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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 might look reminiscent of the 2006 housing boom. On this episode, Dr. David Kelly is joined by Mike Kelly, Head of US Real Estate, to discuss the current housing market, the surge in housing costs, and the long term impacts of the pandemic on certain real estate sectors. For additional insights, visit our On the Minds of Investors webpage.

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 faster pace of balance sheet reduction. On this episode, Dr. David Kelly is joined by Phil Camporeale, Portfolio Manager on the Multi-Asset Solutions group at J.P. Morgan Asset Management, to discuss asset allocation in an environment with higher uncertainty on interest rates and inflation. In light of recent geopolitical events , we are reminded that there is always the potential for unknown shocks to disrupt the investment outlook. Tune in to hear how Phil Camporeale is building resiliency in diversified portfolios to navigate today's bumpy environment and invest for the long haul.

For additional insights from Dr. David Kelly, check out the Notes on the Week Ahead podcast and newsletter on Apple, Spotify and LinkedIn.

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, the U.S. economy has well recovered with inflation running persistently well above the Fed's 2% target. On this episode, Dr. David Kelly is joined by Jordan Jackson, Global Market Strategist at J.P. Morgan Asset Management, to discuss the new outlook for the Fed and the risks that surround their decision to quickly tighten policy. Can the Fed's more aggressive stance put the economy into a recession? Or are the risks of waiting to tighten just too high? What does all this mean for investors? 

For additional insights on the Fed, check out Jordan Jackson's recent On the Minds of Investors article "How might markets perform as the Federal Reserve hikes interest rates?" linked here. 

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. David Kelly is joined by David Maccarrone, equity research analyst at J.P. Morgan Asset Management, and retired General Mastin Robeson, member of the Academy Security's Geopolitical Team, in a discussion moderated by Stephanie Aliaga, Research Analyst at J.P. Morgan Asset Management. General Robeson sheds light on the current state of play in geopolitics and the scenarios that may unfold, while David Maccarrone and Dr. Kelly discuss the implications around commodities, inflation, and fiscal and monetary policy.

For additional insights from Dr. David Kelly, check out the Notes on the Week Ahead podcast and newsletter on Spotify, Apple, and LinkedIn.

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. As the need to fight climate change has become more pronounced, sustainable investing has increasingly come into focus for investors. This episode discusses the outlook for U.S. climate spending, Europe’s energy transition as the conflict in Russia-Ukraine flares up, China and its green initiatives, and the investment opportunities in agriculture, transportation, food and water, and energy efficiency. Tune in to hear two of J.P. Morgan’s thought leaders discuss these issues and more.

To learn more about the opportunities in sustainable food & water, read Meera Pandit’s latest On the Minds of Investors article.

For additional insights from Dr. David Kelly, check out the Notes on the Week Ahead podcast and newsletter on Spotify, Apple, and LinkedIn.

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 China rings in the New Year, the road ahead holds substantial political and economic significance, from the Winter Olympics in Beijing to the Communist Party's 20th National Congress. China also faces substantial challenges in managing a potential property bubble, zero-tolerance approach to Covid and contentious international relationships. However, for investors, cheaper valuations and China's emphasis on growth stability with easy monetary and fiscal policies have supported the case for adding Chinese assets to portfolios. Tune in to hear two of J.P. Morgan's thought leaders discuss these issues and more.

For additional insights from Dr. David Kelly, check out the Notes on the Week Ahead podcast and newsletter on Spotify, Apple, and LinkedIn.

To read more from our thought leaders at J.P. Morgan Asset Management, visit our On the Minds of Investors blog.

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 labor market, and overall economic growth. Yet in recent months, investors have had to weigh a series of risks to both economic growth and market returns: the Fed is shifting more hawkish, inflation has surged, and valuations sit at lofty levels. Looking forward to 2022, what does this backdrop mean for investing? Where are the best opportunities for tactical positioning and strategic long-term investing?

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 most efficiently. What is a college education worth against the rapid rise in college tuition over the past few decades? Can families depend on financial aid or fiscal policy to cover most of these expenses? If you can’t rely on aid, how should families invest for high education expenses? What are the benefits of saving? Tune in to hear two of J.P. Morgan’s thought leaders discuss these questions and more.

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 disruptions from “Brexit” seem have settled down, the onslaught of the pandemic paved the way for a togetherness of Europe not seen in decades. The EU Recovery Fund may be just the accelerant to growth in Europe that investors have been waiting for. Still, European stocks are trading at some of their cheapest levels relative to the U.S. in history, and proponents have hailed Europe as an investment opportunity for years with little reward, is this time any different? Tune in to hear two of J.P. Morgan Asset Management’s thought leaders discuss the opportunities and challenges for Europe in the context of the post-pandemic global economy.

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 interested in alternatives, but for many, this is still unfamiliar territory. How should we think about investing in alternatives vs. traditional stocks and bonds? Against a backdrop of rising inflation and interest rates where the outlook for fixed income looks increasingly challenged, could alternatives be a solution? Tune into hear two of J.P. Morgan Asset Management’s thought leaders discuss the opportunities and challenges for this asset class in the context of this new inflationary environment.