44 episodes

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

    • Business
    • 4.3 • 70 Ratings

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.

    Europe’s energy crisis and the UK response

    Europe’s energy crisis and the UK response

    In an already challenging year for markets, the energy crisis in Europe and recent fiscal actions by the UK government have rattled market sentiment and caused further disruption to currency and global bond markets. A higher reliance on Russian supply has put Europe in a particularly vulnerable position as winter approaches, with electricity prices soaring and increased risk of gas shortages. All of this, and its consequences for consumer spending and business confidence, has increased the likelihood of a near-term recession in Europe. On today's episode, Dr. David Kelly is joined by Hugh Gimber, Global Market Strategist, to shed some light on these issues and the outlook going forward for the UK and Europe. 

    • 22 min
    The Fed: Hiking up a hill of uncertainty

    The Fed: Hiking up a hill of uncertainty

    This episode kicks off our fifth season of Insights Now. Over the course of this season, Dr. David Kelly will sit down with a slate of market strategists and subject matter experts to discuss topics such as the implications of aggressive Fed tightening, the European energy crisis, equity market volatility, and the future of globalization to try to provide some insight into investing in this very stormy climate.

    On the episode, we tackle important questions for investors surrounding the outlook for the Federal Reserve. After a slow start, the Fed is now reacting very aggressively to higher inflation, boosting interest rates across the board and threatening the economy with recession. As markets have come under intense pressure from this increased hawkishness, it is an opportune time to have a conversation with our fixed income strategist at J.P. Morgan Asset Management, Jordan Jackson on positioning portfolios amidst this environment of higher rates, elevated inflation and market volatility.

    • 23 min
    Investing in Troubled Times

    Investing in Troubled Times

    Investors have had a challenging year so far, however, while outlook remains cloudy, investors should remember that the U.S. has always been an economy of long summers and short winters. While winter may be coming soon, much of the "bad news" might already be priced into markets, and investors may be wise to take advantage of the correction in valuations to position portfolios for the long summer, or expansion, ahead. For the last episode this season, Dr. David Kelly is joined by Jack Manley, Global Market Strategist at J.P. Morgan Asset Management, for an insightful conversation on navigating investing in troubled times.

    For additional resources please visit Principles for successful long-term investing. We'd also love to hear your thoughts and any suggestions you may have on our podcast as we plan for our next season. You can reach out to our team, Market Insights, at mi.questions@jpmorgan.com.

    • 28 min
    Alternatives in a higher rate, slower growth world

    Alternatives in a higher rate, slower growth world

    2022 has been a challenging year for most public asset classes, leaving many investors at odds on how to position portfolios, protect against inflation and identify areas for potential excess returns going forward. While markets have been more challenging, the need for income, capital appreciation and capital preservation has not changed. That’s where alternative investments may provide some solutions.

    On this episode, Dr. David Kelly is joined by David Lebovitz, Global Market Strategist, to discuss the outlook for Alternatives in an environment with higher rates and slower growth.

    For more information on the Guide to Alternatives, please visit our website here.

    • 21 min
    The Labor Market: Cyclical strength and structural change

    The Labor Market: Cyclical strength and structural change

    Today, as investors mull the increasing risk of a U.S. recession, the strength in the labor market can be a double-edged sword. On one end, a healthy labor market with red-hot demand for workers could protect the economy from high unemployment in the next recession. On the other end, too-hot of a labor market gives the Fed a greater need to act aggressively to tame inflation and prevent an overheating economy, which very well might push the economy into a recession. On this episode, Dr. David Kelly is interviewed by Stephanie Aliaga, Research Analyst, to discuss the latest jobs report, the outlook for the labor market and our latest thoughts on the risk of a recession in 2022 or 2023. 
     
    For more insights, please visit our On the Minds of Investors webpage. 

    • 23 min
    The U.S. Fiscal and Midterms Outlook

    The U.S. Fiscal and Midterms Outlook

    As investors mull recession risks, they will also soon have to grapple with the midterm elections and how changes in politics may cause uncertainty in the economic outlook. As rates have risen on the back of Fed tightening, does this pose an issue for the government's ability to service the debt? After two years of extraordinary fiscal stimulus, what is outlook for fiscal spending going forward and what are its implications for investors?

    On this episode, Dr. David Kelly is joined by Meera Pandit, Global Market Strategist, to discuss politics and the fiscal outlook ahead of the midterm elections, in a conversation moderated by Stephanie Aliaga, Research Analyst.

    • 30 min

Customer Reviews

4.3 out of 5
70 Ratings

70 Ratings

MSavola ,

Asset Class: ESG Investing

Thank you to Dr. David Kelly and Jennifer Wu for continued coverage of ESG and Sustainable Investing disciplines, which are topics of growing attention in the U.S. and abroad as well.

moving on-missu ,

Not bad but

Not bad, listening to evaluate but Meera Pandit, Was sadly unaware of the pandemic impacts and showed some strong political bias. The snp returns Obama and Trump? Biden market up? Meets, please check your facts minus the backgrounds of the housing crisis and pandemic- subtract those two events Obama real increases are small and trumps impressive.

Also consider Biden returns if not off a difficult pandemic, his constraints on the energy suppyhave sparked a global change in energy prices. Freeze pipelines and drilling for 18 months and this is the result. In May, Biden was forced to unfreeze 860 thousand acres but changed the lease costs from 12% to 19% - that is sticking the energy market with a 7% increase for the length of those leases. Creating energy inflation for the length of those contracts. These are not minor political differences as Meera suggested but huge differences in the direction of us economy, world energy prices.

This program asked good questions but of a guest who did not understand the importance of subtracting these shocks from her data. Very much a teenage view of data, would not suggest placing retirement funds in her hands and hope the podcast better screens its guests.

Chry5alid ,

Really miss just David Kelly

This series would be much better if the roles were reversed and the guest asked Dr Kelly to answer the questions. These speakers don’t compare to what we’ve come to expect from JPM and Dr Kelly’s lucid level of commentary.

You Might Also Like

Dr. David Kelly
J.P. Morgan Global Research
Michael Cembalest
Client Strategy Office
Morgan Stanley
J.P. Morgan