ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Building Resilient Portfolios"
Episode Synopsis
Season 04 Episode 05
The last few months have seen a swift and significant recalibration in markets. Inflation looks to be higher and stickier than previously assumed, with The Fed shifting more hawkish. In this episode, Dr. David Kelly is joined by Phil Camporeale, Portfolio Manager on the Multi-Asset Solutions group at J.P. Morgan Asset Management, to discuss asset allocation in an environment with higher uncertainty on interest rates and inflation.
The last few months have seen a swift and significant recalibration in markets. Inflation looks to be higher and stickier than previously assumed, with The Fed shifting more hawkish. In this episode, Dr. David Kelly is joined by Phil Camporeale, Portfolio Manager on the Multi-Asset Solutions group at J.P. Morgan Asset Management, to discuss asset allocation in an environment with higher uncertainty on interest rates and inflation.
More episodes of the podcast Insights Now
Quantitative Investing Explained
17/10/2025
Rethinking Retirement Through Research
10/10/2025
How Can Policy Power Portfolios?
09/10/2025
Why Is Asset Allocation So Important?
31/08/2025
In God we trust