Investing as the pandemic winds down

FromInsights Now

Start listening View podcast show

Investing as the pandemic winds down

FromInsights Now

ratings:

Length:

20 minutes

Released:

Jul 23, 2021

Format:

Podcast episode

Description

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.

Released:

Jul 23, 2021

Format:

Podcast episode

Titles in the series (71)

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.

Skip carousel

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: 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
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
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
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
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
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
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
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
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
Europe’s energy crisis and the UK response: 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 global bond markets. A higher reliance on Russian supply ha... by Insights Now
22 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
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: 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: 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 Genomic Health Revolution: 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. Healthcare spending now amounts to almost 18% of GDP and chron... by Insights Now
16 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
26 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: 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
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
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: 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
Unpacking the Tumultuous Equity Market: 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 Fed, and rising and persistent inflation. On this episode, ... by Insights Now
15 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
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
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
Building Resilient Portfolios: 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 upwards of seven hikes in 2022 and eyeing a faster pace of ... by Insights Now
27 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
Asset Class: Reflation and fixed income investing: 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. by Insights Now
24 min listen
Cross-currents for corporate profits: 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 expect from 3Q22 earnings season. Higher inflation, higher i... by Insights Now
21 min listen

More Episodes from Insights Now

Skip carousel

The alternative advantage: For our next season, we want to hear from you as we will be counting down the top 10 questions investors have concerning the economy, the markets and investing. Please provide suggestions here. This episode concludes the ninth season of Insights Now ... by Insights Now
22 min listen
Real estate in the “new” old normal: 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 sec... by Insights Now
19 min listen
Finding income and fighting inflation with Infrastructure: Watch the video version on YouTube. Over the last decade, extraordinarily low interest rates have made it difficult for investors to generate income within portfolios. While rates have risen over the past two years, so has bond market volatility and ... by Insights Now
19 min listen
Beyond the public markets a path to premium returns: Watch the video version on YouTube. Coming out of the pandemic. Fiscal and monetary stimulus provided support for fundraising deals and exit activity within the private equity market. Even as fiscal stimulus has waned and the Federal Reserve has tigh... by Insights Now
26 min listen
Diversification, disruption and dislocation: Unveil the opportunities in Alternatives: Watch the video version on YouTube. Portfolio Managers from across J.P. Morgan Asset Management to help shed some light on the rapidly growing and increasingly important world of alternatives. These conversations will range from broad overviews of t... by Insights Now
23 min listen
The last leg on the long road to normal: 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, ev... by Insights Now
24 min listen
Building stronger portfolios: Watch the video version on YouTube. Successful long-term investing requires both 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 i... by Insights Now
19 min listen
Modeling better investment outcomes: Watch the video version on YouTube. 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... by Insights Now
19 min listen
Maximizing your retirement nest egg: Watch the video version on YouTube. Regardless of where you are in life, you need a plan for the future, and for most Americans, that involves planning for retirement. The task can feel overwhelming at times and easily be pushed aside for later, mor... by Insights Now
20 min listen
Fine-tuning portfolios with active ETFs: Watch the video version on YouTube. New and innovative technologies have disrupted industries time and time again, creating more efficient ways to reach desired outcomes. The financial services industry is no exception, and options for investing tod... by Insights Now
19 min listen
The world of alternative investing: In this episode, we dive into alternative assets. Alternatives have seen incredible growth in the last decade, and have provided new strategies for investing in public and private markets, as well as better ways to generate alpha, income and diversif... by Insights Now
25 min listen
Back to school on the U.S. economy: 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 and the Federal Reserve (Fed). Inflation has continued ... by Insights Now
23 min listen
The outlook for real estate: Watch the episode on YouTube. While the broader economy has remained resilient this year, the real estate sector has faced its fair share of headwinds. Higher mortgage rates and home prices have weighed on the residential sector and tighter lending ... by Insights Now
17 min listen
Investing for the next generation: Watch the video version of this podcast on our YouTube channel. For our second episode of Market Movers, Dr. David Kelly, Chief Global Strategist, is joined by Jack Manley, Global Market Strategist, to discuss the next generation of investors. They d... by Insights Now
25 min listen
The economic implications of generative AI: Watch the video recording of this podcast on our YouTube channel. Artificial intelligence (AI) technologies, particularly generative AI, appear likely to revolutionize the way we work, innovate and create. This disruption can have significant economi... by Insights Now
26 min listen
The bond’s eye view: 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 continued to hike rates but they may, finally, be at th... by Insights Now
15 min listen
Finding income for global investment portfolios: 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 in doing so is actively making decisions ... by Insights Now
24 min listen
The muni landscape heading into a downturn: 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 elevated risk of a near-term recession, markets are now ... by Insights Now
16 min listen
Credit vs. Duration, where should you spend your risk budget?: 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 elevated, the challenge for debt investors is to strike th... by Insights Now
20 min listen
Navigating the opportunities in global bonds: 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 to the Markets, we have a chart that shows that the majo... by Insights Now
27 min listen
The regional bank crisis and its implications for bonds: Tune in to hear Dr. David Kelly and Kelsey Berro, Portfolio Manager, discuss the banking crisis and its implications for fixed income markets. by Insights Now
25 min listen
Finding direction in fixed income: 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 oppo... by Insights Now
26 min listen
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
19 min listen
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
20 min listen
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
18 min listen
The Implications of Divided Government: 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 in the House and Democrats likely maintaining control o... by Insights Now
27 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
Cross-currents for corporate profits: 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 expect from 3Q22 earnings season. Higher inflation, higher i... by Insights Now
21 min listen
Europe’s energy crisis and the UK response: 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 global bond markets. A higher reliance on Russian supply ha... by Insights Now
22 min listen
The Fed: Hiking up a hill of uncertainty: 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 topics such as the implications of aggressive Fed tightening, ... by Insights Now
23 min listen

Related podcast episodes

Skip carousel

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
#76: Bob Buford and Jim Collins —Why You Need a Mentor: Why You Need a Mentor with Bob Buford and Jim Collins by The EntreLeadership Podcast
35 min listen
Back to school on the U.S. economy: 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 and the Federal Reserve (Fed). Inflation has continued ... by Insights Now
23 min listen
Investing in Our Energy Future by Energy Switch
26 min listen
What Do Americans Want from Biden’s Foreign Policy?—October 7, 2021: The 2021 Chicago Council Survey shows Americans are on board with the majority of the Biden administration’s foreign policy agenda, which is focused on decisions that benefit everyday Americans. But when it comes to trade, there are important... by Deep Dish on Global Affairs
40 min listen
George Selgin on Macroeconomics Today: A Discussion of Recent Developments: George Selgin is a senior fellow and director emeritus of the Center for Monetary and Financial Alternatives at the Cato Institute. He is also the most frequent guest on Macro Musings, now appearing for his 12th time. In this episode, George and David... by Macro Musings with David Beckworth
57 min listen
S1 Ep1: James Carville- Influencing Public Opinion & Leading with Humanity by The Minor Consult
41 min listen
DSR Spy Show: The Inside Story of How Spy Agencies Profile World Leaders by Deep State Radio
25 min listen
Dick Bove (Odeon Capital) on the banking sector and the future of dollar dominance (EP.116): Dick Bove, senior research analyst at Odeon Capital Group joins the show. In this episode we discuss: Dick’s 52 year career as a research analyst and his path to covering the banking sector The 2008 financial crisis, the measures that were taken,... by On The Brink with Castle Island
51 min listen
Designing work for well-being: Deloitte surveyed 6,000 professionals across the globe for its 2021 Global Human Capital Trends report, and one important trend that emerged is that integrating well-being into work will be vital in a post-COVID world. On this episode, special guest... by WorkWell
36 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
How to Invest with David Rubenstein 12/27/22: In a highlight of 2022, investor and private equity legend David Rubenstein, co-founder of the Carlyle Group, shared what he learned from some of the world’s most successful investors. One hint – it’s not a 9 to 5 job. Rubenstein details the habits and strategies of managers like Ray Dalio, Ron Baron, Mary Erdoes, John Paulson and many more in book, “How to Invest: Masters on the Craft.” In this conversation from September 2022, Rubenstein tells Becky Quick and Melissa Lee his thoughts on the Fed’s aggressive rate-raising policy, his best investing ideas and what he thinks about America’s relationships around the world. by Squawk Pod
28 min listen

Discover this podcast and so much more

Investing as the pandemic winds down

Investing as the pandemic winds down

Description

Titles in the series (71)

More Episodes from Insights Now

Related podcast episodes