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
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.
Jan 29, 2021 • 19min
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, opportunistically, in emerging markets? To learn more Click here.
Jan 14, 2021 • 12min
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? To learn more Click here.
Dec 11, 2020 • 14min
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 Click here.
Nov 27, 2020 • 26min
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 here.
Nov 10, 2020 • 37min
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 found when you know where to look. To learn more Click here.
Oct 16, 2020 • 22min
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.
Oct 6, 2020 • 23min
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 three years ago. And last year we saw the lowest birth rate ever.
Sep 21, 2020 • 27min
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 investment environment both today and in the decades ahead.
