Is There a Case for a Larger Holding in Cash in Portfolios?

Investors have had a challenging year so far, however, while outlook remains cloudy, investors should remember that the U.S. has always been an economy of long summers and short winters. While winter may be coming soon, much of the "bad news" might already be priced into markets, and investors may be wise to take advantage of the correction in valuations to position portfolios for the long summer, or expansion, ahead. For the last episode this season, Dr. David Kelly is joined by Jack Manley, Global Market Strategist at J.P. Morgan Asset Management, for an insightful conversation on navigating investing in troubled times.

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