JPMorgan Chase & Co. Headquarters from New York.
Photographer: Michael Nagle / Bloomberg
Photographer: Michael Nagle / Bloomberg
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Anastasia Amoroso, head of thematic strategy at JP Morgan Private Bank, joins the latest podcast “What Goes Up” to discuss emerging investment issues, including leveraging credit market investments. She also discusses green energy perspectives and other top topics that her team recommends.
Some important moments of the conversation:
“The reason we are having this discussion today is that this has actually been a phenomenal year for fixed income, and yields have fallen, which is not so phenomenal. But it has led to phenomenal returns for investors. But with yields now at these very, very low levels along the curves and spectrum of credit, investors are looking for return opportunities. And one of the ways to increase efficiency is, of course, to implement a little leverage … The reason we think this is a good environment to do this is that, from an economic point of view, I think we will be in -a more stable place in 2021. So we should not worry about credit events. “
Mentioned in this podcast:
2020 has been a wonderful year for stocks and a bear market for people