Insights Now

Insights Now

By Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset ManagementBusinessInvesting
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  • Typical duration

    19 min

    per episode

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Insights Now episodes

  • A land with zero rates

    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.

    Searching for income across a variety of asset classes? To learn more Click here.

    15 min
  • Power for the people: The outlook for energy

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

    Seeking to deliver monthly distributable income and equity market exposure with less volatility? To learn more Click here.

    27 min
  • The Fiscal Decade

    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.

    38 min
  • Demographic Potholes

    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.

    24 min
  • The 21st century economy

    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.

    27 min
  • China: Too big to ignore

    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.

    29 min
  • Solve It: Better Than Zero
    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.
    2 min

About Insights Now

From the publisher's feed

Welcome to Insights Now, the podcast channel from JPMorgan Asset Management, hosted by Gabriela Santos, Chief Global Strategist for the Americas, where experts share timely perspectives on asset…

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