Navigating fixed income: Balancing a positive outlook in a world of heightened risks

In this 161st episode of the On Investors' Minds podcast, Kerry Craig is joined by special guest Arjun Vij, Portfolio Manager on the Global Aggregate Strategies team, to dive into why most economists and strategists have a positive outlook for the global economy through the rest of 2026, despite a growing number of risks that could turn the markets negative.  Can U.S. corporates continue to deliver strong earnings growth?  What could cause the price of oil to rise above $100 per barrel, and thus bring up the cost of energy?  Although the AI growth story has come down from its meteoric rise earlier in the year, how can its now revised growth continue to impact a broader set of beneficiaries?  Listen now to Kerry and Arjun to get up to date and find out what this all means for investors.   The J.P. Morgan Guide to the Markets illustrates a comprehensive array of market and economic histories, trends and statistics through clear charts and graphs. Download the 3rd quarter 2026 Guide to the Markets - Asia from the J.P. Morgan website (https://am.jpmorgan.com/en/asset-management/institutional/insights/market-insights/guide-to-the-markets/?utm_campaign=-en--podcastEP161).   For 10 years, the Market Insights program has been on the ground across the Asia Pacific region engaging with clients, and providing guidance on the complex global markets. Listen now and don't forget to subscribe to stay updated on future episodes of On Investors' Minds - APAC Edition. For more analysis on the financial markets, visit the J.P. Morgan Asset Management website at https://am.jpmorgan.com.