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.
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
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.
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.
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.
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.
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.
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.
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.
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.