Kerry Craig

Robert Schein, Chief Investment Officer at Blanke Schein Wealth Management, shares insights on the implications of President Trump's influence on the Federal Reserve and the bullish sentiment in the markets despite geopolitical uncertainties. Kerry Craig, Global Market Strategist at JPMorgan Asset Management, discusses the mixed performance of Asian equities while investors await Nvidia's earnings for future guidance. They explore the steepening yield curve and its effects on market stability, inflation concerns, and the importance of corporate earnings.

Kerry Craig, Executive Director & Global Market Strategist at J.P. Morgan Asset Management, shares insights on market dynamics influenced by Trump's policies. He discusses the expected impacts on inflation and interest rates in both the US and Australia. Craig highlights potential high-performing stock markets over the next 15 years and the role of AI in shaping the economy. He advises retail investors on strategies for navigating inflationary times, emphasizing diversification and emerging global trends.

In this discussion, Kerry Craig, a Global Market Strategist at J.P. Morgan Asset Management, shares insights on private equity and market strategies for 2026. He discusses easing concerns surrounding private equity valuations due to rising exit opportunities. Kerry also delves into the growing private equity secondaries market and highlights private credit as an income source. Additionally, he reveals how investors can gain AI exposure through infrastructure investments and emphasizes the importance of discipline and risk management in asset allocation.

Kerry Craig, Global Market Strategist at J.P. Morgan Asset Management, shares insights on key developments shaping global markets. He discusses President Trump's openness to lowering tariffs on China as a way to boost trade, and how recent U.S. job data is lifting recession fears. The conversation also highlights Prime Minister Anthony Albanese's historic election win in Australia, marking a milestone for his party, and the potential impacts on the housing crisis and economic policies. Global investment opportunities amidst changing trade dynamics are also explored.

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.