Market Commentary with Mission Wealth and J.P. Morgan

We recently had the pleasure of hosting a webinar with guest speaker Dr. David Kelly , J.P.?Morgan’s Chief Global Strategist, and Mission Wealth 's Chief Investment Officer, Kieran Osborne, CFA . Dr. Kelly and Kieran shared their views on the outlook for our economy and asset classes for the rest of 2023 and beyond.?

Read the Expanded Takeaways

In our recent blog article,?Kieran expands on the key themes highlighted below, along with implications for asset classes and investment portfolios.?

• It's increasingly important to maintain?diversified investment portfolio allocations and investment discipline in such a dynamic market environment. ?
• Inflation has fallen and may continue to fall toward the Fed’s long-term target of 2%. ?
• A recession is inevitable but unlikely near term. If and when one occurs, it’s likely to be relatively shallow, particularly in comparison to the recessions of 2008 and 2020. ?
• While the Fed may pause rate increases shortly, the years ahead are likely to be marked by higher interest rates vs. those witnessed in the years ending 2021. ?
• In such an environment we believe stock market returns may moderate relative to the strength experienced over recent years. ?
• Bond yields are more attractive today and high-quality core fixed income offers the potential to outpace inflation while acting as the ballast of a portfolio. ?
• Alternative investments may offer attractive upside risk-adjusted returns, but manager selection is key.

Read the Full Article Here

Missed the Webinar? Watch the Full Video Recap Below

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