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
Thursday Feb 10, 2022
Investing in China in the Year of the Tiger
Thursday Feb 10, 2022
Thursday Feb 10, 2022
On 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. As China rings in the New Year, the road ahead holds substantial political and economic significance, from the Winter Olympics in Beijing to the Communist Party's 20th National Congress. China also faces substantial challenges in managing a potential property bubble, zero-tolerance approach to Covid and contentious international relationships. However, for investors, cheaper valuations and China's emphasis on growth stability with easy monetary and fiscal policies have supported the case for adding Chinese assets to portfolios. Tune in to hear two of J.P. Morgan's thought leaders discuss these issues and more.
For additional insights from Dr. David Kelly, check out the Notes on the Week Ahead podcast and newsletter on Spotify, Apple, and LinkedIn.
To read more from our thought leaders at J.P. Morgan Asset Management, visit our On the Minds of Investors blog.
Thursday Dec 23, 2021
Investing Beyond the Pandemic
Thursday Dec 23, 2021
Thursday Dec 23, 2021
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. Yet in recent months, investors have had to weigh a series of risks to both economic growth and market returns: the Fed is shifting more hawkish, inflation has surged, and valuations sit at lofty levels. Looking forward to 2022, what does this backdrop mean for investing? Where are the best opportunities for tactical positioning and strategic long-term investing?
Friday Dec 10, 2021
College Planning and 529s
Friday Dec 10, 2021
Friday Dec 10, 2021
On 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. What is a college education worth against the rapid rise in college tuition over the past few decades? Can families depend on financial aid or fiscal policy to cover most of these expenses? If you can’t rely on aid, how should families invest for high education expenses? What are the benefits of saving? Tune in to hear two of J.P. Morgan’s thought leaders discuss these questions and more.
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.
Monday Nov 15, 2021
Alternative Investments in a World of Higher Inflation
Monday Nov 15, 2021
Monday Nov 15, 2021
On 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. How should we think about investing in alternatives vs. traditional stocks and bonds? Against a backdrop of rising inflation and interest rates where the outlook for fixed income looks increasingly challenged, could alternatives be a solution? Tune into hear two of J.P. Morgan Asset Management’s thought leaders discuss the opportunities and challenges for this asset class in the context of this new inflationary environment.
Thursday Oct 28, 2021
Do cryptocurrencies have a place in portfolios?
Thursday Oct 28, 2021
Thursday Oct 28, 2021
On 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. Can cryptocurrencies achieve their fundamental goal of being a store of value and payment system? How do cryptocurrencies function as an asset class, and is there a benefit them as an allocation in portfolios? Tune in to hear Dr. Kelly’s take on the matter, and other issues pertaining to ESG concerns, regulatory risk, and the broader blockchain revolution.
Friday Oct 15, 2021
The Genomic Health Revolution
Friday Oct 15, 2021
Friday Oct 15, 2021
On 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. Healthcare spending now amounts to almost 18% of GDP and chronic conditions are on the rise while baby boomers are just beginning to retire. The need for high quality care is becoming more and more important. Genomics, or the study of genes, is making it possible to predict, diagnose, and treat diseases more precisely and personally than ever before. This technology has been key in the creation of a viable and dynamic Covid-19 vaccine, but it has also heralded advancements in sequencing and machine learning, liquid biopsy, proteomics, etc.
Friday Oct 01, 2021
Tech and Equity Investing
Friday Oct 01, 2021
Friday Oct 01, 2021
On 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. The pandemic accelerated years of technological adoption and innovation, with strides made in the digitization of the consumer, integration of enterprise IT, and a massive migration of business, communication, and recreation to online platforms. As we look past the pandemic to a new normal, what are the drivers for technology from here? How can productivity continue to accelerate for businesses and workers? With valuations of Tech at levels not seen since the Tech Bubble, are asset prices for tech inflated? Are the recent regulatory actions from the Chinese government apart of a broader global trend that could pose a threat to Big Tech? Finally, where are the best opportunities for investors today?
Friday Sep 17, 2021
A Long-Term Look at China’s Growth
Friday Sep 17, 2021
Friday Sep 17, 2021
On 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. While Chinese markets were the strongest outperformers in the pandemic-stricken year of 2020, they have since experienced significant bumps along the road as a result of a new regulatory crackdown and resurgence of coronavirus cases. This has weighed on equity market sentiment and caused some steep market selloffs. Is the China investment thesis still alive and well? Other discussion topics include: China’s 5-10 year growth outlook, its declining birth rate, President Xi Jinping’s emphasis on targeting inequality, U.S.-China relationship under the Biden administration, the situation with Taiwan, and the strength of Chinese fixed income markets year-to-date.
Another way to access this podcast and all of our timely insights on the markets and economy is through the J.P. Morgan Insights App. Download via the App Store, or from our website linked here: https://awm-mi-services.jpmorgan.com/mi-services/html/app-store-redirect.html
Thursday Sep 02, 2021
The Fiscal Outlook
Thursday Sep 02, 2021
Thursday Sep 02, 2021
On 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. Discussion topics include: details of the infrastructure bill and Biden’s green energy ambitions, expectations for the larger budget reconciliation bill, the possibility of a debt-ceiling standoff, the 2022 midterms, and the potential for higher taxes and slower economic growth as we emerge from this period of extraordinary fiscal spending.
To read more about our thoughts on fiscal spending and other timely investment issues, check out our On the Minds of Investors blog: https://am.jpmorgan.com/us/en/asset-management/adv/insights/market-insights/market-updates/on-the-minds-of-investors/