The last few months have seen a swift and significant recalibration in markets. Inflation looks to be higher and stickier than previously assumed. The Fed has shifted more hawkish, now penciling upwards of seven hikes in 2022 and eyeing a faster pace of balance sheet reduction. In this episode, Dr. David Kelly is joined by Phil Camporeale, Portfolio Manager on the Multi-Asset Solutions group at J.P. Morgan Asset Management, to discuss asset allocation in an environment with higher uncertainty on interest rates and inflation. In light of recent geopolitical events, we are reminded that there is always the potential for unknown shocks to disrupt the investment outlook. Tune in to hear how Phil Camporeale is building resiliency in diversified portfolios to navigate today’s bumpy environment and invest for the long haul.

For additional insights from Dr. David Kelly, check out the Notes on the Week Ahead podcast and newsletter on Apple, Spotify, and LinkedIn.