JP Morgan Asset Management Chief Market Strategist on Stagflation Worries

The video discusses the impact of rising cost pressures and supply chain issues on inflation and growth, emphasizing the strength of the UK labor market and pent-up savings. It explores the Bank of England's potential rate hikes and their implications. Investment strategies are analyzed, focusing on gilts, Brexit, and the US economy. The video concludes with portfolio management advice amid bond market pressures, highlighting the challenges of traditional 60/40 portfolios.

What challenges do portfolio managers face in the current economic environment?

How does the speaker suggest investors should position themselves in light of potential falling gilt prices?

What alternatives does the speaker mention for investors looking for income in a challenging market?