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Building Resilient Portfolios Apr 12, 2022

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The last few months have seen a swift and significant recalibration in markets. Inflation looks to be higher and stickier than previously assumed. The Fed has shifted more hawkish, now penciling upwards of seven hikes in 2022 and eyeing a faster pace of balance sheet reduction. On 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. In light of recent geopolitical events , we are reminded that there is always the potential for unknown shocks to disrupt the investment outlook. Tune in to hear how Phil Camporeale is building resiliency in diversified portfolios to navigate today's bumpy environment and invest for the long haul.

For additional insights from Dr. David Kelly, check out the Notes on the Week Ahead podcast and newsletter on Apple, Spotify and LinkedIn.

The Fed’s New Playbook Mar 24, 2022

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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. Since the Fed cut rates to zero in March 2020, the U.S. economy has well recovered with inflation running persistently well above the Fed's 2% target. On 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. Can the Fed's more aggressive stance put the economy into a recession? Or are the risks of waiting to tighten just too high? What does all this mean for investors?

For additional insights on the Fed, check out Jordan Jackson's recent On the Minds of Investors article "How might markets perform as the Federal Reserve hikes interest rates?" linked here.

Implications of the Russian Invasion of Ukraine Mar 09, 2022

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The Russian invasion of Ukraine has brought horrible human consequences, but for investors it’s also raised a lot of questions. On 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. General Robeson sheds light on the current state of play in geopolitics and the scenarios that may unfold, while David Maccarrone and Dr. Kelly discuss the implications around commodities, inflation, and fiscal and monetary policy.

For additional insights from Dr. David Kelly, check out the Notes on the Week Ahead podcast and newsletter on Spotify, Apple, and LinkedIn.

Solving for Climate Change with ESG Feb 24, 2022

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On 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. As the need to fight climate change has become more pronounced, sustainable investing has increasingly come into focus for investors. This episode discusses the outlook for U.S. climate spending, Europe’s energy transition as the conflict in Russia-Ukraine flares up, China and its green initiatives, and the investment opportunities in agriculture, transportation, food and water, and energy efficiency. Tune in to hear two of J.P. Morgan’s thought leaders discuss these issues and more.

To learn more about the opportunities in sustainable food & water, read Meera Pandit’s latest On the Minds of Investors article.

For additional insights from Dr. David Kelly, check out the Notes on the Week Ahead podcast and newsletter on Spotify, Apple, and LinkedIn.

Investing in China in the Year of the Tiger Feb 10, 2022

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On 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. As China rings in the New Year, the road ahead holds substantial political and economic significance, from the Winter Olympics in Beijing to the Communist Party's 20th National Congress. China also faces substantial challenges in managing a potential property bubble, zero-tolerance approach to Covid and contentious international relationships. However, for investors, cheaper valuations and China's emphasis on growth stability with easy monetary and fiscal policies have supported the case for adding Chinese assets to portfolios. Tune in to hear two of J.P. Morgan's thought leaders discuss these issues and more.

For additional insights from Dr. David Kelly, check out the Notes on the Week Ahead podcast and newsletter on Spotify, Apple, and LinkedIn.

To read more from our thought leaders at J.P. Morgan Asset Management, visit our On the Minds of Investors blog.

Investing Beyond the Pandemic Dec 23, 2021

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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. Yet in recent months, investors have had to weigh a series of risks to both economic growth and market returns: the Fed is shifting more hawkish, inflation has surged, and valuations sit at lofty levels. Looking forward to 2022, what does this backdrop mean for investing? Where are the best opportunities for tactical positioning and strategic long-term investing?

College Planning and 529s Dec 10, 2021

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On 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. What is a college education worth against the rapid rise in college tuition over the past few decades? Can families depend on financial aid or fiscal policy to cover most of these expenses? If you can’t rely on aid, how should families invest for high education expenses? What are the benefits of saving? Tune in to hear two of J.P. Morgan’s thought leaders discuss these questions and more.

The Post-Pandemic Lens on Europe Nov 29, 2021

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On 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. After disruptions from “Brexit” seem have settled down, the onslaught of the pandemic paved the way for a togetherness of Europe not seen in decades. The EU Recovery Fund may be just the accelerant to growth in Europe that investors have been waiting for. Still, European stocks are trading at some of their cheapest levels relative to the U.S. in history, and proponents have hailed Europe as an investment opportunity for years with little reward, is this time any different? Tune in to hear two of J.P. Morgan Asset Management’s thought leaders discuss the opportunities and challenges for Europe in the context of the post-pandemic global economy.

Alternative Investments in a World of Higher Inflation Nov 15, 2021

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On 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. How should we think about investing in alternatives vs. traditional stocks and bonds? Against a backdrop of rising inflation and interest rates where the outlook for fixed income looks increasingly challenged, could alternatives be a solution? Tune into hear two of J.P. Morgan Asset Management’s thought leaders discuss the opportunities and challenges for this asset class in the context of this new inflationary environment.

Do cryptocurrencies have a place in portfolios? Oct 28, 2021

Show notes

On 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. Can cryptocurrencies achieve their fundamental goal of being a store of value and payment system? How do cryptocurrencies function as an asset class, and is there a benefit them as an allocation in portfolios? Tune in to hear Dr. Kelly’s take on the matter, and other issues pertaining to ESG concerns, regulatory risk, and the broader blockchain revolution.

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