In this latest podcast we revisit the predictions we made at the beginning of the year on the outlook for markets and review how the “The Great Repricing” we discussed earlier this year is playing out. We also take the opportunity to make adjustments to our long-only Strategic Asset Allocation views. The great repricing that we had expected for fixed income has dramatically unfolded this past year and a half, with real yields almost at our longer-term target of 2.5% on 10yr US TIPs. We explore what this means for future return expectations on both bonds and equities. Speakers Joyce Chang, Chair of Global Research Jan Loeys, Long-Term Strategy, Strategic Research Bruce Kasman, Chief Global Economist Alex Wise, Strategic Research Amy Ho, Strategic Research This podcast was recorded on October 9, 2023. This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2023 JPMorgan Chase & Co. All rights reserved.
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