Insights Now

Season 04 Episode 10                                            21:59 2022 has been a challenging year for most public asset classes, leaving many investors at odds on how to position portfolios, protect against inflation, and identify areas for potential excess returns going forward.  While markets have been more challenging, the need for income, capital appreciation, and capital preservation has not changed.  That’s where alternative investments may provide some solutions.

Season 04 Episode 09                                           23:19 Today, as investors mull the increasing risk of a U.S. recession, the strength in the labor market can be a double-edged sword.  In this episode, Dr. David Kelly is interviewed by Stephanie Aliaga, Research Analyst, to discuss the latest jobs report, the outlook for the labor market, and our latest thoughts on the risk of a recession in 2022 or 2023. 

Season 04 Episode 08                                           30:14 As investors mull recession risks, they will also soon have to grapple with the midterm elections and how changes in politics may cause uncertainty in the economic outlook. In this episode, Dr. David Kelly is joined by Meera Pandit, Global Market Strategist, to discuss politics and the fiscal outlook ahead of the midterm elections in a conversation moderated by Stephanie Aliaga, Research Analyst.

Season 04 Episode 07                                           14:49 The equity markets have seen a tumultuous and fairly disappointing few months in 2022.  Investor sentiment has turned extremely bearish due to a land war in Ukraine, a more hawkish and aggressive Fed, and rising and persistent inflation.  In this episode, Dr. David Kelly is joined by Andrew Tyler, Head of U.S. Market Intelligence, to discuss the current state of equity markets, the factors driving recent volatility, the takeaways from 1Q22 earnings season, and the further implications of the Fed's rate-hiking cycle on equity markets.

Season 04 Episode 06                                          18:04 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.  In 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. 

Season 04 Episode 04                                          24:57 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.  In 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.  

Season 04 Episode 05                                          26:35 The last few months have seen a swift and significant recalibration in markets.  Inflation looks to be higher and stickier than previously assumed, with The Fed shifting more hawkish.  In 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.

Season 04 Episode 03                                          35:42 The Russian invasion of Ukraine has brought horrible human consequences, but for investors, it’s also raised a lot of questions.  In 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.

Season 04 Episode 02                                           25:51 In 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. 

Season 04 Episode 01                                           22:33 In 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.