Dr. David Kelly, J.P. Morgan Asset Management
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Watch the video version on YouTube. As technology has improved, so has market efficiency, and generating alpha through active management is as challenging a task as ever. In light of this, “tax alpha,” or creating value through tax managemen
Watch the video version on YouTube. From Baby Boomers to Generation Z, each generation has faced their own unique set of investment challenges and opportunities during their lifetimes. While the bulk of wealth in the U.S. belongs to older gene
Watch the video version on YouTube.A long cycle of U.S. equity outperformance over international equities has left investors wondering, “why add international stocks to a portfolio?” However, as the global economy has turned a corner, so have
Watch the video version on YouTube. Most of this season is devoted to questions investors ask us about where to invest. However, given an increased focus on building tax efficient, transparent and flexible portfolios, we are also often asked,
For our next season, we want to hear from you as we will be counting down the top 10 questions investors have concerning the economy, the markets and investing. Please provide suggestions here.This episode concludes the ninth season of Insight
Watch the video version on YouTube.Over the past year, investors have been inundated with negative reports of elevated mortgage rates and empty office buildings, weighing on their sentiment toward real estate investing. However, real estate co
Watch the video version on YouTube.Over the last decade, extraordinarily low interest rates have made it difficult for investors to generate income within portfolios. While rates have risen over the past two years, so has bond market volatilit
Watch the video version on YouTube.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 ha
Watch the video version on YouTube. 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 overview
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 dysfuncti
Watch the video version on YouTube. 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
Watch the video version on YouTube. 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 dis
Watch the video version on YouTube. 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 late
Watch the video version of this podcast on YouTube. 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 opt
Watch the video version of the podcast on YouTube.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 w
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 cont
Watch the video version of this episode on YouTube. 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
Watch the video version of this podcast on our YouTube channel.For our second episode of Market Movers, Dr. David Kelly, Chief Global Strategist, is joined by Jack Manley, Global Market Strategist, to discuss the next generation of investors.
Watch the video version of this podcast on YouTube.Artificial intelligence (AI) technologies, particularly generative AI, appear likely to revolutionize the way we work, innovate and create. This disruption can have significant economic implic
As we conclude this season, which we entitled a Bond’s Eye View of the world, a lot of core arguments for adding fixed income at the start of the year still remain in place. So far, the Fed has continued to hike rates but they may, finally, be
In today's episode, Dr. David Kelly is joined by Phil Camporeale, portfolio manager in our Multi-Asset Solutions group at JP Morgan Asset Management. Phil manages portfolios with a global opportunity set, and in doing so is actively making deci
After significant monetary tightening over the last year, the Federal Reserve has now hiked rates all the way up to a range of 5-5.25%, but this tightening cycle may finally be at a close. With elevated risk of a near-term recession, markets ar
So far this year, investors have had to contend with the implications of a regional banking crisis, a still-hawkish Fed, and rising expectations for a near-term recession. With economic risks elevated, the challenge for debt investors is to str
So far this season, we've talked about the bond market from a number of different angles and in this episode we look at fixed income as a global asset class. In our recently launched 2Q23 Guide to the Markets, we have a chart that shows that th
Plenty has happened over the last few weeks—Silicon Valley Bank collapsed, Credit Suisse was taken over by UBS, and several other pressures emerged among regional banks. These events and their implications for credit conditions and monetary pol
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