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Today’s Talk Your Book is brought to you by JP Morgan:
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To learn more about the JPMorgan Strategic Income Opportunities Fund click here: https://am.jpmorgan.com/us/en/asset-management/adv/products/jpmorgan-strategic-income-opportunities-fund-i-4812a4351 |
On today’s show, we discuss:
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JSOSX as a benchmark free fund, and the additional flexibility as a result
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Why avoiding duration risk has been the right call for the last five years
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How tight high yield spreads mask trouble showing in credit markets
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Why AI related debt and off balance sheet obligations raise default risk
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The most defensive fund positioning seen since the 2007 credit cycle
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Disclosures from JP Morgan:
As of 9/30/2026 the JPMorgan Strategic Opportunity Fund (I shares) annualized returns are as follows: 3.28% for the 1yr period; 3.46% for the 5yr period; 2.89% for the 10 yr period.
Gross expenses: 0.85%
Past performance does not guarantee future results. Investment values may fluctuate, and shares may be worth more or less than their original cost when sold. For current month-end performance, call 1-800-480-4111.
Review the prospectus for details on objectives, risks, charges, and expenses before investing in a mutual fund. Call 1-800-480-4111 for a prospectus. Read it carefully before investing.
Investment Risk: International and emerging market investments involve higher risks, including greater volatility, lower liquidity, and potential impacts from currency, accounting, and tax differences. High-yield (“junk”) bonds are rated below investment grade and offer higher yields but carry greater risk.
JPMorgan paid for participation in the production of this podcast
For more information visit J.P. Morgan Asset Management.
JPMorgan Distribution Services, Inc.; member FINRA