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The Calm after the cuts

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Manage episode 444378715 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.

In this episode of the Center for Investment Excellence podcast, host David Lebovitz, Global Market Strategist in Multi-Asset Solutions at JP Morgan Asset Management, is joined by Kay Herr, US Chief Investment Officer for the Global Fixed Income Currency and Commodities team at JP Morgan Asset Management. David and Kay discuss the implications of the upcoming US elections on fiscal policy and market dynamics, and they provide a deep dive into duration management and spread product opportunities in the current market environment. Tune in for a comprehensive analysis of the macroeconomic outlook, investment strategies, and market opportunities in this insightful episode.

  continue reading

171 episodes

Artwork
iconShare
 
Manage episode 444378715 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.

In this episode of the Center for Investment Excellence podcast, host David Lebovitz, Global Market Strategist in Multi-Asset Solutions at JP Morgan Asset Management, is joined by Kay Herr, US Chief Investment Officer for the Global Fixed Income Currency and Commodities team at JP Morgan Asset Management. David and Kay discuss the implications of the upcoming US elections on fiscal policy and market dynamics, and they provide a deep dive into duration management and spread product opportunities in the current market environment. Tune in for a comprehensive analysis of the macroeconomic outlook, investment strategies, and market opportunities in this insightful episode.

  continue reading

171 episodes

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