Welcome to Insights Now, the podcast channel from JPMorgan Asset Management featuring timely perspectives from our experts on asset classes, markets and investment opportunities. Listen to the latest insights from Dr. David Kelly, Gabriela Santos and the Market Insights team at J.P. Morgan Asset Management as they sit down with a variety of thought leaders for conversational breakdowns of big ideas, future trends, emerging topics and their investment implications, helping you build stronger long-term investment plans.
Episodes
Nov 9, 2022
Nov 9, 2022
38 min
The global pandemic, supply chain problems and heightened geopolitical tensions from Russia's war in Ukraine have all raised questions about whether the long trend towards globalization is being thrown into reverse. Our 2023 Long Term Capital Market Assumptions, available now, features a paper that tackles the future of globalization. In this episode, Stephanie Aliaga interviews two of the authors from the paper, Dr. David Kelly and Kerry Craig, to discuss the potential future paths of globalization, and implications of a multi-polar world order for the global economy, inflation and valuations.
Episode topics: History and drivers of globalization (1:18), Russia-Ukraine (8:00), future paths of globalization (9:55), global energy transition (16:40), trade in goods vs. services (19:08), implications for the dollar (21:50), implications for inflation (24:15), regional winners and loser (26:45), China (30:32), valuations and sector outlook (32:15).
We also encourage you to also read the full report, linked here.