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2024 Long-Term Capital Market Assumptions: Smarter portfolios for a world in transition

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Manage episode 380863233 series 2534825
Content provided by J.P. Morgan Asset Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by 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.

The 28th annual edition of our 2024 Long-Term Capital Market Assumptions explores how investors can build on the 60/40 portfolio – using new axes of diversification to navigate an economy in transition from disinflation to reflation and from easy monetary policy to higher costs of capital. Our experts discuss these themes and more on our November episode.

  continue reading

169 episodes

Artwork
iconShare
 
Manage episode 380863233 series 2534825
Content provided by J.P. Morgan Asset Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by 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.

The 28th annual edition of our 2024 Long-Term Capital Market Assumptions explores how investors can build on the 60/40 portfolio – using new axes of diversification to navigate an economy in transition from disinflation to reflation and from easy monetary policy to higher costs of capital. Our experts discuss these themes and more on our November episode.

  continue reading

169 episodes

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