Asset Class: Understanding 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.
Asset Class: 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.
Asset Class: Opportunities in Municipal Bonds
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.
Asset Class: Using Equity Derivatives to Cut Risk and Boost Income
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.
Asset Class: The Opportunity in International Stocks
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.
Asset Class: Is it Time for Value?
Season 02 Episode 01
Tune in to hear Dr. David Kelly and Clare Hart, Lead Portfolio Manager of the Equity Income Fund here at JP Morgan Asset Management, to discuss if investors should take a closer look at value in 2021.
A Land with Zero Rates
Season 01 Episode 07
Tune in to hear Dr. David Kelly and Jordan Jackson, Global Market Strategist, discuss how low-interest rates have made the fixed income environment even more challenging for investors.
Power for the People: The Outlook for Energy
Season 01 Episode 06
Tune in to hear David Kelly and David Lebovitz, Global Market Strategist, discuss how the energy industry is evolving over the long-term.
The Fiscal Decade
Season 01 Episode 05
Tune in to hear David Kelly and John Bilton, Head of Global Multi-Asset Strategy, discuss the key themes and issues that are going to drive both economic growth, inflation, monetary and economic policy, and ultimately asset returns.
Behavioral Finance Pitfalls and How to Overcome Them
Season 01 Episode 04
Tune in to hear David Kelly and Global Market Strategist Samantha Azzarello discuss the key tenets of behavioral finance that every investor should be aware of.