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How soft would a soft landing be?

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Manage episode 402573526 series 2534825
Indhold leveret af J.P. Morgan Asset Management. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af J.P. Morgan Asset Management eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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.

  continue reading

170 episoder

Artwork
iconDel
 
Manage episode 402573526 series 2534825
Indhold leveret af J.P. Morgan Asset Management. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af J.P. Morgan Asset Management eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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.

  continue reading

170 episoder

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