

Expert: Kerry Craig - Interest rates, China, Climate & AI | J.P. Morgan Asset Management
Dec 7, 2023
Kerry Craig, Global Market Strategist at J.P. Morgan Asset Management, discusses key topics including interest rates, China's challenges, climate change, and AI. They also explore the impact of these themes on economic volatility, portfolio construction, and return forecasts, emphasizing the importance of diversification and climate-related investments.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 3min
Discussing Long-Term Capital Market Assumptions and Investing Themes
02:38 • 3min
Key Themes: Monetary Policy, Interest Rates, Inflation, AI, China, and Climate
05:27 • 23min
Advancements in AI Technology and China's Economy Challenges
28:08 • 9min
Climate Change as an Investment Theme
36:45 • 9min
Predictions, Interest Rates, Climate, and ESG: Takeaways from the Conversation
45:45 • 2min
Shareholder Challenges, Foreign Ownership, and Book Promotion
47:18 • 4min