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Insights Now

Business & Economics Podcasts

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.

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.

Location:

United States

Description:

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.

Language:

English


Episodes

Asset Class: Is it time for value?

1/14/2021
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.

Duration:00:11:57

A land with zero rates

12/11/2020
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.

Duration:00:14:04

Power for the people: The outlook for energy

11/27/2020
Tune in to hear David Kelly and David Lebovitz, Global Market Strategist, discuss how the energy industry is evolving over the long-term.

Duration:00:26:13

The Fiscal Decade

11/10/2020
Tune in to hear David Kelly and John Bilton, Head of Global Multi-Asset Strategy, discuss the key themes and issues that are going to drive both economic growth, inflation, monetary and economic policy, and ultimately asset returns. There's growth to be found when you know where to look. To learn more Click here.

Duration:00:37:24

Behavioral finance pitfalls and how to overcome them

10/16/2020
Tune in to hear David Kelly and Global Market Strategist, Samantha Azzarello discuss the key tenets of behavioral finance that every investor should be aware of. There's growth to be found when you know where to look. To learn more click here.

Duration:00:21:55

Demographic Potholes

10/6/2020
Many trends that persisted before 2020 have been accelerated by the COVID crisis, including dramatic shifts in demographics. Baby boomers, the largest generation ever, are aging and deaths are on the rise. Immigration has essentially halved compared to three years ago. And last year we saw the lowest birth rate ever.

Duration:00:23:22

The 21st century economy

9/21/2020
Technological change is, of course, the most powerful force shaping the economy of the future. Tune in to hear David Kelly and Global Market Strategist, Jack Manley discuss how the impact of technological innovations is shaping the world and the investment environment both today and in the decades ahead.

Duration:00:26:55

China: Too big to ignore

9/8/2020
For global markets, there is no long-term issue greater than the growth and evolution of China as an economic superpower. Tune in to hear David Kelly and Global Market Strategist, Gabriela Santos discuss the extraordinary progress in China’s economy.

Duration:00:28:35

7/20/2020

Duration:00:05:44

Solve It: Better Than Zero

7/16/2020
This week on Solve It, Cary Fitzgerald, Head of the Short Duration team, discusses how certainty around Fed interest rates is creating opportunities for investors.

Duration:00:01:30

U.S. Equities: Unreasonable resilience

7/8/2020
While there are good reasons for U.S. equities to remain relatively resilient in the midst of the social distancing recession, the rebound in stocks from their March lows may be overdone, risking a correction in reaction to disappointment in economic data

Duration:00:03:53

Solve It: Road to Recovery

7/8/2020
This week on Solve It, Dr. David Kelly, Chief Global Strategist , explains what the road to recovery looks like after a very rocky start to 2020.

Duration:00:01:30

Snapshot of the economic and market update for the third quarter of 2020

7/1/2020
Dr. David Kelly, Chief Global Strategist, previews this quarter's themes and invites you to watch the entire seminar.

Duration:00:06:02

Economic and market update for the third quarter of 2020

7/1/2020
Dr. David Kelly previews important themes using ten slides from the first quarter Guide to the Markets.

Duration:00:18:03

Solve It: Embrace and Navigate

6/25/2020
This week on Solve It, Rick Taormina, head of the Tax Aware Strategies team, explains why municipal bond markets are worth a look as we navigate the current economic headwinds.

Duration:00:01:30

Solve It: Off The Sidelines

6/25/2020
This week on Solve It, James McNerny, Portfolio Manager, discusses how investors who are wary of the equity markets can step off of the sidelines in search of returns.

Duration:00:01:30

Solve It: Navigating the Noise

6/18/2020
This week on Solve It, Head of U.S. Equity Derivatives and Portfolio Manager , Hamilton Reiner, explains the reason behind some of the recent market volatility and underscores why investors should stick to their goals.

Duration:00:01:30

Solve It: The 3% Difference

6/10/2020
This week on Solve It, Katherine Roy, Chief Retirement Strategist, discusses new retirement research findings from a collaboration with the Employee Benefit Research Institute.

Duration:00:01:30

Don’t let volatility derail your retirement

6/5/2020
Rather than trying to time the market, stay in control by staying invested. A successful retirement outcome depends on it.

Duration:00:02:05

Retirement Do’s and Don’ts in a volatile world

6/3/2020
No matter where you are in your retirement journey, here are some ideas to consider during this period of market turbulence from Katherine Roy, Chief Retirement Strategist.

Duration:00:01:38