JPMAM's Camporeale Says IG Corporate Bonds Allocation at Record 20%

The video discusses post-pandemic market conditions, focusing on inflation and investment strategies. It highlights current allocations in investment-grade bonds and the US market, emphasizing yield and total return strategies. The discussion also covers future predictions for the US equity market, particularly the potential resurgence of growth stocks and big cap tech stocks in a subdued growth environment.

What is the current cash holding percentage mentioned in the investment strategy post-pandemic?

• 2%

• 5%

• 15%

• 10%

What is the allocation percentage to investment-grade corporate bonds in the discussed portfolio?

• 40%

• 10%

• 20%

• 30%

How much have investment-grade bonds in the US gained so far this year?

• 4%

• 3%

• 5%

• 2%

What is the primary focus of the yield strategy discussed in the second section?

• Capital preservation

• Yield enhancement

• Dividend growth

• Total return

In a subdued growth environment, which type of stocks are expected to perform well?

• Energy stocks

• Small-cap stocks

• Dividend stocks

• Big-cap tech stocks