PREMIUM PODCASTS FOR THE 21ST CENTURY

Insights Now

Our thought leaders sit down for a conversational breakdown of big ideas, future trends, emerging topics and their investment implications complete with key takeaways to help inform building stronger investment plans and portfolios for the long-term.

Beyond the Public Markets, a Path to Premium Returns

Beyond the Public Markets, a Path to Premium Returns

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.

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Diversification, Disruption and Dislocation: Unveil the Opportunities in Alternatives

Diversification, Disruption and Dislocation: Unveil the Opportunities in Alternatives

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.

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The Last Leg on the Long Road to Normal

The Last Leg on the Long Road to Normal

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.

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Building Stronger Portfolios

Building Stronger Portfolios

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.

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Modeling Better Investment Outcomes

Modeling Better Investment Outcomes

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.

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Maximizing Your Retirement Nest Egg

Maximizing Your Retirement Nest Egg

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.

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Fine-Tuning Portfolios with Active ETFs

Fine-Tuning Portfolios with Active ETFs

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.

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The World of Alternative Investing

The World of Alternative Investing

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.

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Back to School on the U.S. Economy

Back to School on the U.S. Economy

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).

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The Outlook for Real Estate

The Outlook for Real Estate

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.

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Investing for the Next Generation

Investing for the Next Generation

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.

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The Economic Implications of Generative AI

The Economic Implications of Generative AI

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.

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The Bond’s Eye View

The Bond’s Eye View

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.

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Finding Income for Global Investment Portfolios

Finding Income for Global Investment Portfolios

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.

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The Muni Landscape Heading Into a Downturn

The Muni Landscape Heading Into a Downturn

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.

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Credit vs. Duration - Where Should You Spend Your Risk Budget?

Credit vs. Duration - Where Should You Spend Your Risk Budget?

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.

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Navigating the Opportunities in Global Bonds

Navigating the Opportunities in Global Bonds

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.

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The Regional Bank Crisis and Its Implications for Bonds

The Regional Bank Crisis and Its Implications for Bonds

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.

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Finding Direction in Fixed Income

Finding Direction in Fixed Income

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.

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Are Bonds Really Back, and for How Long?

Are Bonds Really Back, and for How Long?

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.

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Will 2023 Be a Year of Slow Growth, But Better Markets?

Will 2023 Be a Year of Slow Growth, But Better Markets?

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.

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Bonds are Back

Bonds are Back

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.

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The Implications of Divided Government

The Implications of Divided Government

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.

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The Future of Globalization

The Future of Globalization

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.

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Cross-Currents for Corporate Profits

Cross-Currents for Corporate Profits

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.

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Europe’s Energy Crisis and the UK Response

Europe’s Energy Crisis and the UK Response

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.

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The Fed: Hiking Up a Hill of Uncertainty

The Fed: Hiking Up a Hill of Uncertainty

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.

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Investing in Troubled Times

Investing in Troubled Times

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.

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Alternatives in a Higher Rate, Slower Growth World

Alternatives in a Higher Rate, Slower Growth World

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.

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The Labor Market: Cyclical Strength and Structural Change

The Labor Market: Cyclical Strength and Structural Change

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.

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The U.S. Fiscal and Midterms Outlook

The U.S. Fiscal and Midterms Outlook

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.

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Unpacking the Tumultuous Equity Market

Unpacking the Tumultuous Equity Market

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.

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Real Estate Booms, Busts, and Structural Change

Real Estate Booms, Busts, and Structural Change

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.

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Building Resilient Portfolios

Building Resilient Portfolios

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.

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The Fed’s New Playbook

The Fed’s New Playbook

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.

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Implications of the Russian Invasion of Ukraine

Implications of the Russian Invasion of Ukraine

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.

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Solving for Climate Change with ESG

Solving for Climate Change with ESG

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.

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Investing in China in the Year of the Tiger

Investing in China in the Year of the Tiger

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.

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Investing Beyond the Pandemic

Investing Beyond the Pandemic

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?

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College Planning and 529s

College Planning and 529s

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.

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The Post-Pandemic Lens on Europe

The Post-Pandemic Lens on Europe

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.

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Alternative Investments in a World of Higher Inflation

Alternative Investments in a World of Higher Inflation

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.

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Do Cryptocurrencies Have a Place in Portfolios?

Do Cryptocurrencies Have a Place in Portfolios?

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.

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The Genomic Health Revolution

The Genomic Health Revolution

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.

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Tech and Equity Investing

Tech and Equity Investing

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.

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A Long-Term Look at China’s Growth

A Long-Term Look at China’s Growth

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.

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The Fiscal Outlook

The Fiscal Outlook

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.

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The Reality of Global Warming

The Reality of Global Warming

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.

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The Fed’s Timetable

The Fed’s Timetable

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.

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Investing as the Pandemic Winds Down

Investing as the Pandemic Winds Down

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.

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Asset Class: Investing with Model Portfolios

Asset Class: Investing with Model Portfolios

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.

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Asset Class: Actively Managing Through Uncertainty

Asset Class: Actively Managing Through Uncertainty

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.

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Asset Class: Reflation and Fixed Income Investing

Asset Class: Reflation and Fixed Income Investing

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

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Asset Class: Making the Most of Your Cash

Asset Class: Making the Most of Your Cash

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.

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Asset Class: Finding Income in a World of Low Yields

Asset Class: Finding Income in a World of Low Yields

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.

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Asset Class: Growth Stocks for the Long Run

Asset Class: Growth Stocks for the Long Run

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.

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Asset Class: Understanding Factor Investing

Asset Class: Understanding Factor Investing

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.

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Asset Class: ESG Investing

Asset Class: ESG Investing

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.

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Asset Class: Opportunities in Municipal Bonds

Asset Class: Opportunities in Municipal Bonds

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.

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Asset Class: Using Equity Derivatives to Cut Risk and Boost Income

Asset Class: Using Equity Derivatives to Cut Risk and Boost Income

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.

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Asset Class: The Opportunity in International Stocks

Asset Class: The Opportunity in International Stocks

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.

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Asset Class: Is it Time for Value?

Asset Class: Is it Time for Value?

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.

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A Land with Zero Rates

A Land with Zero Rates

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.

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Power for the People: The Outlook for Energy

Power for the People: The Outlook for Energy

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.

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The Fiscal Decade

The Fiscal Decade

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.

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Behavioral Finance Pitfalls and How to Overcome Them

Behavioral Finance Pitfalls and How to Overcome Them

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.

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Demographic Potholes

Demographic Potholes

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.

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China : Too Big to Ignore

China : Too Big to Ignore

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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