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Expert: Kerry Craig - Winter is Coming | J.P. Morgan Asset Management

Equity Mates Investing Podcast

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Investing in a Tough Environment

Winter is coming, literally and figuratively. There's a lot of reasons to be worried about there. Investing is deferring consumption today in the hope that you'll be able to consume more in the future. JP Morgan Asset Management are underweight on the equity market in the short term. But what we do like a little bit more obviously is the bond market because you've had this huge run up in yields. As the global economy falls, energy think more around growth rather than inflation becoming the problem.

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