Any Future for Bonds in 60/40?
In this conversation, J.P. Morgan Research analysts Jan Loeys, Joshua Younger, and Colin Paiva discuss the outlook for fixed income returns over the coming decades and the role of bonds in asset allocation.
This podcast was recorded on July 30, 2021.
This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-3797098-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. A version of this podcast was previously disseminated to institutional clients with the title “Any future for bonds in 60/40?, August 3, 2021.” © 2021 JPMorgan Chase & Co. All rights reserved.
At Any Rate
U.S. Fixed Income: The outlook for rates in 2H21
In this conversation, J.P. Morgan Research analysts Alex Roever, Jay Barry, Phoebe White, Teresa Ho, and Josh Younger discuss the outlook for rates and related sectors in the second half of 2021.
This podcast was recorded on June 29, 2021.
This communication is provided for information purposes only. Institutional clients can view the related report at www.jpmm.com/research/content/GPS-3785889-0 for more information; please visitwww.jpmm.com/research/disclosures for important disclosures. A version of this podcast was previously disseminated to institutional clients with the title “The outlook for US rates in 2H21, June 29, 2021.” © 2021 JPMorgan Chase & Co. All rights reserved.
U.S. Fixed Income: Demographic Duration Demand in the Long End
In this conversation, J.P. Morgan Research analysts Josh Younger, Jay Barry, Eric Beinstein, and Phoebe White discuss recent trends in demand at the long end of the curve for Treasuries, swaps and corporate bonds.
This podcast was recorded on April 21, 2021.
This communication is provided for information purposes only. Institutional clients can view the related report at www.jpmm.com/research/content/GPS-3711431-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. A version of this podcast was previously disseminated to institutional clients with the title “Demographic duration demand in the long end, April 21, 2021.” © 2021 JPMorgan Chase & Co. All rights reserved.
ESG Investing: The Future of Green Hydrogen
As interest in ESG investing mounts, some researchers believe a hydrogen revolution is beginning to gather momentum. Why is there renewed interest in hydrogen, what are the growth drivers and what does this mean for investors? Join Jean-Xavier Hecker, Co-Head of ESG and Sustainability Research, and Patrick Jones, Analyst for European Metals, Mining and Steel, to explore the future of green hydrogen.
This podcast was recorded on March 18, 2021. This communication is provided for information purposes only. Please read J.P. Morgan research reports related to its contents for more information, including important disclosures. © 2021 JPMorgan Chase & Co. All rights reserved.
The Policy Momentum for ESG Acceleration in 2021
As the EU implements the sustainable finance action plan, the new U.S. Democratic administration rolls out its climate and energy policies, all eyes are on the global regulatory landscape that will recalibrate the momentum of ESG in 2021. Carbon also remains in the spotlight as more companies and countries pledge to net zero greenhouse gas emissions over the next few decades. Hugo Dubourg and Jean-Xavier Hecker, Co-Heads of ESG and Sustainability Research at J.P. Morgan discuss how these policies and sustainability technologies could impact the development of ESG investing in the U.S. and Europe.
This podcast was recorded on March 8, 2021. This communication is provided for information purposes only. Please read J.P. Morgan research reports related to its contents for more information, including important disclosures. © 2021 JPMorgan Chase & Co. All rights reserved.
Still Waiting on SLR: The Impact on Banks, Spreads, and Rates
In this conversation, J.P. Morgan Research analysts Alex Roever, Kabir Caprihan, Mike Feroli, Jay Barry, Josh Younger, and Teresa Ho discuss the upcoming expiration of the carve-out of reserves and Treasuries from the Supplementary Leverage Ratio, and the implications for rates and credit markets under various scenarios.
This podcast was recorded on March 12 and 15, 2021. A portion of this episode is excerpted from a conference call for institutional clients of J.P. Morgan held on March 12, 2021; clients can access a replay of the full call at www.jpmm.com/research/content/CFP-PC-5303-0.
This communication is provided for information purposes only. Institutional clients can view the related report at www.jpmm.com/research/content/GPS-3675636-0 more information; please visit www.jpmm.com/research/disclosures for important disclosures. A version of this podcast was previously disseminated to institutional clients with the title “Podcast: Still Waiting on SLR: March 12, 2021.” © 2021 JPMorgan Chase & Co. All rights reserved.
U.S. Fixed Income: Overstimulated? The Biden Stimulus and Bond Markets
In this conversation, J.P. Morgan Research analysts Alex Roever, Mike Feroli, Jay Barry, and Teresa Ho discuss the new stimulus bill in Congress and its implication for the economy, bond markets, and the US money markets.
This podcast was recorded on March 8, 2021.
This communication is provided for information purposes only. Institutional clients can view the related report at www.jpmm.com/research/content/GPS-3671430-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. A version of this podcast was previously disseminated to institutional clients with the title “Overstimulated? The Biden stimulus and bond markets, March 8, 2021.” © 2021 JPMorgan Chase & Co. All rights reserved.
U.S. Fixed Income: How Would Larger Fiscal Stimulus Impact Treasuries and TIPS?
In this conversation, J.P. Morgan Research analysts Jay Barry and Phoebe White discuss how larger projected fiscal stimulus is likely to impact the outlook for Treasury yields, TIPS breakevens, and Treasury issuance trends.
This podcast was recorded on February 22, 2021.
This communication is provided for information purposes only. Institutional clients can view the related reports atwww.jpmm.com/research/content/GPS-3654261-0 and www.jpmm.com/research/content/GPS-3650752-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. A version of this podcast was previously disseminated to institutional clients with the title “How would larger fiscal stimulus impact Treasuries and TIPS?, February 22, 2021.” © 2021 JPMorgan Chase & Co. All rights reserved.
U.S. Fixed Income: As Yields Rise, Are We Headed for a Convexity Event?
In this conversation, J.P. Morgan Research analysts Matt Jozoff, Josh Younger and Nick Maciunas discuss the risk that rising rates trigger a mortgage convexity event which could accelerate a sell-off on bonds.
This podcast was recorded on February 12, 2021.
This communication is provided for information purposes only. Institutional clients can view the related report at www.jpmm.com/research/content/GPS-3647898-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. A version of this podcast was previously disseminated to institutional clients with the title “As yields rise, are we headed for a convexity event?, February 12, 2021.” © 2021 JPMorgan Chase & Co. All rights reserved.