Asset Allocation in the Year Ahead

22/11/2024 16 min
Asset Allocation in the Year Ahead

Listen "Asset Allocation in the Year Ahead"

Episode Synopsis

Season 12 Episode 01

As we usher in a new year, the investment landscape is almost certainly set to change. That’s why in our twelfth season of Insights Now titled, “Preparing for the Path Forward,” Dr. David Kelly will sit down with portfolio managers and strategists from across J.P. Morgan to discuss their key takeaways from 2024, and what they expect from the economy and markets in 2025. To share some of his highest conviction ideas for the year ahead, Dr. David Kelly is joined by Phil Camporeale, Portfolio Manager in our Multi-Asset Solutions group here at J.P. Morgan Asset Management.