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A double advantage in fixed income

Today's Talk Your Book is sponsored 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

• Where are we in the evolution of private markets and expected returns

• Addressing the challenges of forecasting private markets

• Is international equity outperformance in 2025 here to stay?

• Competing forces in the economy, and why there's reason to be optimistic

• A growing focus on shareholders in international markets and the rise of buybacks abroad

Animal Spirits:

Charts:

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