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Center For Investment Excellence
2025 LTCMAs: Higher starting points but healthier foundations
Dec 12, 2024
Gabriela Santos, Chief Market Strategist for the Americas at J.P. Morgan Asset Management, shares her insights on the global markets' optimistic outlook. She discusses how AI and economic growth are reshaping investment opportunities. Gabriela digs into inflation dynamics and the role of central banks, while also forecasted moderated expectations for the U.S. dollar. The transformation of private markets in response to changing conditions and the significance of tactical management are highlighted, emphasizing the need for generating alpha in this evolving landscape.
26:36
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Quick takeaways
- The podcast highlights an optimistic view for global markets driven by AI advancements and economic growth, particularly in developed regions.
- There is a complex outlook for emerging markets, especially China, due to policy uncertainties and downgrades, contrasting with the positive trends in developed markets.
Deep dives
Optimistic Economic Foundations
The long-term capital market assumptions indicate a shift towards healthier economic foundations despite challenging starting points. Recent analysis highlights upgraded growth expectations alongside moderate inflation normalization, particularly influenced by advancements in artificial intelligence and automation. Developed markets are benefitting from increased capital investments influenced by these technologies, while emerging markets may face downgrades, notably regarding China’s growth. The overall message reflects a transition from a low growth, low investment environment to a more promising landscape characterized by improved margins and earnings potential.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode