Bill Egan, JP Morgan Strategic Income Opportunities Fund · Animal Spirits Podcast · Talk Your Book: Will AI Debt Cause a Recession?
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kept cash allocation at up to 90% when yields were low and reduced cash to as low as 10% when opportunities arose
90% cash max, 10% cash min
“When yields continued down to almost zero… expected return for fixed income is low… we reduced fixed income exposure.”
“You can suggest that they make it as high as possible or as low as possible. With someone moving out of their main residence, they would want it to be as high as possible generally.”
“If you're doing something like a spousal transfer for stamp duty purposes, or even a related party transfers such as selling to a trust, you may want a low valuation to reduce the amount of stamp duty payable.”
“When we first detected the prevalence of it, so high, 40% of people have experienced low effort, low quality AI-generated content.”
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