Why is asset allocation so important? episode artwork

EPISODE · Aug 21, 2025 · 21 MIN

Why is asset allocation so important?

from Insights Now · host Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management

As economic and policy environments shift, understanding how tactical and strategic asset allocation can adapt is crucial for financial advisors and investors alike. Balancing long-term views with short-term market movements, our Multi-Asset Solutions team highlights the opportunities presented by volatility and dislocation. Discover how credit markets, particularly U.S. high yield, are being tactically adjusted in response to current valuations, and learn why diversification remains a vital strategy. Join Gabriela Santos, Chief Market Strategist for the Americas, and David Lebovitz, Research Analyst and member of the Fundamental research team to unpack the complexities of asset allocation, offering valuable insights for achieving long-term investment goals. Watch the video version on YouTube.  Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify 

Episode metadata supplied by the publisher feed · Published Aug 21, 2025

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Why is asset allocation so important?

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