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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 fundamental goal of being a store of value and payment system? How do cryptocurrencies function as an asset class, and is there a benefit them as an allocation in portfolios? Tune in to hear Dr. Kelly’s take on the matter, and other issues pertaining to ESG concerns, regulatory risk, and the broader blockchain 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 conditions are on the rise while baby boomers are just beginning to retire. The need for high quality care is becoming more and more important. Genomics, or the study of genes, is making it possible to predict, diagnose, and treat diseases more precisely and personally than ever before. This technology has been key in the creation of a viable and dynamic Covid-19 vaccine, but it has also heralded advancements in sequencing and machine learning, liquid biopsy, proteomics, etc.

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 accelerated years of technological adoption and innovation, with strides made in the digitization of the consumer, integration of enterprise IT, and a massive migration of business, communication, and recreation to online platforms. As we look past the pandemic to a new normal, what are the drivers for technology from here? How can productivity continue to accelerate for businesses and workers? With valuations of Tech at levels not seen since the Tech Bubble, are asset prices for tech inflated? Are the recent regulatory actions from the Chinese government apart of a broader global trend that could pose a threat to Big Tech? Finally, where are the best opportunities for investors today?

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 Chinese markets were the strongest outperformers in the pandemic-stricken year of 2020, they have since experienced significant bumps along the road as a result of a new regulatory crackdown and resurgence of coronavirus cases. This has weighed on equity market sentiment and caused some steep market selloffs. Is the China investment thesis still alive and well? Other discussion topics include: China’s 5-10 year growth outlook, its declining birth rate, President Xi Jinping’s emphasis on targeting inequality, U.S.-China relationship under the Biden administration, the situation with Taiwan, and the strength of Chinese fixed income markets year-to-date.  

Another way to access this podcast and all of our timely insights on the markets and economy is through the J.P. Morgan Insights App. Download via the App Store, or from our website linked here: https://awm-mi-services.jpmorgan.com/mi-services/html/app-store-redirect.html

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. Discussion topics include: details of the infrastructure bill and Biden’s green energy ambitions, expectations for the larger budget reconciliation bill, the possibility of a debt-ceiling standoff, the 2022 midterms, and the potential for higher taxes and slower economic growth as we emerge from this period of extraordinary fiscal spending.

To read more about our thoughts on fiscal spending and other timely investment issues, check out our On the Minds of Investors blog: https://am.jpmorgan.com/us/en/asset-management/adv/insights/market-insights/market-updates/on-the-minds-of-investors/

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 UN climate body’s striking report on climate change, western droughts and the threat to food and power supply, agriculture inflation, the Biden Administration’s climate agenda, and the opportunities for sustainable investing and technological innovation to drive resilience and mitigation efforts.

Read Sarah Kapnick’s latest paper on western droughts here: https://am.jpmorgan.com/us/en/asset-management/adv/insights/portfolio-insights/sustainable-investing/preparing-for-climate-change-how-drought-will-change-the-us-west/

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. Discussion topics include: comparison to the last “T-up to taper” period in 2013, technical challenges of reducing accommodation, the Fed’s involvement in MBS markets, drivers behind the decline in long-term yields, and the implications for fixed income investors.

Tune in to hear Dr. David Kelly and Michael Cembalest, two of J.P. Morgan’s most respected thought leaders, discuss the most pressing questions for investors as we head into the second half of 2021.

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Tune in to hear Dr. David Kelly and Ted Dimig, Head of Advisory and Core Beta Solutions, discuss model portfolios and how they can be used to benefit your clients.

Tune in to hear Dr. David Kelly and Jeff Geller, who serves as a Chief Investment Officer of our Multi-Asset Solutions group, discuss portfolio allocation decisions across a global opportunity set.