JPMorgan AM Australia CEO Says 'Cautiously Constructive' on Markets

The video discusses the current global economic risks, including trade wars, Brexit, and dollar strength. It provides a cautiously optimistic market outlook, highlighting the strengths of the US and China economies. The speaker suggests investment strategies focusing on equities and credit, emphasizing the importance of diversification and risk management in portfolios. The video concludes with insights into market momentum and the role of global diversifiers in enhancing portfolio robustness.

What strategies does the speaker suggest for managing portfolios in a late cycle period?

What types of investments does the speaker recommend to make a portfolio more robust?