Today’s Talk Your Book is brought to you by JP Morgan:
See here for more information on JP Morgan and its 2026 Long-Term Capital Market Assumptions
On today’s show, we discuss:
Shifting Landscapes and Silver Linings
Three interconnected themes: economic nationalism, fiscal activism and corporate investment; AI innovation and adoption
Diversifying the diversifiers with alternatives, the 60/40 Plus portfolio... Talk Your Book: JP Morgan’s Long-Term Capital Market Assumptions
Today’s Talk Your Book is brought to you by JP Morgan:
See here for more information on JP Morgan and its 2026 Long-Term Capital Market Assumptions
On today’s show, we discuss:
Shifting Landscapes and Silver Linings
Three interconnected themes: economic nationalism, fiscal activism and corporate investment; AI innovation and adoption
Diversifying the diversifiers with alternatives, the 60/40 Plus portfolio... 

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