The Calm after the cuts

In this episode of the Center for Investment Excellence podcast, host David Lebovitz, Global Market Strategist in Multi-Asset Solutions at JP Morgan Asset Management, is joined by Kay Herr, US Chief Investment Officer for the Global Fixed Income Currency and Commodities team at JP Morgan Asset Management. David and Kay discuss the implications of the upcoming US elections on fiscal policy and market dynamics, and they provide a deep dive into duration management and spread product opportunities in the current market environment. Tune in for a comprehensive analysis of the macroeconomic outlook, investment strategies, and market opportunities in this insightful episode.

You can listen to The Calm after the cuts online on Radio and Podcast. Open the player on this page to stream the available audio.

The Calm after the cuts is an episode from Center For Investment Excellence by J.P. Morgan Asset Management.

This episode is 20:21 long.

This episode was published on Oct 9, 2024.

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