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

21:41

Treasuries, trends and tactics

Insights Now ·

2025/05/15

Watch the video version on YouTube.In the ever-evolving landscape of fixed income markets, investors are faced with increased policy uncertainty and interest rate volatility. The Federal Reserve finds itself caught between signs of slowing economic momentum and the unpredictable impacts of tariffs. This environment has intensified concerns over foreign demand for U.S. debt, prompting investors to seek diversification strategies for their U.S. Treasury exposure. In the 14th season of Insights Now,

en

25:49

Alternative Realities: Managing market volatility...

Insights Now ·

2025/05/08

It has been a busy and volatile month in the markets, one that certainly reminded us of the value of being diversified across public as well as private markets. Alternative investments have historically been limited to institutions like pension funds and insurance companies, due to high investment minimums and a high level of complexity. But that’s changing, with more investment options becoming available for individual investors like you and me.On this episode, Aaron Mulvihill is joined by Jed

en

20:53

Equity research insights: Key analyst takeaways & top...

Insights Now ·

2025/05/02

Watch the video version of YouTube. In our thirteenth season of Insights Now, we delved into the research that informed our portfolio managers' investment strategies. Gabriela Santos engaged in insightful discussions with top-tier buy-side equity research analysts from J.P. Morgan Asset Management, covering a diverse array of sectors such as semiconductors, payments and fintech, industrials, utilities, healthcare, and financials. For the last episode of the season, Gabriela Santos, Chief Market

en

29:32

Alternative Realities: The future of private credit...

Insights Now ·

2025/04/25

Watch the video version on YouTube.In this episode of Alternative Realities, we explore the dynamic world of private credit with Aaron Mulvihill, Global Market Strategist at J.P. Morgan Asset Management, and Lynnette Ferguson, Global Co-Head of Investment Specialists for J.P. Morgan Alternative Asset Management, as they discuss the significant growth of private credit over the past decade and its role as a competitive alternative to traditional bank lending. The conversation delves into the

en

20:40

Forecasting the future of financials

Insights Now ·

2025/04/17

Watch the video version on YouTube.Financials, the second largest sector in the S&P 500, has had its fair share of ups and downs in recent years. As the Federal Reserve kicked off its aggressive rate hiking campaign in 2022, the yield curve inverted, loan growth slowed and M&A activity plummeted, all of which hampered earnings growth. Then, in March 2023, the failures of several U.S. regional banks sparked concerns about the health of the banking sector and commercial real estate market

en

20:21

Alternative Realities: Tech-driven alternative...

Insights Now ·

2025/04/10

Watch the video version on YouTube. In this episode of Alternative Realities, we delve into the transformative landscape of venture and growth equity investing with a focus on technology and healthcare. Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, is joined by Patrick McGoldrick, Managing Partner of J.P. Morgan Private Capital, to discuss the evolution and current landscape of venture capital. The conversation highlights the high-risk, high-reward nature of venture

en

30:14

A healthier outlook for healthcare

Insights Now ·

2025/03/27

Watch the video version on YouTube. As the world emerged from the pandemic, healthcare companies encountered several challenges, including declining COVID-19-related revenues, increased R&D expenses and rising labor costs, all of which impacted earnings. Although the sector began to recover from its prolonged earnings slump in 2024, performance remained sluggish. Healthcare stocks rose just 2.6% last year, with performance suffering most after the election. Importantly, the healthcare sector is

en

21:36

Alternative Realities: Opportunities in global...

Insights Now ·

2025/03/21

Watch the video version on YouTube. In this episode of Alternative Realities, we explore the world of timber as an alternative investment asset class. Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, is joined by Angela Davis, President of Campbell Global, a subsidiary of J.P. Morgan Asset Management, to explore the unique benefits and opportunities timber offers to investors. The discussion covers the perpetual lifecycle of timber forestry, the global footprint of Campbell

en

17:27

Key themes powering utilities

Insights Now ·

2025/03/13

Watch the video version on YouTube. Utilities have traditionally been known for their defensive properties, which makes the combination of robust economic growth, technological excitement and elevated bond yields an unlikely recipe for their strong performance. That said, the sector’s 23% gain kept pace with the broader market last year. In 2025, this momentum should continue. After two decades of stagnant power demand, the electrification of the U.S. economy and the intense power needs of

en

20:28

Alternative Realities: Building an investment plan...

Insights Now ·

2025/03/06

Watch the video version on YouTube. In this episode of Alternative Realities, we explore the dynamic world of alternative investments and their increasing accessibility to a broader range of investors. As these asset classes become more mainstream, we discuss their role in diversifying portfolios and enhancing returns. Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, is joined by David Lebovitz, Managing Director and Strategist at the Multi-Asset Solutions Group, to discuss

en

19:26

Manufacturing a case for industrials

Insights Now ·

2025/02/27

Watch the video version on YouTube. Despite lagging the broader index, industrial stocks performed well in 2024, gaining over 17% on a total return basis. Sector fundamentals, however, have been more challenged. After an impressive post-COVID recovery supported double-digit earnings growth in 2022, industrial earnings have been in the doldrums alongside U.S. manufacturing activity. In fact, on a year-over-year basis, the sector is on pace to see earnings contract for the last three quarters of

en

18:17

Does it pay to invest in payments?

Insights Now ·

2025/02/13

Watch the video version on YouTube. When people think of the financial sector, they typically think of boring businesses like banks or insurance companies. But the ongoing global shift to electronic payments has created a new, growthier industry of financial technology companies. These businesses tend to feature recurring revenues, high free cash flow, and low capital expenditures. The financial services sector, which houses Visa and Mastercard, returned 28% last year, while the consumer finances

en

20:37

Alternative Realities: Institutional strategies in...

Insights Now ·

2025/02/10

Watch the video version on YouTube. In this episode of Alternative Realities, we delve into the evolving landscape of alternative investments and their growing role in institutional portfolios. As the world of alternative investing becomes more accessible, we’ll explore how institutions have historically leveraged these assets for diversification and enhanced returns. Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, is joined by Kathryn Pasqualone, Client Advisor within our

en

25:55

Beyond AI: Opportunities in semiconductors

Insights Now ·

2025/01/31

Watch the video version on YouTube. U.S. equities have been on a tear in recent years. After climbing 26% in 2023, the S&P 500 finished up 25% on a total return basis in 2024, marking the best two-year stretch for the index since the late 90s. That said, with a select few companies driving the bulk of this rally, markets have become unbalanced, and concentration risk remains a significant issue heading into 2025. In times like these, active management is as important as ever. Our thirteenth

en

18:37

Alternative Realities: Strategic Investing Amid...

Insights Now ·

2025/01/30

Watch the video version on YouTube. As the U.S. economy continues its robust growth into 2025, this episode of Alternate Realities delves into the complexities of investing amidst challenges like inflation, interest rate volatility and market concentration. Dr. David Kelly, Chief Global Strategist, is joined by Oksana Aronov, Head of Market Strategy and Alternative Fixed Income, and Hamilton Reiner, Portfolio Manager and Head of U.S. Equity Derivatives. They discuss the importance of

en

29:31

Alternative Realities: Exploring alternatives in 2025

Insights Now ·

2025/01/10

Watch the video version on YouTube. Despite last year's excellent returns in public markets, alternative assets are garnering increased attention due to their income diversification benefits, high equity valuations and the potential for above-trend inflation. As alternative investments become more accessible to the public, allocations to these assets are expected to rise in the coming years. This trend underscores the importance of general education and thought leadership in the field of

en

16:45

Insights Now 2024 wrapped

Insights Now ·

2024/12/30

Watch the video version on YouTube. The end of the year is near, and that means everyone is comparing their Spotify Wrapped and Apple Music Replays, making the case for why their most-listened-to song is the best. We wanted to do something similar for Insights Now. That is why, for our final episode of season 12, we will reflect on some of the most important takeaways from the 23 episodes we recorded this year. From exploring the fastest-growing themes in alternatives to navigating the complexities

en

20:54

Alternative Realities: Unlocking the potential of...

Insights Now ·

2024/12/27

Watch the video version on YouTube. In this episode of Alternative Realities, we’re going to explore the transportation sector's resilience amid geopolitical and market disruptions. we'll talk about how transport assets, like ships and planes, have shown stability during events such as the pandemic and geopolitical tensions. The discussion highlights the sector's critical role in global trade, the impact of regulations like the Jones Act and the evolving landscape influenced by tariffs and

en

18:51

The “new 60/40” portfolio

Insights Now ·

2024/12/19

Watch the video version on YouTube. In recent years, the notion of “correct” portfolio construction has been challenged and diversification has become unpopular. Stocks and bonds have shown an increased propensity to move together, calling into question the efficacy of the classic “60/40” portfolio. Moreover, sustained outperformance in select segments of global financial markets has caused portfolios to drift away from target allocations and left many investors with little motivation to allocate

en

14:42

Alternative Realities: Navigating the future of...

Insights Now ·

2024/12/12

Watch the video version on YouTube. The pandemic, geopolitical tension and climate change have revived industrial policy around the globe. In the U.S., the IIJA, IRA, and CHIPs act collectively represent the largest investment in infrastructure since the Cold War. In particular, there are significant opportunities in modernizing and expanding the electrical grid as decarbonization and data centers drive up demand. In addition to these secular tailwinds, core infrastructure’s steady, uncorrelated

en

137 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 -...