
Investing in Troubled Times
Insights Now
00:00
Introduction
The economy is dealing with very high inflation and a more bokish fed right now, and is increasingly threatened by recession later this year. Any recession should be relatively mild and short, and arguably, much of the bad news may already be priced into markets. This being the case, investers may well want a position portfolios for the expansion that emerges after the current strong cycical forces fade fom our last episode of this season. We're joined by jack manley, global market strategist for jpe morgan assed management, for an important conversation on marked performance, aced allocation and investing in the long run.
Transcript
Play full episode