JPMorgan AM Says Look to Periphery, High-Yield to Find Value in Europe Bonds

The video discusses the attractiveness of Japan's negative yields compared to Germany, investment strategies in European bonds, and the focus on credit markets. It highlights the positive outlook on the US yield curve and the appeal of European assets with positive yields. The video also covers the impact of Japanese investments in Europe and the reassuring outcome of the European elections for global investors.

What is the main focus when comparing Japan's negative yields to Germany's yields?

• The relative spread between the two

• The impact on local economies

• The absolute value of the yields

• The historical performance of the yields

Which European country's bonds were excluded from investment focus until recently?

• Spain

• Italy

• France

• Portugal

What is the outlook on the US yield curve and credit market according to the transcript?

• Negative due to low returns

• Neutral with no significant changes

• Positive due to the carry available

• Uncertain due to market volatility

Why have European investments been attractive to Japanese institutional investors recently?

• Due to declining US markets

• Attractive yields and political stability

• Because of the strong Euro

• Due to high inflation rates in Japan

What was the impact of the European election on global investors?

• It led to increased investment in Asia

• It caused a major sell-off in European markets

• It reassured investors about Europe's future

• It had no significant impact