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Insights Now

著者： PodClips
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  • Join the thought leaders at JP Morgan as they engage in a conversational breakdown of big ideas, future trends, emerging topics and their investment implications, complete with key takeaways to help inform building stronger investment plans and portfolios for the long-term.
    © 2024 PodClips
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あらすじ・解説

Join the thought leaders at JP Morgan as they engage in a conversational breakdown of big ideas, future trends, emerging topics and their investment implications, complete with key takeaways to help inform building stronger investment plans and portfolios for the long-term.
© 2024 PodClips
マネジメント リーダーシップ 個人ファイナンス 経済学
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エピソード
  • Insights Now 2024 Wrapped

    Insights Now 2024 Wrapped
    2025/01/09
    Season 12 Episode 04 For our final episode of Season 12, we will reflect on some of the most important takeaways from the 23 episodes we recorded this year. From exploring the fastest-growing themes in alternatives to navigating the complexities of the U.S. election, we’ve covered a lot of ground, so stay tuned as we recap our “greatest hits” of 2024. This episode explores the main themes and insights from the past year. Dr. David Kelly is joined by Gabriela Santos, the Chief Strategist for the Americas at J.P. Morgan Asset Management, and new co-host for the Insights Now podcast.
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    17 分
  • The “New 60/40” Portfolio

    The “New 60/40” Portfolio
    2025/01/07
    Season 12 Episode 03 In recent years, the notion of “correct” portfolio construction has been challenged and diversification has become unpopular. Stocks and bonds have shown an increased propensity to move together, calling into question the efficacy of the classic “60/40” portfolio. However, with a new year comes new forces driving markets, and the winners of the past may not be the winners of the future. To prepare portfolios for any unforeseen risks that may arise in 2025, diversification remains the best option, although it may look different than before. To share his thoughts on diversification in the year ahead, Dr. David Kelly is joined by Jack Manley, Global Market Strategist here at J.P. Morgan Asset Management.
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    19 分
  • Alternative Realities: Navigating the Future of Infrastructure

    Alternative Realities: Navigating the Future of Infrastructure
    2025/01/07
    Season 01 Episode 09 The pandemic, geopolitical tension and climate change have revived industrial policy around the globe. In the U.S., the IIJA, IRA, and CHIPs act collectively represent the largest investment in infrastructure since the Cold War. In particular, there are significant opportunities in modernizing and expanding the electrical grid as decarbonization and data centers drive up demand. In addition to these secular tailwinds, core infrastructure’s steady, uncorrelated cash flows make it a valuable portfolio diversifier. Today, Dr. David Kelly is joined by Chris Simard, an Investment Specialist in the J.P. Morgan Infrastructure and Investment Group, to parse through all of this and more.
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    15 分

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