JPMorgan Likes Europe Corporates, Sees U.S. 10Y Buyers Dissipating
In this interview by “Bloomberg Surveillance,” JPMorgan Asset Management Global Head of Fixed Income Bob Michele discusses Treasury yields, Chinese central bank…
bonds
Ray Dalio’s Debt Crisis Outlook Revolves Around Disparity of Wealth, Global and Euro
Market maven and hedge fund billionaire Ray Dalio likened the current bull market to the late innings of a baseball game. Art Hogan,…
Why the Trade War is Helping China Achieve a Long-Term Financial Goal
U.S. President Donald Trump is set to commence with another round of tariffs that will affect $200 billon worth of Chinese goods.…
Is Another Corporate Debt Crisis Lurking?
The financial crisis in 2008 saw a lot of companies default on corporate debt, and on the tenth anniversary of the financial…
ETF Investors Buck Trend to Buy Falling Emerging Markets
Currency volatility has negatively impacted emerging market equities in 2018 thus, but ETF investors are holding fast to opportunities abroad. Click the…
Emerging Market Bond Sell-Off Overdone
Emerging markets have had a rough first half of 2018–in particular, Turkey and Argentina may be in trouble, but the contagion slump…
A More Hawkish Fed is Flattening the Yield Curve
Kathy Jones, Schwab Center for Financial Research chief fixed income strategist, discusses her market and economic outlook–in particular, the role of the…
A New Mortgage-Based ETF
John Kerschner, of JanusHenderson, discusses their new ETF “MBS”, which focuses on mortgage-backed securities, and has low correlation with other spread assets…
How Hawkish will the Fed be Ahead of the Midterms?
The capital markets are expecting the Federal Reserve to implement two more rate hikes through the end of 2018, but just how…
Investing in Securitized Fixed Income
In this video, Columbia Threadneedle Investments senior portfolio manager Jason Callan explains what makes securitized fixed income products like mortgage-backed securities an…
3 Short-Term Fixed-Income ETF Strategies
Compared to their longer duration counterparts and U.S. equities, short-term bond strategies have been an option for fixed-income investors seeking a return…
Monetary Policy and Developments in Emerging Markets
David Kohl, Head of Currency Research and Deputy Chief Economist at Julius Baer, talks to investment writer Helen Freer regarding the monetary…
Taking ‘Baby Steps’ into Emerging Markets
On “Bloomberg Markets: European Close,” Nick Gartside, international chief investment officer of fixed income at JPMorgan Asset Management discusses how investors should…
Stock Investors: Don’t Fear Flattening Yield Curve
An article in last month’s Barron’s offer six reasons why equity investors should not be put off by a flattening yield curve (the difference…