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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

20:04

2025: Out of the cyclical storm and into the policy fog

Insights Now ·

2024/12/05

Watch the video version on YouTube.Despite uncertainty at the onset, 2024 is shaping up to be yet another impressive year for the economy and markets. A resilient consumer has put the U.S. on pace for another year of above-trend growth, and the S&P 500 has rallied over 25% so far, breaching $6,000 for the first time in history. That said, with a new year comes new opportunities as well as challenges. As the cyclical imbalances exacerbated by the pandemic and tight monetary policy continue to

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12:24

Alternative Realities: Challenges to triumphs in real...

Insights Now ·

2024/11/27

Watch the video version on YouTube.In this episode of Alternative Realities, we’re going to be exploring the current landscape of commercial real estate, highlighting opportunities beyond the office sector. We’ll talk about the ongoing housing shortage in the U.S., which has been made worse by past overbuilding, lack of workers and zoning issues. The industrial sector is thriving, driven by the rise in e-commerce and logistics, with a significant increase in delivery vehicles. Retail is evolving,

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16:38

Asset allocation in the year ahead

Insights Now ·

2024/11/21

Watch the video version on YouTube. As we usher in a new year, the investment landscape is almost certainly set to change. That’s why in our twelfth season of Insights Now titled, “Preparing for the path forward,” Dr. David Kelly will sit down with portfolio managers and strategists from across J.P. Morgan to discuss their key takeaways from 2024, and what they expect from the economy and markets in 2025. With the new year just around the corner, tune in to hear what opportunities we are most

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20:12

Alternative Realities: Powering portfolios with...

Insights Now ·

2024/11/14

Watch the video version on YouTube.In this episode, Dr. David Kelly is joined by Ash Williams, Vice Chair of J.P. Morgan Asset Management. Ash served as Chief Investment Officer and Executive Director of the Florida State Board of Administration, where he oversaw $250 billion in assets. He has extensive experience as an institutional investor in both public and private markets. Throughout their conversation, they cover a range of topics surrounding the importance of alternatives in a portfolio and

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25:23

Alternative Realities: Investing in the future of...

Insights Now ·

2024/10/31

Watch the video version on YouTube.On previous episodes, we’ve discussed the muted return outlook for a traditional 60/40 portfolio, and the return enhancing potential of Private Equity and Venture Capital. As companies wait longer to IPO, investors are turning to private markets for access to the fastest growing part of a business’s lifecycle. In this episode, we’re going to explore the opportunities in private healthcare and biotechnology. Dr. David Kelly is joined by Gaurav Gupta, Managing

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23:04

Alternative Realities: Democratizing access to...

Insights Now ·

2024/10/24

Watch the video version on YouTube. On previous episodes, we’ve discussed what’s called the “democratization of alternatives.” Put simply, alternatives have become more accessible to individuals as the investment vehicles have evolved to address pain points like high minimums and long lockup periods. Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, is joined by Anastasia Amoroso, the Chief Investment Strategist at iCapital. The platform is designed to help clients navigate

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19:21

Taxes, deficits and federal debt, “Oh my!”

Insights Now ·

2024/10/24

Watch the video version on YouTube. The U.S election is just a few short weeks away, and many investors are picking through campaign-trail noise to decipher what policies each administration would pursue and their implications. With both Former President Trump’s and Vice President Harris’s campaigns promising hefty amounts of spending but few clues on how it will be funded, the longer-term trajectory for taxes, the deficit and federal debt is largely uncertain, but must be addressed. According to

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17:40

The past, present and future of Fed independence

Insights Now ·

2024/10/11

Watch the video version on YouTube. Within our financial system, the idea that the Federal Reserve should operate as an independent entity is fundamental. Importantly, the Federal Reserve is a political institution that is accountable to Congress, but also to the public, and its independence ensures it can conduct monetary policy in a way that it perceives to be in support of its dual mandate without undue political pressures. However, some candidates on the campaign trail have expressed interest

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16:16

Alternative Realities: Navigating alternatives as an...

Insights Now ·

2024/10/03

Watch the video version on Youtube.In this episode of Alternative Realities, we’re going to be exploring the alternatives landscape from the perspective of the individual investor. Historically, these asset classes have been the domain of institutional capital, but the structure of alternative investment vehicles is evolving in ways that make them more accessible. Not only do individual investors have more access to alternatives, they also may have a greater need as the traditional 60/40 portfolio

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15:55

The ripple effects of regulation

Insights Now ·

2024/09/26

Watch the video version on YouTube. Federal government regulatory policies have the potential to reshape both the economic landscape and the investment opportunity set and both candidates for president have expressed strong opinions on regulatory issues. However, their attitudes on regulatory oversight appear to vary across industries and issues affecting the economy and society. In addition, their power to implement regulatory change is limited both by political realities and the courts. For

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21:26

Alternative Realities: Unlocking value in private...

Insights Now ·

2024/09/19

Watch the video version on YouTube.With comprehensive oversight and deep expertise in a diverse array of investment vehicles, including real estate, real assets, hedge funds, private equity, private credit and liquid alternative solutions, our mission is to demystify these often lesser-known asset classes. By providing clear, real-world examples, we aim to bridge the knowledge gap and empower investors to make informed decisions. Our goal is to bring these complex investment opportunities to life,

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17:30

Navigating shifts in global trade

Insights Now ·

2024/09/12

Watch the video version on YouTube.As rising geopolitical tensions and the pandemic fallout have uncovered weaknesses in global supply chains, many nations have begun to rethink their trading relationships. U.S. policy, for example, has turned increasingly nationalistic, with recent administrations implementing tariffs and non-tariff barriers to trade, allocating funds toward domestic development of strategic industries and proposing other protectionist measures to support domestic activity. This

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15:36

Private equity challenges and opportunities

Insights Now ·

2024/09/05

Watch the video version on YouTube. 2020 and 2021 were banner years for the private equity market as fiscal and monetary stimulus boosted fundraising, deal and exit activity. More recently, however, macro uncertainty and higher interest rates have put a damper on the asset class, which is highly dependent on leverage. Still, better-than-expected economic growth has supported recent performance. As companies, particularly in the Technology sector, wait longer to IPO, private equity has become an

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20:42

The impacts of immigration

Insights Now ·

2024/08/29

Watch the video version on YouTube.So far, this U.S. election cycle has been nothing short of turbulent and a looming source of volatility for much of this year. With the summer now behind us and November quickly approaching, investors should more seriously consider the implications of the upcoming election, and the opportunities and risks that may arise from it. That is why for the 11th season of Insights Now, titled “The policy and investment implications of the U.S. election,” David and I will

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17:21

The fundamentals of alternatives

Insights Now ·

2024/08/22

Watch the video version on YouTube.In this episode: The classic 60/40 stock-bond allocation has long been the accepted stalwart portfolio strategy. Currently, however, higher inflation has made the protection typically offered by the negative correlation between stocks and bonds less certain. Equity risk premiums are low, and interest rate volatility is high. On top of all that, public markets are becoming increasingly efficient, muting opportunities for excess return. As a result, investors are

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18:06

What might the November elections mean for investment...

Insights Now ·

2024/08/15

Watch the video version on YouTube.The 2024 presidential election is well underway and has already delivered a host of surprising twists and turns. Against a backdrop of relatively stable economic growth and quite impressive U.S. stock market returns, the election adds a source of uncertainty for investors. Could the election outcome pose a risk to markets, or certain sectors and asset classes? And, in what can sometimes be a tense and polarizing time in society, how can investors navigate this

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14:57

How will rising federal debt impact the markets and...

Insights Now ·

2024/08/08

Watch the video version on YouTube. Deficit spending is not at all a new phenomenon in the United States. In fact, it is the norm, and the U.S. has run a budget deficit in 81 of the last 95 years, or 85% of the time since 1929. What is abnormal, however, is how large the pile of U.S. debt has grown relative to the broader economy. In fiscal year 2023, U.S. debt held by the public ballooned to $26.3tn, or a striking 97% of GDP, while the budget deficit rose to 6.2% of GDP, and projections from the

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17:54

Will inflation ever get back to 2%?

Insights Now ·

2024/08/02

Watch the video version on YouTube. Before 2021, the United States hadn’t seen a major bout of inflation for almost 40 years. And even when inflation peaked in June 2022, consensus estimates showed that most thought inflation would be almost back to 2% by the end of 2024. However, the journey to 2% has been more challenging than expected. Since mid-2023, inflation has remained in the 3-4% range, primarily due to persistently high shelter and auto insurance prices. This has caused the Fed to be on

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13:33

How long before the next recession?

Insights Now ·

2024/07/25

Watch the video version on YouTube. Going into 2023, almost everyone was predicting a recession within the next 12 months. However, what we saw was quite the opposite: the U.S. economy grew at a 2.5% year-over-year pace, and the unemployment rate stayed below 4%. This positive momentum has continued into this year, although the economy is gradually cooling. This robust economic performance has been puzzling because many of the typical recession indicators have been flashing red for a while. The

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09:33

When will the Federal Reserve begin cutting rates?

Insights Now ·

2024/07/18

Watch the video version on YouTube.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

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