Listen to the latest insights from Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, where he sits down with a variety of thought leaders for a conversational breakdown of big ideas, future trends, emerging topics and their investment implications to help inform building stronger investment plans for the long-term.
Episodes
14 hours ago
14 hours ago
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Coming out of the pandemic. Fiscal and monetary stimulus provided support for fundraising deals and exit activity within the private equity market. Even as fiscal stimulus has waned and the Federal Reserve has tightened policy. Better than expected economic activity and earnings have supported recent performance. For investors looking to supplement their public equity allocations, private equity can help enhance portfolio returns, as it has done for multiple decades and provide exposure to rapidly growing companies at the forefront of key market trends and themes. That being said, private equity does have the drawback of lower liquidity, and higher interest may pose a threat to future returns.
For today's episode, Dr. David Kelly is joined by Stephen Catherwood, Co-head of our Private Equity Group with over 20 years of experience on the team. They dive deeper into the current balance of risks and opportunities in the private equity market.
Thursday Mar 14, 2024
Thursday Mar 14, 2024
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Portfolio Managers from across J.P. Morgan Asset Management to help shed some light on the rapidly growing and increasingly important world of alternatives. These conversations will range from broad overviews of the entire opportunity set, to asset class-specific deep dives across private equities, private credit, real estate and more.
Since 1950, the classic 60/40 stock-bond portfolio has delivered a strong annualized return of 9.3%. However, with elevated valuations across U.S. equities and low bond yields relative to history, returns from public markets may be less impressive moving forward. That said, for those willing to venture outside of the classic 60/40, adding a sea of alternatives to a portfolio can meaningfully improve outcomes and enhance returns. Of course, there are many different types of alternative assets, each with their own distinct characteristics.
For investors, understanding how to leverage these alternative strategies can make the difference between falling short of your long-term goals and surpassing them. For today’s episode, Dr. David Kelly is joined by Pulkit Sharma, Head of Alternative Investment Strategy and Solutions here at J.P. Morgan Asset Management, to discuss the benefits of allocating to alternatives and the opportunities that he’s seeing across alternative asset classes.
For more resources, please visit the Guide to Alternatives.
Thursday Dec 21, 2023
The last leg on the long road to normal
Thursday Dec 21, 2023
Thursday Dec 21, 2023
This year had no shortage of surprises for investors, from strong returns in stock markets to the impressive resilience of the U.S. economy. Along the way, we’ve confronted all sorts of shocks: a new war in the Middle East, Washington dysfunction, even higher interest rates while the labor market and consumer have seen continued strength. As we look to 2024, there is cause for both concern and optimism. A soft landing is still in view, but there’s a number of risks that could potentially divert us from that path. On this episode, Dr. David Kelly is interviewed by Stephanie Aliaga, Research Analyst, to discuss the economic outlook for 2024.
For more insights, read the full investment outlook here.
Thursday Dec 07, 2023
Building stronger portfolios
Thursday Dec 07, 2023
Thursday Dec 07, 2023
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Successful long-term investing requires both the flexibility to navigate the ever-changing market tides and an engine of long-term assets to carry you forward. In this episode, we’re going to talk about both—how investors can build portfolios to navigate volatile market environments and generate better long-term returns. Such an endeavor requires an in-depth understanding of portfolio composition, the drivers of risk and return and the right mix of asset classes that are best suited for different market environments.
In today’s episode, Dr. David Kelly is joined by Corey Hill, Head of U.S. Portfolio Insights at J.P. Morgan Asset Management, to dive into how his team is helping investors build stronger portfolios.
Stress test your portfolios in future market scenarios (Powered by research from Dr. David Kelly), visit the tool here.
Monday Nov 27, 2023
Modeling better investment outcomes
Monday Nov 27, 2023
Monday Nov 27, 2023
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The menu of investment solutions has evolved dramatically over the last 10 years, as innovation in financial planning tools has enabled the development of customized and flexible strategies. This episode discusses one of model portfolios. With increased efficiency, better customization, and greater flexibility, model portfolios are built to navigate unpredictable market cycles while maintaining a focus on the needs of investors. Dr. David Kelly is joined by Beth Nardi, Head of Model Portfolio Distribution at J.P. Morgan Asset Management, to help us learn about model portfolios: what they are, who they’re made for and the investment challenges they’re designed to address.
Thursday Nov 09, 2023
Maximizing your retirement nest egg
Thursday Nov 09, 2023
Thursday Nov 09, 2023
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Regardless of where you are in life, you need a plan for the future, and for most Americans, that involves planning for retirement. The task can feel overwhelming at times and easily be pushed aside for later, more pressing times. However, a well-constructed plan for the future not only helps ensure a secure retirement, but can be a powerful engine for savings and wealth generation. For today’s episode, Dr. David Kelly is joined by Michael Conrath, Chief Retirement Strategist at J.P. Morgan Asset Management to guide us through the toolkit for retirement planning and the key strategies that individuals can leverage.
Explore our insights on retirement strategies: https://bit.ly/3MDHxYd
Friday Oct 27, 2023
Fine-tuning portfolios with active ETFs
Friday Oct 27, 2023
Friday Oct 27, 2023
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New and innovative technologies have disrupted industries time and time again, creating more efficient ways to reach desired outcomes. The financial services industry is no exception, and options for investing today look far different than they did 100 years ago. The exchange traded fund, or ETF, is one example of these technologies changing the ways that we invest. Investors may associate ETFs with passive management, but the recent growth of actively managed ETFs is challenging that assumption. For today’s episode, Dr. David Kelly is joined by Bryon Lake, Global Head of ETF Solutions at J.P. Morgan Asset Management, to discuss how investors are using active ETFs to harness the tools of active management in a complex investment environment.
Thursday Oct 12, 2023
The world of alternative investing
Thursday Oct 12, 2023
Thursday Oct 12, 2023
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In this episode, we dive into alternative assets. Alternatives have seen incredible growth in the last decade, and have provided new strategies for investing in public and private markets, as well as better ways to generate alpha, income and diversification in traditional stock and bond portfolios. There are many kinds of alternative assets, and all have specific benefits and risks that require investors to understand each of them individually. Alternatives have also become much more accessible, and the growth of their overall asset size increasingly means that all investors—regardless of whether they’re actually invested or not—need to know what is happening in alternative markets.
For this conversation, Dr. David Kelly is joined by Anton Pil, Global Head of Alternatives, who has led the impressive growth of the alternatives platform at J.P. Morgan Asset Management.
For more insights on alternatives, visit our website here.
Thursday Sep 14, 2023
Back to school on the U.S. economy
Thursday Sep 14, 2023
Thursday Sep 14, 2023
As we wrap up our summer series, Market Movers, Dr. David Kelly is joined by Michael Feroli, Chief U.S. Economist for the JP Morgan Investment Bank, to dive into the outlook for the U.S. economy and the Federal Reserve (Fed). Inflation has continued to moderate and economic data has proved resilient since the Fed’s July meeting, raising hopes for a soft-landing. Meanwhile, stock markets have continued to fare much better with investor sentiment resembling the start of a new bull market. For investors, many questions remain before we can call an “all-clear” on the economic outlook, and looking beyond the cycle, more structural changes may define long-term implications for the pathway of rates, growth and inflation. In this episode, two of JP Morgan’s most prominent thought leaders sit down to tackle many of these questions.
Friday Sep 01, 2023
The outlook for real estate
Friday Sep 01, 2023
Friday Sep 01, 2023
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While the broader economy has remained resilient this year, the real estate sector has faced its fair share of headwinds. Higher mortgage rates and home prices have weighed on the residential sector and tighter lending conditions following the regional banking crisis have created a challenging backdrop for commercial real estate. Additionally, it remains unclear whether pandemic-induced disruptions are merely temporary road-bumps, or the beginnings of a new “regime” within real estate.
For today’s episode, Dr. David Kelly is joined by Dave Esrig, a Portfolio Manager at J.P. Morgan Asset Management, to discuss the trajectory of the real estate market.