Podcasts by Insights Now

Building stronger portfolios from 2023-12-07T10:01:30

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Successful long-term investing requires both the flexibility to navigate the ever-chang...

Modeling better investment outcomes from 2023-11-27T13:23:08

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The menu of investment solutions has evolved dramatically over the last 10 years, as in...

Maximizing your retirement nest egg from 2023-11-09T13:25:31

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Regardless of where you are in life, you need a plan for the future, and for most Americans,...

Fine-tuning portfolios with active ETFs from 2023-10-27T08:05:16

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New and innovative technologies have disrupted industries time and time agai...

The world of alternative investing from 2023-10-12T16:42:48

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In this episode, we dive into alternative assets. Alternatives have seen incre...

Back to school on the U.S. economy from 2023-09-14T11:02:10

As we wrap up our summer series, Market Movers, Dr. David Kelly is joined by Michael Feroli, Chief U.S. Economist for the JP Morgan Investment Bank, to dive into the outlook for the U.S. economy...

The outlook for real estate from 2023-09-01T18:36:33

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While the broader ec...

Investing for the next generation from 2023-08-17T15:42:36

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For our s...

The economic implications of generative AI from 2023-08-04T14:35

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Artificial intelligence (AI) technologies, particularly generat...

The bond’s eye view from 2023-06-08T13:47:38

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. So far, the Fed has con...

Finding income for global investment portfolios from 2023-05-25T15:18:19

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 opport...

The muni landscape heading into a downturn from 2023-05-11T12:41:30

After significant monetary tightening over the last year, the Federal Reserve has now hiked rates all the way up to a range of 5-5.25%, but this tightening cycle may finally be at a close. With ...

Credit vs. Duration, where should you spend your risk budget? from 2023-04-27T13:18:12

So far 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. With economic risks el...

Navigating the opportunities in global bonds​ from 2023-04-13T10:54:11

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. In our recently launched 2Q23 Guide ...

The regional bank crisis and its implications for bonds from 2023-03-30T15:19:14

Plenty has happened over the last few weeks—Silicon Valley Bank collapsed, Credit Suisse was taken over by UBS, and several other pressures emerged among regional banks. These events and their i...

Finding direction in fixed income from 2023-03-03T16:48:17

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. Bi...

Are bonds really back and for how long?​ from 2023-02-16T14:01:50

This episode kicks off our sixth season of Insights Now, entitled a “A Bond's Eye View", and we've decided to center this season around fixed income. Over the course of this season, Dr. David Ke...

Will 2023 be a year of slow growth, but better markets? from 2022-12-19T14:16:18

As we plan for our next season, please provide your thoughts and any suggestions on our podcast. You can reach out to our team, Market Insights, at mi....

Bonds are back from 2022-12-01T14:59:35

Tune in to hear Dr. David Kelly and Bob Michele, CIO and Head of the Global Fixed Income, Currency & Commodities group, discuss the outlook for fixed income and how investors can take advant...

The Implications of a Divided Government from 2022-11-17T14:14:51

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...

The future of globalization from 2022-11-09T12:08:04

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 towards globalization is being...

Cross-currents for corporate profits from 2022-10-25T09:40:15

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 ...

Europe’s energy crisis and the UK response from 2022-10-06T13:52:04

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...

The Fed: Hiking up a hill of uncertainty from 2022-09-27T13:19:44

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 to...

Investing in Troubled Times from 2022-07-20T13:30:18

Investors have had a challenging year so far, however, while outlook remains cloudy, investors should remember that the U.S. has always been an economy of long summers and short winters. While w...

Alternatives in a higher rate, slower growth world from 2022-06-30T12:35:01

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 re...

The Labor Market: Cyclical strength and structural change from 2022-06-09T11:51:57

Today, as investors mull the increasing risk of a U.S. recession, the strength in the labor market can be a double-edged sword. On one end, a healthy labor market with red-hot demand for workers co...

The U.S. Fiscal and Midterms Outlook from 2022-05-26T16:59:55

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. As rates have risen o...

Unpacking the Tumultuous Equity Market from 2022-05-12T10:20:06

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...

Real Estate Booms, Busts and Structural Change from 2022-04-21T14:29:48

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. This has fueled a surge...

Building Resilient Portfolios from 2022-04-12T15:46:30

The last few months have seen a swift and significant recalibration in markets. Inflation looks to be higher and stickier than previously assumed. The Fed has shifted more hawkish, now penciling...

The Fed’s New Playbook from 2022-03-24T13:38:09

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. Since the F...

Implications of the Russian Invasion of Ukraine from 2022-03-09T14:01:42

The Russian invasion of Ukraine has brought horrible human consequences, but for investors it’s also raised a lot of questions. On this episode, we review the broad implications of the Russian i...

Solving for Climate Change with ESG from 2022-02-24T15:55:29

On 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 opportun...

Investing in China in the Year of the Tiger from 2022-02-10T13:46

On 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 th...

Investing Beyond the Pandemic from 2021-12-23T10:28:52

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 ...

College Planning and 529s from 2021-12-10T11:58:23

On 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 o...

The Post-Pandemic Lens on Europe from 2021-11-29T10:21:06

On 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, ...

Alternative Investments in a World of Higher Inflation from 2021-11-15T08:30:11

On 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 rol...

Do cryptocurrencies have a place in portfolios? from 2021-10-28T15:15:02

On 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 clas...

The Genomic Health Revolution from 2021-10-15T12:09:22

On 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. He...

Tech and Equity Investing from 2021-10-01T15:03:51

On 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 fo...

A Long-Term Look at China’s Growth from 2021-09-17T12:01:24

On 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 c...

The Fiscal Outlook from 2021-09-02T11:48:38

On 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...

The Reality of Global Warming from 2021-08-19T12:08:06

On 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 th...

The Fed’s Timetable from 2021-08-05T13:21:11

On today’s 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 a...

Investing as the pandemic winds down from 2021-07-23T07:24:54

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 2...

Asset Class: Investing with Model Portfolios from 2021-06-21T15:35:45

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.

Asset Class: Actively managing through uncertainty from 2021-06-04T08:00

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 s...

Asset Class: Reflation and fixed income investing from 2021-05-21T11:32:51

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.

Asset Class: Making the most of your cash from 2021-05-07T10:59:42

 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 yi...

Asset Class: Finding income in a world of low yields from 2021-04-27T11:07:08

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.

Asset Class: Growth Stocks for the Long Run from 2021-04-13T08:12:25

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 t...

Asset Class: Understanding factor investing from 2021-03-26T13:15:44

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 from 2021-03-09T09:56:27

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.

Seeking long-te...

Asset Class: Opportunities in municipal bonds from 2021-02-23T09:35:29

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 environmen...

Asset Class: Using equity derivatives to cut risk and boost income from 2021-02-09T08:21:38

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.

Addit...

Asset Class: The opportunity in international stocks from 2021-01-29T18:33:41

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 equi...

Asset Class: Is it time for value? from 2021-01-14T09:26:25

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 ...

A land with zero rates from 2020-12-11T12:58:28

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.

Se...

Power for the people: The outlook for energy from 2020-11-27T10:00

Tune in to hear David Kelly and David Lebovitz, Global Market Strategist, discuss how the energy industry is evolving over the long-term.

Seeking to deliver monthly distributable income a...

The Fiscal Decade from 2020-11-10T12:38:35

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...

Behavioral finance pitfalls and how to overcome them from 2020-10-16T06:00

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. There's growth to be found when ...

Demographic Potholes from 2020-10-06T16:21:53

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 o...

The 21st century economy from 2020-09-21T10:04:38

Technological change is, of course, the most powerful force shaping the economy of the future. Tune in to hear David Kelly and Global Market Strategist, Jack Manley discuss how the impact of tec...

China: Too big to ignore from 2020-09-08T04:29

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 Santo...