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Center For Investment Excellence
J.P. Morgan Asset Management
179 episodes
2 weeks ago
The Center for Investment Excellence features educational insights across asset classes and investment themes designed to give you the tools you need to empower better decisions and build stronger portfolios.
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Investing
Business
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All content for Center For Investment Excellence is the property of J.P. Morgan Asset Management and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
The Center for Investment Excellence features educational insights across asset classes and investment themes designed to give you the tools you need to empower better decisions and build stronger portfolios.
Show more...
Investing
Business
https://is1-ssl.mzstatic.com/image/thumb/Podcasts116/v4/e5/ac/ef/e5acef9b-0739-7894-4f21-1b156354a562/mza_1734505978872163921.png/600x600bb.jpg
How soft would a soft landing be?
Center For Investment Excellence
18 minutes 26 seconds
1 year ago
How soft would a soft landing be?
The Fed remains committed to reducing rates, which bond markets may be cheering, but it may not begin easing policy as soon as markets anticipate. David Lebovitz, Global Market Strategist, Multi-Asset Solutions and Priya Misra, Portfolio Manager, Global Fixed Income, Currency & Commodities (GFICC) Group, discuss their forecast for fixed income, including stock/bond correlations, high quality duration and risks and opportunities for investors.
Center For Investment Excellence
The Center for Investment Excellence features educational insights across asset classes and investment themes designed to give you the tools you need to empower better decisions and build stronger portfolios.