x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

PODCAST

Insights Now

Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management

Listen to the latest insights from Dr. David Kelly, Chief Global Strategist, and Gabriela Santos, Chief Strategist for the Americas at J.P. Morgan Asset Management, as they sit down with a variety of thought leaders for a conversational breakdown of big ideas, future trends, emerging topics, and their investment implications, helping to inform the building of stronger long-term investment plans.

business investing

All Episodes

23:19

The Labor Market: Cyclical strength and structural...

Insights Now ·

2022/06/09

Today, as investors mull the increasing risk of a U.S. recession, the strength in the labor market can be a double-edged sword. On one end, a healthy labor market with red-hot demand for workers could protect the economy from high unemployment in the next recession. On the other end, too-hot of a labor market gives the Fed a greater need to act aggressively to tame inflation and prevent an overheating economy, which very well might push the economy into a recession. On this episode, Dr. David Kelly

en

30:14

The U.S. Fiscal and Midterms Outlook

Insights Now ·

2022/05/26

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. As rates have risen on the back of Fed tightening, does this pose an issue for the government's ability to service the debt? After two years of extraordinary fiscal stimulus, what is outlook for fiscal spending going forward and what are its implications for investors? On this episode, Dr. David Kelly is joined by Meera Pandit,

en

14:49

Unpacking the Tumultuous Equity Market

Insights Now ·

2022/05/12

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. On 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 form 1Q22 earnings season and the further implications of the Fed's rate

en

18:04

Real Estate Booms, Busts and Structural Change

Insights Now ·

2022/04/21

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. This has fueled a surge in home prices that might look reminiscent of the 2006 housing boom. On 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. For additional

en

26:35

Building Resilient Portfolios

Insights Now ·

2022/04/12

The last few months have seen a swift and significant recalibration in markets. Inflation looks to be higher and stickier than previously assumed. The Fed has shifted more hawkish, now penciling upwards of seven hikes in 2022 and eyeing a faster pace of balance sheet reduction. On 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

en

24:57

The Fed’s New Playbook

Insights Now ·

2022/03/24

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. Since the Fed cut rates to zero in March 2020, the U.S. economy has well recovered with inflation running persistently well above the Fed's 2% target. On 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

en

35:42

Implications of the Russian Invasion of Ukraine

Insights Now ·

2022/03/09

The Russian invasion of Ukraine has brought horrible human consequences, but for investors it’s also raised a lot of questions. On 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

en

25:51

Solving for Climate Change with ESG

Insights Now ·

2022/02/24

On 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. As the need to fight climate change has become more pronounced, sustainable investing has increasingly come into focus for investors. This episode discusses the outlook for U.S. climate spending, Europe’s energy transition as the

en

22:33

Investing in China in the Year of the Tiger

Insights Now ·

2022/02/10

On 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. As China rings in the New Year, the road ahead holds substantial political and economic significance, from the Winter Olympics in Beijing to the Communist Party's 20th National Congress. China also faces substantial challenges in managing a potential property bubble,

en

21:09

Investing Beyond the Pandemic

Insights Now ·

2021/12/23

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. Yet in recent months, investors have had to weigh a series of risks to both economic growth and market returns: the Fed is shifting more hawkish, inflation has surged, and valuations sit at lofty levels

en

22:28

College Planning and 529s

Insights Now ·

2021/12/10

On 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. What is a college education worth against the rapid rise in college tuition over the past few decades? Can families depend on financial aid or fiscal policy to cover most of these expenses? If you can’t rely on aid, how should families

en

31:20

The Post-Pandemic Lens on Europe

Insights Now ·

2021/11/29

On 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. After disruptions from “Brexit” seem have settled down, the onslaught of the pandemic paved the way for a togetherness of Europe not seen in decades. The EU Recovery Fund may be just the accelerant to growth in Europe that investors have been waiting for. Still, European

en

20:28

Alternative Investments in a World of Higher Inflation

Insights Now ·

2021/11/15

On 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. How should we think about investing in alternatives vs. traditional stocks and bonds? Against a backdrop of rising inflation and interest rates where the

en

25:23

Do cryptocurrencies have a place in portfolios?

Insights Now ·

2021/10/28

On 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. Can cryptocurrencies achieve their fundamental goal of being a store of value and payment system? How do cryptocurrencies function as an asset class, and is there a benefit them as an allocation in portfolios? Tune in to hear Dr. Kelly’s take on the matter, and other

en

15:38

The Genomic Health Revolution

Insights Now ·

2021/10/15

On 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. Healthcare spending now amounts to almost 18% of GDP and chronic conditions are on the rise while baby boomers are just beginning to retire. The need for high quality care is becoming more and more important. Genomics, or the study of genes, is making it possible to predict, diagnose, and treat diseases more

en

24:13

Tech and Equity Investing

Insights Now ·

2021/10/01

On 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. The pandemic accelerated years of technological adoption and innovation, with strides made in the digitization of the consumer, integration of enterprise IT, and a massive migration of business, communication, and recreation to online platforms. As we look past the

en

25:14

A Long-Term Look at China’s Growth

Insights Now ·

2021/09/17

On 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. While Chinese markets were the strongest outperformers in the pandemic-stricken year of 2020, they have since experienced significant bumps along the road as a result of a new regulatory crackdown and resurgence of coronavirus cases. This has weighed on equity market

en

30:03

The Fiscal Outlook

Insights Now ·

2021/09/02

On 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. Discussion topics include: details of the infrastructure bill and Biden’s green energy ambitions, expectations for the larger budget reconciliation bill, the possibility of a debt-ceiling standoff, the 2022 midterms, and the potential for

en

25:55

The Reality of Global Warming

Insights Now ·

2021/08/19

On 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. Discussion topics include: the UN climate body’s striking report on climate change, western droughts and the threat to food and power supply, agriculture inflation, the Biden Administration’s climate agenda, and the opportunities for sustainable investing

en

28:24

The Fed’s Timetable

Insights Now ·

2021/08/05

On today’s 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. Discussion topics include: comparison to the last “T-up to taper” period in 2013, technical challenges of reducing accommodation, the Fed’s involvement in MBS markets, drivers behind the decline in long-term yields, and the implications for fixed income

en

140 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...