I had the honor of going to JPMorgan’s headquarters in New York City and having breakfast with Andrew Norelli this past week. He is one of the most brilliant bond portfolio managers in the country, and he runs the $4 billion fund, the JPMorgan Income ETF (symbol JPIE).
We talked about monetary policy, bond yields, interest rate policy, foreign and domestic stock weightings, and the depreciation of the dollar. It was enlightening and very informative! So thankful for this rare opportunity!