Listen to the latest insights from Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, where he sits down with a variety of thought leaders for a conversational breakdown of big ideas, future trends, emerging topics and their investment implications to help inform building stronger investment plans for the long-term.
Episodes
Thursday Dec 01, 2022
Bonds are back
Thursday Dec 01, 2022
Thursday Dec 01, 2022
Tune in to hear Dr. David Kelly and Bob Michele, CIO and Head of the Global Fixed Income, Currency & Commodities group, discuss the outlook for fixed income and how investors can take advantage of opportunities.
Higher rates and rising inflation have created a particularly challenging environment for bonds this year, with the U.S. Agg. down a whopping 13% year-to-date. However, the selloff has also brought valuations down to their most attractive levels in years, and the backup in yields means bonds can once again provide investors with a reliable source of income and diversification. While economic uncertainties remain about the timing of a Fed pivot and the potential for U.S. recession, the case for bonds is as strong as it's been in over a decade.
To discuss the outlook for fixed income markets and how investors can take advantage of these opportunities, Dr. David Kelly is joined by Bob Michele, CIO and Head of the Global Fixed Income, Currency & Commodities group, at JP Morgan Asset Management.