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
Monday Nov 29, 2021
The Post-Pandemic Lens on Europe
Monday Nov 29, 2021
Monday Nov 29, 2021
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 may be just the accelerant to growth in Europe that investors have been waiting for. Still, European stocks are trading at some of their cheapest levels relative to the U.S. in history, and proponents have hailed Europe as an investment opportunity for years with little reward, is this time any different? Tune in to hear two of J.P. Morgan Asset Management’s thought leaders discuss the opportunities and challenges for Europe in the context of the post-pandemic global economy.