This episode of The Australian Investors Podcast features Owen Rask and Kerry Craig, of J.P. Morgan Asset Management. Kerry Craig is the Executive Director Global Market Strategist based in J.P. Morgan Asset Management’s Melbourne office.
Owen Rask and Kerry Craig speak about Kerry’s latest views on Australian property prices, used cars, ASX shares, the US stock market and interest rates.
Talking points with Kerry Craig, of J.P. Morgan Asset Management
- Would you be a buyer or seller of a used car right now?
- What macro signals we seen since the December 2022 quarter?
- Does Kerry think the rally in stock markets since January 1st is sustainable?
- Has Kerry’s view on interest rates and inflation changed given what we’ve seen from the RBA?
- What’s Kerry’s ‘best guess(es)’ on Australian property prices in 2023?
- Kerry’s bull and bear case for Aussie equities in 2023, what would that look like?
- Of all asset classes under your purview, which 2 are the most interesting with a 5-year view?
