Insights Now

Season 04 Episode 02 In 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.

Season 04 Episode 01 In 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.

Season 03 Episode 12 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. Where are the best opportunities for tactical positioning and strategic long-term...

Season 03 Episode 11 In 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.

Season 03 Episode 10 In 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.

Season 03 Episode 09 In 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.

Season 03 Episode 08 In 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.

Season 03 Episode 07 In 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.

Season 03 Episode 06 In 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.

Season 03 Episode 05 In 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.

Season 03 Episode 04 In 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.

Season 03 Episode 03 In 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.

Season 03 Episode 02 In this 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.

Season 03 Episode 01 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.

Season 02 Episode 12 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.

Season 02 Episode 11 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.

Season 02 Episode 10 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

Season 02 Episode 09 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.

Season 02 Episode 08 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.

Season 02 Episode 07 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.

Season 02 Episode 06 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.

Season 02 Episode 05 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.

Season 02 Episode 04 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.

Season 02 Episode 03 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.

Season 02 Episode 02 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.