Seeking Alpha

The Asset Allocator: A Fine Analysis From J.P. Morgan (Podcast)

by: SA For FAs
SA For FAs
Senior Editor, FA Content
Summary

A 2020 investment outlook from J.P. Morgan Asset Management offers a perceptive macro-analysis.

It acknowledges that central banks have been the tide lifting all boats.

And it observes that a return of inflation, unlikely though that be currently, would sink all boats.

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A 2020 investment outlook from J.P. Morgan Asset Management offers a perceptive macro-analysis.

This podcast (6:03) suggests that we not look to these outlooks for their investment recommendations, but as an exercise in thinking, to deepen our understanding of markets, something this analysis succeeds at.