JPMorgan AM Is 'Overweight' Risk Assets by and Large: Craig

The video discusses the market reactions to the coronavirus outbreak, drawing parallels with the SARS event. It explores strategies for building a resilient portfolio in 2020, considering factors like bond yields and diversification. The investment outlook focuses on the US and emerging Asia, highlighting the impact of the 5G rollout and trade narratives. The economic impact of the Australian bushfires is also examined, with a focus on rebuilding efforts and market implications.

What historical event is used as a comparison to the coronavirus outbreak in terms of market reactions?

• The SARS outbreak

• The Dot-com Bubble

• The 2008 Financial Crisis

• The 2011 European Debt Crisis

What is a key consideration for portfolios in 2020 according to the transcript?

• Investing only in emerging markets

• Avoiding all risk assets

• Ensuring resilience and diversification

• Focusing solely on technology stocks

Which region is highlighted as having a more sustainable earnings outlook?

• South America

• Africa

• Europe

• The United States

What is a potential consequence of the Australian bushfires on the economy?

• Strengthening of the Australian dollar

• Immediate economic growth

• Increased tourism

• Destruction of infrastructure

What technological development is expected to impact growth prospects in emerging Asia?

• Blockchain technology

• 5G rollout

• Artificial Intelligence

• Electric vehicles