When Will the Federal Reserve Begin Cutting Rates?
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.
How Will AI Reshape the U.S. Economy and Investment Opportunities?
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.
How Can You Minimize Taxes in Your Investment Strategy?
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.
How Do Different Generations Invest – and How Should They?
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.
Why Add International Stocks to a Portfolio?
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.
How Should I Invest?
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.
The Alternative Advantage
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.
Real Estate in the “New” Old Normal
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.
Finding Income and Fighting Inflation with Infrastructure
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.
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.
