All into Account: ‘Impact of “High for Long” on our Cross Asset views’ with Fabio Bassi, Prabhav Bhadani, and Patrick Locke

The theme of High for Long (H4L) is supportive for our current Cross Asset views, where it’s long European duration, UW European stock, or OW USD vs lower yielding currencies with growth risk. More often than not, this theme has reinforced the conviction in our regional views as we assess to what degree H4L is durable in countries with more growth risk.

 

Speakers:

Thomas Salopek, Global Cross Asset Strategy

Fabio Bassi, Head of International Rates Strategy

Prabhav Bhadani, Global Equity Strategist

Patrick Locke, FX Strategist

 

This podcast was recorded on 09 Sept 2023.

This communication is provided for information purposes only. Institutional clients can view the related report https://www.jpmm.com/research/content/GPS-4519192-0, https://www.jpmm.com/research/content/GPS-4519132-0, https://www.jpmm.com/research/content/GPS-4515282-0, https://www.jpmm.com/research/content/GPS-4519047-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2023 JPMorgan Chase & Co. All rights reserved.