Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management
139 episodes
5 days ago
Our thought leaders sit down for a conversational breakdown of big ideas, future trends, emerging topics and their investment implications complete with key takeaways to help inform building stronger investment plans and portfolios for the long-term.
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Our thought leaders sit down for a conversational breakdown of big ideas, future trends, emerging topics and their investment implications complete with key takeaways to help inform building stronger investment plans and portfolios for the long-term.
Alternative Realities: Rethinking the 60/40 portfolio
Insights Now
28 minutes
1 month ago
Alternative Realities: Rethinking the 60/40 portfolio
Watch the video version on YouTube.
On today's episode, Aaron Mulvihill, Global Alternatives Strategist, is joined by Stephen Dulake, Co-head of Global Fundamental Research at JP Morgan. Together, they discuss private credit, an asset class that has attracted significant investor interest due to its higher yields compared to traditional fixed income. The conversation explores the factors driving growth in the private credit industry, examines how yields compare to public fixed income and where they may be headed and highlights the key risks and opportunities in this evolving market.
For more resources on Alternatives, visit our Guide to Alternatives and Principles of Alternatives Investing
Listen to the audio version of the Alternative Realities podcast: Apple Podcasts | Spotify
Insights Now
Our thought leaders sit down for a conversational breakdown of big ideas, future trends, emerging topics and their investment implications complete with key takeaways to help inform building stronger investment plans and portfolios for the long-term.
