Kerry Craig

Kerry Craig, Portfolio Manager and Global Market Strategist at JP Morgan Asset Management, explains why how you split your money matters more than chasing the next big stock. He breaks down model portfolios, the role of bonds, and balancing growth with defensive assets. Short, practical takes on allocation, active vs passive blend, and using model mixes as a starting point.

Robert Schein, Chief Investment Officer at Blanke Schein Wealth Management, shares insights on the implications of President Trump's influence on the Federal Reserve and the bullish sentiment in the markets despite geopolitical uncertainties. Kerry Craig, Global Market Strategist at JPMorgan Asset Management, discusses the mixed performance of Asian equities while investors await Nvidia's earnings for future guidance. They explore the steepening yield curve and its effects on market stability, inflation concerns, and the importance of corporate earnings.

Kerry Craig, Senior Global Market Strategist at J.P. Morgan, dives into how global politics and AI are shaping market landscapes. He discusses the potential impact of expected rate cuts and the pivotal role of consumer behavior in China for economic recovery. The conversation also highlights Taiwan and South Korea's dominance in AI-driven supply chains and their implications for growth. Kerry underscores the attractiveness of gold amid geopolitical risks and suggests a pro-growth stance in asset allocation and investment opportunities beyond U.S. equities.

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.

Kerry Craig, Senior Global Market Strategist at J.P. Morgan Asset Management, gives concise market and geopolitical analysis. He covers the U.S.-Iran conflict timeline and escalation risks. He explains impacts on the Strait of Hormuz, shipping flows and which parts of the energy market saw volatility. He also discusses safe-haven moves, yield and currency dynamics, and portfolio hedging options.