Sign up to save your podcasts
Or
Share Navigating the equity market rotation
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Navigating the equity market rotation
Equity markets are shifting, with value and quality equities stepping into the spotlight and AI’s impact reaching far beyond technology. Small- and mid-cap names are drawing fresh attention, while international and emerging markets are finding new momentum. Changing consumer trends, evolving fiscal policy and sector standouts in financials and healthcare are all shaping the landscape for investors seeking what’s next.
In this episode, join the Market Insights team's Meera Pandit, Global Market Strategist, and Katie Korngiebel, Research Analyst, as they share timely perspectives on the forces driving equities and where opportunity may emerge in today’s market.
Watch the video version on YouTube.
Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify
View all episodes
By Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management
4.3
9090 ratings
Equity markets are shifting, with value and quality equities stepping into the spotlight and AI’s impact reaching far beyond technology. Small- and mid-cap names are drawing fresh attention, while international and emerging markets are finding new momentum. Changing consumer trends, evolving fiscal policy and sector standouts in financials and healthcare are all shaping the landscape for investors seeking what’s next.
In this episode, join the Market Insights team's Meera Pandit, Global Market Strategist, and Katie Korngiebel, Research Analyst, as they share timely perspectives on the forces driving equities and where opportunity may emerge in today’s market.
Watch the video version on YouTube.
Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify
More shows like Insights Now
View all
Investing Insights
521 Listeners
Exchanges
970 Listeners
Bloomberg Surveillance
1,170 Listeners
Masters in Business
2,201 Listeners
Notes on the Week Ahead
193 Listeners
Capital Ideas podcast
284 Listeners
Wall Street Breakfast
1,038 Listeners
Eye On The Market
294 Listeners
UBS On-Air: Market Moves
185 Listeners
Making Sense
72 Listeners
Thoughts on the Market
1,302 Listeners
At Any Rate
78 Listeners
Barron's Streetwise
1,561 Listeners
Barron's Live
213 Listeners
The Markets
80 Listeners