#215 - Stephanie Aliaga – J.P. Morgan

Stephanie Aliaga – J.P. Morgan
Hosts Brad Wright and Kathleen Kenealy are joined by Stephanie Aliaga, Global Market
Strategist on the JP Morgan Asset Management Market Insights Team, based out of New York.
Stephanie helps formulate and communicate economic views, deliver timely commentary and
maintain forecasting models for weekly submissions to Bloomberg and the Wall Street Journal.
She’s also responsible for publications such as the Guide to the Markets, On the Minds of
Investors blog, and serves on the committee that produces the Long-Term Capital Market
Assumptions underpinning J.P. Morgan’s strategic asset allocation process.
They discuss:
-The current state of the U.S. economy

- Probable outcomes for the 2024 Presidential election and what that means for taxes,
immigration, energy and investments
-Why investors should be looking at bonds and international equities for
diversification purposes
-What a new President could do to negatively affect our economy and markets

Learn more at: https://am.jpmorgan.com/us/en/asset-management/adv/
-Market Insights resources from J.P. Morgan:
-- Guide to the Markets distribution.
--Election Hub
-Contact your J.P. Morgan Institutional Advisor Northeast Coverage Team:
--Libby Hamel – Client Advisor elizabeth.a.hamel@jpmorgan.com
-- Maura Herbertson – Internal Client Advisor maura.herbertson@jpmorgan.com
-- Matt Mortimer – Regional Client Advisor matthew.e.mortimer@jpmorgan.com