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Insights Now

Our thought leaders sit down for a conversational breakdown of big ideas, future trends, emerging topics and their investment implications complete with key takeaways to help inform building stronger investment plans and portfolios for the long-term.

Weekly hand curated podcast episodes for learning

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Our thought leaders sit down for a conversational breakdown of big ideas, future trends, emerging topics and their investment implications complete with key takeaways to help inform building stronger investment plans and portfolios for the long-term.

The Genomic Health Revolution

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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.

Oct 15 2021

15mins

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Tech and Equity Investing

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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?

Oct 01 2021

23mins

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A Long-Term Look at China’s Growth

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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

Sep 17 2021

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The Fiscal Outlook

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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/

Sep 02 2021

30mins

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The Reality of Global Warming

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On 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. Discussion topics include: the UN climate body’s striking report on climate change, western droughts and the threat to food and power supply, agriculture inflation, the Biden Administration’s climate agenda, and the opportunities for sustainable investing and technological innovation to drive resilience and mitigation efforts.

Read Sarah Kapnick’s latest paper on western droughts here: https://am.jpmorgan.com/us/en/asset-management/adv/insights/portfolio-insights/sustainable-investing/preparing-for-climate-change-how-drought-will-change-the-us-west/

Aug 19 2021

25mins

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The Fed’s Timetable

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On today’s 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. Discussion topics include: comparison to the last “T-up to taper” period in 2013, technical challenges of reducing accommodation, the Fed’s involvement in MBS markets, drivers behind the decline in long-term yields, and the implications for fixed income investors.

Aug 05 2021

28mins

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Investing as the pandemic winds down

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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.

Jul 23 2021

20mins

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Asset Class: Investing with Model Portfolios

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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.

Jun 21 2021

16mins

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Asset Class: Actively managing through uncertainty

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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.

Jun 04 2021

15mins

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Asset Class: Reflation and fixed income investing

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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.

May 21 2021

23mins

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Asset Class: Making the most of your cash

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 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.

May 07 2021

23mins

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Asset Class: Finding income in a world of low yields

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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.

Apr 27 2021

23mins

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Asset Class: Growth Stocks for the Long Run

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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.

Apr 13 2021

20mins

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Asset Class: Understanding factor investing

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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.

Mar 26 2021

12mins

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Asset Class: ESG investing

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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.

Seeking long-term capital appreciation by investing in companies who are leaders in sustainability?  Click here.

Mar 09 2021

12mins

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Asset Class: Opportunities in municipal bonds

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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.

Seeking to balance tax-free income with capital preservation? To learn more Click here.

Feb 23 2021

9mins

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Asset Class: Using equity derivatives to cut risk and boost income

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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.

Additional Description: Seeking to address several distinct investment needs? To learn more Click here.

Feb 09 2021

10mins

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Asset Class: The opportunity in international stocks

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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.

Seeking to Invest in foreign developed markets and, opportunistically, in emerging markets? To learn more Click here.

Jan 29 2021

19mins

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Asset Class: Is it time for value?

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Tune in to hear Dr. David Kelly and Clare Hart, Lead Portfolio Manager of the Equity Income Fund here at JP Morgan Asset Management to discuss if investors should take a closer look at value in 2021.

Seeking lower volatility access to stock market growth? To learn more Click here.

Jan 14 2021

11mins

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A land with zero rates

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Tune in to hear Dr. David Kelly and Jordan Jackson, Global Market Strategist, discuss how low interest rates have made the fixed income environment even more challenging for investors.

Searching for income across a variety of asset classes? To learn more Click here.

Dec 11 2020

14mins

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iTunes Ratings

31 Ratings
Average Ratings
17
3
4
2
5

Leagues above their peers.

By John.Madden - Jul 15 2018
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Yep, lots of disclaimers at the end, but the Insights are worth it. I have found David Kelly and the JPM gang to consistently deliver the most insightful podcast and most helpful Guide to the Markets available. My clients have benefited dearly. JPM’s work is thorough yet delivered in a digestible and thus useful way.

Sales and marketing

By 210east - Jul 29 2014
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Agree w previous comment, it's a sales and marketing pod. There's better ones out there