JPMorgan Asset Management's 15-Year View of America

The video discusses the importance of focusing on economic fundamentals for long-term investment, despite political uncertainties. It highlights the role of demographics and productivity in economic growth and examines how asset managers adapt strategies in a low-growth environment. The discussion also touches on the impact of central banks and monetary policy on market stability.

What are the two major drivers of the world economy mentioned in the video?

• Trade agreements and market pricing

• Population growth and productivity

• Political stability and infrastructure

• Short-term market trends and election cycles

How can leadership in a country affect economic growth?

• By influencing trade agreements

• By setting interest rates

• Through short-term market interventions

• Through immigration policies and productivity

What is a significant factor in the global political landscape affecting economic assumptions?

• The frequency of natural disasters

• The rise of new economic powers

• The stability of the US dollar

• The number of elections in the EU

How are central banks described in their approach to the economy?

• Aggressive and risk-taking

• Cautious and stage-managed

• Unpredictable and volatile

• Focused on short-term gains

What strategy are asset managers increasingly using in a slower growth economy?

• Investing heavily in technology stocks

• Relying solely on government bonds

• Focusing on dividend and buyback strategies

• Avoiding all forms of equity