{
  "docId": "019dd923-5e88-73ef-bd5a-f629685924ab",
  "docSlug": "99a74719c7b54a1b",
  "documentTitle": "karen ward isfw",
  "authorId": "JPMorgan",
  "authorName": "J.P. Morgan Asset Management",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "equity_research",
  "sourceTypeLabel": "Equity research",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.778,
  "pageNumber": 2,
  "pageCount": 13,
  "prevPage": 1,
  "nextPage": 3,
  "slideType": "key_messages",
  "function": "summarize",
  "density": "balanced",
  "nDataPoints": 0,
  "notes": null,
  "elementsJson": [
    "headline_text",
    "bullet_list"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5a-f629685924ab/2",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5a-f629685924ab",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5a-f629685924ab.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5a-f629685924ab#slide-2",
  "components": [
    {
      "bbox": {
        "h": 0.55,
        "w": 0.75,
        "x": 0.11,
        "y": 0.28
      },
      "kind": "list",
      "text": "Short-term: markets are hopeful Goldilocks is on her way back; This narrative could be disrupted by persistent inflation, or further banking turmoil. Medium-term: the pandemic and energy crisis have changed the regime; Austerity is over; Stable, ultra-low inflation is over; Zero/negative interest rates are over; Performance led by assets that require a zero discount rate is over. Investment implications: Make good use of fixed income now yields have reset, staying quality for now; Consider medium-term rotation from Growth to Value and better diversification by region; Think beyond bonds for diversification, making use of alternatives for inflation protection",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "12406b44-602b-4a41-8f70-b8f8462f37f7",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.16,
        "x": 0.06,
        "y": 0.09
      },
      "kind": "title",
      "text": "Big themes",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "18d6eb8e-28e8-4f36-86e3-1fd57da9ec33",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Pyramid Principle",
      "slug": "pyramid-principle",
      "agent": "Architect",
      "layer": "block",
      "matchId": "019de942-69ab-7778-b2f9-7f0a13ccbcf6",
      "evidence": "States the recommendation up front before the evidence slides",
      "confidence": 80
    },
    {
      "name": "SCQA Framework",
      "slug": "scqa-framework",
      "agent": "Architect",
      "layer": "block",
      "matchId": "019de942-6a11-7746-a51e-c684dc44133f",
      "evidence": "Short-term Goldilocks (S), risks listed (C) implicit on this page",
      "confidence": 55
    },
    {
      "name": "The Rule of Three",
      "slug": "the-rule-of-three",
      "agent": "Storyteller",
      "layer": "block",
      "matchId": "019de942-69ef-702c-abf5-a61cd4c3c3da",
      "evidence": "Three top-level groupings of bullets",
      "confidence": 78
    },
    {
      "name": "Three Pillars",
      "slug": "three-pillars",
      "agent": "Architect",
      "layer": "block",
      "matchId": "019de942-69cd-7213-b4c5-dfa88202990e",
      "evidence": "Three labelled pillars: Short-term, Medium-term, Investment implications",
      "confidence": 82
    },
    {
      "name": "List presentation",
      "slug": "list-presentation",
      "agent": null,
      "layer": "slide",
      "matchId": "7fa6f745-a106-4958-8da3-93d636b41e20",
      "evidence": "list/bullet: Short-term: markets are hopeful Goldilocks is on her way back; This narrative could be disrupted by persistent inflation, or further banking turmoil.",
      "confidence": 0.7
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 3,
      "from": 1,
      "beatId": "019de942-6834-757b-b966-a53146957816",
      "arcName": "The Consultant's Gambit",
      "arcSlug": "consultants-gambit",
      "beatName": "Situation & Context",
      "beatSlug": null,
      "evidence": "Cover, Big themes framing, 'Economies remarkably resilient' on p3",
      "position": 1,
      "confidence": 78,
      "parentBeatName": null,
      "parentBeatSlug": null
    }
  ],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}