In this call, we will look across regions and asset classes, trying to answer questions including:

• What have been the main drivers behind the unexpectedly strong start to 2012?
• Will those supports continue and what do they mean for our macro forecasts?
• What could derail the rally? Are key risks already priced in?
• Where are the opportunities for portfolios now?

2:00 pm ET • 1:00 pm CT • 11:00 am PT

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Audio Replay:
A recording will be posted through April 15, 2012.
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Passcode: 1512

2011 was a year unusually packed with market surprises. Cultural revolutions, earthquakes and tsunamis, ratings downgrades of major economies and extraordinary political events dominated macro sentiment and the investment landscape. Volatility across asset classes was subsequently at the highest levels since the 2008-9 financial crisis, with the normally quietly trending U.S. 10-year Treasury yield seeing a 12-month trading range of more than 200bps.

As 2012 begins, investors seem to have more questions than answers. We have heard many of those questions, and in this webcast—as well as research pieces throughout the year ahead—try to address those asked most frequently:

• With so many developed-market countries slowing, where should I source growth for my portfolio? How do I get my 8% return? Is it possible?
• A corollary to slow growth appears to be low government bond yields for the foreseeable future. What’s the best way to get more yield?
• Europe turned out to be the dominant market driver in 2011. What will 2012 bring? Do we need to think about an end to the euro and how do I position for such risks?
• Both in the U.S. and U.K., pension plans are facing extreme challenges in meeting liabilities. Where do we go from here? Is there a right way to deal with funding gaps?
• How reliable are sovereign credit ratings, and how should credit ratings figure in investment policy?

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The recent resurgence of volatility, the profound economic issues still plaguing Europe and a continued lack of recovery in the U.S. has created a number of challenges for those managing institutional portfolios. Join J.P. Morgan Asset Management's CEO of the United States Institutional business, Catherine Keating, as she leads a discussion with Rebecca Patterson, Chief Markets Strategist, and Anne Lester, Portfolio Manager, Global Multi-Asset Group, to tackle the top issues facing institutional investors today. Emerging markets, finding yield, inflation risk and retirement – just some of the topics these experts will examine.

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