Why Add International Stocks to a Portfolio?
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.
How Should I Invest?
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.
The Alternative Advantage
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.
Real Estate in the “New” Old Normal
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.
Finding Income and Fighting Inflation with Infrastructure
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.
Beyond the Public Markets, a Path to Premium Returns
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.
Diversification, Disruption and Dislocation: Unveil the Opportunities in Alternatives
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.
The Last Leg on the Long Road to Normal
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.
Building 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.
Modeling Better Investment Outcomes
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.
