Building Resilient Portfolios
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.
The Fed’s New Playbook
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.
Implications of the Russian Invasion of Ukraine
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.
Solving for Climate Change with ESG
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.
Investing in China in the Year of the Tiger
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.
Investing Beyond the Pandemic
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?
College Planning and 529s
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.
The Post-Pandemic Lens on 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.
Alternative Investments in a World of Higher Inflation
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.
Do Cryptocurrencies 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.
