kerry craig

Funds management

A recession in the US is likely next year, according to JPMAM’s Kerry Craig, but could work positively, akin to a forest fire, by clearing out excess in markets....

Funds management

How risk assets recover after rate hikes

Looking at the performance of risk assets following the 1970s ‘Great Inflation’ can soothe investors’ angst as inflation and interest rates begin to rise, according to J....

Expert Analysis

Embracing alternatives amid market turmoil

While markets are tense and volatile, writes Kerry Craig, the one thing the last few months has made clear is that alternative assets are an essential part of any asset a...

Funds management

Will the RBA follow the Fed’s lead with rate rises?

With the US Federal Reserve increasing its policy rate by 25 basis points to 0.50%, fund managers and economists have weighed in on the impact for Australian investors....

Expert Analysis

The tapering headache

With inflation rising, global central banks are being forced to rethink their monetary policy actions and are likely to begin tapering soon, writes Kerry Craig....

Expert Analysis

How debts will reshape the economic cycle

Government debt accumulated during the COVID-19 pandemic will set a precedent for the next economic cycle, Kerry Craig, writes....

Funds management

Get ready for a bumpy economic path in Q1

Without the wide distribution of COVID vaccines, the virus and the economy will remain locked together and investors should get ready for a bumpy start of the new economi...

Funds management

Expect end of US dominance in equity returns

Over the next decade there will a depreciation of the US dollar and this will give more support to Asian asset returns over time, according to J.P. Morgan Asset Managemen...

Expert Analysis

Alternatives for AIDing portfolio objectives

Kerry Craig explores how AID – alpha, income and diversification – can help advisers with construction of their clients’ investment portfolios....

Superannuation

Australia’s recovery 'not as bad as feared'

J.P. Morgan Asset Management has struck a positive outlook on Australia’s recovery from the COVID-19 pandemic, saying a second wave could defer current growth paths but w...

Expert Analysis

The perils of (over) stretching for yield

Central banks are using unprecedented levels of stimulus to support the economy, writes Kerry Craig, leaving investors with expensive bond prices and record low interest ...

Funds management

Investors should look beyond traditional equity and bond allocations

Now is the time for investors to review their portfolios and consider a greater degree of diversification such as alternatives for income and growth, according to J.P. Mo...

Financial planning

Tough times ahead as RBA works to protect Australian economy

Managers have praised the Reserve Bank of Australia’s efforts but warned the central bank can ‘only do so much’ to stop the tide of the worldwide economic chaos caused by...

Funds management

Central banks’ push for cheaper money raises key question

The prospect of central banks globally cutting rates – as our own Reserve Bank has done twice already – has seen equities stocks rise and bond yields do the reverse, rais...

Funds management

Fed adopts pragmatic tune on inflation in dovish forecast

The forward guidance delivered by the Fed yesterday “was no longer about being patient but being pragmatic,” according to JP Morgan Asset Management’s Kerry Craig, with y...