68 集

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.

Insights Now Dr. David Kelly, J.P. Morgan Asset Management

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    • 4.0 • 4 則評分

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.

    Diversification, disruption and dislocation: Unveil the opportunities in Alternatives

    Diversification, disruption and dislocation: Unveil the opportunities in Alternatives

    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 overviews of the entire opportunity set, to asset class-specific deep dives across private equities, private credit, real estate and more.
    Since 1950, the classic 60/40 stock-bond portfolio has delivered a strong annualized return of 9.3%. However, with elevated valuations across U.S. equities and low bond yields relative to history, returns from public markets may be less impressive moving forward. That said, for those willing to venture outside of the classic 60/40, adding a sea of alternatives to a portfolio can meaningfully improve outcomes and enhance returns. Of course, there are many different types of alternative assets, each with their own distinct characteristics.
    For investors, understanding how to leverage these alternative strategies can make the difference between falling short of your long-term goals and surpassing them. For today’s episode, Dr. David Kelly is joined by Pulkit Sharma, Head of Alternative Investment Strategy and Solutions here at J.P. Morgan Asset Management, to discuss the benefits of allocating to alternatives and the opportunities that he’s seeing across alternative asset classes.
    For more resources, please visit the Guide to Alternatives.

    • 22 分鐘
    The last leg on the long road to normal

    The last leg on the long road to normal

    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 dysfunction, even higher interest rates while the labor market and consumer have seen continued strength. As we look to 2024, there is cause for both concern and optimism. A soft landing is still in view, but there’s a number of risks that could potentially divert us from that path. On this episode, Dr. David Kelly is interviewed by Stephanie Aliaga, Research Analyst, to discuss the economic outlook for 2024.
    For more insights, read the full investment outlook here. 

    • 24 分鐘
    Building stronger portfolios

    Building stronger portfolios

    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—how investors can build portfolios to navigate volatile market environments and generate better long-term returns. Such an endeavor requires an in-depth understanding of portfolio composition, the drivers of risk and return and the right mix of asset classes that are best suited for different market environments.
    In today’s episode, Dr. David Kelly is joined by Corey Hill, Head of U.S. Portfolio Insights at J.P. Morgan Asset Management, to dive into how his team is helping investors build stronger portfolios.
    Stress test your portfolios in future market scenarios (Powered by research from Dr. David Kelly), visit the tool here.

    • 18 分鐘
    Modeling better investment outcomes

    Modeling better investment outcomes

    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 discusses one of model portfolios. With increased efficiency, better customization, and greater flexibility, model portfolios are built to navigate unpredictable market cycles while maintaining a focus on the needs of investors. Dr. David Kelly is joined by Beth Nardi, Head of Model Portfolio Distribution at J.P. Morgan Asset Management, to help us learn about model portfolios: what they are, who they’re made for and the investment challenges they’re designed to address.

    • 18 分鐘
    Maximizing your retirement nest egg

    Maximizing your retirement nest egg

    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 later, more pressing times. However, a well-constructed plan for the future not only helps ensure a secure retirement, but can be a powerful engine for savings and wealth generation. For today’s episode, Dr. David Kelly is joined by Michael Conrath, Chief Retirement Strategist at J.P. Morgan Asset Management to guide us through the toolkit for retirement planning and the key strategies that individuals can leverage.
    Explore our insights on retirement strategies: https://bit.ly/3MDHxYd

    • 20 分鐘
    Fine-tuning portfolios with active ETFs

    Fine-tuning portfolios with active ETFs

    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 options for investing today look far different than they did 100 years ago. The exchange traded fund, or ETF, is one example of these technologies changing the ways that we invest. Investors may associate ETFs with passive management, but the recent growth of actively managed ETFs is challenging that assumption. For today’s episode, Dr. David Kelly is joined by Bryon Lake, Global Head of ETF Solutions at J.P. Morgan Asset Management, to discuss how investors are using active ETFs to harness the tools of active management in a complex investment environment.

    • 18 分鐘

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