

JP Morgan's Thomas Kennedy on investment opportunities amid rising uncertainty
Feb 12, 2025
Thomas Kennedy, Chief Investment Strategist for JP Morgan Private Bank, shares insights into today's shifting debt markets. He discusses how monetary policy changes and geopolitical tensions, like tariffs, are affecting interest rates and high-yield investments. Kennedy highlights the rise of direct lending and private credit as key strategies for navigating market uncertainties. He also suggests rethinking traditional investment approaches, prompting a fresh look at diversification beyond the usual stock-bond mix.
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