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 is the coronavirus pandemic impacting investment strategies according to the speaker?

What is the speaker's outlook on global growth and its impact on risk assets?

What combination of strategies does the speaker suggest for managing portfolios during the pandemic?

What kind of support does the speaker anticipate from central banks in the near term?

What challenges does the speaker mention regarding fiscal support in the US?