Where the bond market leads, the stock market follows | Bob Michele, J.P. Morgan Asset Management
We're excited to have Bob Michele, CIO and Head of Global Fixed Income, Currency & Commodities Group at J.P. Morgan Asset Management on today’s episode. Our discussion today will dive into the world of fixed-income, a subject we haven't spent much time on much before. We'll be asking the big question: Is the bond market back?
We explore the bond market for new investors and discuss its recent history, including the challenges it faced in 2022. We'll also analyse how various segments of the fixed income market have adapted to the rising rate environment and identify potential opportunities and risks.
Some key questions we'll cover include:
- Are 60/40 portfolios making a comeback?
- How have central banks' actions impacted the bond market?
- What might the future hold for interest rates and the fixed income market beyond 2023?
Bob will also share his insights on potential investment picks and areas to avoid in the fixed income market. Don't miss this informative episode packed with valuable insights into the world of bonds and fixed income investing.
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Today's episode contained sponsored content from J.P. Morgan Asset Management.
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