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.
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.
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.
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.
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.
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.
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.
