Gabby Santos

Gabby Santos, J.P. Morgan's Chief Market Strategist for the Americas, dives into the bank's annual Long-Term Capital Market Assumptions report. She discusses the influence of economic nationalism, fiscal activism, and AI innovation on market dynamics. Gabby explains why traditional 60-40 portfolios may struggle and highlights alternatives like gold and real estate for better diversification. She also explores the potential for international markets to outperform the U.S. and weighs the impact of tech on inflation. Plus, is there a tech bubble? Gabby shares her insights!