Lisa Coleman, head of global investment-grade corporate credit at JPMorgan Asset Management, shares her insights on rising credit risks amid escalating trade wars. Managing $73 billion in assets, she highlights the deteriorating technicals in credit markets and emphasizes the need for higher returns due to uncertainty. Interesting discussions include the shifting landscape for U.S. companies, investment opportunities in healthcare and consumer sectors, and the evolving sentiment around different asset classes as recession fears loom.

Lisa Coleman, Head of Global Investment Grade Credit at JPMorgan, warns of potential deeper layoffs as economic activity cools. Alvaro Pereira, Chief Economist at the OECD, forecasts a growth resurgence in Europe next year, buoyed by rising wages. Danielle Hale, Chief Economist at realtor.com, discusses the housing market's excitement, noting a refinancing boom driven by falling mortgage rates. The interplay of these insights paints a complex view of current economic dynamics and prospects.