Successful long-term investing requires both the flexibility to navigate the ever-changing market tides and an engine of long-term assets to carry you forward. In this episode, we’re going to talk about both-how investors can build portfolios to navigate volatile market environments and generate better long-term returns. Such an endeavor requires an in-depth understanding of portfolio composition, the drivers of risk and return and the right mix of asset classes that are best suited for different market environments.
In today’s episode, Dr. David Kelly is joined by Corey Hill, Head of U.S. Portfolio Insights at J.P. Morgan Asset Management, to dive into how his team is helping investors build stronger portfolios.
Stress test your portfolios in future market scenarios (Powered by research from Dr. David Kelly): bit.ly/41dVFO6
Timestamps:
(0:00) Introduction
(00:55) Portfolio Insights overview
(2:03) Tools for financial advisors
(4:50) Portfolio trends
(11:50) Diversification
(14:10) Scenario analysis
(16:39) Resources
25 июл 2024
