JPMorgan Asset Management's Global View of Stocks

The video discusses the global economic outlook, focusing on the UK's post-Brexit environment and its impact on risk assets. It forecasts investment returns over the next decade, suggesting a shift from 8% to 6% returns, and emphasizes the need for active asset allocation. The discussion also covers the role of bonds in portfolios, highlighting the high yield market's potential. Finally, it examines predictions for the 10-year Treasury yield, considering various analyst forecasts.

What is the main reason the UK has been a good environment for risk assets post-Brexit?

• High inflation rates

• Isolated regional economic events

• Political stability in the UK

• Long-term global economic impacts

What is the expected average return for a balanced, diversified investor over the next decade?

• 6%

• 4%

• 8%

• 10%

Why do investors need to find new ways to generate returns in the coming years?

• Because of increasing inflation

• Due to lower expected returns from traditional benchmarks

• Because of higher interest rates

• Due to political instability

What is the current environment for the high yield market in the US?

• High default rates

• Low risk of recession

• High inflation

• Low corporate debt quality

What is Morgan Stanley's forecast for the 10-year Treasury yield by March 2017?

• 1.5%

• 3%

• 1%

• 2%