Asset allocation must be tailored to a different, post-Covid environment

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In this podcast, John Bilton, head of global multi-asset strategy at JP Morgan Asset Management, discusses the group’s 26th annual edition of “Long term Capital Market Assumptions”. JPMAM sees the next 10-15 years as likely to be characterized by continuing monetary support and more inflation risk. This is negative for real returns from bonds but offers potential for equity outperformance on the back of positive global growth.

15 Dec 2021 English South Africa Investing

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