JPMorgan AM Favors Combination of Bonds, Riskier Assets

The video discusses the impact of the COVID-19 pandemic on investment strategies, highlighting the balance between short-term fixed income assets and long-term risk assets. It also examines the role of monetary and fiscal support, with expectations of continued monetary policy support from central banks and challenges in fiscal policy due to political gridlock.

How does the speaker suggest managing investment portfolios during the pandemic?

• Invest only in fixed income assets

• Balance short-term impacts with long-term growth expectations

• Ignore the pandemic and focus on long-term growth

• Focus solely on short-term impacts

What type of support does the speaker expect to increase during the winter months?

• Fiscal support

• Monetary support

• No additional support

• Only local government support

Which institutions are expected to play a key role in providing monetary support?

• Local banks

• European Central Bank and Federal Reserve

• Private investors

• Non-governmental organizations

What is the main challenge mentioned regarding fiscal support in the US?

• Lack of public interest

• Over-reliance on monetary policy

• Gridlock in discussions around the next package

• Excessive fiscal programs

What is expected to do the 'hard work' in supporting the economy in the near term?

• Private sector investment

• Monetary policy

• Public spending

• Fiscal policy