This content is from: Portfolio JPMorgan’s Cembalest Says Fed Will ‘Pause’ Rate Hikes This Spring The strategist argues that a major growth slowdown is ahead for Europe and the U.S. as monetary and fiscal policies shift and globalization declines. By Michelle Celarier January 03, 2023
This content is from: Corner Office This New Bond Leader Doesn’t Have a King Actively managed bond funds at Capital Group, a huge but intentionally faceless manager, have attracted $100 billion over five years, twice the total of peers. By Michael Thrasher March 16, 2023
This content is from: Portfolio The Private Assets Insurance Companies Want in 2023 In recent years, insurers have been swapping public assets for private ones. Higher interest rates aren’t reversing that trend — just changing it. By Michael Thrasher January 27, 2023
This content is from: Portfolio China: No Longer a ‘No-Brainer,’ But Still the Best of Emerging Markets “Some of the demonstrations and unhappiness is what comes along with economies maturing,” says Eastspring’s Andrew Cormie. By Hannah Zhang January 27, 2023
This content is from: Portfolio JPMorgan: ‘Bonds Are No Longer Serial Losers’ The painful slump in the markets “may not yet be over” but return expectations are better than they’ve been in a decade. By Hannah Zhang November 08, 2022
This content is from: Portfolio No, That’s Not What Jerome Powell Just Told You! JPMorgan’s Bill Eigen Warns Investors Not to Jump Back Into Fixed Income. “All I do is just listen to the Fed, and I believe them,” says the manager of the Strategic Income Opportunities Fund. By Julie Segal November 11, 2022
