J.P. Morgan Debuts Investment Blog

Institutional clients gain direct communication about market and investment views from the group’s global network of portfolio managers and research analysts. Blog posts are drawn directly from the investment team’s weekly strategy meetings, giving readers unusual access to the team’s market dialog and investment discussions.

According to Bob Michele, global chief investment officer for the group, the blog brings the investment conversation and the team’s commentary directly to clients. “In making our thought leadership available in this interactive, dynamic channel, we’re excited about its potential to strengthen our client dialogue,” Michele said.

Blog posts from the group cover a range of market topics, including the investment implications of global monetary policy, insights on currency moves, fixed-income asset allocation, relative value trading opportunities and fixed-income asset class outlooks. A video library of strategy insights from portfolio managers and client portfolio managers is also available.

Some recent blog posts have included:

• What’s Next for EMD?, a road map for the first quarter of 2013 by Pierre-Yves Bareau, head of emerging market debt.
• QE and Helicopter Money by David Tan, head of global rates.
• Muddle Through—Chinese Style. Stephen Chang, head of Asian fixed income, examines the government response to the slowdown in China’s economy.
• Opportunity Knocks, a preview of what fixed-income sectors might hold in 2013, by Nick Gartside, international chief investment officer.

The Global Fixed Income, Currency & Commodities blog can be accessed here.  

J.P. Morgan Asset Management’s global fixed-income, currency and commodities team has assets under management of $158 billion as of September 30, 2012.