Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management
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Our thought leaders sit down for a conversational breakdown of big ideas, future trends, emerging topics and their investment implications complete with key takeaways to help inform building stronger investment plans and portfolios for the long-term.
Author
Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management
Category
Podcast website
Latest episode
Jul 9, 2026
Where to listen?
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Episodes
Asset Class: ESG investing 09.03.2021 12:56
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.
Asset Class: Opportunities in municipal bonds 23.02.2021 9:22
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.
Asset Class: Using equity derivatives to cut risk and boost income 09.02.2021 10:50
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 .
Asset Class: The opportunity in international stocks 29.01.2021 19:24
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 .
Asset Class: Is it time for value? 14.01.2021 11:58
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 .
A land with zero rates 11.12.2020 14:04
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 .
Power for the people: The outlook for energy 27.11.2020 26:13
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 .
The Fiscal Decade 10.11.2020 37:24
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.
Behavioral finance pitfalls and how to overcome them 16.10.2020 21:55
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.
Demographic Potholes 06.10.2020 23:22
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.
The 21st century economy 21.09.2020 26:55
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.
China: Too big to ignore 08.09.2020 28:36
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.
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