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Geopolitics | Global power, conflict & policy

Geopolitics · Global power, conflict, and policy intelligence | Showing 1 of 1

Geopolitics | Global power, conflict & policy

Global power, conflict, and policy — the stories reshaping the world order.

Geopolitics · Showing 1 of 1

Geopolitics, Private Credit and Portfolio Construction | J.P Morgan Asset Management

> "shipping a little bit like the water that it flows on you plug up one area and suddenly it moves around" - **Carrie Craig** [[00:01:46](https://youtu.be/Vq70Eb0-JNI?si=slhfPJ2UnACzVT0o&t=0h1m46s)] > "we need bonds in the portfolio to protect us from recession risk but we need alternative assets in the portfolio to protect us from inflation risks" - **Aaron Hussein**…

Mar 27, 2026·Finance
Geopolitics, Private Credit and Portfolio Construction | J.P Morgan Asset Management
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J P MorganMacrosMarkets & InvestmentsPodcastPrivate CreditUS / WestWall Street

Geopolitics, Private Credit and Portfolio Construction | J.P Morgan Asset Management

"shipping a little bit like the water that it flows on you plug up one area and suddenly it moves around" - Carrie Craig [00:01:46]

"we need bonds in the portfolio to protect us from recession risk but we need alternative assets in the portfolio to protect us from inflation risks" - Aaron Hussein…

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UJ
Mar 27, 2026