Insights Now

Season 06 Episode 02                                         25:40 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 go-anywhere strategy that aims at delivering positive returns – no matter what’s happening in fixed-income markets.  In today’s particularly uncertain macro environment, Bill offers important insights on where he’s seeing opportunities, what areas he’s steering clear from, and his latest thoughts on the markets and economy.

Season 06 Episode 01                                            19:27 This episode kicks off our sixth season of Insights Now, entitled  “A Bond's Eye View of Investing," and we've decided to center this season around fixed income.  On this episode, Dr. David Kelly is joined by Jordan Jackson, Global Market Strategist at J.P. Morgan Asset Management, to discuss the outlook for the Fed and opportunities within fixed income.

Season 05 Episode 07                                          20:20 2022 has been a brutal year for investors, with unusually large sell-offs in both stocks and bonds, resulting in one of the worst years ever for balanced investing. However, 2023 may be the calm after the storm of this year, with markets stabilizing, inflation receding, and the Fed nearing the end of its tightening cycle. On the last episode of this season, Dr. Kelly is joined by Jack Manley, Global Market Strategist at J.P. Morgan Asset Management, to discuss the key takeaways from their Investment Outlook for 2023.

Season 05 Episode 06                                           17:34 Higher rates and rising inflation have created a particularly challenging environment for bonds this year.  While economic uncertainties remain about the timing of a Fed pivot and the potential for U.S. recession, the case for bonds is as strong as it's been in over a decade.  Dr. David Kelly and Bob Michele, CIO and Head of the Global Fixed Income, Currency & Commodities group, discuss the outlook for fixed-income markets and how investors can take advantage of opportunities the current climate provides.

Season 05 Episode 05                                          27:21 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 control of the Senate.  In this episode, Dr. Kelly is joined by Michelle Mesack, Head of Federal Government Relations at JP Morgan Chase, and Meera Pandit, Global Market Strategist at J.P. Morgan Asset Management, to discuss the main takeaways for investors from the midterm elections.

Season 05 Episode 04                                         38:00 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 toward globalization is being thrown into reverse. Our 2023 Long Term Capital Market Assumptions, available now, features a paper that tackles the future of globalization. In this episode, Stephanie Aliaga interviews two of the authors from the paper, Dr. David Kelly and Kerry Craig, to discuss the potential future paths of globalization, and the implications of a multi-polar world order for the global economy, inflation, and valuations.  

Season 05 Episode 03                                         20:54 Higher inflation, higher interest rates, and slowing consumer demand have all posed considerable headwinds to U.S. equities and contributed to the large selloffs experienced in markets this year.  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 the 3Q22 earnings season.

Season 05 Episode 02                                           22:01 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, with a higher reliance on Russian supply putting Europe in a particularly vulnerable position as winter approaches.  On today's episode, Dr. David Kelly is joined by Hugh Gimber, Global Market Strategist, to shed some light on these issues and the outlook going forward for the UK and Europe.

Season 05 Episode 01                                           23:23 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 aggressive Fed tightening, the European energy crisis, equity market volatility, and the future of globalization to try to provide some insight into investing in this very stormy climate.  In this episode, we tackle important questions for investors surrounding the outlook for the Federal Reserve with our fixed income strategist at J.P. Morgan Asset Management, Jordan Jackson.

Season 04 Episode 11                                            28:09 Investors have had a challenging year so far.  While the outlook remains cloudy, much of the "bad news" might already be priced into markets, and investors may be wise to take advantage of the correction in valuations to position portfolios for the expansion ahead.  For the last episode this season, Dr. David Kelly is joined by Jack Manley, Global Market Strategist at J.P. Morgan Asset Management, for an insightful conversation on navigating investing in troubled times.