22 min listen
Finding income for global investment portfolios
FromInsights Now
ratings:
Length:
24 minutes
Released:
May 25, 2023
Format:
Podcast episode
Description
In today's episode, Dr. David Kelly is joined by Phil Camporeale, portfolio manager in our Multi-Asset Solutions group at JP Morgan Asset Management. Phil manages portfolios with a global opportunity set, and in doing so is actively making decisions on how to allocate the pieces of the pie within portfolios. What's the optimal mix of stocks versus bonds? And then how do you allocate within those sleeves? Where can you get the best bang for your buck in terms of returns, while also managing risk in portfolios amidst an uncertain macro outlook? These decisions largely depend on relative valuations, the outlook for interest rates and growth, and the relative attractiveness of yields. In this episode, we’ll hear form Phil on how he’s shifting the dials in portfolios right now, and the slice he's allocated to fixed income.
Released:
May 25, 2023
Format:
Podcast episode
Titles in the series (70)
Behavioral finance pitfalls and how to overcome them: Tune in to hear David Kelly and Global Market Strategist, Samantha Azzarello discuss the key tenets of behavioral finance that every investor should be aware of. There's growth to be found when you know where to look. To learn more click here. by Insights Now