Post by J.P. Morgan Asset Management

When Bob Michele and our Global Fixed Income, Currency & Commodities team sit down each quarter, the discussion helps frame how we're positioning across bond markets. At this quarter's Investment Quarterly Meeting, our team of J.P. Morgan Asset Management CIOs—Iain Stealey, Kay Herr, Deb Fierro, Pierre Yves Bareau, Samrawit Soquar and Brian Lysiak—along with Nicholas Wall provided meaningful perspectives and examined the macro themes and sector developments most likely to shape fixed income from here: • A resilient economy navigating shifting narratives • Easing oil risk as Middle East tensions de-escalate • A growing focus on what it takes to fund and build the infrastructure behind AI The question is how these forces translate into duration, credit and sector positioning over the coming quarters. Read the full analysis in our latest Global Fixed Income Views: http://spr.ly/6048BDIahi For institutional use only.