이 에피소드에 관해
Is the 60/40 portfolio dead? What do Big Macs and Negronis have in common? Do bonds still diversify stocks?
In this episode Andrew Norelli Managing Director at J.P. Morgan Asset Management, unpacks the macro forces driving markets and some of the "big bad risks" investors need to be aware of.
Andrew was brutally honest about the world's economic future. Host Ally left this conversation reeling from his fresh takes- you won't want to miss this one.
Chapters:
00:00:00 Episode Introduction
00:01:33 The Negroni Dollar Index
00:05:32 Fed Policy Gets Political
00:09:24 Why Wars Boost Economies
00:11:41 Are Bonds Still Diversifiers?
00:12:29 When Bonds Fail Investors
00:17:46 Private Credit Bubble Risks
00:19:46 Agentic AI Changes Everything
00:22:36 Best Fixed Income Opportunities
00:25:51 Is Australian Credit Attractive?
00:29:07 AI’s Productivity Explosion
00:31:59 The Entrepreneurship Boom
📈 Stocks and ETFs Mentioned: JPMorgan Income Hedged Active ETF (CBOE: JPIE)
Links Mentioned: Register for early bird Finfest tickets here - http://equitymates.com/finfest-industry
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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.
0.5 Total Hours Knowledge Requirements: Fixed Interest (0.25 hour) and Managed Investments (0.25 hour) Legislated CPD Area: Technical Competence (0.50 hour)
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This episode has been sponsored by Cboe. The JPMorgan Asset Management Income Hedged Active ETF is listed on Cboe ticker JPIE. To find out more about J.P. Morgan Asset Management’s funds listed on Cboe head here
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