https://podclips.io/series/insights-now/ Join the thought leaders at JP Morgan as they engage in a conversational breakdown of big ideas, future trends, emerging topics and their investment implications, complete with key takeaways to help inform building stronger investment plans and portfolios for the long-term. Fri, 17 Apr 2026 01:44:29 +0000 en-US © 2024 PodClips Premium Podcasts For The 21st Century PodClips episodic Join the thought leaders at JP Morgan as they engage in a conversational breakdown of big ideas, future trends, emerging topics and their investment implications, complete with key takeaways to help inform building stronger investment plans and portfolios for the long-term. PodClips podclipsio@gmail.com false https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png https://podclips.io/series/insights-now/ podclipsio@gmail.com Join the thought leaders at JP Morgan as they engage in a conversational breakdown of big ideas, future trends, emerging topics and their investment implications, complete with key takeaways to help inform building stronger investment plans and portfolios for the long-term. No yes ee5c731d-0a95-5df5-9aeb-6713248e0132 https://podclips.io/podcast/does-diversification-include-crypto/ Fri, 17 Apr 2026 01:42:32 +0000 cc1cf67c-04d2-59ee-b180-ad8318848077 Season 16 Episode 05
The rapid evolution of the crypto landscape is reshaping how investors approach diversification, risk, and opportunity. As digital assets like Bitcoin and Ether move from the fringes to the mainstream, their unique characteristics—decentralization, scarcity, and volatility—are prompting new conversations about portfolio construction. Regulatory milestones, such as the Genius Act, are bringing greater legitimacy and structure to the market, while innovations like stablecoins are unlocking new possibilities for seamless, secure transactions. In this episode, join the Market Insights team's Jack Manley, Global Market Strategist, and Brandon Hall, Research Analyst, as they share expert perspectives on navigating the complexities and opportunities of the modern crypto market.]]> Season 16 Episode 05
The rapid evolution of the crypto landscape is reshaping how investors approach diversification, risk, and opportunity. As digital assets like Bitcoin and Ether move from the fringes to the mainstream, their unique characteristics—decentralization, scarcity, and volatility—are prompting new conversations about portfolio construction. Regulatory milestones, such as the Genius Act, are bringing greater legitimacy and structure to the market, while innovations like stablecoins are unlocking new possibilities for seamless, secure transactions. In this episode, join the Market Insights team's Jack Manley, Global Market Strategist, and Brandon Hall, Research Analyst, as they share expert perspectives on navigating the complexities and opportunities of the modern crypto market.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:32:05 No no https://podclips.io/podcast/alternative-realities-what-is-the-state-of-u-s-infrastructure/ Wed, 15 Apr 2026 02:21:36 +0000 9b30e897-affc-5eb0-aade-8becff7fc0d2 Season 02 Episode 25
U.S. infrastructure is at a crossroads. As economies expand and technology reshapes the landscape, the demand for robust, modern networks has never been greater. From highways and bridges to power grids and water systems, the pressure to build, maintain, and upgrade is mounting, especially as artificial intelligence and data centers drive new requirements for energy and resources. In today’s episode, Aaron Mulvihill sits down with Darren Olson, Chair of the Committee for America's Infrastructure at the American Society of Civil Engineers. Darren leads the team behind the influential Report Card for America's Infrastructure, a comprehensive assessment that guides policymakers, investors, and communities on where investment is most needed.]]> Season 02 Episode 25
U.S. infrastructure is at a crossroads. As economies expand and technology reshapes the landscape, the demand for robust, modern networks has never been greater. From highways and bridges to power grids and water systems, the pressure to build, maintain, and upgrade is mounting, especially as artificial intelligence and data centers drive new requirements for energy and resources. In today’s episode, Aaron Mulvihill sits down with Darren Olson, Chair of the Committee for America's Infrastructure at the American Society of Civil Engineers. Darren leads the team behind the influential Report Card for America's Infrastructure, a comprehensive assessment that guides policymakers, investors, and communities on where investment is most needed.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:18:16 No no https://podclips.io/podcast/are-millennials-and-gen-z-priced-out/ Wed, 15 Apr 2026 01:57:20 +0000 798890d2-d13d-5b50-9758-e49c28985ffd Season 16 Episode 04
Millennials and Gen Z are navigating a financial landscape defined by rising costs, shifting job markets, and evolving expectations around wealth and opportunity. As affordability challenges intensify—especially in housing, education, and healthcare—these generations are rethinking how they spend, save, and invest. Their unique perspectives are reshaping consumer trends, fueling growth in new sectors, and prompting companies to innovate in response to changing demands. In this episode, Global Market Strategists Jack Manley and Jordan Jackson and Market Insights Research Analyst Katie Korngiebel share timely insights and personal perspectives on the challenges and opportunities facing young Americans in today’s economy.]]> Season 16 Episode 04
Millennials and Gen Z are navigating a financial landscape defined by rising costs, shifting job markets, and evolving expectations around wealth and opportunity. As affordability challenges intensify—especially in housing, education, and healthcare—these generations are rethinking how they spend, save, and invest. Their unique perspectives are reshaping consumer trends, fueling growth in new sectors, and prompting companies to innovate in response to changing demands. In this episode, Global Market Strategists Jack Manley and Jordan Jackson and Market Insights Research Analyst Katie Korngiebel share timely insights and personal perspectives on the challenges and opportunities facing young Americans in today’s economy.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:30:58 No no https://podclips.io/podcast/alternative-realities-geopolitics-private-credit-and-portfolio-construction/ Tue, 14 Apr 2026 02:07:25 +0000 6da5af7d-4399-5282-8234-d9e91344a316 Season 02 Episode 24
Global markets are flooded with headlines, from shifting geopolitics to evolving economic landscapes and the rapid expansion of private markets. As investors navigate these dynamic times, understanding the broader context is more crucial than ever. In today’s episode, Aaron Mulvihill is joined by Kerry Craig, Global Market Strategist in APAC, and Aaron Hussein, Global Market Strategist in EMEA, for a candid conversation about the questions foremost in clients’ minds around the world. Together, they unpack the latest developments in energy and infrastructure, explore how global shipping routes are affecting supply chains, and address the growing concerns and opportunities in private credit.]]> Season 02 Episode 24
Global markets are flooded with headlines, from shifting geopolitics to evolving economic landscapes and the rapid expansion of private markets. As investors navigate these dynamic times, understanding the broader context is more crucial than ever. In today’s episode, Aaron Mulvihill is joined by Kerry Craig, Global Market Strategist in APAC, and Aaron Hussein, Global Market Strategist in EMEA, for a candid conversation about the questions foremost in clients’ minds around the world. Together, they unpack the latest developments in energy and infrastructure, explore how global shipping routes are affecting supply chains, and address the growing concerns and opportunities in private credit.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:27:34 No no https://podclips.io/podcast/investing-in-ai-opportunities-across-markets-part-2/ Fri, 20 Mar 2026 01:41:48 +0000 6f347783-ff91-5baf-9872-a577d1737971 Season 16 Episode 03
Artificial intelligence is rapidly transforming the investment landscape, prompting new questions about risk, opportunity, and the future of market leadership. As innovation accelerates and disruption becomes a constant, understanding how to navigate this evolving environment is more critical than ever. In this this special crossover episode between Insights Now and Alternative Realities, Meera Pandit and Stephanie Aliaga, both Global Market Strategists on the Market Insights team, continue our “AI and Investing” series, diving into how AI is reshaping opportunities within public markets exploring the forces shaping today’s public markets, the balance between fundamentals and sentiment, and the strategic decisions that can help investors stay ahead in a world defined by change.]]> Season 16 Episode 03
Artificial intelligence is rapidly transforming the investment landscape, prompting new questions about risk, opportunity, and the future of market leadership. As innovation accelerates and disruption becomes a constant, understanding how to navigate this evolving environment is more critical than ever. In this this special crossover episode between Insights Now and Alternative Realities, Meera Pandit and Stephanie Aliaga, both Global Market Strategists on the Market Insights team, continue our “AI and Investing” series, diving into how AI is reshaping opportunities within public markets exploring the forces shaping today’s public markets, the balance between fundamentals and sentiment, and the strategic decisions that can help investors stay ahead in a world defined by change.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:31:50 No no https://podclips.io/podcast/alternative-realities-whats-next-for-oil-prices/ Thu, 19 Mar 2026 02:57:43 +0000 b7418d70-fec6-51fa-a7e9-d809e93bc2d0 Season 02 Episode 23
Energy markets are on edge as geopolitical risk meets shifting demand, elevating the importance of balance, quality, and discipline in portfolio construction. Markets are pricing a near term risk premium while longer-dated benchmarks remain steadier, yet timing matters as continued Strait of Hormuz disruptions can shift outcomes on a week-by-week basis. Join Aaron Mulvihill, Global Alternatives Strategist, and Aga Zmigrodzka, Equity Research Analyst, Energy and Infrastructure, at J.P. Morgan Asset Management as they discuss what’s next for oil markets and where disciplined capital allocation and strong balance sheets may uncover durable opportunities across the energy value chain.]]> Season 02 Episode 23
Energy markets are on edge as geopolitical risk meets shifting demand, elevating the importance of balance, quality, and discipline in portfolio construction. Markets are pricing a near term risk premium while longer-dated benchmarks remain steadier, yet timing matters as continued Strait of Hormuz disruptions can shift outcomes on a week-by-week basis. Join Aaron Mulvihill, Global Alternatives Strategist, and Aga Zmigrodzka, Equity Research Analyst, Energy and Infrastructure, at J.P. Morgan Asset Management as they discuss what’s next for oil markets and where disciplined capital allocation and strong balance sheets may uncover durable opportunities across the energy value chain.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:16:48 No no https://podclips.io/podcast/investing-in-ai-opportunities-across-markets-part-1/ Thu, 19 Mar 2026 02:48:27 +0000 e536d2a0-e32f-59b0-a768-ce5f9a3377c5 Season 02 Episode 22
In this special crossover episode between Insights Now and Alternative Realities, we launch Part 1 of our “AI and Investing” series, diving into how AI is reshaping opportunities and risks beyond the public market headlines. Aaron Mulvihill, Global Alternatives Strategist, is joined by Stephanie Aliaga, Global Market Strategist on the Market Insights team at J.P. Morgan Asset Management. They discuss which sectors are most vulnerable to AI disruption, why private markets have become the home to many of the world’s leading AI companies, and the trends she’s seeing across the AI landscape.]]> Season 02 Episode 22
In this special crossover episode between Insights Now and Alternative Realities, we launch Part 1 of our “AI and Investing” series, diving into how AI is reshaping opportunities and risks beyond the public market headlines. Aaron Mulvihill, Global Alternatives Strategist, is joined by Stephanie Aliaga, Global Market Strategist on the Market Insights team at J.P. Morgan Asset Management. They discuss which sectors are most vulnerable to AI disruption, why private markets have become the home to many of the world’s leading AI companies, and the trends she’s seeing across the AI landscape.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:22:54 No no https://podclips.io/podcast/navigating-the-equity-market-rotation/ Thu, 19 Mar 2026 01:59:38 +0000 a4b5027c-6737-5964-b3c7-79825134fd66 Season 16 Episode 02
Equity markets are shifting, with value and quality equities stepping into the spotlight and AI’s impact reaching far beyond technology. Small- and mid-cap names are drawing fresh attention, while international and emerging markets are finding new momentum. Changing consumer trends, evolving fiscal policy, and sector standouts in financials and healthcare are all shaping the landscape for investors seeking what’s next. In this episode, join the Market Insights team's Meera Pandit, Global Market Strategist, and Katie Korngiebel, Research Analyst, as they share timely perspectives on the forces driving equities and where opportunity may emerge in today’s market.]]> Season 16 Episode 02
Equity markets are shifting, with value and quality equities stepping into the spotlight and AI’s impact reaching far beyond technology. Small- and mid-cap names are drawing fresh attention, while international and emerging markets are finding new momentum. Changing consumer trends, evolving fiscal policy, and sector standouts in financials and healthcare are all shaping the landscape for investors seeking what’s next. In this episode, join the Market Insights team's Meera Pandit, Global Market Strategist, and Katie Korngiebel, Research Analyst, as they share timely perspectives on the forces driving equities and where opportunity may emerge in today’s market.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:25:45 No no https://podclips.io/podcast/alternative-realities-how-to-evaluate-private-credit-risks/ Wed, 04 Mar 2026 03:48:42 +0000 8b1e9dce-af82-5d15-b284-87b6574221bb Season 02 Episode 21
In today’s episode, Aaron Mulvihill, Global Alternatives Strategist, is joined by Brian Coleman, Co-Head of Investments for the Private Credit Solutions Group within J.P. Morgan Asset Management, to dive into private credit, an asset class that continues to be popular with investors due to its yield pick-up compared to traditional fixed income. However, private credit does not come without risk. They discuss some of these risks in certain sectors, as well as the outlook for private credit and opportunities outside of direct lending.]]> Season 02 Episode 21
In today’s episode, Aaron Mulvihill, Global Alternatives Strategist, is joined by Brian Coleman, Co-Head of Investments for the Private Credit Solutions Group within J.P. Morgan Asset Management, to dive into private credit, an asset class that continues to be popular with investors due to its yield pick-up compared to traditional fixed income. However, private credit does not come without risk. They discuss some of these risks in certain sectors, as well as the outlook for private credit and opportunities outside of direct lending.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:17:01 No no https://podclips.io/podcast/what-the-new-fed-chair-could-mean-for-markets/ Thu, 19 Feb 2026 03:02:27 +0000 181373f3-10d1-5e6c-ab1e-7934011a90ef Season 16 Episode 01
Following the announcement of a new Fed chair, we explore the evolving landscape of monetary policy and its impact on markets. Our experts break down what a change at the top could mean for interest rates, inflation and the broader investment environment. The discussion covers the latest Fed meeting, the outlook for rate cuts and the influence of fiscal stimulus on consumer spending and market momentum. Join Jordan Jackson, Global Market Strategist, and Brandon Hall, Research Analyst, as they share their perspectives on the Fed’s direction, market positioning and what lies ahead for investors.]]> Season 16 Episode 01
Following the announcement of a new Fed chair, we explore the evolving landscape of monetary policy and its impact on markets. Our experts break down what a change at the top could mean for interest rates, inflation and the broader investment environment. The discussion covers the latest Fed meeting, the outlook for rate cuts and the influence of fiscal stimulus on consumer spending and market momentum. Join Jordan Jackson, Global Market Strategist, and Brandon Hall, Research Analyst, as they share their perspectives on the Fed’s direction, market positioning and what lies ahead for investors.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:19:48 No no https://podclips.io/podcast/alternative-realities-what-trends-will-shape-alternatives-in-2026/ Thu, 15 Jan 2026 03:04:05 +0000 56641af4-90e2-5b6f-a2e1-9a76097d6867 Season 02 Episode 20
Alternative investments are taking center stage as we look ahead to 2026. With public and private markets converging and new opportunities emerging across asset classes, investors are rethinking how to build resilient portfolios for the long term. That’s why this episode of Alternative Realities brings together three of J.P. Morgan Asset Management’s leading voices: Aaron Mulvihill, Global Alternatives Strategist; Jed Laskowitz, Global Head of Private Markets; and Anton Pil, Head of Global Alternative Investment Solutions. Drawing on insights from over 45 contributors and a $500 billion alternatives platform, the conversation breaks down the key themes shaping the 2026 Alternative Investment Outlook.]]> Season 02 Episode 20
Alternative investments are taking center stage as we look ahead to 2026. With public and private markets converging and new opportunities emerging across asset classes, investors are rethinking how to build resilient portfolios for the long term. That’s why this episode of Alternative Realities brings together three of J.P. Morgan Asset Management’s leading voices: Aaron Mulvihill, Global Alternatives Strategist; Jed Laskowitz, Global Head of Private Markets; and Anton Pil, Head of Global Alternative Investment Solutions. Drawing on insights from over 45 contributors and a $500 billion alternatives platform, the conversation breaks down the key themes shaping the 2026 Alternative Investment Outlook.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:22:06 No no https://podclips.io/podcast/insights-for-the-future-of-investing/ Wed, 31 Dec 2025 03:03:32 +0000 586ad3e4-ff2d-57d6-8574-2aa3faa2723c Season 15 Episode 06
As the asset management landscape evolves, investors and advisors face new challenges and opportunities in building resilient portfolios. Discover the latest trends shaping the industry, from the resurgence of fixed income and the growing role of international equities to the increasing adoption of private market assets and active ETFs. In this episode, join Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, as he sits down with Andrea Lisher, Head of Americas Client, to discuss portfolio diversification, the democratization of alternatives, and the future of active management in a rapidly changing market environment.]]> Season 15 Episode 06
As the asset management landscape evolves, investors and advisors face new challenges and opportunities in building resilient portfolios. Discover the latest trends shaping the industry, from the resurgence of fixed income and the growing role of international equities to the increasing adoption of private market assets and active ETFs. In this episode, join Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, as he sits down with Andrea Lisher, Head of Americas Client, to discuss portfolio diversification, the democratization of alternatives, and the future of active management in a rapidly changing market environment.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:20:46 No no https://podclips.io/podcast/alternative-realities-the-2026-long-term-capital-market-assumptions-challenges-and-opportunities/ Wed, 31 Dec 2025 02:30:44 +0000 10ce4203-e68b-5774-ab27-9f8a65d28460 Season 02 Episode 19
In this episode of Alternative Realities, Aaron Mulvihill is joined by David Lebovitz, Global Strategist on the Multi-Asset Solutions team at J.P. Morgan Asset Management. Together, they delve into J.P. Morgan’s Long Term Capital Market Assumptions (LTCMAs)—now marking their 30th annual publication. The LTCMAs serve as a cornerstone resource, providing return, volatility, and correlation estimates for over 200 asset classes in 17 currencies. Widely respected across the industry, these assumptions help guide approximately $1 trillion in long-term investment portfolios.]]> Season 02 Episode 19
In this episode of Alternative Realities, Aaron Mulvihill is joined by David Lebovitz, Global Strategist on the Multi-Asset Solutions team at J.P. Morgan Asset Management. Together, they delve into J.P. Morgan’s Long Term Capital Market Assumptions (LTCMAs)—now marking their 30th annual publication. The LTCMAs serve as a cornerstone resource, providing return, volatility, and correlation estimates for over 200 asset classes in 17 currencies. Widely respected across the industry, these assumptions help guide approximately $1 trillion in long-term investment portfolios.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:22:51 No no https://podclips.io/podcast/2026-outlook-ai-lift-and-economic-drift/ Wed, 31 Dec 2025 02:10:07 +0000 5148eb46-92ca-5fe9-a0a2-287f2fd223a6 Season 15 Episode 05
Gain timely insights into the uncertainty and opportunity that define the investment landscape for 2026 in “AI Lift and Economic Drift.” This engaging discussion unpacks how resilient U.S. economic growth is set against a backdrop of powerful structural trends, including the transformative impact of artificial intelligence. Join Gabriela Santos, Chief Market Strategist for the Americas, alongside David Kelly, Chief Global Strategist, and Jack Manley, Global Market Strategist, as they share expert views and strategies to help investors prepare for the year ahead.]]> Season 15 Episode 05
Gain timely insights into the uncertainty and opportunity that define the investment landscape for 2026 in “AI Lift and Economic Drift.” This engaging discussion unpacks how resilient U.S. economic growth is set against a backdrop of powerful structural trends, including the transformative impact of artificial intelligence. Join Gabriela Santos, Chief Market Strategist for the Americas, alongside David Kelly, Chief Global Strategist, and Jack Manley, Global Market Strategist, as they share expert views and strategies to help investors prepare for the year ahead.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:29:04 No no https://podclips.io/podcast/alternative-realities-unlocking-the-future-of-alternatives-in-retirement-plans/ Wed, 26 Nov 2025 08:52:52 +0000 8983c56d-b59c-5cce-8f6a-b16cf9eaa41c Season 02 Episode 18
On this episode, Aaron Mulvihill is joined by Jared Gross, Head of Institutional Portfolio Strategy, who brings over 30 years of experience providing insights and solutions to institutional clients—including corporate and public pensions, endowments, and foundations—and Tina Anstett, ERISA Strategist, and an attorney with more than three decades of expertise in workplace retirement plans. Together, they will discuss the implications of the President’s recent executive order, “Democratizing Access to Alternative Assets for 401(k) Investors,” and address the questions that have emerged as a result. They will explore what this order means for retirement plans and who stands to be affected, and weigh the potential benefits and risks of adding alternative assets to plan portfolios.]]> Season 02 Episode 18
On this episode, Aaron Mulvihill is joined by Jared Gross, Head of Institutional Portfolio Strategy, who brings over 30 years of experience providing insights and solutions to institutional clients—including corporate and public pensions, endowments, and foundations—and Tina Anstett, ERISA Strategist, and an attorney with more than three decades of expertise in workplace retirement plans. Together, they will discuss the implications of the President’s recent executive order, “Democratizing Access to Alternative Assets for 401(k) Investors,” and address the questions that have emerged as a result. They will explore what this order means for retirement plans and who stands to be affected, and weigh the potential benefits and risks of adding alternative assets to plan portfolios.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:26:17 No no https://podclips.io/podcast/how-research-informs-investment-strategy/ Wed, 26 Nov 2025 08:19:00 +0000 54cc4e5b-a263-5b0c-9c31-2efda18fe647 Season 15 Episode 04
In today’s rapidly evolving investment landscape, staying ahead means understanding how asset allocation strategies are adapting to new market realities. This episode of Insights Now explores the dynamic interplay between macroeconomic trends, policy shifts, and the growing importance of research in portfolio construction. Join Gabriela Santos, Chief Market Strategist for the Americas, and David Kelly, Chief Global Strategist, as they reflect on the season’s most important takeaways from the Multi-Asset Solutions team and share their outlook for the future of asset allocation.]]> Season 15 Episode 04
In today’s rapidly evolving investment landscape, staying ahead means understanding how asset allocation strategies are adapting to new market realities. This episode of Insights Now explores the dynamic interplay between macroeconomic trends, policy shifts, and the growing importance of research in portfolio construction. Join Gabriela Santos, Chief Market Strategist for the Americas, and David Kelly, Chief Global Strategist, as they reflect on the season’s most important takeaways from the Multi-Asset Solutions team and share their outlook for the future of asset allocation.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:22:06 No no https://podclips.io/podcast/alternative-realities-stadiums-teams-and-private-equity-in-sports/ Wed, 12 Nov 2025 03:20:45 +0000 c5af679c-333e-5fe4-b3ce-0e4c79521c9b Season 02 Episode 17
Private equity’s footprint in the sports industry has expanded rapidly in recent years. As global team valuations reach unprecedented levels, the sector has become a focal point for both investors and fans, reshaping the broader investment landscape. On today’s episode, Aaron Mulvihill sits down with Tyler Jayroe, a portfolio manager with more than 20 years at J.P. Morgan Asset Management. Together, they’ll unpack the key drivers behind the surge in sports franchise valuations, examine where investment dollars are flowing, and highlight the most important trends and challenges facing investors in this space.]]> Season 02 Episode 17
Private equity’s footprint in the sports industry has expanded rapidly in recent years. As global team valuations reach unprecedented levels, the sector has become a focal point for both investors and fans, reshaping the broader investment landscape. On today’s episode, Aaron Mulvihill sits down with Tyler Jayroe, a portfolio manager with more than 20 years at J.P. Morgan Asset Management. Together, they’ll unpack the key drivers behind the surge in sports franchise valuations, examine where investment dollars are flowing, and highlight the most important trends and challenges facing investors in this space.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:21:22 No no https://podclips.io/podcast/alternative-realities-rethinking-the-60-40-portfolio/ Fri, 17 Oct 2025 02:25:30 +0000 https://podclips.io/?post_type=podcast&p=10220 Season 02 Episode 16
In this episode, Aaron Mulvihill, Global Alternatives Strategist, is joined by Ashmi Mehrotra, Global Co-Head of J.P. Morgan Asset Management’s Private Equity Group, and Jeremy Beal, Head of Products and Advisory Solutions at Morgan Stanley Wealth Management. The discussion covers how access to alternative investments is expanding to more investors, current developments in private equity, and the role these assets can play in today’s investment portfolios.]]> Season 02 Episode 16
In this episode, Aaron Mulvihill, Global Alternatives Strategist, is joined by Ashmi Mehrotra, Global Co-Head of J.P. Morgan Asset Management’s Private Equity Group, and Jeremy Beal, Head of Products and Advisory Solutions at Morgan Stanley Wealth Management. The discussion covers how access to alternative investments is expanding to more investors, current developments in private equity, and the role these assets can play in today’s investment portfolios.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:28:39 No no https://podclips.io/podcast/quantitative-investing-explained/ Fri, 17 Oct 2025 01:50:41 +0000 https://podclips.io/?post_type=podcast&p=10235 Season 15 Episode 03
In today’s rapidly evolving investment landscape, understanding how quantitative strategies are shaping asset management is more important than ever. In this episode, join Gabriela Santos, Chief Market Strategist for the Americas, as she sits down with Grace Koo, Co-Head of Risk Managed and Total Return Portfolios at J.P. Morgan Asset Management, to explore the dynamic world of quant investing, offering financial advisors and investors practical insights into how systematic, data-driven approaches are transforming portfolio construction and risk management. Discover how quant models identify market inefficiencies, adapt to shifting macroeconomic conditions, and complement traditional fundamental strategies to deliver robust, diversified outcomes.]]> Season 15 Episode 03
In today’s rapidly evolving investment landscape, understanding how quantitative strategies are shaping asset management is more important than ever. In this episode, join Gabriela Santos, Chief Market Strategist for the Americas, as she sits down with Grace Koo, Co-Head of Risk Managed and Total Return Portfolios at J.P. Morgan Asset Management, to explore the dynamic world of quant investing, offering financial advisors and investors practical insights into how systematic, data-driven approaches are transforming portfolio construction and risk management. Discover how quant models identify market inefficiencies, adapt to shifting macroeconomic conditions, and complement traditional fundamental strategies to deliver robust, diversified outcomes.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:19:53 No no https://podclips.io/podcast/alternative-realities-private-credit-playbook/ Fri, 17 Oct 2025 01:33:30 +0000 https://podclips.io/?post_type=podcast&p=10220 Season 02 Episode 15
On today's episode, Aaron Mulvihill, Global Alternatives Strategist, is joined by Stephen Dulake, Co-Head of Global Fundamental Research at JP Morgan. Together, they discuss private credit, an asset class that has attracted significant investor interest due to its higher yields compared to traditional fixed income. The conversation explores the factors driving growth in the private credit industry, examines how yields compare to public fixed income and where they may be headed, and highlights the key risks and opportunities in this evolving market.]]> Season 02 Episode 15
On today's episode, Aaron Mulvihill, Global Alternatives Strategist, is joined by Stephen Dulake, Co-Head of Global Fundamental Research at JP Morgan. Together, they discuss private credit, an asset class that has attracted significant investor interest due to its higher yields compared to traditional fixed income. The conversation explores the factors driving growth in the private credit industry, examines how yields compare to public fixed income and where they may be headed, and highlights the key risks and opportunities in this evolving market.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:27:31 No no https://podclips.io/podcast/rethinking-retirement-through-research/ Fri, 10 Oct 2025 00:12:36 +0000 https://podclips.io/?post_type=podcast&p=10235 Season 15 Episode 02
Explore the evolving landscape of retirement investing in today’s shifting macroeconomic environment. Discover how retirement is not just a destination, but a dynamic journey shaped by individual needs, spending patterns, and regulatory changes. Gain valuable perspectives on the impact of recent policy changes, the increasing adoption of alternatives like real estate and private equity in retirement portfolios, and the importance of balancing liquidity and market risk. Join Gabriela Santos, Chief Market Strategist for the Americas, as she sits down with Katherine Santiago, Head of Quantitative Research for J.P. Morgan’s Multi-Asset Solutions team, to discuss navigating the future of retirement investing.]]> Season 15 Episode 02
Explore the evolving landscape of retirement investing in today’s shifting macroeconomic environment. Discover how retirement is not just a destination, but a dynamic journey shaped by individual needs, spending patterns, and regulatory changes. Gain valuable perspectives on the impact of recent policy changes, the increasing adoption of alternatives like real estate and private equity in retirement portfolios, and the importance of balancing liquidity and market risk. Join Gabriela Santos, Chief Market Strategist for the Americas, as she sits down with Katherine Santiago, Head of Quantitative Research for J.P. Morgan’s Multi-Asset Solutions team, to discuss navigating the future of retirement investing.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:18:55 No no https://podclips.io/podcast/alternative-realities-allocate-smarter-with-alternatives/ Thu, 09 Oct 2025 23:34:36 +0000 https://podclips.io/?post_type=podcast&p=10220 Season 02 Episode 14
With new developments like shifting flows in hedge funds and private credit and the growing impact of AI on data centers, investors are navigating a rapidly changing landscape. On this episode, Aaron Mulvihill, Global Market Strategist, is interviewed by Grant Papa, Research Analyst, to answer the top questions clients are asking about allocating smarter with alternatives. Together, they dive into the outlook for private equity exits and explore how investment philosophies are evolving between traditional drawdown funds and evergreen structures. Tune in for timely insights into the risks and opportunities across alternative asset classes.]]> Season 02 Episode 14
With new developments like shifting flows in hedge funds and private credit and the growing impact of AI on data centers, investors are navigating a rapidly changing landscape. On this episode, Aaron Mulvihill, Global Market Strategist, is interviewed by Grant Papa, Research Analyst, to answer the top questions clients are asking about allocating smarter with alternatives. Together, they dive into the outlook for private equity exits and explore how investment philosophies are evolving between traditional drawdown funds and evergreen structures. Tune in for timely insights into the risks and opportunities across alternative asset classes.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:22:26 No no https://podclips.io/podcast/how-can-policy-power-portfolios/ Thu, 09 Oct 2025 02:46:23 +0000 https://podclips.io/?post_type=podcast&p=10235 Season 15 Episode 01
As fiscal, trade, and regulatory policies take center stage, adapting asset allocation strategies has never been more important. This episode explores how today’s policy shifts—from fiscal stimulus and rising tariffs to accelerated deregulation—are shaping market opportunities and risks. Our Multi-Asset Solutions team examines the short- and long-term impacts of recent legislation, the evolving role of government in markets, and the distributional effects on both consumers and corporations. Join Gabriela Santos, Chief Market Strategist for the Americas, and Geng Ngarmboonanant, Research Analyst on the Multi-Asset Solutions team, as they break down the latest policy developments and share practical insights for navigating today’s complex investment environment.]]> Season 15 Episode 01
As fiscal, trade, and regulatory policies take center stage, adapting asset allocation strategies has never been more important. This episode explores how today’s policy shifts—from fiscal stimulus and rising tariffs to accelerated deregulation—are shaping market opportunities and risks. Our Multi-Asset Solutions team examines the short- and long-term impacts of recent legislation, the evolving role of government in markets, and the distributional effects on both consumers and corporations. Join Gabriela Santos, Chief Market Strategist for the Americas, and Geng Ngarmboonanant, Research Analyst on the Multi-Asset Solutions team, as they break down the latest policy developments and share practical insights for navigating today’s complex investment environment.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:31:06 No no https://podclips.io/podcast/alternative-realities-pearls-of-investment-wisdom/ Thu, 09 Oct 2025 01:58:07 +0000 https://podclips.io/?post_type=podcast&p=10220 Season 02 Episode 13
This episode delves into the dynamic world of hedge fund investing with Paul Zummo, Chief Investment Officer. Celebrating three decades of success, Paul and his team manage over $35 billion in hedge fund assets, catering to both institutional and high-net-worth clients. As the hedge fund landscape evolves, Paul shares insights into why volatility and abrupt policy changes are not just challenges but opportunities for hedge fund managers. With the potential for higher alpha on the horizon, Paul offers a unique perspective on the past, present, and future of hedge fund investing.]]> Season 02 Episode 13
This episode delves into the dynamic world of hedge fund investing with Paul Zummo, Chief Investment Officer. Celebrating three decades of success, Paul and his team manage over $35 billion in hedge fund assets, catering to both institutional and high-net-worth clients. As the hedge fund landscape evolves, Paul shares insights into why volatility and abrupt policy changes are not just challenges but opportunities for hedge fund managers. With the potential for higher alpha on the horizon, Paul offers a unique perspective on the past, present, and future of hedge fund investing.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:28:52 No no https://podclips.io/podcast/why-is-asset-allocation-so-important/ Sun, 31 Aug 2025 17:53:14 +0000 https://podclips.io/?post_type=podcast&p=10235 Season 14 Episode 07
As economic and policy environments shift, understanding how tactical and strategic asset allocation can adapt is crucial for financial advisors and investors alike. Balancing long-term views with short-term market movements, our Multi-Asset Solutions team highlights the opportunities presented by volatility and dislocation. Discover how credit markets, particularly U.S. high yield, are being tactically adjusted in response to current valuations, and learn why diversification remains a vital strategy. Join Gabriela Santos, Chief Market Strategist for the Americas, and David Lebovitz, Research Analyst and member of the Fundamental research team to unpack the complexities of asset allocation, offering valuable insights for achieving long-term investment goals.]]> Season 14 Episode 07
As economic and policy environments shift, understanding how tactical and strategic asset allocation can adapt is crucial for financial advisors and investors alike. Balancing long-term views with short-term market movements, our Multi-Asset Solutions team highlights the opportunities presented by volatility and dislocation. Discover how credit markets, particularly U.S. high yield, are being tactically adjusted in response to current valuations, and learn why diversification remains a vital strategy. Join Gabriela Santos, Chief Market Strategist for the Americas, and David Lebovitz, Research Analyst and member of the Fundamental research team to unpack the complexities of asset allocation, offering valuable insights for achieving long-term investment goals.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:21:57 No no https://podclips.io/podcast/alternative-realities-hidden-opportunities-in-private-markets/ Thu, 21 Aug 2025 00:04:53 +0000 https://podclips.io/?post_type=podcast&p=10220 Season 02 Episode 12
J.P. Morgan's Private Bank offers expert guidance to assist affluent clients and their families in achieving their financial objectives. With a global oversight of more than $2.9 trillion in client assets, the bank boasts a legacy of over 200 years of operation. On today’s episode, Aaron Mulvihill is joined by Sitara Sundar, Head of Alternative Investment Strategy & Market Intelligence. She spearheads the development of perspectives within and across alternative investments for the bank. Her extensive experience within the organization includes leading the Equity Specialist team, where she provided strategic advice on managed equity portfolios for clients. ]]> Season 02 Episode 12
J.P. Morgan's Private Bank offers expert guidance to assist affluent clients and their families in achieving their financial objectives. With a global oversight of more than $2.9 trillion in client assets, the bank boasts a legacy of over 200 years of operation. On today’s episode, Aaron Mulvihill is joined by Sitara Sundar, Head of Alternative Investment Strategy & Market Intelligence. She spearheads the development of perspectives within and across alternative investments for the bank. Her extensive experience within the organization includes leading the Equity Specialist team, where she provided strategic advice on managed equity portfolios for clients. ]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:27:52 No no https://podclips.io/podcast/what-bonds-fixed-income-research-strategies/ Wed, 20 Aug 2025 23:41:43 +0000 https://podclips.io/?post_type=podcast&p=10221 Season 14 Episode 06
Research analysts play a pivotal role in fixed income markets, where active management is crucial due to the vast array of issuers and securities. As economic policies evolve, fixed income research analysts navigate heightened volatility, especially in interest rates and credit spreads, underscoring the importance of strategic analysis. In this episode, Gabriela Santos, Chief Market Strategist for the Americas, is joined by Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management. Together, they share expert perspectives on the evolving fixed income landscape and reflect on insights gathered from fixed income research analysts.]]> Season 14 Episode 06
Research analysts play a pivotal role in fixed income markets, where active management is crucial due to the vast array of issuers and securities. As economic policies evolve, fixed income research analysts navigate heightened volatility, especially in interest rates and credit spreads, underscoring the importance of strategic analysis. In this episode, Gabriela Santos, Chief Market Strategist for the Americas, is joined by Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management. Together, they share expert perspectives on the evolving fixed income landscape and reflect on insights gathered from fixed income research analysts.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:18:27 No no https://podclips.io/podcast/alternative-realities-real-estates-new-reality/ Thu, 07 Aug 2025 03:30:04 +0000 https://podclips.io/?post_type=podcast&p=10172 Season 02 Episode 11
Commercial real estate has undergone one of the most dramatic shifts in decades. The pandemic upended demand for office space, accelerated the impact of e-commerce on retail and created both turmoil and opportunity across the market. However, commercial real estate is not a single market, it is a mosaic of asset types, geographies and risk profiles. On this episode, Aaron Mulvihill, Global Market Strategist, is joined by Thomas Kennedy, Head of Research and Investment Strategy for Real Estate Americas at J.P. Morgan Asset Management. Thomas was previously the Chief Investment Strategist for J.P. Morgan Private Bank, advising high-net-worth clients. ]]> Season 02 Episode 11
Commercial real estate has undergone one of the most dramatic shifts in decades. The pandemic upended demand for office space, accelerated the impact of e-commerce on retail and created both turmoil and opportunity across the market. However, commercial real estate is not a single market, it is a mosaic of asset types, geographies and risk profiles. On this episode, Aaron Mulvihill, Global Market Strategist, is joined by Thomas Kennedy, Head of Research and Investment Strategy for Real Estate Americas at J.P. Morgan Asset Management. Thomas was previously the Chief Investment Strategist for J.P. Morgan Private Bank, advising high-net-worth clients. ]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:28:30 No no https://podclips.io/podcast/how-secure-is-securitized-debt/ Wed, 06 Aug 2025 03:21:46 +0000 https://podclips.io/?post_type=podcast&p=10156 Season 14 Episode 05
Securitized products have emerged as a compelling investment option in 2025, offering higher yields and diversification benefits compared to other fixed income sectors. As economic uncertainties loom, these products provide investors with the opportunity to make targeted bets on specific market segments, such as the housing market or consumer health. Despite its potential, the sector faces challenges, including rising interest rates and a persistent housing shortage, which require strategic investment in quality issuers and assets. In this episode of Insights Now, Gabriela Santos is joined by Sameer Riaz, Head of Securitized Research, to explore Sameer’s insights on the securitized products market and its role in modern investment strategies.]]> Season 14 Episode 05
Securitized products have emerged as a compelling investment option in 2025, offering higher yields and diversification benefits compared to other fixed income sectors. As economic uncertainties loom, these products provide investors with the opportunity to make targeted bets on specific market segments, such as the housing market or consumer health. Despite its potential, the sector faces challenges, including rising interest rates and a persistent housing shortage, which require strategic investment in quality issuers and assets. In this episode of Insights Now, Gabriela Santos is joined by Sameer Riaz, Head of Securitized Research, to explore Sameer’s insights on the securitized products market and its role in modern investment strategies.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:18:20 No no https://podclips.io/podcast/taking-a-pulse-on-healthcare/ Sat, 26 Jul 2025 00:16:07 +0000 https://podclips.io/?post_type=podcast&p=10110 Season 14 Episode 04
High-yield investments in the healthcare sector have been navigating a complex landscape in 2025. Healthcare remains a focal point for policy changes, impacting both equity and credit markets. The healthcare high-yield space offers unique opportunities, with issuers often skewing toward provider-based companies like hospital operators and specialized pharmaceutical firms. However, federal policy, particularly around Medicaid, poses significant risks. While tariffs have had limited impact due to domestic supply chains, potential Medicaid cuts could directly affect cash flows. On this episode of Insights Now, Gabriela Santos is joined by Matt Nelson, a credit research analyst covering healthcare and pharmaceuticals at J.P. Morgan Asset Management, to delve into the high-yield market’s dynamics and the future of healthcare investments.]]> Season 14 Episode 04
High-yield investments in the healthcare sector have been navigating a complex landscape in 2025. Healthcare remains a focal point for policy changes, impacting both equity and credit markets. The healthcare high-yield space offers unique opportunities, with issuers often skewing toward provider-based companies like hospital operators and specialized pharmaceutical firms. However, federal policy, particularly around Medicaid, poses significant risks. While tariffs have had limited impact due to domestic supply chains, potential Medicaid cuts could directly affect cash flows. On this episode of Insights Now, Gabriela Santos is joined by Matt Nelson, a credit research analyst covering healthcare and pharmaceuticals at J.P. Morgan Asset Management, to delve into the high-yield market’s dynamics and the future of healthcare investments.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:25:42 No no https://podclips.io/podcast/alternative-realities-shippings-geopolitical-hedge/ Tue, 15 Jul 2025 01:04:07 +0000 https://podclips.io/?post_type=podcast&p=10067 Season 02 Episode 10
This year has seen significant disruption in trade, driven by tariffs and policy uncertainty. Countries and businesses are navigating these challenges in real time to keep the flow of trade moving smoothly. On this episode, Aaron Mulvihill is joined by Andy Dacy, Head of the Global Transportation Group at J.P. Morgan Asset Management. Together, they explore how the current trade and tariff turmoil is impacting the transportation sector, the ways shipping patterns have adapted to geopolitical events worldwide, the potential for reviving shipbuilding in the United States, and the exciting opportunities that exist in transportation beyond shipping.]]> Season 02 Episode 10
This year has seen significant disruption in trade, driven by tariffs and policy uncertainty. Countries and businesses are navigating these challenges in real time to keep the flow of trade moving smoothly. On this episode, Aaron Mulvihill is joined by Andy Dacy, Head of the Global Transportation Group at J.P. Morgan Asset Management. Together, they explore how the current trade and tariff turmoil is impacting the transportation sector, the ways shipping patterns have adapted to geopolitical events worldwide, the potential for reviving shipbuilding in the United States, and the exciting opportunities that exist in transportation beyond shipping.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:25:53 No no https://podclips.io/podcast/whats-behind-muni-moves/ Thu, 03 Jul 2025 01:34:30 +0000 https://podclips.io/?post_type=podcast&p=10001 Season 14 Episode 03
Municipal bonds have struggled so far in 2025 as increased issuance and elevated volatility have weighed on prices. However, with risks to the current economic expansion rising, the case for munis has only grown more compelling. But, the sector is not without its challenges. Federal spending cuts, tariffs, and restrictive immigration policies could disrupt activity across municipalities, although these impacts will be felt differently across sectors and regions. On this episode of Insights Now, Gabriela Santos is joined by Neene Jenkins, Head of Municipal Credit Research, to discuss Neene’s outlook for the sector.]]> Season 14 Episode 03
Municipal bonds have struggled so far in 2025 as increased issuance and elevated volatility have weighed on prices. However, with risks to the current economic expansion rising, the case for munis has only grown more compelling. But, the sector is not without its challenges. Federal spending cuts, tariffs, and restrictive immigration policies could disrupt activity across municipalities, although these impacts will be felt differently across sectors and regions. On this episode of Insights Now, Gabriela Santos is joined by Neene Jenkins, Head of Municipal Credit Research, to discuss Neene’s outlook for the sector.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:26:13 No no https://podclips.io/podcast/alternative-realities-growth-equitys-new-frontier/ Wed, 25 Jun 2025 01:44:49 +0000 https://podclips.io/?post_type=podcast&p=9980 Season 02 Episode 09
With economic uncertainty slowing exits and borrowing costs remaining high, investors are becoming more selective in their targets. Meanwhile, groundbreaking advancements in AI and other technologies are driving compelling growth stories, yet those not involved in the startup and growth phases risk missing out on significant value creation before these companies hit the stock market. On this episode, Aaron Mulvihill is joined by Paris Heymann, co-managing partner of Growth Equity Partners at J.P. Morgan Asset Management, to explore key themes affecting venture and growth investing.]]> Season 02 Episode 09
With economic uncertainty slowing exits and borrowing costs remaining high, investors are becoming more selective in their targets. Meanwhile, groundbreaking advancements in AI and other technologies are driving compelling growth stories, yet those not involved in the startup and growth phases risk missing out on significant value creation before these companies hit the stock market. On this episode, Aaron Mulvihill is joined by Paris Heymann, co-managing partner of Growth Equity Partners at J.P. Morgan Asset Management, to explore key themes affecting venture and growth investing.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:25:11 No no https://podclips.io/podcast/uncovering-opportunities-in-emerging-market-debt/ Tue, 17 Jun 2025 02:34:59 +0000 https://podclips.io/?post_type=podcast&p=9963 Season 14 Episode 02
In the world of fixed-income markets, investors are constantly navigating through a landscape marked by shifting economic dynamics and global diversification trends. As emerging market debt gains traction amid recent policy changes and currency fluctuations, the allure of higher yields and diversification opportunities becomes increasingly compelling. In this episode of Insights Now, join Gabriela Santos and Janet He, Head of EM Sovereign Research, as they explore the potential benefits and considerations of incorporating emerging market debt into investment portfolios.]]> Season 14 Episode 02
In the world of fixed-income markets, investors are constantly navigating through a landscape marked by shifting economic dynamics and global diversification trends. As emerging market debt gains traction amid recent policy changes and currency fluctuations, the allure of higher yields and diversification opportunities becomes increasingly compelling. In this episode of Insights Now, join Gabriela Santos and Janet He, Head of EM Sovereign Research, as they explore the potential benefits and considerations of incorporating emerging market debt into investment portfolios.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:22:21 No no https://podclips.io/podcast/alternative-realities-from-europe-to-asia-trends-in-alternative-investments/ Wed, 04 Jun 2025 02:19:16 +0000 https://podclips.io/?post_type=podcast&p=9890 Season 02 Episode 08
Over the last two decades, the alternative investment industry has undergone significant changes globally as investors at all levels increasingly seek the unique returns and diversification benefits these assets offer within their portfolios. With the growing popularity of alternative investments, there's an increasing need for thought leadership to guide investors through the historic and current dynamics of various alternative asset classes. In this episode, Aaron Mulvihill is joined by Kerry Craig and Aaron Hussein, both Global Market Strategists at J.P. Morgan Asset Management. Together, they will delve into the alternative investment industry across different markets worldwide and share valuable insights gathered from clients on the road. ]]> Season 02 Episode 08
Over the last two decades, the alternative investment industry has undergone significant changes globally as investors at all levels increasingly seek the unique returns and diversification benefits these assets offer within their portfolios. With the growing popularity of alternative investments, there's an increasing need for thought leadership to guide investors through the historic and current dynamics of various alternative asset classes. In this episode, Aaron Mulvihill is joined by Kerry Craig and Aaron Hussein, both Global Market Strategists at J.P. Morgan Asset Management. Together, they will delve into the alternative investment industry across different markets worldwide and share valuable insights gathered from clients on the road. ]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:31:14 No no https://podclips.io/podcast/treasuries-trends-and-tactics/ Thu, 22 May 2025 00:58:17 +0000 https://podclips.io/?post_type=podcast&p=9784 Season 14 Episode 01
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, we move up in the capital stack, diving deeper into the insights of J.P. Morgan’s best-in-class portfolio managers and research analysts, exploring the intricacies of fixed income markets. On this episode of Insights Now, Gabriela Santos is joined by Kelsey Berro, U.S. Macro Research, to discuss the current state of the bond market and the Federal Reserve’s potential actions.]]> Season 14 Episode 01
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, we move up in the capital stack, diving deeper into the insights of J.P. Morgan’s best-in-class portfolio managers and research analysts, exploring the intricacies of fixed income markets. On this episode of Insights Now, Gabriela Santos is joined by Kelsey Berro, U.S. Macro Research, to discuss the current state of the bond market and the Federal Reserve’s potential actions.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:21:42 No no https://podclips.io/podcast/alternative-realities-managing-market-volatility-with-alternative-investments/ Fri, 16 May 2025 02:11:27 +0000 https://podclips.io/?post_type=podcast&p=9778 Season 02 Episode 07
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 Laskowitz, Global Head of Private Markets and Customized Solutions for J.P. Morgan Asset Management, to talk about the alternatives market landscape and how the industry is evolving.]]> Season 02 Episode 07
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 Laskowitz, Global Head of Private Markets and Customized Solutions for J.P. Morgan Asset Management, to talk about the alternatives market landscape and how the industry is evolving.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:25:50 No no https://podclips.io/podcast/equity-research-insights-key-analyst-takeaways-and-top-investor-questions/ Fri, 16 May 2025 01:29:39 +0000 https://podclips.io/?post_type=podcast&p=9769 Season 13 Episode 07
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 Strategist for the Americas, and David Kelly, our Chief Global Strategist, reflected on the most memorable highlights from that season's extensive conversations. ]]> Season 13 Episode 07
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 Strategist for the Americas, and David Kelly, our Chief Global Strategist, reflected on the most memorable highlights from that season's extensive conversations. ]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:20:54 No no https://podclips.io/podcast/alternative-realities-the-future-of-private-credit-investing/ Wed, 14 May 2025 00:21:30 +0000 https://podclips.io/?post_type=podcast&p=9750 Season 02 Episode 06
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 benefits private credit offers to both borrowers and investors, the interplay between private credit and private equity, and the emerging trends in asset-backed lending.]]> Season 02 Episode 06
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 benefits private credit offers to both borrowers and investors, the interplay between private credit and private equity, and the emerging trends in asset-backed lending.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:29:33 No no https://podclips.io/podcast/forecasting-the-future-of-financials/ Thu, 24 Apr 2025 02:31:58 +0000 https://podclips.io/?post_type=podcast&p=9680 Season 13 Episode 06
Financials, the second-largest sector in the S&P 500, has had its fair share of ups and downs in recent years. Financial deregulation is now top of mind, with the Trump administration recently naming “regulatory dove” Michelle Bowman as the Federal Reserve’s next Vice Chair of Supervision. Prospects for increased deregulation, in addition to trends in consumer spending, will be key themes moving forward. Companies in financials tend to be represented in the value style and can be a good complement to growth exposure, especially the Magnificent 7. On this episode of Insights Now, Gabriela Santos is joined by Laura Huang, an equity research analyst covering financials at J.P. Morgan Asset Management, to discuss Laura’s day-to-day, and what she is seeing across her sector. ]]> Season 13 Episode 06
Financials, the second-largest sector in the S&P 500, has had its fair share of ups and downs in recent years. Financial deregulation is now top of mind, with the Trump administration recently naming “regulatory dove” Michelle Bowman as the Federal Reserve’s next Vice Chair of Supervision. Prospects for increased deregulation, in addition to trends in consumer spending, will be key themes moving forward. Companies in financials tend to be represented in the value style and can be a good complement to growth exposure, especially the Magnificent 7. On this episode of Insights Now, Gabriela Santos is joined by Laura Huang, an equity research analyst covering financials at J.P. Morgan Asset Management, to discuss Laura’s day-to-day, and what she is seeing across her sector. ]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:20:41 No no https://podclips.io/podcast/alternative-realities-tech-driven-alternative-investment/ Wed, 16 Apr 2025 01:25:36 +0000 https://podclips.io/?post_type=podcast&p=9649 Season 02 Episode 05
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. Join us as we explore the high-risk, high-reward nature of venture capital, the importance of skilled management, and the strategic approach J.P. Morgan employs in identifying investment opportunities.]]> Season 02 Episode 05
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. Join us as we explore the high-risk, high-reward nature of venture capital, the importance of skilled management, and the strategic approach J.P. Morgan employs in identifying investment opportunities.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:20:22 No no https://podclips.io/podcast/a-healthier-outlook-for-healthcare/ Mon, 07 Apr 2025 00:39:12 +0000 https://podclips.io/?post_type=podcast&p=9632 Season 13 Episode 05
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. The sector is at the epicenter of transformational change, and looking ahead, healthcare earnings are set to improve in 2025. However, policy actions taken by the incoming administration could meaningfully alter its landscape. On this episode of Insights Now, Gabriela Santos is joined by Holly Morris, an equity research analyst covering the healthcare sector and a portfolio manager here at J.P. Morgan Asset Management.]]> Season 13 Episode 05
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. The sector is at the epicenter of transformational change, and looking ahead, healthcare earnings are set to improve in 2025. However, policy actions taken by the incoming administration could meaningfully alter its landscape. On this episode of Insights Now, Gabriela Santos is joined by Holly Morris, an equity research analyst covering the healthcare sector and a portfolio manager here at J.P. Morgan Asset Management.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:30:15 No no https://podclips.io/podcast/alternative-realities-opportunities-in-global-forestry-and-timber/ Wed, 26 Mar 2025 02:05:43 +0000 https://podclips.io/?post_type=podcast&p=9613 Season 02 Episode 04
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. Join us as we uncover the potential of timber, with its sustainable nature as a climate-friendly product, in providing diversification and protection during periods of market volatility and learn about the exciting developments in carbon offsets and their significance in the timber industry.]]> Season 02 Episode 04
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. Join us as we uncover the potential of timber, with its sustainable nature as a climate-friendly product, in providing diversification and protection during periods of market volatility and learn about the exciting developments in carbon offsets and their significance in the timber industry.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:21:37 No no https://podclips.io/podcast/key-themes-powering-utilities/ Wed, 19 Mar 2025 02:02:37 +0000 https://podclips.io/?post_type=podcast&p=9607 Season 13 Episode 04
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. For investors looking to diversify tech exposure, utilities could offer an attractive way to invest in the many themes driving markets today, but with a very different wrapper. To share what she’s seeing across the utilities sector, Gabriela Santos, my new co-host, will be joined by Teresa Kim, a utilities-focused equity research analyst here at J.P. Morgan Asset Management.]]> Season 13 Episode 04
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. For investors looking to diversify tech exposure, utilities could offer an attractive way to invest in the many themes driving markets today, but with a very different wrapper. To share what she’s seeing across the utilities sector, Gabriela Santos, my new co-host, will be joined by Teresa Kim, a utilities-focused equity research analyst here at J.P. Morgan Asset Management.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:17:28 No no https://podclips.io/podcast/alternative-realities-building-an-investment-plan-with-alternatives/ Tue, 11 Mar 2025 03:13:48 +0000 https://podclips.io/?post_type=podcast&p=9562 Season 02 Episode 03
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 the inception and evolution of the Guide to Alternatives. They delve into the structure and importance of alternative investments, the integration of alternatives into multi-asset portfolios, and the challenges of sizing these allocations.]]> Season 02 Episode 03
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 the inception and evolution of the Guide to Alternatives. They delve into the structure and importance of alternative investments, the integration of alternatives into multi-asset portfolios, and the challenges of sizing these allocations.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:20:29 No no https://podclips.io/podcast/manufacturing-a-case-for-industrials/ Tue, 11 Mar 2025 02:09:57 +0000 https://podclips.io/?post_type=podcast&p=9556 Season 13 Episode 03
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 2024. That said, prospects ahead look brighter. On this episode, Gabriela Santos is joined by Rob Maloney, an equity research analyst covering industrials and a co-portfolio manager here at J.P. Morgan Asset Management.]]> Season 13 Episode 03
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 2024. That said, prospects ahead look brighter. On this episode, Gabriela Santos is joined by Rob Maloney, an equity research analyst covering industrials and a co-portfolio manager here at J.P. Morgan Asset Management.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:19:27 No no https://podclips.io/podcast/does-it-pay-to-invest-in-payments/ Thu, 20 Feb 2025 00:36:16 +0000 https://podclips.io/?post_type=podcast&p=9512 Season 13 Episode 02
The ongoing global shift to electronic payments has created a new growth area 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 sector, home to credit card companies like American Express and Capital One, returned 55%, outperforming the Magnificent 7. For investors looking for high-quality growth opportunities outside of mega-cap tech, fintech could certainly be a good place to start. On this episode of Insights Now, my new co-host Gabriela Santos will be joined by David Chan, an equity research analyst covering payment and business services companies here at J.P. Morgan Asset Management.]]> Season 13 Episode 02
The ongoing global shift to electronic payments has created a new growth area 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 sector, home to credit card companies like American Express and Capital One, returned 55%, outperforming the Magnificent 7. For investors looking for high-quality growth opportunities outside of mega-cap tech, fintech could certainly be a good place to start. On this episode of Insights Now, my new co-host Gabriela Santos will be joined by David Chan, an equity research analyst covering payment and business services companies here at J.P. Morgan Asset Management.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:18:18 No no https://podclips.io/podcast/alternative-realities-institutional-strategies-in-alternative-assets/ Thu, 13 Feb 2025 02:42:15 +0000 https://podclips.io/?post_type=podcast&p=9465 Season 02 Episode 02
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 North America Institutional business, to discuss key themes such as vintage year diversification, liquidity considerations, and the importance of strategic and tactical asset allocation.]]> Season 02 Episode 02
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 North America Institutional business, to discuss key themes such as vintage year diversification, liquidity considerations, and the importance of strategic and tactical asset allocation.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:20:38 No no https://podclips.io/podcast/beyond-ai-opportunities-in-semiconductors/ Wed, 05 Feb 2025 01:09:35 +0000 https://podclips.io/?post_type=podcast&p=9178 Season 13 Episode 01
Our thirteenth season of Insights Now, titled “The Analyst’s Edge: A Day in the Life of Equity Research Analysts,” will be all about the research backing our portfolio managers’ investment decisions, exploring a range of sectors and diving deeper into the most exciting trends driving markets today. U.S. equities have been on a tear in recent years. At the heart of the recent equity market rally sits the semiconductor industry. Home to companies like Nvidia, Broadcom, and other key beneficiaries of the AI frenzy, semiconductor stocks gained over 75% in 2024, far outpacing the broader market. To share the latest on the semiconductor industry, Gabriela Santos, the new co-host, will be joined by Eric Ghernati, a technology-focused equity research analyst here at J.P. Morgan Asset Management.]]> Season 13 Episode 01
Our thirteenth season of Insights Now, titled “The Analyst’s Edge: A Day in the Life of Equity Research Analysts,” will be all about the research backing our portfolio managers’ investment decisions, exploring a range of sectors and diving deeper into the most exciting trends driving markets today. U.S. equities have been on a tear in recent years. At the heart of the recent equity market rally sits the semiconductor industry. Home to companies like Nvidia, Broadcom, and other key beneficiaries of the AI frenzy, semiconductor stocks gained over 75% in 2024, far outpacing the broader market. To share the latest on the semiconductor industry, Gabriela Santos, the new co-host, will be joined by Eric Ghernati, a technology-focused equity research analyst here at J.P. Morgan Asset Management.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:25:56 No no https://podclips.io/podcast/alternative-realities-exploring-alternatives-in-2025/ Fri, 17 Jan 2025 02:28:33 +0000 https://podclips.io/?post_type=podcast&p=9030 Season 02 Episode 01
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, underscoring the importance of general education and thought leadership in the field of alternative investments. This is precisely the mission of the Guide to Alternatives and the Alternative Realities podcast. On this episode, Dr. David Kelly is joined by Aaron Mulvihill, the newest Global Market Strategist at J.P. Morgan Asset Management.]]> Season 02 Episode 01
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, underscoring the importance of general education and thought leadership in the field of alternative investments. This is precisely the mission of the Guide to Alternatives and the Alternative Realities podcast. On this episode, Dr. David Kelly is joined by Aaron Mulvihill, the newest Global Market Strategist at J.P. Morgan Asset Management.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:29:32 No no https://podclips.io/podcast/insights-now-2024-wrapped/ Thu, 09 Jan 2025 03:23:52 +0000 https://podclips.io/?post_type=podcast&p=9017 Season 12 Episode 04
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 of the U.S. election, we’ve covered a lot of ground, so stay tuned as we recap our “greatest hits” of 2024. This episode explores the main themes and insights from the past year. Dr. David Kelly is joined by Gabriela Santos, the Chief Strategist for the Americas at J.P. Morgan Asset Management, and new co-host for the Insights Now podcast.]]> Season 12 Episode 04
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 of the U.S. election, we’ve covered a lot of ground, so stay tuned as we recap our “greatest hits” of 2024. This episode explores the main themes and insights from the past year. Dr. David Kelly is joined by Gabriela Santos, the Chief Strategist for the Americas at J.P. Morgan Asset Management, and new co-host for the Insights Now podcast.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:16:46 No no https://podclips.io/podcast/the-new-60-40-portfolio/ Tue, 07 Jan 2025 03:12:42 +0000 https://podclips.io/?post_type=podcast&p=8977 Season 12 Episode 03
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. However, with a new year comes new forces driving markets, and the winners of the past may not be the winners of the future. To prepare portfolios for any unforeseen risks that may arise in 2025, diversification remains the best option, although it may look different than before. To share his thoughts on diversification in the year ahead, Dr. David Kelly is joined by Jack Manley, Global Market Strategist here at J.P. Morgan Asset Management.]]> Season 12 Episode 03
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. However, with a new year comes new forces driving markets, and the winners of the past may not be the winners of the future. To prepare portfolios for any unforeseen risks that may arise in 2025, diversification remains the best option, although it may look different than before. To share his thoughts on diversification in the year ahead, Dr. David Kelly is joined by Jack Manley, Global Market Strategist here at J.P. Morgan Asset Management.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:18:52 No no https://podclips.io/podcast/alternative-realities-navigating-the-future-of-infrastructure/ Tue, 07 Jan 2025 02:26:37 +0000 https://podclips.io/?post_type=podcast&p=8961 Season 01 Episode 09
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 cash flows make it a valuable portfolio diversifier. Today, Dr. David Kelly is joined by Chris Simard, an Investment Specialist in the J.P. Morgan Infrastructure and Investment Group, to parse through all of this and more.]]> Season 01 Episode 09
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 cash flows make it a valuable portfolio diversifier. Today, Dr. David Kelly is joined by Chris Simard, an Investment Specialist in the J.P. Morgan Infrastructure and Investment Group, to parse through all of this and more.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:14:43 No no https://podclips.io/podcast/2025-out-of-the-cyclical-storm-and-into-the-policy-fog/ Tue, 10 Dec 2024 00:59:30 +0000 https://podclips.io/?post_type=podcast&p=8904 Season 12 Episode 02
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. To dive deeper into our 2025 outlook, Dr. David Kelly is joined by Gabriela Santos, Chief Strategist for the Americas here at J.P. Morgan Asset Management.]]> Season 12 Episode 02
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. To dive deeper into our 2025 outlook, Dr. David Kelly is joined by Gabriela Santos, Chief Strategist for the Americas here at J.P. Morgan Asset Management.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:20:05 No no https://podclips.io/podcast/alternative-realities-challenges-to-triumphs-in-real-estate/ Thu, 28 Nov 2024 03:00:36 +0000 https://podclips.io/?post_type=podcast&p=8861 Season 01 Episode 08
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., the thriving industrial sector, and the evolution of retail. Real estate is a valuable component of investment portfolios, offering risk mitigation, inflation protection, and consistent cash flow. Dr. David Kelly, Chief Global Strategist is joined by Chad Tredway, Head of Real Estate Americas at J.P. Morgan Asset Management, to discuss the opportunities he’s seeing on the market. ]]> Season 01 Episode 08
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., the thriving industrial sector, and the evolution of retail. Real estate is a valuable component of investment portfolios, offering risk mitigation, inflation protection, and consistent cash flow. Dr. David Kelly, Chief Global Strategist is joined by Chad Tredway, Head of Real Estate Americas at J.P. Morgan Asset Management, to discuss the opportunities he’s seeing on the market. ]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:12:25 No no https://podclips.io/podcast/asset-allocation-in-the-year-ahead/ Fri, 22 Nov 2024 23:45:33 +0000 https://podclips.io/?post_type=podcast&p=8836 Season 12 Episode 01
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. To share some of his highest conviction ideas for the year ahead, Dr. David Kelly is joined by Phil Camporeale, Portfolio Manager in our Multi-Asset Solutions group here at J.P. Morgan Asset Management.]]> Season 12 Episode 01
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. To share some of his highest conviction ideas for the year ahead, Dr. David Kelly is joined by Phil Camporeale, Portfolio Manager in our Multi-Asset Solutions group here at J.P. Morgan Asset Management.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:16:39 No no https://podclips.io/podcast/alternative-realities-powering-portfolios-with-alternatives/ Thu, 21 Nov 2024 02:42:50 +0000 https://podclips.io/?post_type=podcast&p=8830 Season 01 Episode 07
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 the best approach to constructing a portfolio with alternatives.]]> Season 01 Episode 07
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 the best approach to constructing a portfolio with alternatives.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:20:13 No no https://podclips.io/podcast/alternative-realities-investing-in-the-future-of-healthcare/ Sat, 02 Nov 2024 03:12:26 +0000 https://podclips.io/?post_type=podcast&p=8751 Season 01 Episode 06
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 Partner of Life Science Private Capital within J.P. Morgan Private Capital. He is a neurosurgeon turned investor, and we’re so excited to have him here to discuss the trends he’s seeing in the market.]]> Season 01 Episode 06
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 Partner of Life Science Private Capital within J.P. Morgan Private Capital. He is a neurosurgeon turned investor, and we’re so excited to have him here to discuss the trends he’s seeing in the market.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:25:24 No no https://podclips.io/podcast/alternative-realities-democratizing-access-to-alternatives/ Wed, 30 Oct 2024 01:57:24 +0000 https://podclips.io/?post_type=podcast&p=8732 Season 01 Episode 05
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. We’ll hear from Anastasia about what iCapital does to help individuals feel confident investing in alternatives, as well as her perspective on the trends we’re seeing in the market.]]> Season 01 Episode 05
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. We’ll hear from Anastasia about what iCapital does to help individuals feel confident investing in alternatives, as well as her perspective on the trends we’re seeing in the market.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:23:05 No no https://podclips.io/podcast/taxes-deficits-and-federal-debt-oh-my/ Wed, 30 Oct 2024 01:41:31 +0000 https://podclips.io/?post_type=podcast&p=8725 Season 11 Episode 05
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. Gabriela Santos, Chief Market Strategist for the Americas, is back with Dr. David Kelly, Chief Global Strategist here at J.P. Morgan Asset Management, to discuss the different paths forward for fiscal policy.]]> Season 11 Episode 05
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. Gabriela Santos, Chief Market Strategist for the Americas, is back with Dr. David Kelly, Chief Global Strategist here at J.P. Morgan Asset Management, to discuss the different paths forward for fiscal policy.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:19:59 No no https://podclips.io/podcast/the-past-present-and-future-of-fed-independence/ Wed, 23 Oct 2024 02:07:06 +0000 https://podclips.io/?post_type=podcast&p=8712 Season 11 Episode 04
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 have expressed interest in giving other branches of government a say in the Fed’s decision-making process, meaning that this election could have a major impact on how monetary policy is conducted. To explore the implications of any changes to the Federal Reserve’s independence, Gabriela Santos is excited to be back with Dr. David Kelly, Chief Global Strategist here at J.P. Morgan Asset Management.]]> Season 11 Episode 04
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 have expressed interest in giving other branches of government a say in the Fed’s decision-making process, meaning that this election could have a major impact on how monetary policy is conducted. To explore the implications of any changes to the Federal Reserve’s independence, Gabriela Santos is excited to be back with Dr. David Kelly, Chief Global Strategist here at J.P. Morgan Asset Management.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:17:41 No no https://podclips.io/podcast/alternative-realities-navigating-alternatives-as-an-individual-investor/ Wed, 23 Oct 2024 01:32:38 +0000 https://podclips.io/?post_type=podcast&p=8700 Season 01 Episode 04
In this episode, we’re 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. Individual investors have more access to alternatives as the traditional 60/40 portfolio faces challenges like elevated valuations, positive stock-bond correlation and a negative real yield. To discuss all of these themes. Dr. David Kelly, Chief Global Strategist is joined by Kristin Kallergis, the Global Head of Alternatives for the J.P. Morgan Private Bank. ]]> Season 01 Episode 04
In this episode, we’re 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. Individual investors have more access to alternatives as the traditional 60/40 portfolio faces challenges like elevated valuations, positive stock-bond correlation and a negative real yield. To discuss all of these themes. Dr. David Kelly, Chief Global Strategist is joined by Kristin Kallergis, the Global Head of Alternatives for the J.P. Morgan Private Bank. ]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:16:17 No no https://podclips.io/podcast/the-ripple-effects-of-regulation/ Wed, 23 Oct 2024 01:16:37 +0000 https://podclips.io/?post_type=podcast&p=8694 Season 11 Episode 03
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. For investors, it is policy, not politics, that matters most for markets and the economy. To dive deeper into proposed regulatory policies and their potential impacts, Gabriela Santos, Chief Market Strategist for the Americas, is joined by Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management.]]> Season 11 Episode 03
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. For investors, it is policy, not politics, that matters most for markets and the economy. To dive deeper into proposed regulatory policies and their potential impacts, Gabriela Santos, Chief Market Strategist for the Americas, is joined by Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:15:56 No no https://podclips.io/podcast/alternative-realities-unlocking-value-in-private-markets/ Tue, 24 Sep 2024 01:14:16 +0000 https://podclips.io/?post_type=podcast&p=8670 Season 01 Episode 03
With comprehensive oversight and deep expertise in a diverse array of investment vehicles, our mission is to demystify 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. On today's episode, Dr. David Kelly is joined by Brandon Robinson, Deputy Head of Private Markets, to discuss the different ways that adding alternatives into a portfolio can enhance clients’ outcomes and the benefits of private market investing. ]]> Season 01 Episode 03
With comprehensive oversight and deep expertise in a diverse array of investment vehicles, our mission is to demystify 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. On today's episode, Dr. David Kelly is joined by Brandon Robinson, Deputy Head of Private Markets, to discuss the different ways that adding alternatives into a portfolio can enhance clients’ outcomes and the benefits of private market investing. ]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:21:27 No no https://podclips.io/podcast/navigating-shifts-in-global-trade/ Thu, 12 Sep 2024 21:57:53 +0000 https://podclips.io/?post_type=podcast&p=8634 Season 11 Episode 02
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. Today’s episode discusses whether tariffs have been effective in the past, and explores the investment implications of a more strict trade policy. For this conversation, Gabriela Santos, Chief Market Strategist for the Americas, joins Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management.]]> Season 11 Episode 02
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. Today’s episode discusses whether tariffs have been effective in the past, and explores the investment implications of a more strict trade policy. For this conversation, Gabriela Santos, Chief Market Strategist for the Americas, joins Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:17:31 No no https://podclips.io/podcast/alternative-realities-private-equity-challenges-and-opportunities/ Wed, 11 Sep 2024 02:14:31 +0000 https://podclips.io/?post_type=podcast&p=8601 Season 01 Episode 02
As companies, particularly in the Technology sector, wait longer to IPO, private equity has become an increasingly important way to get exposure to the high growth potential of early-stage companies. For decades, investors have used private equity to supplement their public equity allocations, enhancing returns, reducing volatility, and providing access to secular market trends. Dr. David Kelly is joined by Ashmi Mehrotra, the Co-Head and Portfolio Manager within the Global Private Equity Group at J.P. Morgan Asset Management, to discuss the trends and investment opportunities she’s seeing in the asset class.]]> Season 01 Episode 02
As companies, particularly in the Technology sector, wait longer to IPO, private equity has become an increasingly important way to get exposure to the high growth potential of early-stage companies. For decades, investors have used private equity to supplement their public equity allocations, enhancing returns, reducing volatility, and providing access to secular market trends. Dr. David Kelly is joined by Ashmi Mehrotra, the Co-Head and Portfolio Manager within the Global Private Equity Group at J.P. Morgan Asset Management, to discuss the trends and investment opportunities she’s seeing in the asset class.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:15:37 No no https://podclips.io/podcast/the-impacts-of-immigration/ Thu, 05 Sep 2024 00:38:52 +0000 https://podclips.io/?post_type=podcast&p=8584 Season 11 Episode 01
The 11th season of Insights Now
, titled “The Policy and Investment Implications of the U.S. Election,” will focus on topics at the forefront of this election season and explore the impacts proposed policies could have on the markets, economy, and investors. Gabriela Santos, Chief Market Strategist for the Americas, will be co-hosting this season and will be joined by the usual host of the show, Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management. In this first episode, they delve into the magnitude of the recent immigration surge and the implications for the economy and corporate profits moving forward.]]> Season 11 Episode 01
The 11th season of Insights Now
, titled “The Policy and Investment Implications of the U.S. Election,” will focus on topics at the forefront of this election season and explore the impacts proposed policies could have on the markets, economy, and investors. Gabriela Santos, Chief Market Strategist for the Americas, will be co-hosting this season and will be joined by the usual host of the show, Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management. In this first episode, they delve into the magnitude of the recent immigration surge and the implications for the economy and corporate profits moving forward.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:20:43 No no https://podclips.io/podcast/the-fundamentals-of-alternatives/ Wed, 28 Aug 2024 22:39:27 +0000 https://podclips.io/?post_type=podcast&p=8563 Season 01 Episode 01
Welcome to the first episode of Alternative Realities, a JP Morgan podcast focused exclusively on alternative investments. In these episodes, we hope to shed some light on the rapidly growing and increasingly important world of alternative Investments. 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. To discuss the different ways clients are using alternatives to enhance the risk-reward profile of their portfolios, Dr. David Kelly is joined by Shawn Khazzam, Head of Private Wealth Alternatives, Americas.]]> Season 01 Episode 01
Welcome to the first episode of Alternative Realities, a JP Morgan podcast focused exclusively on alternative investments. In these episodes, we hope to shed some light on the rapidly growing and increasingly important world of alternative Investments. 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. To discuss the different ways clients are using alternatives to enhance the risk-reward profile of their portfolios, Dr. David Kelly is joined by Shawn Khazzam, Head of Private Wealth Alternatives, Americas.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:17:22 No no https://podclips.io/podcast/what-might-the-november-elections-mean-for-investment-strategy/ Thu, 15 Aug 2024 21:31:49 +0000 https://podclips.io/?post_type=podcast&p=8493 Season 10 Episode 10
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 uncertainty and invest with confidence this year? In the final episode of this season, Dr. David Kelly is joined by Stephanie Aliaga, a Global Market Strategist at J.P. Morgan Asset Management, to help address these questions.]]> Season 10 Episode 10
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 uncertainty and invest with confidence this year? In the final episode of this season, Dr. David Kelly is joined by Stephanie Aliaga, a Global Market Strategist at J.P. Morgan Asset Management, to help address these questions.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:18:07 No no https://podclips.io/podcast/how-will-rising-federal-debt-impact-the-markets-and-the-economy/ Thu, 15 Aug 2024 01:59:44 +0000 https://podclips.io/?post_type=podcast&p=8480 Season 10 Episode 09
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. With the election quickly approaching, and last year’s debt ceiling and downgrade drama still fresh in investors’ minds, we often get asked, “How will rising federal debt impact the markets and the economy?” Brandon Hall, Research Analyst, poses this question to Dr. David Kelly, Chief Global Strategist for J.P. Morgan Asset Management. ]]> Season 10 Episode 09
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. With the election quickly approaching, and last year’s debt ceiling and downgrade drama still fresh in investors’ minds, we often get asked, “How will rising federal debt impact the markets and the economy?” Brandon Hall, Research Analyst, poses this question to Dr. David Kelly, Chief Global Strategist for J.P. Morgan Asset Management. ]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:14:58 No no https://podclips.io/podcast/will-inflation-ever-get-back-to-2/ Thu, 15 Aug 2024 01:42:37 +0000 https://podclips.io/?post_type=podcast&p=8474 Season 10 Episode 08
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. This episode explores if inflation can get back to its 2% target, the potential obstacles, and whether inflation even needs to be 2%. To shed some light on the situation, Mary Park Durham, Research Associate, will be interviewing the usual host, Dr. David Kelly, Chief Global Strategist for J.P. Morgan Asset Management,]]> Season 10 Episode 08
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. This episode explores if inflation can get back to its 2% target, the potential obstacles, and whether inflation even needs to be 2%. To shed some light on the situation, Mary Park Durham, Research Associate, will be interviewing the usual host, Dr. David Kelly, Chief Global Strategist for J.P. Morgan Asset Management,]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:17:55 No no https://podclips.io/podcast/how-long-before-the-next-recession/ Tue, 30 Jul 2024 02:21:55 +0000 https://podclips.io/?post_type=podcast&p=8396 Season 10 Episode 07
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. This raises the question: how long can the U.S. continue to avoid a recession, and if one were to occur, what would likely trigger it? To help us dive deeper into this question, Mary Park Durham will be interviewing the usual host, Dr. David Kelly, Chief Global Strategist for J.P. Morgan Asset Management.]]> Season 10 Episode 07
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. This raises the question: how long can the U.S. continue to avoid a recession, and if one were to occur, what would likely trigger it? To help us dive deeper into this question, Mary Park Durham will be interviewing the usual host, Dr. David Kelly, Chief Global Strategist for J.P. Morgan Asset Management.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:13:34 No no https://podclips.io/podcast/when-will-the-federal-reserve-begin-cutting-rates/ Thu, 18 Jul 2024 20:35:18 +0000 https://podclips.io/?post_type=podcast&p=8339 Season 10 Episode 06
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 begin cutting rates?” To dive deeper into this question, Brandon Hall, Research Analyst, will be interviewing the regular host of the show, Dr. David Kelly, Chief Global Strategist for J.P. Morgan Asset Management.]]> Season 10 Episode 06
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 begin cutting rates?” To dive deeper into this question, Brandon Hall, Research Analyst, will be interviewing the regular host of the show, Dr. David Kelly, Chief Global Strategist for J.P. Morgan Asset Management.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:09:34 No no https://podclips.io/podcast/how-will-ai-reshape-the-u-s-economy-and-investment-opportunities/ Thu, 18 Jul 2024 20:29:52 +0000 https://podclips.io/?post_type=podcast&p=8342 Season 10 Episode 05
Excitement around artificial intelligence has been a key driver behind strong market performance over the past year. This makes sense, as it has potential to be one of the most transformative technologies in modern history. That said, widespread AI implementation is still in its early stages, and its broader implications for the economy and investing remain unknown. This has left many investors wondering, “How will AI shape the markets and the economy?” To help answer this question, Dr. David Kelly is joined by Joe Wilson, Portfolio Manager, for a discussion on artificial intelligence and its potential impacts on the economy and markets.]]> Season 10 Episode 05
Excitement around artificial intelligence has been a key driver behind strong market performance over the past year. This makes sense, as it has potential to be one of the most transformative technologies in modern history. That said, widespread AI implementation is still in its early stages, and its broader implications for the economy and investing remain unknown. This has left many investors wondering, “How will AI shape the markets and the economy?” To help answer this question, Dr. David Kelly is joined by Joe Wilson, Portfolio Manager, for a discussion on artificial intelligence and its potential impacts on the economy and markets.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:19:16 No no https://podclips.io/podcast/how-can-you-minimize-taxes-in-your-investment-strategy/ Thu, 11 Jul 2024 00:03:46 +0000 https://podclips.io/?post_type=podcast&p=8297 Season 10 Episode 04
As technology has improved, so has market efficiency, and generating alpha through active management is as challenging a task as ever. In light of this, “tax alpha,” or creating value through tax management strategies, has grown in importance and popularity and has left investors asking, “How can I minimize taxes in my investment strategy?” For today’s episode, Dr. David Kelly is joined by Jack Manley, Global Market Strategist for J.P. Morgan Asset Management, to discuss the outlook for taxes, and how investors can minimize their tax burden.]]> Season 10 Episode 04
As technology has improved, so has market efficiency, and generating alpha through active management is as challenging a task as ever. In light of this, “tax alpha,” or creating value through tax management strategies, has grown in importance and popularity and has left investors asking, “How can I minimize taxes in my investment strategy?” For today’s episode, Dr. David Kelly is joined by Jack Manley, Global Market Strategist for J.P. Morgan Asset Management, to discuss the outlook for taxes, and how investors can minimize their tax burden.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:10:37 No no https://podclips.io/podcast/how-do-different-generations-invest-and-how-should-they/ Tue, 02 Jul 2024 00:59:11 +0000 https://podclips.io/?post_type=podcast&p=8232 Season 10 Episode 03
From Baby Boomers to Generation Z, each generation has faced its own unique set of investment challenges and opportunities during their lifetimes. While the bulk of wealth in the U.S. belongs to older generations, wealth amongst younger generations is growing rapidly, and they represent an increasingly important piece of the investment pie. As advisors prepare for the next generation of investors, the question of “how do, and how should, different generations invest?” has been top of mind. To help answer this question, Dr. David Kelly is joined by Jack Manley, Global Market Strategist for J.P. Morgan Asset Management.]]> Season 10 Episode 03
From Baby Boomers to Generation Z, each generation has faced its own unique set of investment challenges and opportunities during their lifetimes. While the bulk of wealth in the U.S. belongs to older generations, wealth amongst younger generations is growing rapidly, and they represent an increasingly important piece of the investment pie. As advisors prepare for the next generation of investors, the question of “how do, and how should, different generations invest?” has been top of mind. To help answer this question, Dr. David Kelly is joined by Jack Manley, Global Market Strategist for J.P. Morgan Asset Management.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:11:43 No no https://podclips.io/podcast/why-add-international-stocks-to-a-portfolio/ Tue, 02 Jul 2024 00:40:09 +0000 https://podclips.io/?post_type=podcast&p=8226 Season 10 Episode 02
A long cycle of U.S. equity outperformance over international equities has left investors wondering, “Why add international stocks to a portfolio?” However, as the global economy has turned a corner, so have prospects for international equities, and many international markets have performed well in 2024 so far. On this episode, Dr. David Kelly is joined by Gabriela Santos, Chief Market Strategist for the Americas here at J.P. Morgan Asset Management, to share her views on the benefits of allocating internationally.]]> Season 10 Episode 02
A long cycle of U.S. equity outperformance over international equities has left investors wondering, “Why add international stocks to a portfolio?” However, as the global economy has turned a corner, so have prospects for international equities, and many international markets have performed well in 2024 so far. On this episode, Dr. David Kelly is joined by Gabriela Santos, Chief Market Strategist for the Americas here at J.P. Morgan Asset Management, to share her views on the benefits of allocating internationally.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:11:10 No no https://podclips.io/podcast/how-should-i-invest/ Wed, 19 Jun 2024 02:32:54 +0000 https://podclips.io/?post_type=podcast&p=8098 Season 10 Episode 01
Most of this season is devoted to questions investors ask us about where to invest. However, given an increased focus on building tax-efficient, transparent, and flexible portfolios, we are also often asked: “How should I invest?” While traditional investment vehicles have made it difficult to reach all these objectives simultaneously, the emergence of actively managed ETFs are helping to reshape the investment landscape as we know it. For today’s episode, Dr. David Kelly is joined by Jon Maier, Chief ETF Strategist at J.P. Morgan Asset Management, to help us learn more about the history of active ETFs, and how they can be used to build stronger portfolios.]]> Season 10 Episode 01
Most of this season is devoted to questions investors ask us about where to invest. However, given an increased focus on building tax-efficient, transparent, and flexible portfolios, we are also often asked: “How should I invest?” While traditional investment vehicles have made it difficult to reach all these objectives simultaneously, the emergence of actively managed ETFs are helping to reshape the investment landscape as we know it. For today’s episode, Dr. David Kelly is joined by Jon Maier, Chief ETF Strategist at J.P. Morgan Asset Management, to help us learn more about the history of active ETFs, and how they can be used to build stronger portfolios.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:12:01 No no https://podclips.io/podcast/the-alternative-advantage/ Fri, 10 May 2024 00:59:00 +0000 https://podclips.io/?post_type=podcast&p=7940 Season 09 Episode 05
This episode concludes the ninth season of Insights Now and marks the end of our deep dive into the world of alternatives. As investors continue to face elevated valuations across equities and abnormal interest rate volatility, the case for investing outside of traditional markets is as strong as ever. Dr. David Kelly is joined by Anton Pil, the Global Head of Alternatives at J.P. Morgan Asset Management. Anton sits in a very unique seat, as he oversees our entire alternatives platform, Tune in to hear how he views the balance of risks and opportunities across the asset class.]]> Season 09 Episode 05
This episode concludes the ninth season of Insights Now and marks the end of our deep dive into the world of alternatives. As investors continue to face elevated valuations across equities and abnormal interest rate volatility, the case for investing outside of traditional markets is as strong as ever. Dr. David Kelly is joined by Anton Pil, the Global Head of Alternatives at J.P. Morgan Asset Management. Anton sits in a very unique seat, as he oversees our entire alternatives platform, Tune in to hear how he views the balance of risks and opportunities across the asset class.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:22:23 No no https://podclips.io/podcast/real-estate-in-the-new-old-normal/ Wed, 01 May 2024 03:11:10 +0000 https://podclips.io/?post_type=podcast&p=7926 Season 09 Episode 04
Over the past year, investors have been inundated with negative reports of elevated mortgage rates and empty office buildings, weighing on their sentiment toward real estate investing. However, real estate comes in many shapes and sizes, and each sector has its own fundamentals and use cases in the portfolio construction process. To share how he is approaching the market against the backdrop of higher rates, Dr. David Kelly is joined by Doug Schwartz, a Co-President and Portfolio Manager within our Real Estate Americas Platform. ]]> Season 09 Episode 04
Over the past year, investors have been inundated with negative reports of elevated mortgage rates and empty office buildings, weighing on their sentiment toward real estate investing. However, real estate comes in many shapes and sizes, and each sector has its own fundamentals and use cases in the portfolio construction process. To share how he is approaching the market against the backdrop of higher rates, Dr. David Kelly is joined by Doug Schwartz, a Co-President and Portfolio Manager within our Real Estate Americas Platform. ]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:19:13 No no https://podclips.io/podcast/finding-income-and-fighting-inflation-with-infrastructure/ Thu, 18 Apr 2024 02:34:48 +0000 https://podclips.io/?post_type=podcast&p=7857 Season 09 Episode 03
Over the last decade, extraordinarily low interest rates have made it difficult for investors to generate income within portfolios. Against a backdrop of stretched valuations across risk assets and some uncertainty towards the outlook for monetary policy and inflation, there's no better time to discuss how investing in infrastructure can help build better portfolios. To share his views on the asset class, Dr.Kelly is joined by Nick Moller, an investment specialist and managing director within our Infrastructure investment group.]]> Season 09 Episode 03
Over the last decade, extraordinarily low interest rates have made it difficult for investors to generate income within portfolios. Against a backdrop of stretched valuations across risk assets and some uncertainty towards the outlook for monetary policy and inflation, there's no better time to discuss how investing in infrastructure can help build better portfolios. To share his views on the asset class, Dr.Kelly is joined by Nick Moller, an investment specialist and managing director within our Infrastructure investment group.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:18:59 No no https://podclips.io/podcast/beyond-the-public-markets-a-path-to-premium-returns/ Tue, 09 Apr 2024 02:06:21 +0000 https://podclips.io/?post_type=podcast&p=7790 Season 09 Episode 02
For investors looking to supplement their public equity allocations, private equity can help enhance portfolio returns and provide exposure to rapidly growing companies at the forefront of key market trends and themes. That being said, private equity does have the drawback of lower liquidity, and higher interest may pose a threat to future returns. For today's episode, Dr. David Kelly is joined by Stephen Catherwood, Co-head of our Private Equity Group with over 20 years of experience on the team. They dive deeper into the current balance of risks and opportunities in the private equity market. ]]> Season 09 Episode 02
For investors looking to supplement their public equity allocations, private equity can help enhance portfolio returns and provide exposure to rapidly growing companies at the forefront of key market trends and themes. That being said, private equity does have the drawback of lower liquidity, and higher interest may pose a threat to future returns. For today's episode, Dr. David Kelly is joined by Stephen Catherwood, Co-head of our Private Equity Group with over 20 years of experience on the team. They dive deeper into the current balance of risks and opportunities in the private equity market. ]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:26:26 No no https://podclips.io/podcast/diversification-disruption-and-dislocation-unveil-the-opportunities-in-alternatives/ Fri, 15 Mar 2024 00:38:37 +0000 https://podclips.io/?post_type=podcast&p=7346 Season 09 Episode 01
Portfolio Managers from across J.P. Morgan Asset Management help to shed some light on the rapidly growing and increasingly important world of alternatives. For investors, understanding how to leverage these alternative strategies can make the difference between falling short of your long-term goals and surpassing them. For today’s episode, Dr. David Kelly is joined by Pulkit Sharma, Head of Alternative Investment Strategy and Solutions here at J.P. Morgan Asset Management, to discuss the benefits of allocating to alternatives and the opportunities that he’s seeing across alternative asset classes.]]> Season 09 Episode 01
Portfolio Managers from across J.P. Morgan Asset Management help to shed some light on the rapidly growing and increasingly important world of alternatives. For investors, understanding how to leverage these alternative strategies can make the difference between falling short of your long-term goals and surpassing them. For today’s episode, Dr. David Kelly is joined by Pulkit Sharma, Head of Alternative Investment Strategy and Solutions here at J.P. Morgan Asset Management, to discuss the benefits of allocating to alternatives and the opportunities that he’s seeing across alternative asset classes.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:22:49 No no https://podclips.io/podcast/the-last-leg-on-the-long-road-to-normal/ Fri, 22 Dec 2023 23:08:02 +0000 https://falconsf.com/?post_type=podcast&p=5473 Season 08 Episode 06
This year had no shortage of surprises for investors, from strong returns in stock markets to the impressive resilience of the U.S. economy. Along the way, we’ve confronted all sorts of shocks: a new war in the Middle East, Washington dysfunction, and even higher interest rates while the labor market and consumers have seen continued strength. On this episode, Dr. David Kelly is interviewed by Stephanie Aliaga, Research Analyst, to discuss both concern and optimism surrounding the economic outlook for 2024.]]> Season 08 Episode 06
This year had no shortage of surprises for investors, from strong returns in stock markets to the impressive resilience of the U.S. economy. Along the way, we’ve confronted all sorts of shocks: a new war in the Middle East, Washington dysfunction, and even higher interest rates while the labor market and consumers have seen continued strength. On this episode, Dr. David Kelly is interviewed by Stephanie Aliaga, Research Analyst, to discuss both concern and optimism surrounding the economic outlook for 2024.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:24:13 No no https://podclips.io/podcast/building-stronger-portfolios/ Fri, 15 Dec 2023 23:10:26 +0000 https://falconsf.com/?post_type=podcast&p=5150 Season 08 Episode 05
Successful long-term investing requires the flexibility to navigate the ever-changing market tides and an engine of long-term assets to carry you forward. In this episode, we’re going to talk about both — how investors can build portfolios to navigate volatile market environments and generate better long-term returns. Dr. David Kelly is joined by Corey Hill, Head of U.S. Portfolio Insights at J.P. Morgan Asset Management, to dive into how his team is helping investors build stronger portfolios.]]> Season 08 Episode 05
Successful long-term investing requires the flexibility to navigate the ever-changing market tides and an engine of long-term assets to carry you forward. In this episode, we’re going to talk about both — how investors can build portfolios to navigate volatile market environments and generate better long-term returns. Dr. David Kelly is joined by Corey Hill, Head of U.S. Portfolio Insights at J.P. Morgan Asset Management, to dive into how his team is helping investors build stronger portfolios.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:18:59 No no https://podclips.io/podcast/modeling-better-investment-outcomes/ Wed, 29 Nov 2023 20:41:55 +0000 https://falconsf.com/?post_type=podcast&p=4384 Season 08 Episode 04
The menu of investment solutions has evolved dramatically over the last 10 years, as innovation in financial planning tools has enabled the development of customized and flexible strategies. This episode discusses one of these innovations, model portfolios. Dr. David Kelly is joined by Beth Nardi, Head of Model Portfolio Distribution at J.P. Morgan Asset Management, to help us learn about model portfolios: what they are, who they’re made for, and the investment challenges they’re designed to address.]]> Season 08 Episode 04
The menu of investment solutions has evolved dramatically over the last 10 years, as innovation in financial planning tools has enabled the development of customized and flexible strategies. This episode discusses one of these innovations, model portfolios. Dr. David Kelly is joined by Beth Nardi, Head of Model Portfolio Distribution at J.P. Morgan Asset Management, to help us learn about model portfolios: what they are, who they’re made for, and the investment challenges they’re designed to address.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:18:34 No no https://podclips.io/podcast/maximizing-your-retirement-nest-egg-2/ Wed, 22 Nov 2023 04:22:15 +0000 https://falconsf.com/?post_type=podcast&p=4378 Season 08 Episode 03
Regardless of where you are in life, you need a plan for the future. For most Americans, that involves planning for retirement, a task that can feel overwhelming at times. In today’s episode, Dr. David Kelly is joined by Michael Conrath, Chief Retirement Strategist at J.P. Morgan Asset Management, to guide us through the toolkit for retirement planning and the key strategies that individuals can leverage.]]> Season 08 Episode 03
Regardless of where you are in life, you need a plan for the future. For most Americans, that involves planning for retirement, a task that can feel overwhelming at times. In today’s episode, Dr. David Kelly is joined by Michael Conrath, Chief Retirement Strategist at J.P. Morgan Asset Management, to guide us through the toolkit for retirement planning and the key strategies that individuals can leverage.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:20:28 No no https://podclips.io/podcast/fine-tuning-portfolios-with-active-etfs-2/ Wed, 22 Nov 2023 04:12:50 +0000 https://falconsf.com/?post_type=podcast&p=4372 Season 08 Episode 02
Historically, new and innovative technologies continually disrupt industries, creating more efficient ways to reach desired outcomes. The exchange-traded fund, or ETF, is one example of these technologies in the financial services industry changing how we invest. Dr. David Kelly is joined by Bryon Lake, Global Head of ETF Solutions at J.P. Morgan Asset Management, to discuss how investors use active ETFs to harness the tools of active management in a complex investment environment.]]> Season 08 Episode 02
Historically, new and innovative technologies continually disrupt industries, creating more efficient ways to reach desired outcomes. The exchange-traded fund, or ETF, is one example of these technologies in the financial services industry changing how we invest. Dr. David Kelly is joined by Bryon Lake, Global Head of ETF Solutions at J.P. Morgan Asset Management, to discuss how investors use active ETFs to harness the tools of active management in a complex investment environment.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:18:58 No no https://podclips.io/podcast/the-world-of-alternative-investing-2/ Wed, 22 Nov 2023 03:59:17 +0000 https://falconsf.com/?post_type=podcast&p=4360 Season 08 Episode 01
In this episode, we dive into alternative assets. Alternatives have seen incredible growth in the last decade and have provided new strategies for investing in public and private markets, as well as better ways to generate alpha, income, and diversification in traditional stock and bond portfolios. For this conversation, Dr. David Kelly is joined by Anton Pil, Global Head of Alternatives, who has led the impressive growth of the alternatives platform at J.P. Morgan Asset Management.]]> Season 08 Episode 01
In this episode, we dive into alternative assets. Alternatives have seen incredible growth in the last decade and have provided new strategies for investing in public and private markets, as well as better ways to generate alpha, income, and diversification in traditional stock and bond portfolios. For this conversation, Dr. David Kelly is joined by Anton Pil, Global Head of Alternatives, who has led the impressive growth of the alternatives platform at J.P. Morgan Asset Management.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:25:05 No no https://podclips.io/podcast/back-to-school-on-the-u-s-economy/ Wed, 22 Nov 2023 03:49:53 +0000 https://falconsf.com/?post_type=podcast&p=4354 Season 07 Episode 04
In this episode, as we wrap up our summer series Market Movers, two of JP Morgan’s most prominent thought leaders, Dr. David Kelly and Michael Feroli, Chief U.S. Economist for the JP Morgan Investment Bank, tackle the outlook for the U.S. economy and the Federal Reserve (Fed). ]]> Season 07 Episode 04
In this episode, as we wrap up our summer series Market Movers, two of JP Morgan’s most prominent thought leaders, Dr. David Kelly and Michael Feroli, Chief U.S. Economist for the JP Morgan Investment Bank, tackle the outlook for the U.S. economy and the Federal Reserve (Fed). ]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:23:07 No no https://podclips.io/podcast/the-outlook-for-real-estate/ Tue, 21 Nov 2023 03:17:01 +0000 https://falconsf.com/?post_type=podcast&p=4337 Season 07 Episode 03
While the broader economy has remained resilient this year, the real estate sector has faced its fair share of headwinds, with higher mortgage rates and home prices, tighter lending conditions following the regional banking crisis, and pandemic-induced disruptions. For today’s episode, Dr. David Kelly is joined by Dave Esrig, a Portfolio Manager at J.P. Morgan Asset Management, to discuss the trajectory of the real estate market.]]> Season 07 Episode 03
While the broader economy has remained resilient this year, the real estate sector has faced its fair share of headwinds, with higher mortgage rates and home prices, tighter lending conditions following the regional banking crisis, and pandemic-induced disruptions. For today’s episode, Dr. David Kelly is joined by Dave Esrig, a Portfolio Manager at J.P. Morgan Asset Management, to discuss the trajectory of the real estate market.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:17:30 No no https://podclips.io/podcast/investing-for-the-next-generation/ Tue, 21 Nov 2023 03:03:12 +0000 https://falconsf.com/?post_type=podcast&p=4331 Season 07 Episode 02
For our second episode of Market Movers, Dr. David Kelly, Chief Global Strategist, is joined by Jack Manley, Global Market Strategist, to discuss the next generation of investors. They dive deep into how this younger demographic is shaping the investment environment and driving key themes in the markets today.]]> Season 07 Episode 02
For our second episode of Market Movers, Dr. David Kelly, Chief Global Strategist, is joined by Jack Manley, Global Market Strategist, to discuss the next generation of investors. They dive deep into how this younger demographic is shaping the investment environment and driving key themes in the markets today.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:25:14 No no https://podclips.io/podcast/the-economic-implications-of-generative-ai/ Tue, 21 Nov 2023 02:49:33 +0000 https://falconsf.com/?post_type=podcast&p=4325 Season 07 Episode 01
Artificial intelligence (AI) technologies, particularly generative AI, appear likely to revolutionize the way we work, innovate, and create. In the first episode of our summer series Market Movers, Dr. David Kelly, Chief Global Strategist, is joined by Stephanie Aliaga, Research Analyst, and Michael Albrecht, Global Strategist on the Multi-Asset Solutions Team, to discuss the broad range of implications AI may have on labor markets, economic growth, and the future investment environment.]]> Season 07 Episode 01
Artificial intelligence (AI) technologies, particularly generative AI, appear likely to revolutionize the way we work, innovate, and create. In the first episode of our summer series Market Movers, Dr. David Kelly, Chief Global Strategist, is joined by Stephanie Aliaga, Research Analyst, and Michael Albrecht, Global Strategist on the Multi-Asset Solutions Team, to discuss the broad range of implications AI may have on labor markets, economic growth, and the future investment environment.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:25:58 No no https://podclips.io/podcast/the-bonds-eye-view/ Tue, 21 Nov 2023 02:40:45 +0000 https://falconsf.com/?post_type=podcast&p=4319 Season 06 Episode 08
As we conclude this season, which we entitled A Bond’s Eye View of the World, a lot of core arguments for adding fixed income at the start of the year still remain in place. The Fed has continued to hike rates but they may, finally, be at the end of their tightening regime To wrap up our last episode, Dr. David Kelly is joined by Bob Michele, CIO and Head of our Global Fixed Income, Currency and Commodities Group at JP Morgan Asset Management, for a conversation on his outlook for the economy, the Fed, and ultimately, bond markets.]]> Season 06 Episode 08
As we conclude this season, which we entitled A Bond’s Eye View of the World, a lot of core arguments for adding fixed income at the start of the year still remain in place. The Fed has continued to hike rates but they may, finally, be at the end of their tightening regime To wrap up our last episode, Dr. David Kelly is joined by Bob Michele, CIO and Head of our Global Fixed Income, Currency and Commodities Group at JP Morgan Asset Management, for a conversation on his outlook for the economy, the Fed, and ultimately, bond markets.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:15:00 No no https://podclips.io/podcast/finding-income-for-global-investment-portfolios/ Tue, 21 Nov 2023 02:27:21 +0000 https://falconsf.com/?post_type=podcast&p=4313 Season 06 Episode 07
In today's episode, Dr. David Kelly is joined by Phil Camporeale, portfolio manager in our Multi-Asset Solutions group at JP Morgan Asset Management. Phil manages portfolios with a global opportunity set and is actively making decisions on how to allocate the pieces of the pie within portfolios. Listen in to hear how Phil is shifting the dials in portfolios right now and what slice he's allocated to fixed income.]]> Season 06 Episode 07
In today's episode, Dr. David Kelly is joined by Phil Camporeale, portfolio manager in our Multi-Asset Solutions group at JP Morgan Asset Management. Phil manages portfolios with a global opportunity set and is actively making decisions on how to allocate the pieces of the pie within portfolios. Listen in to hear how Phil is shifting the dials in portfolios right now and what slice he's allocated to fixed income.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:23:40 No no https://podclips.io/podcast/the-muni-landscape-heading-into-a-downturn/ Tue, 21 Nov 2023 02:18:32 +0000 https://falconsf.com/?post_type=podcast&p=4307 Season 06 Episode 06
After significant monetary tightening over the last year, the Federal Reserve has now hiked rates up to 5-5.25%, but this tightening cycle may finally be at a close. On today's episode, Dr. David Kelly is joined by Richard Taormina, a portfolio manager for several municipal bond strategies here at JP Morgan Asset Management, to discuss municipal bonds, which may be an effective way for investors to access high-quality and attractive tax-exempt yields in portfolios, particularly when heading into a downturn.]]> Season 06 Episode 06
After significant monetary tightening over the last year, the Federal Reserve has now hiked rates up to 5-5.25%, but this tightening cycle may finally be at a close. On today's episode, Dr. David Kelly is joined by Richard Taormina, a portfolio manager for several municipal bond strategies here at JP Morgan Asset Management, to discuss municipal bonds, which may be an effective way for investors to access high-quality and attractive tax-exempt yields in portfolios, particularly when heading into a downturn.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:16:24 No no https://podclips.io/podcast/credit-vs-duration-where-should-you-spend-your-risk-budget/ Sat, 18 Nov 2023 03:57:54 +0000 https://falconsf.com/?post_type=podcast&p=4301 Season 06 Episode 05
In Q1 of this year, investors have had to contend with the implications of a regional banking crisis, a still-hawkish Fed, and rising expectations for a near-term recession. On today's episode, Dr. David Kelly is joined by Andrew Norelli, Portfolio Manager for several multi-sector fixed-income strategies here at J.P. Morgan Asset Management, to dive into the outlook for the economy and interest rates and what this all means for striking the right balance between credit and duration in fixed income portfolios.]]> Season 06 Episode 05
In Q1 of this year, investors have had to contend with the implications of a regional banking crisis, a still-hawkish Fed, and rising expectations for a near-term recession. On today's episode, Dr. David Kelly is joined by Andrew Norelli, Portfolio Manager for several multi-sector fixed-income strategies here at J.P. Morgan Asset Management, to dive into the outlook for the economy and interest rates and what this all means for striking the right balance between credit and duration in fixed income portfolios.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:20:14 No no https://podclips.io/podcast/navigating-the-opportunities-in-global-bonds/ Sat, 18 Nov 2023 03:50:38 +0000 https://falconsf.com/?post_type=podcast&p=4295 Season 06 Episode 04
So far this season, we've talked about the bond market from a number of different angles, and in this episode, we look at fixed income as a global asset class. Dr. David Kelly is joined by Iain Stealey, International Chief Investment Officer within the Global Fixed Income, Currency and Commodities (GFICC) group, to dive into the outlook for global monetary policy and what this means for opportunities in international bonds.]]> Season 06 Episode 04
So far this season, we've talked about the bond market from a number of different angles, and in this episode, we look at fixed income as a global asset class. Dr. David Kelly is joined by Iain Stealey, International Chief Investment Officer within the Global Fixed Income, Currency and Commodities (GFICC) group, to dive into the outlook for global monetary policy and what this means for opportunities in international bonds.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:27:13 No no https://podclips.io/podcast/the-regional-bank-crisis-and-its-implications-for-bonds/ Sat, 18 Nov 2023 03:43:50 +0000 https://falconsf.com/?post_type=podcast&p=4290 Season 06 Episode 03
On this episode, tune in to hear Dr. David Kelly and Kelsey Berro, Portfolio Manager on our Global Fixed Income, Currencies, and Commodities Group, discuss the banking crisis and its implications for fixed-income markets, credit conditions, and monetary policy, which has been sending markets through a series of twists and turns and raising questions about the risk of a US recession later this year. ]]> Season 06 Episode 03
On this episode, tune in to hear Dr. David Kelly and Kelsey Berro, Portfolio Manager on our Global Fixed Income, Currencies, and Commodities Group, discuss the banking crisis and its implications for fixed-income markets, credit conditions, and monetary policy, which has been sending markets through a series of twists and turns and raising questions about the risk of a US recession later this year. ]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:25:06 No no https://podclips.io/podcast/finding-direction-in-fixed-income/ Sat, 18 Nov 2023 03:37:46 +0000 https://falconsf.com/?post_type=podcast&p=4284 Season 06 Episode 02
This episode dives into positioning within fixed income. Dr. David Kelly is joined by Bill Eigen, portfolio manager for an unconstrained fixed-income strategy at J.P. Morgan Asset Management. Bill offers a unique perspective, as his fund uses an opportunistic go-anywhere strategy that aims at delivering positive returns – no matter what’s happening in fixed-income markets. In today’s particularly uncertain macro environment, Bill offers important insights on where he’s seeing opportunities, what areas he’s steering clear from, and his latest thoughts on the markets and economy.]]> Season 06 Episode 02
This episode dives into positioning within fixed income. Dr. David Kelly is joined by Bill Eigen, portfolio manager for an unconstrained fixed-income strategy at J.P. Morgan Asset Management. Bill offers a unique perspective, as his fund uses an opportunistic go-anywhere strategy that aims at delivering positive returns – no matter what’s happening in fixed-income markets. In today’s particularly uncertain macro environment, Bill offers important insights on where he’s seeing opportunities, what areas he’s steering clear from, and his latest thoughts on the markets and economy.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:25:41 No no https://podclips.io/podcast/are-bonds-really-back-and-for-how-long/ Sat, 18 Nov 2023 02:01:15 +0000 https://falconsf.com/?post_type=podcast&p=4276 Season 06 Episode 01
This episode kicks off our sixth season of Insights Now, entitled “A Bond's Eye View of Investing," and we've decided to center this season around fixed income. On this episode, Dr. David Kelly is joined by Jordan Jackson, Global Market Strategist at J.P. Morgan Asset Management, to discuss the outlook for the Fed and opportunities within fixed income.]]> Season 06 Episode 01
This episode kicks off our sixth season of Insights Now, entitled “A Bond's Eye View of Investing," and we've decided to center this season around fixed income. On this episode, Dr. David Kelly is joined by Jordan Jackson, Global Market Strategist at J.P. Morgan Asset Management, to discuss the outlook for the Fed and opportunities within fixed income.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:19:28 No no https://podclips.io/podcast/will-2023-be-a-year-of-slow-growth-but-better-markets/ Sat, 18 Nov 2023 01:40:03 +0000 https://falconsf.com/?post_type=podcast&p=4270 Season 05 Episode 07
2022 has been a brutal year for investors, with unusually large sell-offs in both stocks and bonds, resulting in one of the worst years ever for balanced investing. However, 2023 may be the calm after the storm of this year, with markets stabilizing, inflation receding, and the Fed nearing the end of its tightening cycle. On the last episode of this season, Dr. Kelly is joined by Jack Manley, Global Market Strategist at J.P. Morgan Asset Management, to discuss the key takeaways from their Investment Outlook for 2023.]]> Season 05 Episode 07
2022 has been a brutal year for investors, with unusually large sell-offs in both stocks and bonds, resulting in one of the worst years ever for balanced investing. However, 2023 may be the calm after the storm of this year, with markets stabilizing, inflation receding, and the Fed nearing the end of its tightening cycle. On the last episode of this season, Dr. Kelly is joined by Jack Manley, Global Market Strategist at J.P. Morgan Asset Management, to discuss the key takeaways from their Investment Outlook for 2023.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:20:21 No no https://podclips.io/podcast/bonds-are-back/ Sat, 18 Nov 2023 01:32:51 +0000 https://falconsf.com/?post_type=podcast&p=4264 Season 05 Episode 06
Higher rates and rising inflation have created a particularly challenging environment for bonds this year. While economic uncertainties remain about the timing of a Fed pivot and the potential for U.S. recession, the case for bonds is as strong as it's been in over a decade. Dr. David Kelly and Bob Michele, CIO and Head of the Global Fixed Income, Currency & Commodities group, discuss the outlook for fixed-income markets and how investors can take advantage of opportunities the current climate provides.]]> Season 05 Episode 06
Higher rates and rising inflation have created a particularly challenging environment for bonds this year. While economic uncertainties remain about the timing of a Fed pivot and the potential for U.S. recession, the case for bonds is as strong as it's been in over a decade. Dr. David Kelly and Bob Michele, CIO and Head of the Global Fixed Income, Currency & Commodities group, discuss the outlook for fixed-income markets and how investors can take advantage of opportunities the current climate provides.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:17:35 No no https://podclips.io/podcast/the-implications-of-divided-government/ Sat, 18 Nov 2023 01:18:52 +0000 https://falconsf.com/?post_type=podcast&p=4253 Season 05 Episode 05
Earlier this month, Americans went to the polls for the midterm elections. While some were expecting a red wave, what resulted was more of a red ripple, with Republicans garnering a slim majority in the House and Democrats likely maintaining control of the Senate. In this episode, Dr. Kelly is joined by Michelle Mesack, Head of Federal Government Relations at JP Morgan Chase, and Meera Pandit, Global Market Strategist at J.P. Morgan Asset Management, to discuss the main takeaways for investors from the midterm elections.]]> Season 05 Episode 05
Earlier this month, Americans went to the polls for the midterm elections. While some were expecting a red wave, what resulted was more of a red ripple, with Republicans garnering a slim majority in the House and Democrats likely maintaining control of the Senate. In this episode, Dr. Kelly is joined by Michelle Mesack, Head of Federal Government Relations at JP Morgan Chase, and Meera Pandit, Global Market Strategist at J.P. Morgan Asset Management, to discuss the main takeaways for investors from the midterm elections.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:27:22 No no https://podclips.io/podcast/the-future-of-globalization/ Sat, 18 Nov 2023 01:09:19 +0000 https://falconsf.com/?post_type=podcast&p=4247 Season 05 Episode 04
The global pandemic, supply chain problems and heightened geopolitical tensions from Russia's war in Ukraine have all raised questions about whether the long trend toward globalization is being thrown into reverse. Our 2023 Long Term Capital Market Assumptions, available now, features a paper that tackles the future of globalization. In this episode, Stephanie Aliaga interviews two of the authors from the paper, Dr. David Kelly and Kerry Craig, to discuss the potential future paths of globalization, and the implications of a multi-polar world order for the global economy, inflation, and valuations. ]]> Season 05 Episode 04
The global pandemic, supply chain problems and heightened geopolitical tensions from Russia's war in Ukraine have all raised questions about whether the long trend toward globalization is being thrown into reverse. Our 2023 Long Term Capital Market Assumptions, available now, features a paper that tackles the future of globalization. In this episode, Stephanie Aliaga interviews two of the authors from the paper, Dr. David Kelly and Kerry Craig, to discuss the potential future paths of globalization, and the implications of a multi-polar world order for the global economy, inflation, and valuations. ]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:38:01 No no https://podclips.io/podcast/cross-currents-for-corporate-profits/ Fri, 17 Nov 2023 02:56:17 +0000 https://falconsf.com/?post_type=podcast&p=4241 Season 05 Episode 03
Higher inflation, higher interest rates, and slowing consumer demand have all posed considerable headwinds to U.S. equities and contributed to the large selloffs experienced in markets this year. In this episode, Dr. David Kelly is joined by David Lebovitz, Global Market Strategist for J.P. Morgan Asset Management, for a discussion on the outlook for U.S. equities and what investors can expect from the 3Q22 earnings season.]]> Season 05 Episode 03
Higher inflation, higher interest rates, and slowing consumer demand have all posed considerable headwinds to U.S. equities and contributed to the large selloffs experienced in markets this year. In this episode, Dr. David Kelly is joined by David Lebovitz, Global Market Strategist for J.P. Morgan Asset Management, for a discussion on the outlook for U.S. equities and what investors can expect from the 3Q22 earnings season.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:20:55 No no https://podclips.io/podcast/europes-energy-crisis-and-the-uk-response/ Fri, 17 Nov 2023 02:48:34 +0000 https://falconsf.com/?post_type=podcast&p=4235 Season 05 Episode 02
In an already challenging year for markets, the energy crisis in Europe and recent fiscal actions by the UK government have rattled market sentiment and caused further disruption to currency and global bond markets, with a higher reliance on Russian supply putting Europe in a particularly vulnerable position as winter approaches. On today's episode, Dr. David Kelly is joined by Hugh Gimber, Global Market Strategist, to shed some light on these issues and the outlook going forward for the UK and Europe.]]> Season 05 Episode 02
In an already challenging year for markets, the energy crisis in Europe and recent fiscal actions by the UK government have rattled market sentiment and caused further disruption to currency and global bond markets, with a higher reliance on Russian supply putting Europe in a particularly vulnerable position as winter approaches. On today's episode, Dr. David Kelly is joined by Hugh Gimber, Global Market Strategist, to shed some light on these issues and the outlook going forward for the UK and Europe.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:22:02 No no https://podclips.io/podcast/the-fed-hiking-up-a-hill-of-uncertainty/ Fri, 17 Nov 2023 02:41:41 +0000 https://falconsf.com/?post_type=podcast&p=4229 Season 05 Episode 01
This episode kicks off our fifth season of Insights Now. Over the course of this season, Dr. David Kelly will sit down with a slate of market strategists and subject matter experts to discuss topics such as the implications of aggressive Fed tightening, the European energy crisis, equity market volatility, and the future of globalization to try to provide some insight into investing in this very stormy climate. In this episode, we tackle important questions for investors surrounding the outlook for the Federal Reserve with our fixed income strategist at J.P. Morgan Asset Management, Jordan Jackson.]]> Season 05 Episode 01
This episode kicks off our fifth season of Insights Now. Over the course of this season, Dr. David Kelly will sit down with a slate of market strategists and subject matter experts to discuss topics such as the implications of aggressive Fed tightening, the European energy crisis, equity market volatility, and the future of globalization to try to provide some insight into investing in this very stormy climate. In this episode, we tackle important questions for investors surrounding the outlook for the Federal Reserve with our fixed income strategist at J.P. Morgan Asset Management, Jordan Jackson.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:23:24 No no https://podclips.io/podcast/investing-in-troubled-times/ Fri, 17 Nov 2023 02:33:07 +0000 https://falconsf.com/?post_type=podcast&p=4223 Season 04 Episode 11
Investors have had a challenging year so far. While the outlook remains cloudy, much of the "bad news" might already be priced into markets, and investors may be wise to take advantage of the correction in valuations to position portfolios for the expansion ahead. For the last episode this season, Dr. David Kelly is joined by Jack Manley, Global Market Strategist at J.P. Morgan Asset Management, for an insightful conversation on navigating investing in troubled times.]]> Season 04 Episode 11
Investors have had a challenging year so far. While the outlook remains cloudy, much of the "bad news" might already be priced into markets, and investors may be wise to take advantage of the correction in valuations to position portfolios for the expansion ahead. For the last episode this season, Dr. David Kelly is joined by Jack Manley, Global Market Strategist at J.P. Morgan Asset Management, for an insightful conversation on navigating investing in troubled times.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:28:10 No no https://podclips.io/podcast/alternatives-in-a-higher-rate-slower-growth-world/ Fri, 17 Nov 2023 02:25:50 +0000 https://falconsf.com/?post_type=podcast&p=4217 Season 04 Episode 10
2022 has been a challenging year for most public asset classes, leaving many investors at odds on how to position portfolios, protect against inflation, and identify areas for potential excess returns going forward. While markets have been more challenging, the need for income, capital appreciation, and capital preservation has not changed. That’s where alternative investments may provide some solutions.]]> Season 04 Episode 10
2022 has been a challenging year for most public asset classes, leaving many investors at odds on how to position portfolios, protect against inflation, and identify areas for potential excess returns going forward. While markets have been more challenging, the need for income, capital appreciation, and capital preservation has not changed. That’s where alternative investments may provide some solutions.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:22:00 No no https://podclips.io/podcast/the-labor-market-cyclical-strength-and-structural-change/ Fri, 17 Nov 2023 02:16:57 +0000 https://falconsf.com/?post_type=podcast&p=4211 Season 04 Episode 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. In this episode, Dr. David Kelly is interviewed by Stephanie Aliaga, Research Analyst, to discuss the latest jobs report, the outlook for the labor market, and our latest thoughts on the risk of a recession in 2022 or 2023. ]]> Season 04 Episode 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. In this episode, Dr. David Kelly is interviewed by Stephanie Aliaga, Research Analyst, to discuss the latest jobs report, the outlook for the labor market, and our latest thoughts on the risk of a recession in 2022 or 2023. ]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:23:20 No no https://podclips.io/podcast/the-u-s-fiscal-and-midterms-outlook/ Fri, 17 Nov 2023 02:09:06 +0000 https://falconsf.com/?post_type=podcast&p=4204 Season 04 Episode 08
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. In this episode, Dr. David Kelly is joined by Meera Pandit, Global Market Strategist, to discuss politics and the fiscal outlook ahead of the midterm elections in a conversation moderated by Stephanie Aliaga, Research Analyst.]]> Season 04 Episode 08
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. In this episode, Dr. David Kelly is joined by Meera Pandit, Global Market Strategist, to discuss politics and the fiscal outlook ahead of the midterm elections in a conversation moderated by Stephanie Aliaga, Research Analyst.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:30:15 No no https://podclips.io/podcast/unpacking-the-tumultuous-equity-market/ Fri, 17 Nov 2023 02:00:11 +0000 https://falconsf.com/?post_type=podcast&p=4198 Season 04 Episode 07
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. In 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 from 1Q22 earnings season, and the further implications of the Fed's rate-hiking cycle on equity markets.]]> Season 04 Episode 07
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. In 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 from 1Q22 earnings season, and the further implications of the Fed's rate-hiking cycle on equity markets.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:14:50 No no https://podclips.io/podcast/real-estate-booms-busts-and-structural-change/ Fri, 17 Nov 2023 01:52:00 +0000 https://falconsf.com/?post_type=podcast&p=4192 Season 04 Episode 06
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. In 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. ]]> Season 04 Episode 06
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. In 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. ]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:18:05 No no https://podclips.io/podcast/building-resilient-portfolios/ Fri, 17 Nov 2023 01:45:43 +0000 https://falconsf.com/?post_type=podcast&p=4186 Season 04 Episode 05
The last few months have seen a swift and significant recalibration in markets. Inflation looks to be higher and stickier than previously assumed, with The Fed shifting more hawkish. In 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 interest rates and inflation.]]> Season 04 Episode 05
The last few months have seen a swift and significant recalibration in markets. Inflation looks to be higher and stickier than previously assumed, with The Fed shifting more hawkish. In 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 interest rates and inflation.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:26:36 No no https://podclips.io/podcast/the-feds-new-playbook/ Fri, 17 Nov 2023 01:35:01 +0000 https://falconsf.com/?post_type=podcast&p=4178 Season 04 Episode 04
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. In 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 risks that surround their decision to quickly tighten policy. ]]> Season 04 Episode 04
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. In 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 risks that surround their decision to quickly tighten policy. ]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:24:58 No no https://podclips.io/podcast/implications-of-the-russian-invasion-of-ukraine/ Fri, 17 Nov 2023 01:16:21 +0000 https://falconsf.com/?post_type=podcast&p=4172 Season 04 Episode 03
The Russian invasion of Ukraine has brought horrible human consequences, but for investors, it’s also raised a lot of questions. In 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 Analyst at J.P. Morgan Asset Management.]]> Season 04 Episode 03
The Russian invasion of Ukraine has brought horrible human consequences, but for investors, it’s also raised a lot of questions. In 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 Analyst at J.P. Morgan Asset Management.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:35:43 No no https://podclips.io/podcast/solving-for-climate-change-with-esg/ Thu, 16 Nov 2023 03:33:02 +0000 https://falconsf.com/?post_type=podcast&p=4161 Season 04 Episode 02
In 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. ]]> Season 04 Episode 02
In 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. ]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:25:52 No no https://podclips.io/podcast/investing-in-china-in-the-year-of-the-tiger/ Thu, 16 Nov 2023 03:01:14 +0000 https://falconsf.com/?post_type=podcast&p=4160 Season 04 Episode 01
In 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.]]> Season 04 Episode 01
In 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.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:22:34 No no https://podclips.io/podcast/investing-beyond-the-pandemic/ Thu, 16 Nov 2023 02:15:16 +0000 https://falconsf.com/?post_type=podcast&p=4154 Season 03 Episode 12
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. Where are the best opportunities for tactical positioning and strategic long-term investing in 2022?]]> Season 03 Episode 12
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. Where are the best opportunities for tactical positioning and strategic long-term investing in 2022?]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:21:10 No no https://podclips.io/podcast/college-planning-and-529s/ Thu, 16 Nov 2023 01:53:19 +0000 https://falconsf.com/?post_type=podcast&p=4148 Season 03 Episode 11
In 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. ]]> Season 03 Episode 11
In 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. ]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:22:29 No no https://podclips.io/podcast/the-post-pandemic-lens-on-europe/ Thu, 16 Nov 2023 01:41:52 +0000 https://falconsf.com/?post_type=podcast&p=4142 Season 03 Episode 10
In 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. ]]> Season 03 Episode 10
In 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. ]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:31:21 No no https://podclips.io/podcast/alternative-investments-in-a-world-of-higher-inflation/ Thu, 16 Nov 2023 01:28:06 +0000 https://falconsf.com/?post_type=podcast&p=4136 Season 03 Episode 09
In 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. ]]> Season 03 Episode 09
In 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. ]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:20:29 No no https://podclips.io/podcast/do-cryptocurrencies-have-a-place-in-portfolios/ Thu, 16 Nov 2023 00:55:43 +0000 https://falconsf.com/?post_type=podcast&p=4130 Season 03 Episode 08
In 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. ]]> Season 03 Episode 08
In 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. ]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:25:24 No no https://podclips.io/podcast/the-genomic-health-revolution/ Thu, 16 Nov 2023 00:40:56 +0000 https://falconsf.com/?post_type=podcast&p=4124 Season 03 Episode 07
In 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. ]]> Season 03 Episode 07
In 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. ]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:15:39 No no https://podclips.io/podcast/tech-and-equity-investing/ Thu, 16 Nov 2023 00:22:43 +0000 https://falconsf.com/?post_type=podcast&p=4118 Season 03 Episode 06
In 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.]]> Season 03 Episode 06
In 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.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:24:14 No no https://podclips.io/podcast/maximizing-your-retirement-nest-egg/ Wed, 15 Nov 2023 22:49:36 +0000 https://falconsf.com/?post_type=podcast&p=4098 Season 03 Episode 05
In 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.]]> Season 03 Episode 05
In 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.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:25:15 No no https://podclips.io/podcast/the-fiscal-outlook/ Sun, 12 Nov 2023 03:31:46 +0000 https://falconsf.com/?post_type=podcast&p=4092 Season 03 Episode 04
In 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.]]> Season 03 Episode 04
In 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.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:30:04 No no https://podclips.io/podcast/the-reality-of-global-warming/ Sun, 12 Nov 2023 03:18:47 +0000 https://falconsf.com/?post_type=podcast&p=4078 Season 03 Episode 03
In 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.]]> Season 03 Episode 03
In 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.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:25:56 No no https://podclips.io/podcast/the-feds-timetable/ Sun, 12 Nov 2023 02:58:45 +0000 https://falconsf.com/?post_type=podcast&p=4077 Season 03 Episode 02
In this 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.]]> Season 03 Episode 02
In this 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.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:28:25 No no https://podclips.io/podcast/investing-as-the-pandemic-winds-down/ Sun, 12 Nov 2023 02:46:15 +0000 https://falconsf.com/?post_type=podcast&p=4070 Season 03 Episode 01
Tune in to hear Dr. David Kelly and Michael Cembalest, two of J.P. Morgan’s most respected thought leaders, discuss the most pressing questions for investors as we head into the second half of 2021.]]> Season 03 Episode 01
Tune in to hear Dr. David Kelly and Michael Cembalest, two of J.P. Morgan’s most respected thought leaders, discuss the most pressing questions for investors as we head into the second half of 2021.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:20:05 No no https://podclips.io/podcast/asset-class-investing-with-model-portfolios/ Sun, 12 Nov 2023 02:34:29 +0000 https://falconsf.com/?post_type=podcast&p=4064 Season 02 Episode 12
Tune in to hear Dr. David Kelly and Ted Dimig, Head of Advisory and Core Beta Solutions, discuss model portfolios and how they can be used to benefit your clients.]]> Season 02 Episode 12
Tune in to hear Dr. David Kelly and Ted Dimig, Head of Advisory and Core Beta Solutions, discuss model portfolios and how they can be used to benefit your clients.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:16:03 No no https://podclips.io/podcast/asset-class-actively-managing-through-uncertainty/ Sun, 12 Nov 2023 02:21:54 +0000 https://falconsf.com/?post_type=podcast&p=4058 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.]]> 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.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:15:04 No no https://podclips.io/podcast/asset-class-reflation-and-fixed-income-investing/ Fri, 10 Nov 2023 01:54:42 +0000 https://falconsf.com/?post_type=podcast&p=4051 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]]> 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]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:23:44 No no https://podclips.io/podcast/asset-class-making-the-most-of-your-cash/ Fri, 10 Nov 2023 01:44:07 +0000 https://falconsf.com/?post_type=podcast&p=4045 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.]]> 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.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:23:31 No no https://podclips.io/podcast/asset-class-finding-income-in-a-world-of-low-yields/ Fri, 10 Nov 2023 01:35:37 +0000 https://falconsf.com/?post_type=podcast&p=4039 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.]]> 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.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:23:11 No no https://podclips.io/podcast/asset-class-growth-stocks-for-the-long-run/ Fri, 10 Nov 2023 01:27:53 +0000 https://falconsf.com/?post_type=podcast&p=4028 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.]]> 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.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:20:31 No no https://podclips.io/podcast/asset-class-understanding-factor-investing/ Fri, 10 Nov 2023 01:20:08 +0000 https://falconsf.com/?post_type=podcast&p=4027 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.]]> 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.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:12:29 No no https://podclips.io/podcast/asset-class-esg-investing/ Fri, 10 Nov 2023 01:10:21 +0000 https://falconsf.com/?post_type=podcast&p=4011 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.]]> 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.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:12:57 No no https://podclips.io/podcast/asset-class-opportunities-in-municipal-bonds/ Thu, 09 Nov 2023 03:19:13 +0000 https://falconsf.com/?post_type=podcast&p=4005 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.]]> 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.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:09:23 No no https://podclips.io/podcast/asset-class-using-equity-derivatives-to-cut-risk-and-boost-income/ Thu, 09 Nov 2023 03:08:04 +0000 https://falconsf.com/?post_type=podcast&p=3999 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.]]> 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.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:10:51 No no https://podclips.io/podcast/asset-class-the-opportunity-in-international-stocks/ Thu, 09 Nov 2023 02:54:50 +0000 https://falconsf.com/?post_type=podcast&p=3993 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.]]> 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.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:19:25 No no https://podclips.io/podcast/asset-class-is-it-time-for-value/ Thu, 09 Nov 2023 02:46:25 +0000 https://falconsf.com/?post_type=podcast&p=3987 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.]]> 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.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:11:59 No no https://podclips.io/podcast/a-land-with-zero-rates/ Wed, 08 Nov 2023 03:10:20 +0000 https://falconsf.com/?post_type=podcast&p=3980 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.]]> 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.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:14:05 No no https://podclips.io/podcast/power-for-the-people-the-outlook-for-energy/ Wed, 08 Nov 2023 03:00:15 +0000 https://falconsf.com/?post_type=podcast&p=3972 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.]]> 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.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:26:14 No no https://podclips.io/podcast/the-fiscal-decade/ Wed, 08 Nov 2023 02:50:37 +0000 https://falconsf.com/?post_type=podcast&p=3965 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.]]> 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.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:37:25 No no https://podclips.io/podcast/behavioral-finance-pitfalls-and-how-to-overcome-them/ Wed, 08 Nov 2023 02:37:34 +0000 https://falconsf.com/?post_type=podcast&p=3958 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.]]> 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.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:21:56 No no https://podclips.io/podcast/demographic-potholes/ Wed, 08 Nov 2023 02:05:23 +0000 https://falconsf.com/?post_type=podcast&p=3951 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.]]> 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.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:23:23 No no https://podclips.io/podcast/china-too-big-to-ignore/ Tue, 07 Nov 2023 03:04:58 +0000 https://falconsf.com/?post_type=podcast&p=3932 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.]]> 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.]]> https://podclips.io/wp-content/uploads/2023/11/jpm-am_podcast_cover_insights-now_1400x1400.png false no 00:28:37 No no