights
As a recognised leader in fixed income investment management, for over 50 years, we have been helping institutions, individuals and financial intermediaries worldwide achieve their investment objectives.
Our range of insights below help provide investors with the tools with which to make their investment decisions.
Trustee guide to fixed income investing - July 2010 »
Download our fixed income guide which covers the benefits of investing in foreign bonds and non government securities, opportunities in investment grade credit and high yield, emerging market debt and more.
2010 Outlook - Emerging markets debt - January 2010 »
In 2010, we expect three key themes to influence emerging markets debt: global rebalancing; exit strategies; and country differentiation.
Exploring Opportunities in Investment Grade Credit - December 2009 »
Despite the gyrations in the financial markets earlier this year, investment grade (IG) corporate bonds have generated attractive performance in the year to-date. Amid signs the U.S. economy is on a growth trajectory—albeit a slow one—investors have flocked to the fixed income market, especially at the higher quality end of the credit spectrum. But what is the outlook for corporate bonds in the first half of 2010?
Emerging Markets Debt: Growth of an asset class - December 2009 »
Emerging debt markets have been well supported during 2009. While not immune to the global financial crisis, the asset class has benefited from the faster recovery and greater resilience demonstrated by emerging market economies compared to many developed economies over the past year.
High wire act - Opportunities in high yield credit - November 2009 »
In our view, credit default rates are in the process of peaking and high yield spreads are still migrating toward their long-term average, indicating opportunity for further attractive returns.
Uncovering value in fixed income - October 2009 »
The recent credit crisis has had tremendous impact on all sectors of the fixed income markets. Chief Investment Officer of J.P. Morgan Asset Management’s Global Fixed Income and Currency Group, Bob Michele shares his view on finding value in today’s bond markets and explains how pension funds can best capitalise on these opportunities.
Where now for corporate bonds? - August 2009 »
In this paper, we look at some of the factors likely to influence the performance of the asset class in the second half of 2009 and evaluate the opportunities offered by the market.
Themes in bond investing - June 2009 »
Bob Michele, Global CIO for fixed income and currency answers questions about the global economic climate, recent spike in yields and the opportunities currently in bond markets.
J.P. Morgan Market Views
Keep up to date with the views and analysis on events across world financial markets from J.P. Morgan Asset Management's strategists David Shairp and Tom Elliott.