J.P. Morgan Asset Management

Many investors privileged cash in 2023 to generate income. With the perspective of lower interest rates before year end, cash is unlikely to be king in 2024. We will discuss where to find sustainable income in financial markets.

In an environment of market uncertainty and questions over style leadership, explore how boosting your core can help drive greater long-term returns. With a rapidly evolving technology landscape its crucial to navigate away from the noise and focus on fundamentals. By leaning in to on-the-ground research and advanced technology and AI – portfolios can deliver impressive risk-adjusted returns in the future.

The outlook for fixed income looks promising amid declining inflation and central banks set to initiate monetary policy easing this year. Whilst the exact timing remains uncertain, the direction of travel is clear and this is favorable for bonds. While cash might have felt comfortable over the past couple of years, history tells us that bonds outperform cash once we are past peak policy rates. For long term investors, this is good chance to lock in yields. With soft landing as our base case scenario, spread sectors appear fundamentally sound and offer value given where yields are.

The outlook for fixed income looks promising amid declining inflation and central banks set to initiate monetary policy easing this year. Whilst the exact timing remains uncertain, the direction of travel is clear and this is favorable for bonds. While cash might have felt comfortable over the past couple of years, history tells us that bonds outperform cash once we are past peak policy rates. For long term investors, this is good chance to lock in yields. With soft landing as our base case scenario, spread sectors appear fundamentally sound and offer value given where yields are.

In an environment of market uncertainty and questions over style leadership, explore how boosting your core can help drive greater long-term returns. With a rapidly evolving technology landscape its crucial to navigate away from the noise and focus on fundamentals. By leaning in to on-the-ground research and advanced technology and AI – portfolios can deliver impressive risk-adjusted returns in the future.