Equity Mates Investing Podcast
Equity Mates Investing Podcast

Is your portfolio actually built for the long run? | Kerry Craig

Mar 26, 2026 · 39m

<p>Bryce and Ren sit down with Kerry Craig<strong>, </strong>Portfolio Manager &amp; Global Market Strategist at JP Morgan Asset Management,<strong> </strong>to unpack strategic asset allocation. While stock picking gets all the attention, Kerry makes the case that how you allocate your money across asset classes matters far more than finding the next 10-bagger.</p><br><p><strong>In this episode:</strong></p><p>00:00 Why Asset Allocation Matters</p><p>02:28 Kerry Craig’s First Investment</p><p>04:07 What Retail Investors Get Wrong</p><p>08:38 What is a Model Portfolio?</p><p>15:00 The Case for Bonds</p><p>20:18 Strategic Asset Allocation Explained</p><br><p>JPMorgan …

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