Insights Now

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 housing boom. On this episode, Dr. David Kelly is joined by Mike Kelly, Head of US Real Estate, to discuss the current housing market, the surge in ho...

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 balance sheet reduction. On this episode, Dr. David Kelly is joined by Phil Camporeale, Portfolio Manager on the Multi-Asset Solutions group at J....

The Federal Reserve recently hiked interest rates for the first time since 2018 and delivered a hawkish surprise to investors by way of its updated dot plot and economic projections. Since the Fed cut rates to zero in March 2020, the U.S. economy has well recovered with inflation running persistently well above the Fed's 2% target. On this episode, Dr. David Kelly is joined by Jordan Jackson, Glob...

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. David Kelly is joined by David Maccarrone, equity research analyst at J.P. Morgan Asset Management, and retired General Mastin Robeson, member of...

On today's episode, Dr. David Kelly is joined by Meera Pandit, Global Market Strategist at J.P. Morgan Asset Management, to discuss the efforts against climate change and the investment opportunities that may underlie this transition towards a more sustainable future. As the need to fight climate change has become more pronounced, sustainable investing has increasingly come into focus for investor...

On the first episode of Season 4, Dr. David Kelly is joined by Gabriela Santos, Global Market Strategist at J.P. Morgan Asset Management, to discuss what investors should expect from China in the Year of the Tiger and beyond. As China rings in the New Year, the road ahead holds substantial political and economic significance, from the Winter Olympics in Beijing to the Communist Party's 20th Nation...

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 labor market, and overall economic growth. Yet in recent months, investors have had to weigh a series of risks to both economic growth and market r...

On today’s episode Dr. David Kelly sits down with Michael Conrath, Head of Education Savings at J.P. Morgan and author of the College Planning Essentials publication, to discuss the importance of saving for college and how to accumulate these savings most efficiently. What is a college education worth against the rapid rise in college tuition over the past few decades? Can families depend on finan...

On today’s episode Dr. David Kelly sits down with Karen Ward, Chief Market Strategist for EMEA at J.P. Morgan Asset Management and author of the Europe and UK Guide to the Markets publications, to discuss the outlook for Europe. After disruptions from “Brexit” seem have settled down, the onslaught of the pandemic paved the way for a togetherness of Europe not seen in decades. The EU Recovery Fund...

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 increasingly interested in alternatives, but for many, this is still unfamiliar territory. How should we think about investing in alternatives vs....

On today’s episode Dr. David Kelly is interviewed by Stephanie Aliaga, strategy analyst at J.P. Morgan Asset Management, to discuss the advent of cryptocurrencies and whether this new asset class should have a place in portfolios. Can cryptocurrencies achieve their fundamental goal of being a store of value and payment system? How do cryptocurrencies function as an asset class, and is there a bene...

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 chronic conditions are on the rise while baby boomers are just beginning to retire. The need for high quality care is becoming more and more important....

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 accelerated years of technological adoption and innovation, with strides made in the digitization of the consumer, integration of enterprise IT, and a m...

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 markets were the strongest outperformers in the pandemic-stricken year of 2020, they have since experienced significant bumps along the road as a resu...

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 through Congress. Discussion topics include: details of the infrastructure bill and Biden’s green energy ambitions, expectations for the larger budget r...

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. Discussion topics include: the UN climate body’s striking report on climate change, western droughts and the threat to food and power supply, agriculture...

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 topics include: comparison to the last “T-up to taper” period in 2013, technical challenges of reducing accommodation, the Fed’s involvement in MB...

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. Disclosures For the purposes of MiFID II, the JPM Market Insights and Portfolio Insights programs are marketing communications and are not in scope for any MiFID II / MiFID requirements specifically re...

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.

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.

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.

 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.

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.

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.

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.