JP Morgan's Thomas Kennedy on investment opportunities amid rising uncertainty

On this episode of the Debtwired! podcast, Thomas Kennedy, Chief Investment Strategist for JP Morgan Private Bank, joins Melina Chalkia, Debtwire’s primary market reporter for North America, to discuss how debt markets are responding to the shifting monetary policy and geopolitical tensions.

Kennedy leads the development of the bank's global economic and investment views, while serving as the chair of the Global Investment Strategy Group. Previously, Kennedy worked at the Federal Reserve Bank of New York for eight years, holding various research and policy positions.

In this conversation, Kennedy discusses the interest rate outlook for 2025 and how high yield markets will be impacted by President Trump’s tariffs. He highlights where he finds the best investment opportunities in debt markets and direct lending.

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