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.
Emerging market debt outlook
In this paper, Pierre-Yves Bareau assesses the overall outlook for emerging market
debt in 2012. He also looks at the individual outlooks for each of the three main
sub-asset classes – external sovereign debt, local currency debt and corporate debt
– and identifies the markets and sectors that offer the best prospects in the year
ahead.
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MI Global Bond Outlook
Low levels of economic growth and high levels of debt are creating significant opportunities in global bond markets. Nick Gartside, international chief investment officer for fixed income, explains how the global economy has come full circle and why global bonds may continue to provide investors with attractive returns in the coming years.
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Fixed Income Survey 2011
Our latest survey ‘takes the pulse’ of 166 institutional investors from 15 European countries, to build a comprehensive picture of current expectations, strategies and concerns for an essential asset class.
Strategic bond investing: Solutions for a new bond world – July 2011
The bond world has been turned upside down. Developed world government bonds appear to offer little long-term value while emerging market debt and high yield bonds are increasingly providing the driving force behind bond returns.
Combating rising rates: views from our Columbus Fixed Income team - April 2011
With a modestly paced recovery, Treasury yields still historically low and inflation generally muted, a rising rate environment may not appear to be an imminent danger. Yet inflation expectations have normalised, unemployment is showing some signs of improvement and the Federal Reserve faces the task of exiting its quantitative programme without disrupting economic growth or stroking inflation.
Emerging market debt and inflation: Blessing or curse? - March 2011
Inflation is one of the biggest worries for bond investors. But when it has to do with emerging market debt, the traditional relationship between returns and inflation changes. In some cases, inflation can even be a benefit.
Global fixed income – the seven-year workout – February 2011
It’s going to take at least seven years to work off enough consumer and government debt to close the output gap that opened in the recent recession and get the economy growing constantly at trend again, in our view.
Emerging Market Debt – January 2011
Emerging markets countries enter 2011 in a stronger economic and fiscal position than they did in 2010. We discuss our expectation for 2011.
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.
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 Dan Morris and David Shairp.