Insights Now
Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management
Listen to the latest insights from Dr. David Kelly, Chief Global Strategist, and Gabriela Santos, Chief Strategist for the Americas at J.P. Morgan Asset Management, as they sit down with a variety of thought leaders for a conversational breakdown of big ideas, future trends, emerging topics, and their investment implications, helping to inform the building of stronger long-term investment plans.
Episodes
Mentioned books
Jun 21, 2021 • 16min
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.
Jun 4, 2021 • 15min
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.
May 21, 2021 • 24min
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.
May 7, 2021 • 24min
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.
Apr 27, 2021 • 23min
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.
Apr 13, 2021 • 21min
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.
Mar 26, 2021 • 12min
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.
Mar 9, 2021 • 13min
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 in sustainability? Click here.
Feb 23, 2021 • 9min
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 preservation? To learn more Click here.
Feb 9, 2021 • 11min
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 needs? To learn more Click here.
