JPM

Where are the top contrarian plays in the market currently?

Is it the final swan song for the corporate bond market?

Could normalising monetary policy spell the end for fixed income?

Fund managers and economists are turning more bullish on eurozone debt and asset-backed securities after the European Central Bank (ECB) cut rates to a new historic low.

Searching for value in the US

Where are the opportunities from decaying demographics?

Resisting the yield junkies’ siren

Mid-cap managers are adding to their highest-conviction holdings following the harsh sell-off experienced by the FTSE 250, a fall they argue "has neither rhyme nor reason."

Bond managers are becoming more bearish on peripheral Europe corporate debt, turning to core names and the US as spreads tighten to post-crisis lows.

JPM Private Equity has reduced its gearing to 38%, having run it as high as 60% at the start of the year, cutting it back from "nosebleed" levels.