Fixed Income

Drive your wealth forward

Tap into the potential of fixed income at the World’s Best Private Bank*
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When it comes to fixed income, do you have the right foundation?

Explore strategies with J.P. Morgan Private Bank

Many investors consider bonds as a means to reduce volatility and add income to their portfolios. But sometimes traditional, high-quality bonds may not be enough.

So what opportunities have we been speaking to our clients about?

Learn more today

Capital Preservation

Seek to reduce the risk of volatility and principal loss by investing in primarily higher quality instruments

Portfolio Diversification

Diversify within fixed income or complement your equity or alternatives exposure in a tax efficient manner

Return / Income Enhancer

Seek out greater income and/or total return strategies to optimize yield opportunity

Two ways to tap into what bonds can offer

Cash-heavy? Try short- to medium-dated bonds.

If you have extra cash beyond short- and medium-term needs, consider investing in short to medium-term bonds. They may offer higher yields than deposits and the chance to lock in returns for a set period. Tax-efficient options are available.

Low on fixed income? Consider rebalancing.

If you’re a multi-asset investor whose portfolio has tipped away from the traditional 60/40 allocation (you have any level of fixed income under 40%), or if your bonds are of short maturity only, it might make sense to rebalance back toward 60/40.
Learn more about fixed income strategies tailored to you and your portfolio.
Get in touch
*Named World’s Best Private Bank 2024 by Global Finance. Rating methodology details click here. Ratings may not guarantee future success or results.

  • Indices are not investment products and may not be considered for investment.
  • Bonds are subject to interest rate risk, credit and default risk of the issuer. Bond prices generally fall when interest rates rise.
  • Diversification does not ensure a profit or protect against loss.
  • High Yield bonds are speculative non-investment grade bonds that have higher risk of default or other adverse credit events which are appropriate for high-risk investors only.
  • Investing in fixed income products is subject to certain risks, including interest rate, credit, inflation, call, prepayment and reinvestment risk. Any fixed income security sold or redeemed prior to maturity may be subject to substantial gain or loss.
  • Past performance is no guarantee of future results. It is not possible to invest directly in an index.

This material is for informational purposes only, and may inform you of certain products and services offered by private banking businesses, part of JPMorgan Chase & Co. (“JPM”). Products and services described, as well as associated fees, charges and interest rates, are subject to change in accordance with the applicable account agreements and may differ among geographic locations. Not all products and services are offered at all locations. If you are a person with a disability and need additional support accessing this material, please contact your J.P. Morgan team or email us at accessibility.support@jpmorgan.com for assistance. Please read all Important Information.

GENERAL RISKS & CONSIDERATIONS

Any views, strategies or products discussed in this material may not be appropriate for all individuals and are subject to risks. Investors may get back less than they invested, and past performance is not a reliable indicator of future results. Asset allocation/diversification does not guarantee a profit or protect against loss. Nothing in this material should be relied upon in isolation for the purpose of making an investment decision. You are urged to consider carefully whether the services, products, asset classes (e.g., equities, fixed income, alternative investments, commodities, etc.) or strategies discussed are suitable to your needs. You must also consider the objectives, risks, charges, and expenses associated with an investment service, product or strategy prior to making an investment decision. For this and more complete information, including discussion of your goals/situation, contact your J.P. Morgan team.

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Certain information contained in this material is believed to be reliable; however, JPM does not represent or warrant its accuracy, reliability or completeness, or accept any liability for any loss or damage (whether direct or indirect) arising out of the use of all or any part of this material. No representation or warranty should be made with regard to any computations, graphs, tables, diagrams or commentary in this material, which are provided for illustration/ reference purposes only. The views, opinions, estimates and strategies expressed in this material constitute our judgment based on current market conditions and are subject to change without notice. JPM assumes no duty to update any information in this material in the event that such information changes. Views, opinions, estimates and strategies expressed herein may differ from those expressed by other areas of JPM, views expressed for other purposes or in other contexts, and this material should not be regarded as a research report. Any projected results and risks are based solely on hypothetical examples cited, and actual results and risks will vary depending on specific circumstances. Forward-looking statements should not be considered as guarantees or predictions of future events.

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INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED

Bank deposit products, such as checking, savings and bank lending and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC.

Not a commitment to lend. All extensions of credit are subject to credit approval.

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