Long-dated bonds are looking more attractive as governments and central banks take steps to curb the glut in that segment of the market, according to JPMorgan Asset Management https://t.co/hMh6hKa0VY ...

JPMorgan Asset Management wants to double its Asia-Pacific assets under management to $600 billion in five years https://t.co/ac5NXCDdu9 ...

Core Viewpoint - The Federal Reserve's shift towards cutting interest rates is expected to boost emerging-market bond rallies, particularly benefiting countries like Brazil, South Africa, and Hungary [1][3]. Group 1: Market Performance - A benchmark for domestic debt from developing-world governments has delivered a 15% return in dollar terms this year, marking the best performance since at least 2017 [2]. - The recent gains were driven by uncertainties stemming from President Trump's trade war and rapid policy changes, prompting investors to seek opportunities outside the U.S. [2]. Group 2: Investment Strategies - Fund managers are increasingly favoring local currency-denominated debt, which could see amplified returns if the dollar continues to weaken [4]. - Companies like DoubleLine Capital and JPMorgan Asset Management are focusing on emerging-market currencies and local bonds, while Bank of America Corp. highlights the attractiveness of EM carry trades [4]. Group 3: Investor Sentiment - There is a noticeable increase in interest for non-dollar allocations, with a resurgence in benchmark-aware strategies related to emerging markets [5]. - The Fed's easing policies are anticipated to further depress the dollar, enhancing the returns on bonds backed by appreciating currencies [6]. Group 4: Increased Exposure - T. Rowe Price Group Inc. has raised its exposure to bonds in emerging and frontier markets, betting on their higher yields to attract global funds [7]. - The firm suggests that capital inflows into emerging markets could create a virtuous cycle, improving fundamentals and attracting even more capital [8].

Market Trends & Potential Risks - JPMorgan Asset Management's David Kelly argues that the expected interest rate cut from the Fed this week may not be beneficial for stocks and bonds [1]

David Kelly, chief global strategist at JPMorgan Asset Management, warns the expected rate cut this week will actually increase risks for stocks, bonds and the dollar if it’s perceived to be driven by political pressure: Here’s your Evening Briefing https://t.co/CFTeYpG8HL ...

Market Risk - JPMorgan Asset Management 认为，如果美联储降息被认为是受政治压力驱动且与央行预测不符，将增加股票、债券和美元的风险 [1]

Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day. 00:00:00 Bloomberg Surveillance 00:03:41 Steve Chiavarone, Federated Hermes 00:18:14 Tobin Marcus, Wolfe Research 00:25:04 Morning Movers 00:26:31 On Our Radar 00:29:14 Waldemar Szlezak, KKR 00:42:28 Joe Davis, Vanguard 00:53:06 Evan Brown, UBS Asset Management 01:06:14 Ashley Davis, s-3 Gr ...

RT shαs (@XBT002)It was a big day on the U.S. news front yesterday, and @ForTheWynn_ and @Yogita_Khatri5 held it down. Here's a roundup their coverage @TheBlock__ :Canary Capital Group LLC is seeking the U.S. Securities and Exchange Commission's approval to list and trade an exchange-traded fund that tracks the price of a memecoin linked to @realDonaldTrump. @ForTheWynn_Donald Trump Jr. is both investing in prediction markets platform @Polymarket and joining the company's advisory board. @ForTheWynn_Trump M ...

According to Bloomberg, crowdsourced quant fund Numerai has secured a commitment of up to $500 million from JPMorgan Asset Management, to be deployed over the next year. Backed by Paul Tudor Jones, the fund manages around $450 million and uses its native token, Numeraire (NMR), to incentivize freelance quants worldwide to submit stock trading models and stake predictions. https://t.co/Sm7jX1XQnz ...

Follow Bloomberg Television's special live coverage of Bank of England Governor Andrew Bailey's press conference following the BOE's interest rate decision. Bloomberg's Lizzy Burden is joined by Hugh Gimber, Global Market Strategist at JPMorgan Asset Management, Marcus Ashworth from Bloomberg Opinion and Bloomberg Daybreak's Lucy Meakin. ...