Successful longterm investing requires both the flexibility to navigate the everchanging market tides and an engine of longterm assets to carry you forward. In this episode, we’re going to talk about both—how investors can build portfolios to navigate volatile market environments and generate better longterm returns. Such an endeavor requires an indepth understanding of portfolio composition, the drivers of risk and return and the right mix of asset classes that are best suited for different market environments.

In today’s episode, Dr. David Kelly is joined by Corey Hill, Head of U.S. Portfolio Insights at J.P. Morgan Asset Management, to dive into how his team is helping investors build stronger portfolios.

Stress test your portfolios in future market scenarios (Powered by research from Dr. David Kelly): https://bit.ly/41dVFO6

Timestamps:
(0:00) Introduction
(00:55) Portfolio Insights overview
(2:03) Tools for financial advisors
(4:50) Portfolio trends
(11:50) Diversification
(14:10) Scenario analysis
(16:39) Resources