Documents tagged "Bonds"
Found 5 documents with this tag
HOUSE_OVERSIGHT_033256.txt
The document is an email sent by Richard Kahn from HBRK Associates Inc. to Jeffrey E. on October 4th, 2017. The subject of the email is "PR Bonds" and discusses Puerto Rico's debt crisis in relation to a CNBC video featuring President Trump. In the email, Kahn mentions that Trump stated Puerto Rico's debt will have to be wiped out, which could impact investors in PR bonds.
HOUSE_OVERSIGHT_031114.txt
This document from JPMorgan discusses global asset allocation, with a focus on local risks and opportunities dominating investment strategies. The document mentions that US activity data is better than hoped, but consumer response to higher taxes is uncertain. It also highlights the search for carry in fixed income markets and Japan as a main country overweight in equities. Additionally, it notes that credit remains the troubled asset class with spreads wider in most markets, especially in emerging market external debt. The overall investment theme for this year appears to be a number of unrelated local forces with largely local impact, rather than a general global investment theme.
HOUSE_OVERSIGHT_030848.txt
In summary, the J.P. Morgan View in March 2013 focuses on local risks and opportunities trumping global forces in driving investment opportunities. The report discusses various topics such as economics, fixed income, equities, credit, currencies, commodities, US stocks, bonds, and asset classes. It emphasizes that there is no overarching global investment theme this year and instead highlights unrelated local forces with largely local impact. Additionally, the report suggests that there is no momentum in global growth, price or earnings expectations that could lead to a bullish or bearish growth story.
HOUSE_OVERSIGHT_030844.txt
The J.P. Morgan View document discusses the current state of global asset allocation and identifies local forces as more dominant than global ones in driving investment opportunities. The focus is on economics, fixed income, equities, credit, currencies, commodities, US stocks, and bond markets. It highlights that there is no overarching global investment theme this year and instead emphasizes the importance of local factors.
HOUSE_OVERSIGHT_030808.txt
The document discusses the US Balanced portfolio and its allocation across various asset classes such as equities, high yield, leveraged loans, structured credit, emerging market FX, core bonds, inflation, cash, private equity, real estate, and hedge funds. It highlights key factors affecting these allocations like healthy private sector profits, problems left over from the recession, interventions by world's legislatures, treasuries, central banks, and multilateral agencies. The document also compares the situation with ancient Greek gods, stating that we are getting closer to their twilight, a time when they may run out of ammunition or cause more problems. It mentions holding 10-15% less equities than usual at this point in the business cycle and positions for single-digit returns on equities.