The Economic Implications of Generative AI
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.
The Bond’s Eye View
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.
Finding Income for Global Investment Portfolios
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.
The Muni Landscape 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.
Credit vs. Duration – Where Should You Spend Your Risk Budget?
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.
Navigating the Opportunities in Global 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.
The Regional Bank Crisis and Its Implications for Bonds
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.
Finding Direction in Fixed Income
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.
Are Bonds Really Back, and for How Long?
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.
Will 2023 Be a Year of Slow Growth, But Better Markets?
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.
