September 19, 2024
Season 01 Episode 03
With comprehensive oversight and deep expertise in a diverse array of investment vehicles, our mission is to demystify often lesser-known asset classes. By providing clear, real-world examples, we aim to bridge the knowledge gap and empower investors to make informed decisions. On today's episode, Dr. David Kelly is joined by Brandon Robinson, Deputy Head of Private Markets, to discuss the different ways that adding alternatives into a portfolio can enhance clients’ outcomes and the benefits of private market investing.
September 12, 2024
Season 11 Episode 02
As rising geopolitical tensions and the pandemic fallout have uncovered weaknesses in global supply chains, many nations have begun to rethink their trading relationships. U.S. policy, for example, has turned increasingly nationalistic, with recent administrations implementing tariffs and non-tariff barriers to trade, allocating funds toward domestic development of strategic industries, and proposing other protectionist measures to support domestic activity. Today’s episode discusses whether tariffs have been effective in the past, and explores the investment implications of a more strict trade policy. For this conversation, Gabriela Santos, Chief Market Strategist for the Americas, joins Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management.
September 5, 2024
Season 01 Episode 02
As companies, particularly in the Technology sector, wait longer to IPO, private equity has become an increasingly important way to get exposure to the high growth potential of early-stage companies. For decades, investors have used private equity to supplement their public equity allocations, enhancing returns, reducing volatility, and providing access to secular market trends.
Dr. David Kelly is joined by Ashmi Mehrotra, the Co-Head and Portfolio Manager within the Global Private Equity Group at J.P. Morgan Asset Management, to discuss the trends and investment opportunities she’s seeing in the asset class.
August 28, 2024
Season 11 Episode 01
The 11th season of Insights Now
, titled “The Policy and Investment Implications of the U.S. Election,” will focus on topics at the forefront of this election season and explore the impacts proposed policies could have on the markets, economy, and investors. Gabriela Santos, Chief Market Strategist for the Americas, will be co-hosting this season and will be joined by the usual host of the show, Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management. In this first episode, they delve into the magnitude of the recent immigration surge and the implications for the economy and corporate profits moving forward.
August 22, 2024
Season 01 Episode 01
Welcome to the first episode of Alternative Realities, a JP Morgan podcast focused exclusively on alternative investments. In these episodes, we hope to shed some light on the rapidly growing and increasingly important world of alternative Investments. The classic 60/40 stock-bond allocation has long been the accepted stalwart portfolio strategy. Currently, however, higher inflation has made the protection typically offered by the negative correlation between stocks and bonds less certain. To discuss the different ways clients are using alternatives to enhance the risk-reward profile of their portfolios, Dr. David Kelly is joined by Shawn Khazzam, Head of Private Wealth Alternatives, Americas.
August 15, 2024
Season 10 Episode 10
The 2024 presidential election is well underway and has already delivered a host of surprising twists and turns. Against a backdrop of relatively stable economic growth and quite impressive U.S. stock market returns, the election adds a source of uncertainty for investors. Could the election outcome pose a risk to markets, or certain sectors and asset classes? And, in what can sometimes be a tense and polarizing time in society, how can investors navigate this uncertainty and invest with confidence this year?
In the final episode of this season, Dr. David Kelly is joined by Stephanie Aliaga, a Global Market Strategist at J.P. Morgan Asset Management, to help address these questions.
August 8, 2024
Season 10 Episode 09
Deficit spending is not at all a new phenomenon in the United States. In fact, it is the norm, and the U.S. has run a budget deficit in 81 of the last 95 years, or 85% of the time since 1929. What is abnormal, however, is how large the pile of U.S. debt has grown relative to the broader economy. With the election quickly approaching, and last year’s debt ceiling and downgrade drama still fresh in investors’ minds, we often get asked, “How will rising federal debt impact the markets and the economy?”
Brandon Hall, Research Analyst, poses this question to Dr. David Kelly, Chief Global Strategist for J.P. Morgan Asset Management.
August 2, 2024
Season 10 Episode 08
Before 2021, the United States hadn’t seen a major bout of inflation for almost 40 years. And even when inflation peaked in June 2022, consensus estimates showed that most thought inflation would be almost back to 2% by the end of 2024. However, the journey to 2% has been more challenging than expected. This episode explores if inflation can get back to its 2% target, the potential obstacles, and whether inflation even needs to be 2%. To shed some light on the situation, Mary Park Durham, Research Associate, will be interviewing the usual host, Dr. David Kelly, Chief Global Strategist for J.P. Morgan Asset Management,
July 25, 2024
Season 10 Episode 07
Going into 2023, almost everyone was predicting a recession within the next 12 months. However, what we saw was quite the opposite: the U.S. economy grew at a 2.5% year-over-year pace, and the unemployment rate stayed below 4%. This positive momentum has continued into this year, although the economy is gradually cooling.
This robust economic performance has been puzzling because many of the typical recession indicators have been flashing red for a while. This raises the question: how long can the U.S. continue to avoid a recession, and if one were to occur, what would likely trigger it?
To help us dive deeper into this question, Mary Park Durham will be interviewing the usual host, Dr. David Kelly, Chief Global Strategist for J.P. Morgan Asset Management.
July 18, 2024
Season 10 Episode 06
After the Federal Reserve’s dovish pivot in December, many investors came into this year expecting multiple rate cuts. In fact, in early January, markets were pricing in over six full cuts in 2024 alone. Since then, sticky inflation has caused the Federal Reserve to reassert its hawkish tone, and the outlook for the economy, inflation, and monetary policy has become increasingly uncertain. As a result of this, investors often ask us “When will the Federal Reserve begin cutting rates?”
To dive deeper into this question, Brandon Hall, Research Analyst, will be interviewing the regular host of the show, Dr. David Kelly, Chief Global Strategist for J.P. Morgan Asset Management.
July 11, 2024
Season 10 Episode 05
Excitement around artificial intelligence has been a key driver behind strong market performance over the past year. This makes sense, as it has potential to be one of the most transformative technologies in modern history. That said, widespread AI implementation is still in its early stages, and its broader implications for the economy and investing remain unknown. This has left many investors wondering, “How will AI shape the markets and the economy?”
To help answer this question, Dr. David Kelly is joined by Joe Wilson, Portfolio Manager, for a discussion on artificial intelligence and its potential impacts on the economy and markets.
July 5, 2024
Season 10 Episode 04
As technology has improved, so has market efficiency, and generating alpha through active management is as challenging a task as ever. In light of this, “tax alpha,” or creating value through tax management strategies, has grown in importance and popularity and has left investors asking, “How can I minimize taxes in my investment strategy?”
For today’s episode, Dr. David Kelly is joined by Jack Manley, Global Market Strategist for J.P. Morgan Asset Management, to discuss the outlook for taxes, and how investors can minimize their tax burden.
June 28, 2024
Season 10 Episode 03
From Baby Boomers to Generation Z, each generation has faced its own unique set of investment challenges and opportunities during their lifetimes. While the bulk of wealth in the U.S. belongs to older generations, wealth amongst younger generations is growing rapidly, and they represent an increasingly important piece of the investment pie. As advisors prepare for the next generation of investors, the question of “how do, and how should, different generations invest?” has been top of mind. To help answer this question, Dr. David Kelly is joined by Jack Manley, Global Market Strategist for J.P. Morgan Asset Management.
June 20, 2024
Season 10 Episode 02
A long cycle of U.S. equity outperformance over international equities has left investors wondering, “Why add international stocks to a portfolio?” However, as the global economy has turned a corner, so have prospects for international equities, and many international markets have performed well in 2024 so far. On this episode, Dr. David Kelly is joined by Gabriela Santos, Chief Market Strategist for the Americas here at J.P. Morgan Asset Management, to share her views on the benefits of allocating internationally.
June 13, 2024
Season 10 Episode 01
Most of this season is devoted to questions investors ask us about where to invest. However, given an increased focus on building tax-efficient, transparent, and flexible portfolios, we are also often asked: “How should I invest?” While traditional investment vehicles have made it difficult to reach all these objectives simultaneously, the emergence of actively managed ETFs are helping to reshape the investment landscape as we know it. For today’s episode, Dr. David Kelly is joined by Jon Maier, Chief ETF Strategist at J.P. Morgan Asset Management, to help us learn more about the history of active ETFs, and how they can be used to build stronger portfolios.
May 9, 2024
Season 09 Episode 05
This episode concludes the ninth season of Insights Now and marks the end of our deep dive into the world of alternatives. As investors continue to face elevated valuations across equities and abnormal interest rate volatility, the case for investing outside of traditional markets is as strong as ever. Dr. David Kelly is joined by Anton Pil, the Global Head of Alternatives at J.P. Morgan Asset Management. Anton sits in a very unique seat, as he oversees our entire alternatives platform, Tune in to hear how he views the balance of risks and opportunities across the asset class.
April 25, 2024
Season 09 Episode 04
Over the past year, investors have been inundated with negative reports of elevated mortgage rates and empty office buildings, weighing on their sentiment toward real estate investing. However, real estate comes in many shapes and sizes, and each sector has its own fundamentals and use cases in the portfolio construction process. To share how he is approaching the market against the backdrop of higher rates, Dr. David Kelly is joined by Doug Schwartz, a Co-President and Portfolio Manager within our Real Estate Americas Platform.
April 11, 2024
Season 09 Episode 03
Over the last decade, extraordinarily low interest rates have made it difficult for investors to generate income within portfolios. Against a backdrop of stretched valuations across risk assets and some uncertainty towards the outlook for monetary policy and inflation, there's no better time to discuss how investing in infrastructure can help build better portfolios. To share his views on the asset class, Dr.Kelly is joined by Nick Moller, an investment specialist and managing director within our Infrastructure investment group.
March 28, 2024
Season 09 Episode 02
For investors looking to supplement their public equity allocations, private equity can help enhance portfolio returns and provide exposure to rapidly growing companies at the forefront of key market trends and themes. That being said, private equity does have the drawback of lower liquidity, and higher interest may pose a threat to future returns.
For today's episode, Dr. David Kelly is joined by Stephen Catherwood, Co-head of our Private Equity Group with over 20 years of experience on the team. They dive deeper into the current balance of risks and opportunities in the private equity market.
March 14, 2024
Season 09 Episode 01
Portfolio Managers from across J.P. Morgan Asset Management help to shed some light on the rapidly growing and increasingly important world of alternatives. For investors, understanding how to leverage these alternative strategies can make the difference between falling short of your long-term goals and surpassing them. For today’s episode, Dr. David Kelly is joined by Pulkit Sharma, Head of Alternative Investment Strategy and Solutions here at J.P. Morgan Asset Management, to discuss the benefits of allocating to alternatives and the opportunities that he’s seeing across alternative asset classes.
December 21, 2023
Season 08 Episode 06
This year had no shortage of surprises for investors, from strong returns in stock markets to the impressive resilience of the U.S. economy. Along the way, we’ve confronted all sorts of shocks: a new war in the Middle East, Washington dysfunction, and even higher interest rates while the labor market and consumers have seen continued strength. On this episode, Dr. David Kelly is interviewed by Stephanie Aliaga, Research Analyst, to discuss both concern and optimism surrounding the economic outlook for 2024.
December 7, 2023
Season 08 Episode 05
Successful long-term investing requires the flexibility to navigate the ever-changing market tides and an engine of long-term assets to carry you forward. In this episode, we’re going to talk about both — how investors can build portfolios to navigate volatile market environments and generate better long-term returns. Dr. David Kelly is joined by Corey Hill, Head of U.S. Portfolio Insights at J.P. Morgan Asset Management, to dive into how his team is helping investors build stronger portfolios.
November 27, 2023
Season 08 Episode 04
The menu of investment solutions has evolved dramatically over the last 10 years, as innovation in financial planning tools has enabled the development of customized and flexible strategies. This episode discusses one of these innovations, model portfolios. Dr. David Kelly is joined by Beth Nardi, Head of Model Portfolio Distribution at J.P. Morgan Asset Management, to help us learn about model portfolios: what they are, who they’re made for, and the investment challenges they’re designed to address.
November 9, 2023
Season 08 Episode 03
Regardless of where you are in life, you need a plan for the future. For most Americans, that involves planning for retirement, a task that can feel overwhelming at times. In today’s episode, Dr. David Kelly is joined by Michael Conrath, Chief Retirement Strategist at J.P. Morgan Asset Management, to guide us through the toolkit for retirement planning and the key strategies that individuals can leverage.
October 30, 2023
Season 08 Episode 02
Historically, new and innovative technologies continually disrupt industries, creating more efficient ways to reach desired outcomes. The exchange-traded fund, or ETF, is one example of these technologies in the financial services industry changing how we invest. Dr. David Kelly is joined by Bryon Lake, Global Head of ETF Solutions at J.P. Morgan Asset Management, to discuss how investors use active ETFs to harness the tools of active management in a complex investment environment.
October 12, 2023
Season 08 Episode 01
In this episode, we dive into alternative assets. Alternatives have seen incredible growth in the last decade and have provided new strategies for investing in public and private markets, as well as better ways to generate alpha, income, and diversification in traditional stock and bond portfolios. For this conversation, Dr. David Kelly is joined by Anton Pil, Global Head of Alternatives, who has led the impressive growth of the alternatives platform at J.P. Morgan Asset Management.
September 14, 2023
Season 07 Episode 04
In this episode, as we wrap up our summer series Market Movers, two of JP Morgan’s most prominent thought leaders, Dr. David Kelly and Michael Feroli, Chief U.S. Economist for the JP Morgan Investment Bank, tackle the outlook for the U.S. economy and the Federal Reserve (Fed).
September 1, 2023
Season 07 Episode 03
While the broader economy has remained resilient this year, the real estate sector has faced its fair share of headwinds, with higher mortgage rates and home prices, tighter lending conditions following the regional banking crisis, and pandemic-induced disruptions. For today’s episode, Dr. David Kelly is joined by Dave Esrig, a Portfolio Manager at J.P. Morgan Asset Management, to discuss the trajectory of the real estate market.
August 17, 2023
Season 07 Episode 02
For our second episode of Market Movers, Dr. David Kelly, Chief Global Strategist, is joined by Jack Manley, Global Market Strategist, to discuss the next generation of investors. They dive deep into how this younger demographic is shaping the investment environment and driving key themes in the markets today.
November 20, 2023
Season 07 Episode 01
Artificial intelligence (AI) technologies, particularly generative AI, appear likely to revolutionize the way we work, innovate, and create. In the first episode of our summer series Market Movers, Dr. David Kelly, Chief Global Strategist, is joined by Stephanie Aliaga, Research Analyst, and Michael Albrecht, Global Strategist on the Multi-Asset Solutions Team, to discuss the broad range of implications AI may have on labor markets, economic growth, and the future investment environment.
June 8, 2023
Season 06 Episode 08
As we conclude this season, which we entitled A Bond’s Eye View of the World, a lot of core arguments for adding fixed income at the start of the year still remain in place. The Fed has continued to hike rates but they may, finally, be at the end of their tightening regime To wrap up our last episode, Dr. David Kelly is joined by Bob Michele, CIO and Head of our Global Fixed Income, Currency and Commodities Group at JP Morgan Asset Management, for a conversation on his outlook for the economy, the Fed, and ultimately, bond markets.
May 25, 2023
Season 06 Episode 07
In today's episode, Dr. David Kelly is joined by Phil Camporeale, portfolio manager in our Multi-Asset Solutions group at JP Morgan Asset Management. Phil manages portfolios with a global opportunity set and is actively making decisions on how to allocate the pieces of the pie within portfolios. Listen in to hear how Phil is shifting the dials in portfolios right now and what slice he's allocated to fixed income.
May 11, 2023
Season 06 Episode 06
After significant monetary tightening over the last year, the Federal Reserve has now hiked rates up to 5-5.25%, but this tightening cycle may finally be at a close. On today's episode, Dr. David Kelly is joined by Richard Taormina, a portfolio manager for several municipal bond strategies here at JP Morgan Asset Management, to discuss municipal bonds, which may be an effective way for investors to access high-quality and attractive tax-exempt yields in portfolios, particularly when heading into a downturn.
April 26, 2023
Season 06 Episode 05
In Q1 of this year, investors have had to contend with the implications of a regional banking crisis, a still-hawkish Fed, and rising expectations for a near-term recession. On today's episode, Dr. David Kelly is joined by Andrew Norelli, Portfolio Manager for several multi-sector fixed-income strategies here at J.P. Morgan Asset Management, to dive into the outlook for the economy and interest rates and what this all means for striking the right balance between credit and duration in fixed income portfolios.
April 13, 2023
Season 06 Episode 04
So far this season, we've talked about the bond market from a number of different angles, and in this episode, we look at fixed income as a global asset class. Dr. David Kelly is joined by Iain Stealey, International Chief Investment Officer within the Global Fixed Income, Currency and Commodities (GFICC) group, to dive into the outlook for global monetary policy and what this means for opportunities in international bonds.
March 30, 2023
Season 06 Episode 03
On this episode, tune in to hear Dr. David Kelly and Kelsey Berro, Portfolio Manager on our Global Fixed Income, Currencies, and Commodities Group, discuss the banking crisis and its implications for fixed-income markets, credit conditions, and monetary policy, which has been sending markets through a series of twists and turns and raising questions about the risk of a US recession later this year.
March 3, 2023
Season 06 Episode 02
This episode dives into positioning within fixed income. Dr. David Kelly is joined by Bill Eigen, portfolio manager for an unconstrained fixed-income strategy at J.P. Morgan Asset Management. Bill offers a unique perspective, as his fund uses an opportunistic go-anywhere strategy that aims at delivering positive returns – no matter what’s happening in fixed-income markets. In today’s particularly uncertain macro environment, Bill offers important insights on where he’s seeing opportunities, what areas he’s steering clear from, and his latest thoughts on the markets and economy.
February 16, 2023
Season 06 Episode 01
This episode kicks off our sixth season of Insights Now, entitled “A Bond's Eye View of Investing," and we've decided to center this season around fixed income. On this episode, Dr. David Kelly is joined by Jordan Jackson, Global Market Strategist at J.P. Morgan Asset Management, to discuss the outlook for the Fed and opportunities within fixed income.
December 19, 2022
Season 05 Episode 07
2022 has been a brutal year for investors, with unusually large sell-offs in both stocks and bonds, resulting in one of the worst years ever for balanced investing. However, 2023 may be the calm after the storm of this year, with markets stabilizing, inflation receding, and the Fed nearing the end of its tightening cycle. On the last episode of this season, Dr. Kelly is joined by Jack Manley, Global Market Strategist at J.P. Morgan Asset Management, to discuss the key takeaways from their Investment Outlook for 2023.
December 1, 2022
Season 05 Episode 06
Higher rates and rising inflation have created a particularly challenging environment for bonds this year. While economic uncertainties remain about the timing of a Fed pivot and the potential for U.S. recession, the case for bonds is as strong as it's been in over a decade. Dr. David Kelly and Bob Michele, CIO and Head of the Global Fixed Income, Currency & Commodities group, discuss the outlook for fixed-income markets and how investors can take advantage of opportunities the current climate provides.
November 17, 2022
Season 05 Episode 05
Earlier this month, Americans went to the polls for the midterm elections. While some were expecting a red wave, what resulted was more of a red ripple, with Republicans garnering a slim majority in the House and Democrats likely maintaining control of the Senate. In this episode, Dr. Kelly is joined by Michelle Mesack, Head of Federal Government Relations at JP Morgan Chase, and Meera Pandit, Global Market Strategist at J.P. Morgan Asset Management, to discuss the main takeaways for investors from the midterm elections.
November 9, 2022
Season 05 Episode 04
The global pandemic, supply chain problems and heightened geopolitical tensions from Russia's war in Ukraine have all raised questions about whether the long trend toward globalization is being thrown into reverse. Our 2023 Long Term Capital Market Assumptions, available now, features a paper that tackles the future of globalization. In this episode, Stephanie Aliaga interviews two of the authors from the paper, Dr. David Kelly and Kerry Craig, to discuss the potential future paths of globalization, and the implications of a multi-polar world order for the global economy, inflation, and valuations.
October 25, 2022
Season 05 Episode 03
Higher inflation, higher interest rates, and slowing consumer demand have all posed considerable headwinds to U.S. equities and contributed to the large selloffs experienced in markets this year. In this episode, Dr. David Kelly is joined by David Lebovitz, Global Market Strategist for J.P. Morgan Asset Management, for a discussion on the outlook for U.S. equities and what investors can expect from the 3Q22 earnings season.
October 6, 2022
Season 05 Episode 02
In an already challenging year for markets, the energy crisis in Europe and recent fiscal actions by the UK government have rattled market sentiment and caused further disruption to currency and global bond markets, with a higher reliance on Russian supply putting Europe in a particularly vulnerable position as winter approaches. On today's episode, Dr. David Kelly is joined by Hugh Gimber, Global Market Strategist, to shed some light on these issues and the outlook going forward for the UK and Europe.
September 27, 2022
Season 05 Episode 01
This episode kicks off our fifth season of Insights Now. Over the course of this season, Dr. David Kelly will sit down with a slate of market strategists and subject matter experts to discuss topics such as the implications of aggressive Fed tightening, the European energy crisis, equity market volatility, and the future of globalization to try to provide some insight into investing in this very stormy climate. In this episode, we tackle important questions for investors surrounding the outlook for the Federal Reserve with our fixed income strategist at J.P. Morgan Asset Management, Jordan Jackson.
July 20, 2022
Season 04 Episode 11
Investors have had a challenging year so far. While the outlook remains cloudy, much of the "bad news" might already be priced into markets, and investors may be wise to take advantage of the correction in valuations to position portfolios for the expansion ahead. For the last episode this season, Dr. David Kelly is joined by Jack Manley, Global Market Strategist at J.P. Morgan Asset Management, for an insightful conversation on navigating investing in troubled times.
June 30, 2022
Season 04 Episode 10 2022 has been a challenging year for most public asset classes, leaving many investors at odds on how to position portfolios, protect against inflation, and identify areas for potential excess returns going forward. While markets have been more challenging, the need for income, capital appreciation, and capital preservation has not changed. That’s where alternative investments may provide some solutions.
Learn More →June 9, 2022
Season 04 Episode 09 Today, as investors mull the increasing risk of a U.S. recession, the strength in the labor market can be a double-edged sword. In this episode, Dr. David Kelly is interviewed by Stephanie Aliaga, Research Analyst, to discuss the latest jobs report, the outlook for the labor market, and our latest thoughts on the risk of a recession in 2022 or 2023.
Learn More →May 26, 2022
Season 04 Episode 08 As investors mull recession risks, they will also soon have to grapple with the midterm elections and how changes in politics may cause uncertainty in the economic outlook. In this episode, Dr. David Kelly is joined by Meera Pandit, Global Market Strategist, to discuss politics and the fiscal outlook ahead of the midterm elections in a conversation moderated by Stephanie Aliaga, Research Analyst.
Learn More →May 12, 2022
Season 04 Episode 07 The equity markets have seen a tumultuous and fairly disappointing few months in 2022. Investor sentiment has turned extremely bearish due to a land war in Ukraine, a more hawkish and aggressive Fed, and rising and persistent inflation. In this episode, Dr. David Kelly is joined by Andrew Tyler, Head of U.S. Market Intelligence, to discuss the current state of equity markets, the factors driving recent volatility, the takeaways from 1Q22 earnings season, and the further implications of the Fed's rate-hiking cycle on equity markets.
Learn More →April 21, 2022
Season 04 Episode 06 While the 21st Century has seen a wide variety of housing markets with massive booms and busts, never in all these years have there been so few properties on the market. In this episode, Dr. David Kelly is joined by Mike Kelly, Head of US Real Estate, to discuss the current housing market, the surge in housing costs, and the long-term impacts of the pandemic on certain real estate sectors.
Learn More →April 12, 2022
Season 04 Episode 05 The last few months have seen a swift and significant recalibration in markets. Inflation looks to be higher and stickier than previously assumed, with The Fed shifting more hawkish. In this episode, Dr. David Kelly is joined by Phil Camporeale, Portfolio Manager on the Multi-Asset Solutions group at J.P. Morgan Asset Management, to discuss asset allocation in an environment with higher uncertainty on interest rates and inflation.
Learn More →March 24, 2022
Season 04 Episode 04 The Federal Reserve recently hiked interest rates for the first time since 2018 and delivered a hawkish surprise to investors by way of its updated dot plot and economic projections. In this episode, Dr. David Kelly is joined by Jordan Jackson, Global Market Strategist at J.P. Morgan Asset Management, to discuss the new outlook for the Fed and the risks that surround their decision to quickly tighten policy.
Learn More →March 11, 2022
Season 04 Episode 03 The Russian invasion of Ukraine has brought horrible human consequences, but for investors, it’s also raised a lot of questions. In this episode, we review the broad implications of the Russian invasion for investors in a special roundtable interview. Dr. David Kelly is joined by David Maccarrone, equity research analyst at J.P. Morgan Asset Management, and retired General Mastin Robeson, member of the Academy Security's Geopolitical Team, in a discussion moderated by Stephanie Aliaga, Research Analyst at J.P. Morgan Asset Management.
Learn More →February 24, 2022
Season 04 Episode 02 In today's episode, Dr. David Kelly is joined by Meera Pandit, Global Market Strategist at J.P. Morgan Asset Management, to discuss the efforts against climate change and the investment opportunities that may underlie this transition towards a more sustainable future.
Learn More →February 10, 2022
Season 04 Episode 01 In the first episode of Season 4, Dr. David Kelly is joined by Gabriela Santos, Global Market Strategist at J.P. Morgan Asset Management, to discuss what investors should expect from China in the Year of the Tiger and beyond.
Learn More →December 23, 2021
Season 03 Episode 12 Dr. David Kelly sits down with Jack Manley, Global Market Strategist at J.P. Morgan Asset Management, to discuss the investment outlook for 2022. Despite the continued pandemic, the U.S. economy saw a powerful recovery in 2021 across equity markets, the labor market, and overall economic growth. Where are the best opportunities for tactical positioning and strategic long-term investing in 2022?
Learn More →December 10, 2021
Season 03 Episode 11 In today’s episode, Dr. David Kelly sits down with Michael Conrath, Head of Education Savings at J.P. Morgan and author of the College Planning Essentials publication, to discuss the importance of saving for college and how to accumulate these savings most efficiently.
Learn More →November 29, 2021
Season 03 Episode 10 In today’s episode, Dr. David Kelly sits down with Karen Ward, Chief Market Strategist for EMEA at J.P. Morgan Asset Management and author of the Europe and UK Guide to the Markets publications, to discuss the outlook for Europe.
Learn More →November 15, 2021
Season 03 Episode 09 In today’s episode, Dr. David Kelly sits down with David Lebovitz, Global Market Strategist at J.P. Morgan Asset Management and author of the Guide to Alternatives publication, to discuss the role of alternative assets in portfolios. Investors have been increasingly interested in alternatives, but for many, this is still unfamiliar territory.
Learn More →October 28, 2021
Season 03 Episode 08 In today’s episode, Dr. David Kelly is interviewed by Stephanie Aliaga, strategy analyst at J.P. Morgan Asset Management, to discuss the advent of cryptocurrencies and whether this new asset class should have a place in portfolios.
Learn More →October 15, 2021
Season 03 Episode 07 In today’s episode, Dr. David Kelly is joined by Nick Leventis, Senior Healthcare Analyst for the Innovators Strategy at J.P. Morgan Asset Management, to discuss the genomic health revolution.
Learn More →October 1, 2021
Season 03 Episode 06 In today’s episode, Dr. David Kelly is joined by Manish Goyal from J.P. Morgan Asset Management, who has over 25 years of investment experience in the tech industry and manages strategies that focus on digital evolution and innovation.
Learn More →September 17, 2021
Season 03 Episode 05 In today’s episode, Dr. David Kelly is joined by Gabriela Santos, Global Market Strategist at J.P. Morgan Asset Management, to discuss the recent developments in China and how they fit into the context of China’s long-term growth story.
Learn More →September 9, 2021
Season 03 Episode 04 In today’s episode, Dr. David Kelly is joined by Meera Pandit, Global Market Strategist at J.P. Morgan Asset Management, to discuss the outlook for further fiscal stimulus with the infrastructure bill and budget reconciliation bill making their way through Congress.
Learn More →August 19, 2021
Season 03 Episode 03 In today’s episode, Dr. David Kelly is joined by Sarah Kapnick, J.P. Morgan’s Climate Scientist and Sustainability Strategist, with a discussion on the sobering realities of climate change and the opportunities for policy and investment solutions.
Learn More →August 5, 2021
Season 03 Episode 02 In this episode, Dr. David Kelly is joined by Jordan Jackson, Global Strategist on the Market Insights Team at J.P. Morgan, for a discussion on the Fed’s timetable for reducing accommodation as the economy shows signs of a durable recovery.
Learn More →July 23, 2021
Season 03 Episode 01 Tune in to hear Dr. David Kelly and Michael Cembalest, two of J.P. Morgan’s most respected thought leaders, discuss the most pressing questions for investors as we head into the second half of 2021.
Learn More →June 21, 2021
Season 02 Episode 12 Tune in to hear Dr. David Kelly and Ted Dimig, Head of Advisory and Core Beta Solutions, discuss model portfolios and how they can be used to benefit your clients.
Learn More →June 4, 2021
Season 02 Episode 11 Tune in to hear Dr. David Kelly and Jeff Geller, who serves as a Chief Investment Officer of our Multi-Asset Solutions group, discuss portfolio allocation decisions across a global opportunity set.
Learn More →May 21, 2021
Season 02 Episode 10
Tune in to hear Dr. David Kelly and Andrew Norelli, who serves as a portfolio manager for several global fixed income strategies, consider the impact of a reflationary environment
May 7, 2021
Season 02 Episode 09 Tune in to hear Dr. David Kelly and James McNerny, Lead Portfolio Manager of the actively managed JPMorgan Ultra-Short Income ETF, discuss how to make the most of your cash in a world of low yields.
Learn More →April 27, 2021
Season 02 Episode 08 Tune in to hear Dr. David Kelly and Michael Schoenhaut, Lead Portfolio Manager of the JPMorgan Income Builder Fund, discuss how to achieve income in today's low bond and dividend yields world.
Learn More →April 13, 2021
Season 02 Episode 07 Tune in to hear Dr. David Kelly and Giri Devulapally, Lead Portfolio Manager for the Large Cap Growth strategy here at JPMorgan Asset Management, discuss opportunities in technology trends over the long term.
Learn More →March 22, 2021
Season 02 Episode 06 Tune in to hear Dr. David Kelly and Yazann Romahi, who manages a quantitative beta strategies team here at JP Morgan Asset Management, discuss the increased interest in factor investing.
Learn More →March 9, 2021
Season 02 Episode 05 Tune in to hear Dr. David Kelly and Jennifer Wu, Global Head of Sustainable Investing here at J.P. Morgan Asset Management, discuss the increased interest in ESG investing.
Learn More →February 23, 2021
Season 02 Episode 04 Tune in to hear Dr. David Kelly and Richard Taormina, head of the Tax Aware Strategies team here at J.P. Morgan Asset Management, discuss how to protect your portfolio in a rising rate environment.
Learn More →February 9, 2021
Season 02 Episode 03 Tune in to hear Dr. David Kelly and Hamilton Reiner, head of U.S. Equity Derivatives here at J.P. Morgan Asset Management, discuss how investors can participate in the equity market.
Learn More →January 29, 2021
Season 02 Episode 02 Dr. David Kelly and Shane Duffy, Lead Portfolio Manager of the International Equity Group here at J.P. Morgan Asset Management, discuss if investors should increase exposure to international equities.
Learn More →January 21, 2021
Season 02 Episode 01 Tune in to hear Dr. David Kelly and Clare Hart, Lead Portfolio Manager of the Equity Income Fund here at JP Morgan Asset Management, to discuss if investors should take a closer look at value in 2021.
Learn More →December 11, 2020
Season 01 Episode 07 Tune in to hear Dr. David Kelly and Jordan Jackson, Global Market Strategist, discuss how low-interest rates have made the fixed income environment even more challenging for investors.
Learn More →November 27, 2020
Season 01 Episode 06 Tune in to hear David Kelly and David Lebovitz, Global Market Strategist, discuss how the energy industry is evolving over the long-term.
Learn More →November 10, 2020
Season 01 Episode 05 Tune in to hear David Kelly and John Bilton, Head of Global Multi-Asset Strategy, discuss the key themes and issues that are going to drive both economic growth, inflation, monetary and economic policy, and ultimately asset returns.
Learn More →October 16, 2020
Season 01 Episode 04 Tune in to hear David Kelly and Global Market Strategist Samantha Azzarello discuss the key tenets of behavioral finance that every investor should be aware of.
Learn More →October 6, 2020
Season 01 Episode 03 Many trends that persisted before 2020 have been accelerated by the COVID crisis, including dramatic shifts in demographics. Baby boomers, the largest generation ever, are aging and deaths are on the rise. Immigration has essentially halved compared to three years ago. And last year we saw the lowest birth rate ever.
Learn More →September 8, 2020
Season 01 Episode 01 For global markets, there is no long-term issue greater than the growth and evolution of China as an economic superpower. Tune in to hear David Kelly and Global Market Strategist Gabriela Santos discuss the extraordinary progress in China’s economy.
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