Insights Now

What if the U.S. economy comes to an abrupt halt and enters a recession? Dr. David Kelly and Meera Pandit possible impacts to a given portfolio if the U.S. enters a recession as a result of weak business investment, consumption, and trade.

What if we see a spike to inflation in 2020? Dr. David Kelly and Meera Pandit explore possible impacts to a given portfolio if an inflation spike results from a tightening labor market, wage growth, and a ballooning budget deficit.

What if the 2020 election brings a Republican sweep? Dr. David Kelly and Meera Pandit explore possible impacts to a given portfolio if the Republican Party controls the White House, the Senate, and the House of Representatives.

What if the 2020 election brings a Democratic sweep? Dr. David Kelly and Meera Pandit explore possible impacts to a given portfolio if a Democratic candidate wins the 2020 U.S. presidential election.

Listen to portfolio manager Rick Taormina discuss the current market environment and how it impacts JMUB’s investment strategy.

This week on Solve It, Steve Kaplan, Head of Portfolio Insights at J.P. Morgan Asset Management, discusses how investors need to get back to basics when it comes to portfolio diversification.

This week on Solve It, Global Emerging Markets Portfolio Manager, Leon Eidelman makes the case for investing in emerging markets.

This week on Solve It, Alex Dryden, Global Market Strategist, focuses on the long-term projection for the strength of the dollar and its implications.

This week on Solve It, Global Market Strategist at J.P. Morgan Asset Management, discusses the impact of the European Central Bank's decision to re-start a stimulus package.

Dr. David Kelly discusses his latest views on interest rate cuts and how they may spook the market.