Podcasts about jp morgan asset management

After a ripping rebound rally based on a resilient economy and trade war de-escalation, how does the risk-reward setup for stocks look from here? And what will drive the next notable move? We discuss with Solus' Dan Greenhaus, Hightower's Stephanie Link and JP Morgan Asset Management's Stephanie Aliaga. Plus, former Fed governor Mishkin tells us what today's CPI number might mean for the Fed's next move. And, BTIG's Jonathan Krinsky breaks down the charts and tells us where he sees the energy sector headed from here. 

Lucía Gutiérrez-Mellado, directora de Estrategia de JP Morgan Asset Management, analiza la rotación de mercados y las oportunidades de inversión en un entorno volátil.

La situación de los mercados con Lucía Gutiérrez-Mellado, Directora de estrategia de JP Morgan Asset Management para España y Portugal. Tertulia con Rafael Ramiro, Profesor de Gestión Empresarial de Comillas ICADE; Carmen Morales, profesora del IE Business School; y Fernando Zunzunegui, abogado y profesor.

Carl Quintanilla, Sara Eisen, and David Faber discussed the latest for stocks as they try to hold onto gains – and consumer concerns grow. The latest read on sentiment coming in at the top of the hour: falling to its 2nd-lowest reading on record… but consumer earnings commentary telling a different story.  The team broke it all down with JPMorgan Asset Management's Chief Global Strategist. Plus: how to play the homebuilders with one guest who says they're still a buy here – and more on the outlook for energy as President Trump says the U.S. is “very close” to a nuclear deal with Iran.  Also in focus: the road ahead for Novo after its surprise CEO resignation; deal details on this possible Charter-Cox merger; Berkshire's biggest moves according to a new 13F filing; and the big win for wealth taxpayers hidden in the GOP's “big beautiful bill”.  Squawk on the Street Disclaimer

El acuerdo entre China y EEUU bajo el análisis de Lucía Gutiérrez-Mellado, Directora de estrategia de JP Morgan Asset Management para España y Portugal. Tertulia con Juan Verde, estratega internacional para el sector privado y público; Isabel Aguilera consultora empresarial; y Rubén García-Quismondo, Socio Director de Quabbala, Abogados y Economistas.

Send us a textOn the latest episode of The Get Ready Money Podcast, Charlene Cong guest hosted and we spoke about changing the way we think about whole life insurance. In this episode we discussed:Why whole life insurance is not an investment.Common misunderstandings when people purchase whole life insurance.Whole life insurance is a long term insurance contract that is illiquid with high surrender charges for the first few years. How life insurance policy loans work. More suitable financial options for young people.Why you can't be your own banker. Connect with Charlene Cong:Website (website)  www.charlenecong.comFinFit GmbH Website: www.finfitsolution.comLinkedIn (LinkedIn)Instagram (Instagram) Resources:Budgeting and Spending Template (free): (here)Investment Masterclass: (here)Youtube (here) https://www.youtube.com/@CharleneCongPodcast:Charlene's Podcast (YouTube) Bio: Charlene H. Cong, CFA, is the founder of FinFit GmbH, a finance and investment educator, podcaster, and YouTuber. With over 10 years of experience in the banking industry, including a tenure at JPMorgan Asset Management, she is a Chartered Financial Analyst based in both Hong Kong and Switzerland. Charlene is an Executive Board Member of the Swiss Capital Market Forum. Support the showThe Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

Financial markets have steadied in the past two weeks - the S&P 500 on Friday posted its longest winning streak in two decades - amid signs that talks with Asian nations are progressing and trade tensions between China and the US are thawing. President Donald Trump also said in an interview Sunday that he's willing to lower the tariff on Chinese imports to spur trade. Sentiment is also being supported after robust US jobs data alleviated concerns of a deep US recession. We hear from Kerry Craig, Global Market Strategist at JPMorgan Asset Management. He speaks to Bloomberg's Shery Ahn and Haidi Stroud-Watts. Plus - Prime Minister Anthony Albanese won a significant victory for his center-left Labor Party on Saturday, becoming the first Australian leader to win consecutive elections in over two decades. For some analysis, we heard from Diana Mousina, Deputy Chief Economist at AMP, and Andrea Carson, Professor of Political Communication at La Trobe University.See omnystudio.com/listener for privacy information.

Análisis de bolsas con Ramón Forcada, director de análisis de Bankinter. Presentamos las perspectivas trimestrales para los mercados con Lucía Gutiérrez-Mellado, Directora de estrategia de JP Morgan Asset Management para España y Portugal.

Análisis de bolsas con Ramón Forcada, director de análisis de Bankinter. Presentamos las perspectivas trimestrales para los mercados con Lucía Gutiérrez-Mellado, Directora de estrategia de JP Morgan Asset Management para España y Portugal.

Lucía Gutiérrez-Mellado, Directora de estrategia de JP Morgan Asset Management para España y Portugal.

Lucía Gutiérrez-Mellado, Directora de estrategia de JP Morgan Asset Management para España y Portugal.

Análisis de bolsas con Ramón Forcada, director de análisis de Bankinter. Presentamos las perspectivas trimestrales para los mercados con Lucía Gutiérrez-Mellado, Directora de estrategia de JP Morgan Asset Management para España y Portugal.

Lucía Gutiérrez-Mellado, Directora de estrategia de JP Morgan Asset Management para España y Portugal.

Have the bulls made the case that a bottom is in or is this still a typical sharp but fleeting bear-market bounce? We discuss with 3Fourteen's Warren Pies, JP Morgan Asset Management's Stephanie Aliaga and Truist's Keith Lerner. Plus, the “Dean of Valuation” Aswath Damadoran from NYU tells us how he is navigating the tech trade this earnings season. And, Alger's Ankur Crawford weighs in on the semi space and AI arms race. 

How should investors be trading these markets? We discuss with JP Morgan Asset Management's Gabriela Santos and Invesco's Brian Levitt. Plus, we drill down on what to watch from Alphabet's results with Laura Martin from Needham and Ayako Yoshioka from Wealth Enhancement Group. And, Vista Equity Partners' Robert Smith weighs in on the AI arms race, trade war and much more. 

Arriviamo all'ultima delle nostre tre puntate trasmesse dal Salone del Risparmio, il più grande evento dedicato al risparmio gestito in Europa. Andiamo in onda a pochi minuti dalla conclusione del nostro evento Formica o Zanzara - Il dilemma del risparmio, con la partecipazione di Giuseppe Cruciani nell'inedita veste di commentatore di questioni di risparmio ed investimento. Insieme a lui Emanuela Emilia Rinaldi, Prof.ssa Associata di Sociologia dei processi culturali e comunicativi presso l'Università degli Studi Milano-Bicocca. La registrazione della conferenza resterà disponibile sulla piattaforma Fr Vision.In questa terza giornata il Salone è aperto gratuitamente anche agli investitori privati e agli studenti. Nel corso della plenaria di chiusura, moderata proprio da Debora e Mauro, viene inoltre presentato il VI rapporto Assogestioni-Censis sulle abitudini di risparmio dei nostri connazionali. Un appuntamento che il segretario generale dell'istituto di ricerca italiano, Giorgio De Rita, considera il punto di partenza per analizzare le nuove tendenze in atto ma anche la conferma del ruolo sociale assunto dall'industria dell'asset management.Da questi spunti partiamo anche nel dialogo con i tre ospiti che vengono a trovarci negli studi di Radio 24 per questa terza diretta: Emilio Franco - Amministratore Delegato di Mediobanca SGR -, Michele Cervone - client advisor di JP Morgan Asset Management - e Laura Belotti, Sales director di Franklin Templeton.

Trivariate's Adam Parker, American Century Investments' Mike Rode and JP Morgan Asset Management's Jordan Jackson weigh in on today's market action and map out where they see stocks headed from here. Plus, Ankur Crawford from Alger highlights the stocks she is betting on amid all of the tariff uncertainty. And, Cais founder Matt Brown discusses alternative investments. 

David Kelly, chief global strategist at JPMorgan Asset Management, says this is "the calm before the inflation storm." Kelly says he expects an economic slowdown. “What we’re seeing is a lot of softness in the travel industry, which I think is going to get worse over the course of this year.” He is joined by Bloomberg's Jonathan Ferro, Lisa Abramowicz, and Annmarie Hordern.See omnystudio.com/listener for privacy information.

Analizamos la economía de EEUU con Lucía Gutiérrez-Mellado, Directora de estrategia de JP Morgan Asset Management para España y Portugal. Tertulia con Dolores González Pastor, Directiva de Asuntos Públicos corporativos; Carmen Morales, profesora del IE Business School; y Ángel Niño, concejal delegado de Innovación y Emprendimiento del Ayuntamiento de Madrid y economista.

Tilmann´s Favoriten: Europa, Verteidigung, Infrastruktur, Dividenden- und ValuetitelDen alten Kontinent hat man im Vorjahr schon abgeschrieben, doch jetzt fängt Europa an seine Hausaufgaben zu machen und zusammenzugehen. Tilmann Galler, Chefstratege von JP Morgan Asset Management nennt hier etwa das Abschleifen der deutschen Schuldenbremse. Deutschland könne mit seinem Fiskalpaket, zusätzliche Ausgaben von bis zu 2,5 des Bruttoinlandsprodukts, die europäische Konjunktur ankurbeln. Was aber noch mehr für Europa spreche sei, dass die EU die Regulatorik entschärft (Stichwort Zurücksetzen des Lieferkettengesetzes). Gepaart mit den zuletzt noch ohnedies niedrigen Erwartungen für den Kontinent, kommt Europa bei den Investoren sehr gut an. Während US-Aktien über den langfristigen Durchschnitt notieren, liegen europäische Top-Titel da noch teilweise darunter und das mit dem Euro in einer Währung, die europäische Aktien für US-Investoren aufgrund des starken Dollars besonders attraktiv macht. Tilmann Galler ist für Europa zwar nicht euphorisch, da die Staaten auch die Gabe hätten sich immer wieder ins Knie zu schießen. Doch man sollte Europa in jedenfalls partiell stärker ins Portfolio legen. Ein Favoritenwechsel fände aber nicht nur von den USA nach Europa statt, sondern u.a. auch zwischen Sektoren. Vom deutschen Sondervermögen von 500 Millionen Euro profitiere nicht nur der Sektor Verteidigung, sondern auch die Infrastruktur im weiten Sinn. Profiteure sind somit auch der Bausektor. „Auch rechnen wir mit einer Verbreiterung des Aufwärtstrends, der nicht nur mehr von den glorreichen Sieben unterstützt wird“, meint Tilmann Galler. Wenn die KI günstiger und massentauglicher werde, würde das Gewinnwachstum in diesen und auch noch im nächsten Jahr den breiten Markt erfassen. Aufholpotenzial hätten vor allem zurückgebliebene Sektoren wie Value- und Dividendenaktien. Ein reales Risiko bliebe die Inflation. Das bedeutet auch ein höheres mittel- bis langfristiges Risiko bei Anleihen.Viel Hörvergnügen wünscht Julia KistnerÜber eure Kommentare, Likes und neue Abonnenten würden wir uns freuen, damit noch mehr Kapitalmarktbegeisterte auf den Podcast GELDMEISTERIN aufmerksam werden.Musik- & Soundrechte: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.geldmeisterin.com/index.php/musik-und-soundrechte/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Risikohinweis: Dies sind keine Anlageempfehlungen. Julia Kistner und ihr Podcast-Gast übernehmen keinerlei Haftung.#Investment #Geldanlage #Europa #Verteidigung #Infrastuktur #Konsum #Bewertungen #podcast #Finanzen #Konjunktur

Tilmann´s Favoriten: Europa, Verteidigung, Infrastruktur, Dividenden- und ValuetitelDen alten Kontinent hat man im Vorjahr schon abgeschrieben, doch jetzt fängt Europa an seine Hausaufgaben zu machen und zusammenzugehen. Tilmann Galler, Chefstratege von JP Morgan Asset Management nennt hier etwa das Abschleifen der deutschen Schuldenbremse. Deutschland könne mit seinem Fiskalpaket, zusätzliche Ausgaben von bis zu 2,5 des Bruttoinlandsprodukts, die europäische Konjunktur ankurbeln. Was aber noch mehr für Europa spreche sei, dass die EU die Regulatorik entschärft (Stichwort Zurücksetzen des Lieferkettengesetzes). Gepaart mit den zuletzt noch ohnedies niedrigen Erwartungen für den Kontinent, kommt Europa bei den Investoren sehr gut an. Während US-Aktien über den langfristigen Durchschnitt notieren, liegen europäische Top-Titel da noch teilweise darunter und das mit dem Euro in einer Währung, die europäische Aktien für US-Investoren aufgrund des starken Dollars besonders attraktiv macht. Tilmann Galler ist für Europa zwar nicht euphorisch, da die Staaten auch die Gabe hätten sich immer wieder ins Knie zu schießen. Doch man sollte Europa in jedenfalls partiell stärker ins Portfolio legen. Ein Favoritenwechsel fände aber nicht nur von den USA nach Europa statt, sondern u.a. auch zwischen Sektoren. Vom deutschen Sondervermögen von 500 Millionen Euro profitiere nicht nur der Sektor Verteidigung, sondern auch die Infrastruktur im weiten Sinn. Profiteure sind somit auch der Bausektor. „Auch rechnen wir mit einer Verbreiterung des Aufwärtstrends, der nicht nur mehr von den glorreichen Sieben unterstützt wird“, meint Tilmann Galler. Wenn die KI günstiger und massentauglicher werde, würde das Gewinnwachstum in diesen und auch noch im nächsten Jahr den breiten Markt erfassen. Aufholpotenzial hätten vor allem zurückgebliebene Sektoren wie Value- und Dividendenaktien. Ein reales Risiko bliebe die Inflation. Das bedeutet auch ein höheres mittel- bis langfristiges Risiko bei Anleihen.Viel Hörvergnügen wünscht Julia KistnerÜber eure Kommentare, Likes und neue Abonnenten würden wir uns freuen, damit noch mehr Kapitalmarktbegeisterte auf den Podcast GELDMEISTERIN aufmerksam werden.Musik- & Soundrechte: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.geldmeisterin.com/index.php/musik-und-soundrechte/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Risikohinweis: Dies sind keine Anlageempfehlungen. Julia Kistner und ihr Podcast-Gast übernehmen keinerlei Haftung.#Investment #Geldanlage #Europa #Verteidigung #Infrastuktur #Konsum #Bewertungen #podcast #Finanzen #Konjunktur

Fundamental and technical pressures on credit markets are growing as trade wars escalate, according to JPMorgan Asset Management. “We just need to be paid a little bit more for the uncertainty risk now in the market,” says Lisa Coleman, the firm’s head of global investment-grade corporate credit. “The technicals from where we were at the beginning of the year have deteriorated,” Coleman, who manages $73 billion in assets, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Jody Lurie in the latest Credit Edge podcast. Coleman and Lurie also discuss the earnings outlook for US companies, opportunities in consumer, health care and bank debt and fund flows.See omnystudio.com/listener for privacy information.

Elena Domecq, subdirectora de Estrategia de JP Morgan Asset Management, analiza el impacto de los aranceles de Trump y las oportunidades en los mercados.

Elena Domecq, subdirectora de Estrategia de JP Morgan Asset Management, analiza el impacto de los aranceles de Trump y las oportunidades en los mercados.

How much can stocks keep rebounding if daily tariff twists and turns keep coming? We discuss with Solus' Dan Greenhaus, Stephanie Aliaga of JPMorgan Asset Management and Neuberger Berman's Shannon Saccocia. Plus, top analyst Mike Mayo is forecasting 20% upside in one bank stock. He tells us which one and why. And, Allianz' Mohamed El-Erian tells us where he sees stocks headed from here.  

Entrevista con Lucía Gutiérrez- Mellado, Directora de estrategia de JP Morgan Asset Management para España y Portugal.

Entrevista con Lucía Gutiérrez- Mellado, Directora de estrategia de JP Morgan Asset Management para España y Portugal.

Un repaso a los mercados con Lucía Gutiérrez- Mellado, Directora de estrategia de JP Morgan Asset Management para España y Portugal. Tertulia con Carlos Lavín Subercaseaux, Inversor Financiero Profesional; Juan Carlos Lozano, periodista especializado en información económica del Grupo Prensa Ibérica; y Ángel Niño, concejal delegado de Innovación y Emprendimiento del Ayuntamiento de Madrid.

With inflation expectations rising, credit spreads at historical tights, and US Treasury moves dictating market sentiment, how should investors position their portfolios? In this episode, Elaine Ngim, Head of Investment Advisory Singapore at Julius Baer sits down with Jonathan Liang, Head of Fixed Income Investment Specialists, Asia ex-Japan at JP Morgan Asset Management and Dario Messi, Head of Fixed Income Research at Julius Baer to break down the top-of-mind issues in fixed income markets and the corporate credit landscape today. Key topics include:(01:42) - How inflation expectations impact credit markets (04:32) - The outlook for credit spreads – are we due for a widening? (06:16) - Does investment success hinge on getting the US Treasury view right? (08:22) - The US dollar's strength and its implications for emerging markets (09:49) - Why active management is critical in volatile bond markets (12:12) - Managing volatility to achieve better risk-adjusted returns (13:03) - The evolving role of CDS (13:40) - Lessons from past market drawdowns (14:38) - Common misconceptions about credit investing (16:25) - Key takeaways for equity-focused investors

Does the momentum portend a rough patch for stocks overall? We discuss with Strategas' Chris Verrone. Plus, JPMorgan Asset Management's Gabriela Santos and Invesco's Kristina Hooper weigh in on this time of uncertainty for investors. And, retailing legend Mickey Drexler weighs in on the health of the consumer and tells us where he is seeing pockets of opportunity in that sector. 

Le borse viaggiano con il vento in poppa a dispetto delle iniziative molto ‘ingombranti' di Donald Trump. Dopo i dazi imposti a Messico, Canada (poi sospesi) e Cina e quelli applicati ad acciaio e alluminio al via dal 12 marzo, l'incognita più importante è quella relativa alla posizione che verrà presa dagli Stati Uniti nei confronti dell'Europa. 'I tassi d'interesse dovrebbero essere abbassati, in modo che vadano di pari passo con i prossimi dazi! Avanti, America!', ha scritto Trump su Truth Social. E questo è successo proprio nella giornata di ieri, in cui si è manifestato un piccolo cigno nero: si è saputo che l'inflazione di gennaio è risalita di nuovo, portandosi al 3%. Immediata la reazione sul T-Bond: rendimento decennale Usa è schizzato sopra il 4,6%.In che direzione si sta andando? Dovremmo occuparci/preoccuparci tutti i giorni delle dichiarazioni e delle iniziative di Trump? Quali misure deve aspettarsi il Vecchio Continente e con quali effetti per i capitali investiti? Ne parliamo con Maria Paola Toschi, Global Market Strategist di JP Morgan Asset Management.

The Fed no doubt grappling with whether it should cut or not. The Wall Street Journal's Nick Timiraos tells us what's at stake in tomorrow's CPI report. Plus, iCapital's Anastasia Amoroso and JP Morgan Asset Management's Jack Manley tells us what they think the tariffs could mean for the markets and your money. And, we break down the latest in the tech space amid the ongoing drama between Elon Musk and Sam Altman – as well as Apple's potential new partnership. 

Analizamos los mercados con Lucía Gutiérrez-Mellado, Directora de estrategia de JP Morgan Asset Management para España y Portugal. Tertulia con Miguel Yagüe, Economista, asesor de organismos públicos, supervisores y bancos. Profesor de la Complutense, IE y Cunef; Eduardo Aguilar, técnico comercial y economista del Estado; y Jesús Varela, presidente de Lenguluka.

Miramos a los mercados europeos en la apertura de las bolsas del viejo continente y conectamos con Lucía Gutiérrez-Mellado, directora de Estrategia para España y Portugal de JP Morgan Asset Management para que nos adelanta en exclusiva su visión de mercados para el primer trimestre de 2025. También comentamos los primeros compases de la sesión y sus protagonistas con Luis Benguerel, gestor independiente. Y en el Consultorio de bolsa Pepe Baynat, Director De Bolsas Y Futuros.com atiende en directo las dudas de los oyentes sobre sus valores.

Las claves de los mercados con Lucía Gutiérrez-Mellado, Directora de estrategia de JP Morgan Asset Management para España y Portugal.

Así han abierto los mercados con Nicolás López, director de renta variable de Singular Bank. También contamos con Lucía Gutiérrez-Mellado, Directora de estrategia de JP Morgan Asset Management para España y Portugal.

Adelantamos el comportamiento de los mercados con Lucía Gutiérrez-Mellado, Directora de estrategia de JP Morgan Asset Management para España y Portugal. Tertulia con Dolores González Pastor, Directiva de Asuntos Públicos corporativos; Juan Pedro Moreno, presidente ejecutivo del negocio de WPP en España; y Carlos Santana, Director del Programa avanzado en Supply chain de IE business School.

Happy new year! And what better way to celebrate the freshly torn calendar page than by welcoming one of Derek's favorite writers to the show to tell us what's in store for the 2025 economy. Michael Cembalest is the chairman of market and investment strategy for JPMorgan Asset Management, and the author of the truly spectacular newsletter, 'Eye on the Market.' Today, we start with stocks and describe the truly historic—and historically unprecedented—dominance of the so-called Mag-7 tech giants. Then, we draw the connection between Big Tech's historic run and the surge of AI spending. After a discussion on the history and future of nuclear power in America, we do a pit stop on the European economy, where we evaluate the continent's tradeoff between safety and growth, and move on to China to disentangle that economy's slowdown. Finally, we connect it all back to a Trump agenda that is a fascinating brew of old-fashioned Reaganite deregulation, newfangled crypto enthusiasm, mid-19th century tariff obsession, mid-20th century industrialization policy, and ... a bunch of other ingredients that I think I'll just let Michael tell you about. If you have questions, observations, or ideas for future episodes, email us at PlainEnglish@Spotify.com. Host: Derek Thompson Guest: Michael Cembalest Producer: Devon Baroldi Learn more about your ad choices. Visit podcastchoices.com/adchoices

Karen Ward, Chief Market Strategist for one of the leading financial institutions in the world, JP Morgan Asset Management, talks to Robert and Steph about how Starmer can restore investors' confidence, why she worries that the surge in the Magnificent 7 huge tech stocks is over, how AI can make most of us better off and whether Trump will be less radical than his rhetoric. Sign up to our newsletter to get more stories from the world of business and finance. Email: restismoney@gmail.com X: @TheRestIsMoney Instagram: @TheRestIsMoney TikTok: @RestIsMoney goalhangerpodcasts.com Assistant Producer: India Dunkley, Hannah Rashbass, Alice Horrell Producer: Ross Buchanan Head of Content: Tom Whiter Exec Producers: Tony Pastor + Jack Davenport Learn more about your ad choices. Visit podcastchoices.com/adchoices

Analizamos qué puede hacer hoy la FED con Lucía Gutiérrez-Mellado, Directora de estrategia de JP Morgan Asset Management para España y Portugal. En la tertulia han intervenido: Rubén García-Quismondo, Socio Director de Quabbala, Abogados y Economistas; Antonio Sanabria, investigador y profesor de economía internacional en la Universidad Complutense de Madrid; y Eduardo Aguilar, técnico comercial y economista del Estado.

Will stocks run or limp to the finish line this year? Perhaps the answer lies in what happens with tech which has seen a resurgence. We break down the big move in Broadcom and Apple's massive run to $4 trillion. Plus, Payne Capital's Courtney Garcia, NB Private Wealth's Shannon Saccocia and JPMorgan Asset Management's Jordan Jackson tell us what they're forecasting for stocks. And, Former Cleveland Fed President Loretta Mester breaks down what she is expecting from the Fed next week – and what it is at stake for the economy. 

As records keep falling, should your exposure to stocks keep increasing? JP Morgan Asset Management's Gabriela Santos, Virtus' Joe Terranova and BMO's Yung-Yu Ma discuss how investors should be positioning. Plus, Mark Okada from Sycamore Tree Capital Partners tells us what he thinks a second Trump term could mean for your money. And, we tell you what's behind the big drop in Uber and Lyft today. 

Real estate and private equity are a better investment than direct lending, according to JPMorgan Asset Management. Those two have repriced on higher rates, while private credit hasn't, Gabriela Santos, the firm's chief market strategist for the Americas tells Bloomberg News' James Crombie and Bloomberg Intelligence senior credit analyst Robert Schiffman, in the latest Credit Edge podcast. “It's been interesting to see signs that actually commercial real estate seems to be bottoming and turning around,” said Santos. Santos and Schiffman also discuss the likelihood of bond spreads staying tight, CCC bond risk, the market impact of trade wars and the technology sector debt outlook.See omnystudio.com/listener for privacy information.

Send us a textOn the latest episode of The Get Ready Money Podcast, I spoke with Charlene Cong, CFA, investment coach and founder of FinFit about changing the way we think about money and democratizing financial literacy. In this episode we discussed:Simplicity wins with money. Why a long term mindset and consistency are critical for success.Investing is for everyone, not just for the rich.  What is a Chartered Financial Analyst (CFA)?The relationship between fitness and finances. Start investing as early as possible - invest for your kids (it's the power of compound interest). Charlene H. Cong, CFA, is the founder of FinFit GmbH, a finance and investment educator, podcaster, and YouTuber. With over 10 years of experience in the banking industry, including a tenure at JPMorgan Asset Management, she is a Chartered Financial Analyst based in both Hong Kong and Switzerland. Charlene is an Executive Board Member of the Swiss Capital Market Forum. Connect with Charlene Cong:Website (website)  www.charlenecong.comFinFit GmbH Website: www.finfitsolution.comLinkedIn (LinkedIn) https://www.linkedin.com/in/charlenecong/Instagram (Instagram) Resources:Budgeting and Spending Template (free): (here)Investment Masterclass: (here)Youtube (here) https://www.youtube.com/@CharleneCongPodcast:Charlene's Podcast (YouTube) Mentioned on this episode:The Get Ready Money Podcast: The Power of Compound Interest with Mac Gardner, Derrick Wesley, Chris Mouzon & Thomas Kopelman (here).Warren Buffett's Annual Letter to Berkshire Hathaway Shareholders (here).The Intelligent Investor: The Definitive Book on Value Investing by Benjamin Graham (Amazon). The Millionaire Next Door: The Surprising Secrets of America's Wealthy by Thomas Stanley and William Danko (here) The Four Money Bears by Mac Gardner (Amazon) The Monster Job by Faith Teope (Amazon)Sammy Rabbit's Money School (here)Support the show

Kerry Craig is Executive Director & Global Market Strategist at J.P. Morgan Asset Management Every year for the past 29 years JPMorgan's team of market experts have built their Long Term Capital Market Assumptions to predict the next 10-15 years of markets and help guide their institutional clients and in-house investment teams. Today on the show, Kerry Craig helps us understand where J.P. Morgan Asset Management sees the world going:Where Trump will have the biggest impact on marketsHow inflation and interest rates will impact the US and Australia from hereThe best performing stock markets for the next 15 years How AI will impact the economy Where retail investors should be investing —------Thank you to J.P. Morgan Asset Management for sponsoring this episode and helping us keep all of our content free.Find out more about JGLO on their website and check out the full range of Active ETFs.—------Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.—------Want more Equity Mates?Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don't Stress, Just InvestFollow us on social media: Instagram, TikTok, & LinkedIn—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

In this episode of the Center for Investment Excellence podcast, host David Lebovitz, Global Market Strategist in Multi-Asset Solutions at JP Morgan Asset Management, is joined by Kay Herr, US Chief Investment Officer for the Global Fixed Income Currency and Commodities team at JP Morgan Asset Management. David and Kay discuss the implications of the upcoming US elections on fiscal policy and market dynamics, and they provide a deep dive into duration management and spread product opportunities in the current market environment. Tune in for a comprehensive analysis of the macroeconomic outlook, investment strategies, and market opportunities in this insightful episode.

Trivariate's Adam Parker, JP Morgan Asset Management's Jack Manley and Wealth Enhancement's Aya Yoshioka reveal their outlooks. Plus, OpenAI closed its latest round of funding. Kate Rooney breaks down all the details and Intelligent Alpha's Doug Clinton tells us what this could mean for the broader AI space. And, Lauren Goodwin tells us what she thinks the fed's latest move could mean for your money. 

The Federal Reserve went big with its first interest rate cut since 2020, and it's biggest cut in 16 years as it lowered the Federal Funds Rate by half a percent. We look at what usually happens in the stock market - which hit new record highs last week - when the Fed gets this aggressive. Plus, Dr. David Kelly, the Chief Global Strategist for JP Morgan Asset Management, joins The Express from the Future Proof Wealth Festival, to share the most important macro trends shaping the economy and stock market today. LINKS FOR SHOW NOTES: https://www.investopedia.com/what-to-expect-in-the-markets-this-week-8715614 https://am.jpmorgan.com/us/en/asset-management/adv/bios/david-kelly/ https://x.com/callieabost/status/1837234523555144147 https://www.carsongroup.com/insights/blog/author/rdetrick/ https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/sweetspotsforstocks_transcript_new.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this episode, Anne Lester, a retirement expert, author, media commentator, top-rated speaker and former Head of Retirement Solutions for JPMorgan Asset Management, dissects the current economic turmoil and helps us understand what it means for personal financial security in today's unpredictable world. Dive deep into the practicalities of achieving financial stability, managing investments, the realities of retirement planning, and navigating high-stress financial decisions. Whether you're a seasoned investor, a young professional starting out, or someone looking to refine your financial strategies amidst global instability, this episode offers invaluable insights to help you safeguard your financial future and make informed decisions.   SHOWNOTES -  00:00:00 - Episode & Guest Introduction 00:01:35 - Responding to economic instability 00:07:50 - Practical strategies for creating financial security in uncertain times 00:13:55 - Buying vs renting a house 00:19:50 - TWO Must dos with money 00:21:00 - Saving for gig workers and freelancers 00:26:40 - How personal choices affect financial outcomes 00:30:30 - Curiosity & definition of failure as the KEY to better choices 00:37:40 - Advice for reckless spenders 00:48:20 - Managing debt, optimizing savings, & planning for future needs 00:53:10 - Where to invest, diversification, & market dynamics 00:59:45 - Directing your focus on wealth cultivation and learning more 01:09:52 - Retirement planning & the FIRE movement   RECOMMENDED RESOURCES -  Your Best Financial Life by Anne Lester - https://www.amazon.com/Your-Best-Financial-Life-Future/dp/006332086X The Psychology of Money by Morgan Housel - https://www.amazon.com/Psychology-Money-Timeless-lessons-happiness/dp/0857197681 Nudge by Richard H Thaler and R Sunstein - https://www.amazon.com/Nudge-Improving-Decisions-Health-Happiness-ebook/dp/B009KERBQI/ Thinking, Fast and Slow by Daniel Kahneman - https://www.amazon.com/Thinking-Fast-Slow-Daniel-Kahneman-ebook/dp/B005MJFA2W/ The Intelligent Investor by Benjamin Graham and Jason Zweig - https://www.amazon.com/Intelligent-Investor-Definitive-Investing-Essentials/dp/0060555661   CONNECT WITH ANNE LESTER -  Website - https://www.annelester.com LinkedIn - https://www.linkedin.com/in/savesmartwanne YouTube - https://www.youtube.com/channel/UCE7snA-XZ4vdlUAXFU8MHEg   Facebook - https://www.facebook.com/savesmartwanne   CONNECT WITH ME - Take the EmoPersona Quiz - https://www.kratimehra.com/emopersonaquiz/ Subscribe to the Newsletter - https://www.kratimehra.com/newsletter/ For more, visit - https://www.kratimehra.com/experible/

How should investors position in Japan markets in light of the recent intense volatility in Japanese indices?Join Kelly Chia, Deputy Head of Research Asia at Bank Julius Baer, and Alexander Treves, Managing Director and Head of Investment Specialists, EMAP Equities at JP Morgan Asset Management, as they share their expert perspectives on how Japanese stocks are likely to fare in a rising Yen environment. They also explore the outlook for the Bank of Japan, and examine critical factors shaping Japan's economy, including inflation trends and ongoing corporate reforms.