Expert: Kerry Craig - Trump's impact on the stock market according to JPMorgan Asset Management

4 snips

Nov 28, 2024

Kerry Craig, Executive Director & Global Market Strategist at J.P. Morgan Asset Management, shares insights on market dynamics influenced by Trump's policies. He discusses the expected impacts on inflation and interest rates in both the US and Australia. Craig highlights potential high-performing stock markets over the next 15 years and the role of AI in shaping the economy. He advises retail investors on strategies for navigating inflationary times, emphasizing diversification and emerging global trends.

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ADVICE

Focus on Inflation Expectations

Focus on inflation expectations as a key indicator for investment strategy.
Rising inflation expectations can trigger central bank recalibration and affect the economy.

INSIGHT

Mega-Cap Tech Stock Rotation

Mega-cap tech stocks have driven market growth, but a rotation is anticipated.
Diversification within the US market, considering other sectors, is recommended.

INSIGHT

Accuracy of Long-Term Forecasts

JP Morgan's long-term capital market assumptions involve a large team and internal use.
Their forecasts have been generally accurate, within half a standard deviation of actual results.

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Kerry Craig is Executive Director & Global Market Strategist at J.P. Morgan Asset Management

Every year for the past 29 years JPMorgan's team of market experts have built their Long Term Capital Market Assumptions to predict the next 10-15 years of markets and help guide their institutional clients and in-house investment teams.

Today on the show, Kerry Craig helps us understand where J.P. Morgan Asset Management sees the world going:

Where Trump will have the biggest impact on markets
How inflation and interest rates will impact the US and Australia from here
The best performing stock markets for the next 15 years
How AI will impact the economy
Where retail investors should be investing

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Thank you to J.P. Morgan Asset Management for sponsoring this episode and helping us keep all of our content free.

Find out more about JGLO on their website and check out the full range of Active ETFs.

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