Gestionnaires d’actifs · Perspectives de marché

JP Morgan AM says alternatives now are ‘absolute necessity’

JP Morgan Asset Management presents its Mid-Year Economic Outlook in Luxembourg in May 2022. Photo: IO..

The negative correlation between bonds and stocks is no longer a certainty due to structurally higher inflation expected in the coming decade. It has therefore become an "absolute necessity" to complement the traditional 60/40 portfolio with alternatives, said Vincent Juvyns, global market strategist at JP Morgan Asset Management, during the firm's presentation of its outlook for the second half of the year.

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