Raisah Rasid

Josh Wingrove, a Bloomberg White House Reporter, joins Raisah Rasid from JPMorgan Asset Management, Nancy Tengler, CEO at Laffer Tengler Investments, and Eddy Loh from Maybank Group Wealth Management for an insightful discussion. They cover Biden's decision to block Nippon Steel’s US acquisition and its implications on trade. The talk also dives into geopolitical tensions affecting markets, the volatility of technology stocks, and the ongoing economic challenges in Japan and China, offering strategies to navigate today’s complex investment landscape.

Raisah Rasid, a Global Market Strategist with J.P. Morgan Asset Management, shares her insights on the economic landscape for 2026. She discusses the potential growth patterns in the U.S. and China, highlighting how AI might influence global markets. Key risks are identified, including consumer spending habits and policy uncertainties in the U.S. Raisah also examines fiscal support in Europe, Japan's expansionary plans, and the importance of exports in Asia. Listen in for a deep dive into the main macro themes that will drive investor strategies in the coming year.

In this discussion, Seema Shah, Chief Global Strategist at Principal Asset Management, shares insights into the Federal Reserve's careful stance on interest rates amid an economic slowdown. Kurt Wagner, a Bloomberg Tech Reporter, dives into Meta's strategy of balancing AI innovation with long-term metaverse goals. Raisah Rasid, a Global Market Strategist at JPMorgan, highlights global challenges including China's growth and Japan's economic conditions, alongside the potential for equity markets amid shifting labor dynamics and geopolitical risks.