Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
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The bond’s eye view
MP3•Episode home
Manage episode 365547918 series 29071
Content provided by Dr. David Kelly, J.P. Morgan Asset Management, Dr. David Kelly, and J.P. Morgan Asset Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dr. David Kelly, J.P. Morgan Asset Management, Dr. David Kelly, and J.P. Morgan Asset Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
As we conclude this season, which we entitled a Bond’s Eye View of the world, a lot of core arguments for adding fixed income at the start of the year still remain in place. So far, the Fed has continued to hike rates but they may, finally, be at the end of their tightening regime, and if we are at peak rates, that means now is the time for investors to lock in yields before they fall. Bonds could also provide portfolios with important diversification properties as we eye this next downturn. So, as investors take a closer look at their cash and bond holdings, we hope this season has helped shed light on the different opportunities within bonds, and how to think about duration, credit and income within portfolios. To wrap up our last episode, Dr. David Kelly is joined by Bob Michele, CIO and Head of our Global Fixed Income, Currency and Commodities Group at JP Morgan Asset Management, for a conversation on his outlook for the economy, the Fed, and ultimately, bond markets.
…
continue reading
103 episodes
MP3•Episode home
Manage episode 365547918 series 29071
Content provided by Dr. David Kelly, J.P. Morgan Asset Management, Dr. David Kelly, and J.P. Morgan Asset Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dr. David Kelly, J.P. Morgan Asset Management, Dr. David Kelly, and J.P. Morgan Asset Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
As we conclude this season, which we entitled a Bond’s Eye View of the world, a lot of core arguments for adding fixed income at the start of the year still remain in place. So far, the Fed has continued to hike rates but they may, finally, be at the end of their tightening regime, and if we are at peak rates, that means now is the time for investors to lock in yields before they fall. Bonds could also provide portfolios with important diversification properties as we eye this next downturn. So, as investors take a closer look at their cash and bond holdings, we hope this season has helped shed light on the different opportunities within bonds, and how to think about duration, credit and income within portfolios. To wrap up our last episode, Dr. David Kelly is joined by Bob Michele, CIO and Head of our Global Fixed Income, Currency and Commodities Group at JP Morgan Asset Management, for a conversation on his outlook for the economy, the Fed, and ultimately, bond markets.
…
continue reading
103 episodes
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