Insights Now
By Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management
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Category: Investing
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Episodes: 154
Description
Listen to the latest insights from Dr. David Kelly, Chief Global Strategist, and Gabriela Santos, Chief Strategist for the Americas at J.P. Morgan Asset Management, as they sit down with a variety of thought leaders for a conversational breakdown of big ideas, future trends, emerging topics, and their investment implications, helping to inform the building of stronger long-term investment plans.
| Episode | Date |
|---|---|
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Navigating inflation, private credit and market sentiment
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Apr 30, 2026 |
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Does diversification include crypto?
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Apr 16, 2026 |
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Alternative Realities: What is the state of U.S. infrastructure?
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Apr 09, 2026 |
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Are Millennials and Gen Z priced out?
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Apr 02, 2026 |
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Alternative Realities: Geopolitics, private credit and portfolio construction
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Mar 27, 2026 |
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Investing in AI opportunities across markets: Part 2
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Mar 19, 2026 |
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Alternative Realities: What's next for oil prices?
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Mar 17, 2026 |
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Investing in AI opportunities across markets: Part 1
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Mar 12, 2026 |
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Navigating the equity market rotation
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Mar 06, 2026 |
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Alternative Realities: How to evaluate private credit risks
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Feb 26, 2026 |
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What the new Fed chair could mean for markets
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Feb 12, 2026 |
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Alternative Realities: What trends will shape alternatives in 2026?
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Jan 08, 2026 |
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Insights for the future of investing
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Dec 18, 2025 |
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Alternative Realities: The 2026 Long Term Capital Market Assumptions: Challenges and opportunities
|
Dec 12, 2025 |
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2026 Outlook: AI lift and economic drift
|
Dec 05, 2025 |
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Alternative Realities: Unlocking the future of alternatives in retirement plans
|
Nov 20, 2025 |
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How research informs investment strategy
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Nov 06, 2025 |
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Alternative Realities: Stadiums, teams and private equity in sports
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Oct 30, 2025 |
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What’s next for consumer markets?
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Oct 24, 2025 |
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Alternative Realities: Rethinking the 60/40 portfolio
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Oct 16, 2025 |
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Quantitative investing explained
|
Oct 09, 2025 |
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Alternative Realities: Private credit playbook
|
Oct 02, 2025 |
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Rethinking retirement through research
|
Sep 25, 2025 |
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Alternative Realities: Allocate smarter with alternatives
|
Sep 18, 2025 |
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How can policy power portfolios?
|
Sep 12, 2025 |
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Alternative Realities: Pearls of investment wisdom
|
Sep 04, 2025 |
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Why is asset allocation so important?
|
Aug 21, 2025 |
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Alternative Realities: Hidden opportunities in private markets
|
Aug 14, 2025 |
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What bonds fixed income research strategies?
|
Aug 07, 2025 |
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Alternative Realities: Real estate’s new reality
|
Aug 01, 2025 |
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How secure is securitized debt?
|
Jul 24, 2025 |
|
Taking a pulse on healthcare
|
Jul 17, 2025 |
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Alternative Realities: Shipping's geopolitical hedge
|
Jul 11, 2025 |
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What's behind muni moves?
|
Jun 27, 2025 |
|
Alternative Realities: Growth equity's new frontier
|
Jun 24, 2025 |
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Uncovering Opportunities in Emerging Market Debt
|
Jun 05, 2025 |
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Alternative Realities: From Europe to Asia: Trends in alternative investments
|
May 29, 2025 |
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Treasuries, trends and tactics
|
May 15, 2025 |
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Alternative Realities: Managing market volatility with alternative investments
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May 08, 2025 |
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Equity research insights: Key analyst takeaways & top investor questions
|
May 02, 2025 |
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Alternative Realities: The future of private credit investing
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Apr 25, 2025 |
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Forecasting the future of financials
|
Apr 17, 2025 |
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Alternative Realities: Tech-driven alternative investment
|
Apr 10, 2025 |
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A healthier outlook for healthcare
|
Mar 27, 2025 |
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Alternative Realities: Opportunities in global forestry and timber
|
Mar 21, 2025 |
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Key themes powering utilities
|
Mar 13, 2025 |
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Alternative Realities: Building an investment plan with alternatives
|
Mar 06, 2025 |
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Manufacturing a case for industrials
|
Feb 27, 2025 |
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Does it pay to invest in payments?
|
Feb 13, 2025 |
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Alternative Realities: Institutional strategies in alternative assets
|
Feb 10, 2025 |
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Beyond AI: Opportunities in semiconductors
|
Jan 31, 2025 |
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Alternative Realities: Strategic Investing Amid Uncertainty
|
Jan 30, 2025 |
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Alternative Realities: Exploring alternatives in 2025
|
Jan 10, 2025 |
|
Insights Now 2024 wrapped
|
Jan 01, 2025 |
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Alternative Realities: Unlocking the potential of transport assets in modern portfolios
|
Dec 27, 2024 |
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The “new 60/40” portfolio
|
Dec 19, 2024 |
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Alternative Realities: Navigating the future of infrastructure
|
Dec 12, 2024 |
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2025: Out of the cyclical storm and into the policy fog
|
Dec 05, 2024 |
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Alternative Realities: Challenges to triumphs in real estate
|
Nov 27, 2024 |
|
Asset allocation in the year ahead
|
Nov 21, 2024 |
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Alternative Realities: Powering portfolios with alternatives
|
Nov 14, 2024 |
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Alternative Realities: Investing in the future of healthcare
|
Oct 31, 2024 |
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Alternative Realities: Democratizing access to alternatives
|
Oct 24, 2024 |
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Taxes, deficits and federal debt, “Oh my!”
|
Oct 24, 2024 |
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The past, present and future of Fed independence
|
Oct 11, 2024 |
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Alternative Realities: Navigating alternatives as an individual investor
|
Oct 03, 2024 |
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The ripple effects of regulation
|
Sep 26, 2024 |
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Alternative Realities: Unlocking value in private markets
|
Sep 19, 2024 |
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Navigating shifts in global trade
|
Sep 12, 2024 |
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Alternative Realities: Private equity challenges and opportunities
|
Sep 05, 2024 |
|
The impacts of immigration
|
Aug 29, 2024 |
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Alternative Realities: The fundamentals of alternatives
|
Aug 22, 2024 |
|
What might the November elections mean for investment strategy?
|
Aug 15, 2024 |
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How will rising federal debt impact the markets and the economy?
|
Aug 08, 2024 |
|
Will inflation ever get back to 2%?
|
Aug 02, 2024 |
|
How long before the next recession?
|
Jul 25, 2024 |
|
When will the Federal Reserve begin cutting rates?
|
Jul 18, 2024 |
|
How will AI reshape the U.S. economy and investment opportunities?
|
Jul 11, 2024 |
|
How can you minimize taxes in your investment strategy?
|
Jul 05, 2024 |
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How do different generations invest – and how should they?
|
Jun 28, 2024 |
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Why add international stocks to a portfolio?
|
Jun 20, 2024 |
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How should I invest?
|
Jun 13, 2024 |
|
The alternative advantage
|
May 09, 2024 |
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Real estate in the “new” old normal
|
Apr 25, 2024 |
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Finding income and fighting inflation with Infrastructure
|
Apr 11, 2024 |
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Beyond the public markets a path to premium returns
|
Mar 28, 2024 |
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Diversification, disruption and dislocation: Unveil the opportunities in Alternatives
|
Mar 14, 2024 |
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The last leg on the long road to normal
|
Dec 21, 2023 |
|
Building stronger portfolios
|
Dec 07, 2023 |
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Modeling better investment outcomes
|
Nov 27, 2023 |
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Maximizing your retirement nest egg
|
Nov 09, 2023 |
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Fine-tuning portfolios with active ETFs
|
Oct 27, 2023 |
|
The world of alternative investing
|
Oct 12, 2023 |
|
Back to school on the U.S. economy
|
Sep 14, 2023 |
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The outlook for real estate
|
Sep 01, 2023 |
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Investing for the next generation
|
Aug 17, 2023 |
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The economic implications of generative AI
|
Aug 04, 2023 |
|
The bond’s eye view
|
Jun 08, 2023 |
|
Finding income for global investment portfolios
|
May 25, 2023 |
|
The muni landscape heading into a downturn
|
May 11, 2023 |
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Credit vs. Duration, where should you spend your risk budget?
|
Apr 27, 2023 |
|
Navigating the opportunities in global bonds
|
Apr 13, 2023 |
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The regional bank crisis and its implications for bonds
|
Mar 30, 2023 |
|
Finding direction in fixed income
|
Mar 03, 2023 |
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Are bonds really back and for how long?
|
Feb 16, 2023 |
|
Will 2023 be a year of slow growth, but better markets?
|
Dec 19, 2022 |
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Bonds are back
|
Dec 01, 2022 |
|
The Implications of a Divided Government
|
Nov 17, 2022 |
|
The future of globalization
|
Nov 09, 2022 |
|
Cross-currents for corporate profits
|
Oct 25, 2022 |
|
Europe’s energy crisis and the UK response
|
Oct 06, 2022 |
|
The Fed: Hiking up a hill of uncertainty
|
Sep 27, 2022 |
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Investing in Troubled Times
|
Jul 20, 2022 |
|
Alternatives in a higher rate, slower growth world
|
Jun 30, 2022 |
|
The Labor Market: Cyclical strength and structural change
|
Jun 09, 2022 |
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The U.S. Fiscal and Midterms Outlook
|
May 26, 2022 |
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Unpacking the Tumultuous Equity Market
|
May 12, 2022 |
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Real Estate Booms, Busts and Structural Change
|
Apr 21, 2022 |
|
Building Resilient Portfolios
|
Apr 12, 2022 |
|
The Fed’s New Playbook
|
Mar 24, 2022 |
|
Implications of the Russian Invasion of Ukraine
|
Mar 09, 2022 |
|
Solving for Climate Change with ESG
|
Feb 24, 2022 |
|
Investing in China in the Year of the Tiger
|
Feb 10, 2022 |
|
Investing Beyond the Pandemic
|
Dec 23, 2021 |
|
College Planning and 529s
|
Dec 10, 2021 |
|
The Post-Pandemic Lens on Europe
|
Nov 29, 2021 |
|
Alternative Investments in a World of Higher Inflation
|
Nov 15, 2021 |
|
Do cryptocurrencies have a place in portfolios?
|
Oct 28, 2021 |
|
The Genomic Health Revolution
|
Oct 15, 2021 |
|
Tech and Equity Investing
|
Oct 01, 2021 |
|
A Long-Term Look at China’s Growth
|
Sep 17, 2021 |
|
The Fiscal Outlook
|
Sep 02, 2021 |
|
The Reality of Global Warming
|
Aug 19, 2021 |
|
The Fed’s Timetable
|
Aug 05, 2021 |
|
Investing as the pandemic winds down
|
Jul 23, 2021 |
|
Asset Class: Investing with Model Portfolios
|
Jun 21, 2021 |
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Asset Class: Actively managing through uncertainty
|
Jun 04, 2021 |
|
Asset Class: Reflation and fixed income investing
|
May 21, 2021 |
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Asset Class: Making the most of your cash
|
May 07, 2021 |
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Asset Class: Finding income in a world of low yields
|
Apr 27, 2021 |
|
Asset Class: Growth Stocks for the Long Run
|
Apr 13, 2021 |
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Asset Class: Understanding factor investing
|
Mar 26, 2021 |
|
Asset Class: ESG investing
|
Mar 09, 2021 |
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Asset Class: Opportunities in municipal bonds
|
Feb 23, 2021 |
|
Asset Class: Using equity derivatives to cut risk and boost income
|
Feb 09, 2021 |
|
Asset Class: The opportunity in international stocks
|
Jan 29, 2021 |
|
Asset Class: Is it time for value?
|
Jan 14, 2021 |
|
A land with zero rates
|
Dec 11, 2020 |
|
Power for the people: The outlook for energy
|
Nov 27, 2020 |
|
The Fiscal Decade
|
Nov 10, 2020 |
|
Behavioral finance pitfalls and how to overcome them
|
Oct 16, 2020 |
|
Demographic Potholes
|
Oct 06, 2020 |
|
The 21st century economy
|
Sep 21, 2020 |
|
China: Too big to ignore
|
Sep 08, 2020 |