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Expert: Kerry Craig - Interest rates, China, Climate & AI | J.P. Morgan Asset Management

Equity Mates Investing Podcast

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Key Themes: Monetary Policy, Interest Rates, Inflation, AI, China, and Climate

This chapter delves into various key themes including monetary policy, interest rates, inflation, AI, China, and climate. The speakers discuss the impact of these themes on economic and market volatility, portfolio construction, return forecasts, and long-term capital market assumptions. They also highlight the potential opportunities and risks associated with these key themes in the current market.

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