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A JPMorgan heavyweight who advises a $1.7 trillion business breaks down the perfect blend of international investment for the next 5 years — which he says will guard against a recession

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David Kelly of JPMorgan Asset Management tells investors how to adjust as markets outside the US improve and the domestic economy fades.

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He breaks down how investors should balance their portfolios inside and outside the US, and in emerging and developed markets. While he's not predicting an imminent recession in the US, he says there will probably be one within that five-year period.US stocks have ruled the world for years, and there are experts who think that's going to continue for a long time to come., the chief global strategist for JPMorgan's $1.7 trillion asset management arm, isn't one of them.

But within a few years a recession is likely, and other regions offer more room to stay afloat when the inevitable downt

 

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