Navigating inflation, private credit and market sentiment

About this episode

The episode discusses navigating dynamic markets with a focus on inflation, private credit, and market sentiment.

Navigating today’s dynamic markets means staying ahead of shifting sentiment, evolving fundamentals and global events that can shape investment strategies. From the impact of geopolitical conflicts on inflation and growth to the changing landscape of private credit and asset allocation, timely questions from clients reveal what’s top of mind for advisors and investors alike. In this episode, join Meera Pandit, Global Market Strategist, and Grant Papa, Research Analyst, as they answer timely client questions and share insights from the J.P. Morgan Asset Management Market Insights team. Watch the video version on YouTube. Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

People in this episode

Hosts: Dr. David Kelly, Gabriela Santos

Guests: Meera Pandit, Grant Papa

Topics covered

• inflation
• private credit
• market sentiment
• investment strategies
• geopolitical conflicts
• asset allocation

Keywords

• inflation
• private credit
• market sentiment
• investment strategies
• geopolitical conflicts
• asset allocation

Mentioned in this episode

Organizations: J.P. Morgan Asset Management

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