![J.P. Morgan Insights (video) show](https://d3dthqtvwic6y7.cloudfront.net/podcast-covers/000/032/964/small/j-p-morgan-insights-video.jpg)
Summary: Asset allocation for a low growth, no recession world: we take a quality bias across all assets, remain neutral on stocks and duration, prefer the U.S. to other developed equity markets, and trim our high yield overweight in favor of investment grade.