2024 Long-Term Capital Market Assumptions: Smarter portfolios for a world in transition

Center For Investment Excellence - A podcast by J.P. Morgan Asset Management

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Business

The 28th annual edition of our 2024 Long-Term Capital Market Assumptions explores how investors can build on the 60/40 portfolio – using new axes of diversification to navigate an economy in transition from disinflation to reflation and from easy monetary policy to higher costs of capital. Our experts discuss these themes and more on our November episode.