In this engaging discussion, Marcella Chow, a Global Market Strategist at J.P. Morgan Asset Management, explores the investment landscape for 2026. She emphasizes the ongoing appeal of equities due to earnings growth, AI advancements, and market dynamics. Marcella highlights the positive performance of Asian markets and AI's role in driving export growth, particularly in Taiwan and Korea. She advises a disciplined portfolio approach, balancing risk and income, while discussing the potential impact of U.S. Fed policies on interest rates and credit markets.
