Treasuries Have an Important Place in Portfolios, Says JPMorgan AM’s Gimber

The video discusses global risks in 2020, focusing on market reactions to emerging risks and the impact on equity allocations. It highlights the challenges in timing emerging markets and the importance of consumer demand shifts. The discussion extends to commodity markets, emphasizing the influence of economic growth. Finally, it outlines investment strategies for risk management, including the use of treasuries and gold.

What factors does the speaker believe will drive the commodity markets in the medium term?

What is the suggested approach to risk assets in the current market environment?