
Expert: Kerry Craig - Interest rates, China, Climate & AI | J.P. Morgan Asset Management
Equity Mates Investing Podcast
00:00
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.
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.