Center For Investment Excellence J.P. Morgan Asset & Wealth Management

Bob Michele discusses first quarter views--from inflation risks to preferences for certain fixed income sectors --and implications for 2021 investors.

As part of our thematic insights from our 2021 Long-Term Capital Market Assumptions, Thushka Maharaj and Patrik Schöwitz, Global Strategists from our Multi-Asset Solutions group discuss the high levels of debt persistent in today’s global markets and their impact across asset classes.

Dr. David Kelly, Chief Global Strategist, and Nandini Ramakrishnan, Macro Strategist, Emerging Markets and Asia Pacific Equities, explore what future stimulus means for economies and markets.

Steve Lear, U.S. Chief Investment Officer, Global Fixed Income, Currency & Commodities (GFICC), Rick Figuly, Head of Core Strategy for GFICC and John Nicely, Senior Fixed Income Investment Specialist, have a conversation on current market themes, and the risks and opportunities in fixed income sectors.

As part of the 2021 Long-Term Capital Market Assumptions, Jennifer Wu, Head of Sustainable Investing, Benjamin Mandel, Global Strategist, and Vincent Juvyns, Global Market Strategist, discuss the shift to a low carbon economy and the implications for institutional investors.

Anurag Agarwal, Head of Portfolio Management, Global Transportation Group, Nicola Rawlinson, Head of Investment Specialists for Macro Strategies, Nick Moller, Investment Specialist, Infrastructure Investments Group and Karen Roberton, Global Head of Consultant Sales, discuss their thoughts on the importance of ESG factors within alternative strategies and the return enhancements it can provide.