Insights Now

By Dr. David Kelly, J.P. Morgan Asset Management

What's Insights Now about?

Listen to the latest insights from Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, where he sits down with a variety of thought leaders for a conversational breakdown of big ideas, future trends, emerging topics and their investment implications to help inform building stronger investment plans for the long-term.

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Insights Now episodes:

04.11.2024
Finding income and fighting inflation with Infrastructure
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 volatility and a...
03.28.2024
Beyond the public markets a path to premium returns
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 has tightened policy....
03.14.2024
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,...
12.21.2023
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...
12.07.2023
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...
11.27.2023
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....
11.09.2023
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...
10.27.2023
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...
10.12.2023
The world of alternative investing
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 well as...
09.14.2023
Back to school on the U.S. economy
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)....
09.01.2023
The outlook for real estate
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 sector...
08.17.2023
Investing for the next generation
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. They dive...
08.04.2023
The economic implications of generative AI
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 implications, with the most significant likely to be...
06.08.2023
The bond’s eye view
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...
05.25.2023
Finding income for global investment portfolios
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 decisions on...
05.11.2023
The muni landscape heading into a downturn
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...
04.27.2023
Credit vs. Duration, where should you spend your risk budget?
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 strike the...
04.13.2023
Navigating the opportunities in global bonds
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...
03.30.2023
The regional bank crisis and its implications for bonds
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 policy have sent markets...
03.03.2023
Finding direction in fixed income
This episode dives into positioning within fixed income. Dr. David Kelly is joined by Bill Eigen, portfolio manager for an unconstrained fixed income strategy at J.P. Morgan Asset Management. Bill offers a unique perspective, as his fund uses an opportunistic...
02.16.2023
Are bonds really back and for how long?
This episode kicks off our sixth season of Insights Now, entitled a “A Bond's Eye View", and we've decided to center this season around fixed income. Over the course of this season, Dr. David Kelly will sit down with slate...
12.19.2022
Will 2023 be a year of slow growth, but better markets?
As we plan for our next season, please provide your thoughts and any suggestions on our podcast. You can reach out to our team, Market Insights, at [email protected]. 2022 has been a brutal year for investors, with unusually large sell-offs in...
12.01.2022
Bonds are back
Tune in to hear Dr. David Kelly and Bob Michele, CIO and Head of the Global Fixed Income, Currency & Commodities group, discuss the outlook for fixed income and how investors can take advantage of opportunities. Higher rates and rising inflation...
11.17.2022
The Implications of a Divided Government
Earlier this month, Americans went to the polls for the midterm elections. While some were expecting a red wave, what resulted was more of a red ripple with Republicans garnering a slim majority in the House and Democrats likely maintaining...
11.09.2022
The future of globalization
The global pandemic, supply chain problems and heightened geopolitical tensions from Russia's war in Ukraine have all raised questions about whether the long trend towards globalization is being thrown into reverse. Our 2023 Long Term Capital Market Assumptions, available now,...
10.25.2022
Cross-currents for corporate profits
In this episode, Dr. David Kelly is joined by David Lebovitz, Global Market Strategist for J.P. Morgan Asset Management, for a discussion on the outlook for U.S. equities and what investors can expect from 3Q22 earnings season. Higher inflation, higher...
10.06.2022
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...
09.27.2022
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...
07.20.2022
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...
06.30.2022
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...
06.09.2022
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...
05.26.2022
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...
05.12.2022
Unpacking the Tumultuous Equity Market
The equity markets have seen a tumultuous and fairly disappointing few months in 2022. Investor sentiment has turned extremely bearish due to a land war in Ukraine, a more hawkish and aggressive Fed, and rising and persistent inflation. On this...
04.21.2022
Real Estate Booms, Busts and Structural Change
While the 21st Century has seen a wide variety of housing markets with massive booms and busts, never in all these years, have there been so few properties on the market. This has fueled a surge in home prices that...
04.12.2022
Building Resilient Portfolios
The last few months have seen a swift and significant recalibration in markets. Inflation looks to be higher and stickier than previously assumed. The Fed has shifted more hawkish, now penciling upwards of seven hikes in 2022 and eyeing a...
03.24.2022
The Fed’s New Playbook
The Federal Reserve recently hiked interest rates for the first time since 2018 and delivered a hawkish surprise to investors by way of its updated dot plot and economic projections. Since the Fed cut rates to zero in March 2020,...
03.09.2022
Implications of the Russian Invasion of Ukraine
The Russian invasion of Ukraine has brought horrible human consequences, but for investors it’s also raised a lot of questions. On this episode, we review the broad implications of the Russian invasion for investors in a special roundtable interview. Dr....
02.24.2022
Solving for Climate Change with ESG
On today's episode, Dr. David Kelly is joined by Meera Pandit, Global Market Strategist at J.P. Morgan Asset Management, to discuss the efforts against climate change and the investment opportunities that may underlie this transition towards a more sustainable future....
02.10.2022
Investing in China in the Year of the Tiger
On the first episode of Season 4, Dr. David Kelly is joined by Gabriela Santos, Global Market Strategist at J.P. Morgan Asset Management, to discuss what investors should expect from China in the Year of the Tiger and beyond. As...
12.23.2021
Investing Beyond the Pandemic
Dr. David Kelly sits down with Jack Manley, Global Market Strategist at J.P. Morgan Asset Management to discuss the investment outlook for 2022. Despite the continued pandemic, the U.S. economy saw a powerful recovery in 2021 across equity markets, the...
12.10.2021
College Planning and 529s
On today’s episode Dr. David Kelly sits down with Michael Conrath, Head of Education Savings at J.P. Morgan and author of the College Planning Essentials publication, to discuss the importance of saving for college and how to accumulate these savings...
11.29.2021
The Post-Pandemic Lens on Europe
On today’s episode Dr. David Kelly sits down with Karen Ward, Chief Market Strategist for EMEA at J.P. Morgan Asset Management and author of the Europe and UK Guide to the Markets publications, to discuss the outlook for Europe. After...
11.15.2021
Alternative Investments in a World of Higher Inflation
On today’s episode Dr. David Kelly sits down with David Lebovitz, Global Market Strategist at J.P. Morgan Asset Management and author of the Guide to Alternatives publication, to discuss the role of alternative assets in portfolios. Investors have been increasingly...
10.28.2021
Do cryptocurrencies have a place in portfolios?
On today’s episode Dr. David Kelly is interviewed by Stephanie Aliaga, strategy analyst at J.P. Morgan Asset Management, to discuss the advent of cryptocurrencies and whether this new asset class should have a place in portfolios. Can cryptocurrencies achieve their...
10.15.2021
The Genomic Health Revolution
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...
10.01.2021
Tech and Equity Investing
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...
09.17.2021
A Long-Term Look at China’s Growth
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...
09.02.2021
The Fiscal Outlook
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....
08.19.2021
The Reality of Global Warming
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...
08.05.2021
The Fed’s Timetable
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....

What's Insights Now about?

Download our free app to listen on your phone

Insights Now episodes:

Finding income and fighting inflation with Infrastructure

Beyond the public markets a path to premium returns

Diversification, disruption and dislocation: Unveil the opportunities in Alternatives

The last leg on the long road to normal

Building stronger portfolios

Modeling better investment outcomes

Maximizing your retirement nest egg

Fine-tuning portfolios with active ETFs

The world of alternative investing

Back to school on the U.S. economy

The outlook for real estate

Investing for the next generation

The economic implications of generative AI

The bond’s eye view

Finding income for global investment portfolios

The muni landscape heading into a downturn

Credit vs. Duration, where should you spend your risk budget?

Navigating the opportunities in global bonds​

The regional bank crisis and its implications for bonds

Finding direction in fixed income

Are bonds really back and for how long?​

Will 2023 be a year of slow growth, but better markets?

Bonds are back

The Implications of a Divided Government

The future of globalization

Cross-currents for corporate profits

Europe’s energy crisis and the UK response

The Fed: Hiking up a hill of uncertainty

Investing in Troubled Times

Alternatives in a higher rate, slower growth world

The Labor Market: Cyclical strength and structural change

The U.S. Fiscal and Midterms Outlook

Unpacking the Tumultuous Equity Market

Real Estate Booms, Busts and Structural Change

Building Resilient Portfolios

The Fed’s New Playbook

Implications of the Russian Invasion of Ukraine

Solving for Climate Change with ESG

Investing in China in the Year of the Tiger

Investing Beyond the Pandemic

College Planning and 529s

The Post-Pandemic Lens on Europe

Alternative Investments in a World of Higher Inflation

Do cryptocurrencies have a place in portfolios?

The Genomic Health Revolution

Tech and Equity Investing

A Long-Term Look at China’s Growth

The Fiscal Outlook

The Reality of Global Warming

The Fed’s Timetable

Navigating the opportunities in global bonds

Are bonds really back and for how long?