Investor Insights Podcast #68 – Hugh Gimber, Global Market Strategist, JPMorgan Asset Management скачать в хорошем качестве

Investor Insights Podcast #68 – Hugh Gimber, Global Market Strategist, JPMorgan Asset Management

Episode #68 features a discussion with Hugh Gimber, Executive Director and Global Market Strategist at J.P. Morgan Asset Management. Hugh is responsible for generating fundamental analysis on the global economy and markets. Episode timestamps: 00:00 Introduction 02:23 Speaker biography 03:38 Opening anecdote 05:31 A summary of the team’s broad outlook 08:22 Recent events in Venezuela 10:33 Potential derailments (inflation and asset bubbles) 15:14 Considerations for portfolio construction 18:26 The future path of the US Dollar 22:06 Quick fire questions 27:16 Risk Summary References: JPMorgan Asset Management – Investment Outlook 2026: ‘Fuel in the engine’ Supremacy: AI, ChatGPT and the Race That Will Change the World is a 2024 (Parmy Olson) The Fractured Age: How the Return of Geopolitics Will Splinter the Global Economy (Neil Shearing) In each episode of our Investor Insights Podcast we will be interviewing portfolio managers from across the investment industry to gain from the expertise in their specialist areas and to question them on the topical issues. The series can also be accessed on YouTube and Spotify by searching for ‘Killik & Co’s Investor Insights’. Please get in touch via investorinsights@killik.com for more information on any of the subject matter discussed in this episode, to suggest future topics for discussion or for further details of the services offered by Killik & Co. This podcast is not personal advice. This material is intended for educational purposes only and is not investment research or a recommendation to buy or sell any financial instrument or product, or to adopt any investment strategy. Some of the views expressed by our guest speakers may not be representative of our own views. The value of your investments can rise as well as fall and you could get back less than you invested. Past performance is not a guide to future performance. The investments referred to in this Podcast may not be suitable for all investors and you should seek advice from a qualified investment adviser. Killik & Co is authorised and regulated by the Financial Conduct Authority (FCA).