Insights Now

Season 03 Episode 12                                            21:09 Dr. David Kelly sits down with Jack Manley, Global Market Strategist at J.P. Morgan Asset Management, to discuss the investment outlook for 2022.  Despite the continued pandemic, the U.S. economy saw a powerful recovery in 2021 across equity markets, the labor market, and overall economic growth.  Where are the best opportunities for tactical positioning and strategic long-term investing in 2022?

Season 03 Episode 11                                            22:28 In today’s episode, Dr. David Kelly sits down with Michael Conrath, Head of Education Savings at J.P. Morgan and author of the College Planning Essentials publication, to discuss the importance of saving for college and how to accumulate these savings most efficiently. 

Season 03 Episode 10                                            31:20 In today’s episode, Dr. David Kelly sits down with Karen Ward, Chief Market Strategist for EMEA at J.P. Morgan Asset Management and author of the Europe and UK Guide to the Markets publications, to discuss the outlook for Europe.  

Season 03 Episode 09                                          20:28 In today’s episode, Dr. David Kelly sits down with David Lebovitz, Global Market Strategist at J.P. Morgan Asset Management and author of the Guide to Alternatives publication, to discuss the role of alternative assets in portfolios.  Investors have been increasingly interested in alternatives, but for many, this is still unfamiliar territory.    

Season 03 Episode 08                                          25:23 In 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. 

Season 03 Episode 07                                           15:38 In 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. 

Season 03 Episode 06                                           24:13 In 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.

Season 03 Episode 05                                           25:14 In 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.

Season 03 Episode 04                                          30:03 In 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.   

Season 03 Episode 03                                          25:55 In 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.