The Fiscal Decade

FromInsights Now

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The Fiscal Decade

FromInsights Now

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Length:

37 minutes

Released:

Nov 10, 2020

Format:

Podcast episode

Description

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.
There's growth to be found when you know where to look. To learn more Click here.

Released:

Nov 10, 2020

Format:

Podcast episode

Titles in the series (70)

Listen to the latest insights from Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, where he sits down with a variety of thought leaders for a conversational breakdown of big ideas, future trends, emerging topics and their investment implications to help inform building stronger investment plans for the long-term.

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Asset Class: Understanding factor investing: 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. by Insights Now
12 min listen
China: Too big to ignore: 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 Santos discuss the extraordinary progress in China’s economy. by Insights Now
29 min listen
A land with zero rates: 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. Searching for income across a variety of asset classes? To learn more... by Insights Now
14 min listen
The Fiscal Decade: 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. There's growth to be ... by Insights Now
37 min listen
Asset Class: The opportunity in international stocks: 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. Seeking to Invest in foreign developed markets and, op... by Insights Now
19 min listen
Demographic Potholes: 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 on the rise. Immigration has essentially halved compared to t... by Insights Now
23 min listen
The Fed’s Timetable: 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 as the economy shows signs of a durable recovery. Discussion ... by Insights Now
28 min listen
Asset Class: Opportunities in municipal bonds: 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. Seeking to balance tax-free income with capital preservat... by Insights Now
9 min listen
Behavioral finance pitfalls and how to overcome them: 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 you know where to look. To learn more click here. by Insights Now
22 min listen
Asset Class: ESG investing: 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-term capital appreciation by investing in companies who are leaders i... by Insights Now
13 min listen
Asset Class: Is it time for value?: 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. Seeking lower volatility access to stock market growth... by Insights Now
12 min listen
The future of globalization: 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 thrown into reverse. But is it even possible to unwind deca... by Insights Now
38 min listen
Asset Class: Using equity derivatives to cut risk and boost income: 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. Additional Description: Seeking to address several distinct investment n... by Insights Now
11 min listen
The 21st century economy: 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 technological innovations is shaping the world and the investme... by Insights Now
27 min listen
Investing in China in the Year of the Tiger by Insights Now
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Asset Class: Growth Stocks for the Long Run: 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 the long term. by Insights Now
21 min listen
Power for the people: The outlook for energy: 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 and equity market exposure with less volatility? To learn more Click... by Insights Now
26 min listen
The Fiscal Outlook: 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 bill and budget reconciliation bill making their way throug... by Insights Now
30 min listen
Investing as the pandemic winds down: 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 2021. by Insights Now
20 min listen
Asset Class: Actively managing through uncertainty: 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 set. by Insights Now
15 min listen
Alternative Investments in a World of Higher Inflation: 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 role of alternative assets in portfolios. Investors have been i... by Insights Now
20 min listen
Investing Beyond the Pandemic: 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 l... by Insights Now
21 min listen
Implications of the Russian Invasion of Ukraine: 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 invasion for investors in a special roundtable interview. Dr.... by Insights Now
36 min listen
Asset Class: Finding income in a world of low yields: 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. by Insights Now
23 min listen
Asset Class: Making the most of your cash: 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 yields. by Insights Now
24 min listen
Asset Class: Investing with Model Portfolios: 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. by Insights Now
16 min listen
A Long-Term Look at China’s Growth: 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 context of China’s long term growth story. While Chinese mark... by Insights Now
25 min listen
Real Estate Booms, Busts and Structural Change: 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 in home prices that might look reminiscent of the 2006 hous... by Insights Now
18 min listen
The Reality of Global Warming: 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 the opportunities for policy and investment solutions. Discuss... by Insights Now
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Tech and Equity Investing: 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 focus on digital evolution and innovation. The pandemic accele... by Insights Now
24 min listen

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Are bonds really back and for how long?: 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 Kelly will sit down with slate of market strategists and p... by Insights Now
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Will 2023 be a year of slow growth, but better markets?: 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.questions@jpmorgan.com. 2022 has been a brutal year for investors, with unusually large sell-offs i... by Insights Now
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Bonds are back: 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 advantage of opportunities. Higher rates and rising inflation have... by Insights Now
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The Fiscal Decade

The Fiscal Decade

Description

Titles in the series (70)

More Episodes from Insights Now

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