Podcasts about jp morgan asset management

Credit fared better than rates and equities through multiple crises this year across the globe — France, tariffs, Fed concerns and even the UK worries. In this episode of the Credit Crunch podcast, host Mahesh Bhimalingam, Bloomberg Intelligence's global head of credit strategy, discusses these crises and the multi-asset outlook with Iain Stealey, international CIO of global fixed income at JPMorgan Asset Management. They cover US, Europe and UK growth, inflation, central bank views and the dollar. The state of credit fundamentals and default expectations for the next year across Europe and the US are examined in detail, highlighting the resilience of credit in outperforming rates and equities. The Credit Crunch podcast is part of BI's FICC Focus series.

Send us a textOn this episode of The Get Ready Money Podcast, I spoke with Charlene Cong, Peter Asare Nyarko and Robin Taub about financial literacy around the world. In this episode we discussed:Why financial literacy is a global issue.Financial literacy is a journey, not a destination. We need to incorporate our value with our money. Teaching your kids to be responsible, independent and money smart for life is the wisest investment (Robin).Always start with your goals, your values and why (Charlene). If we want to solve the global challenge that comes with financial literacy, we need to collaborate (Peter). Connect with Charlene Cong:WebsiteFinFit GmbH WebsiteLinkedInInstagramPodcastConnect with Peter Asare NyarkoWebsiteLinkedInInstagramFacebookConnect with Robin Taub:WebsiteLinkedInFacebookInstagramNewsletterBooks: Journey to Financial Freedom: Building a Strong Financial Foundation and Investment Basics by Peter Asare NyarkoThe Wisest Investment: Teaching Your Kids to Be Responsible, Independent and Money-Smart for Life by Robin TaubResources: CharleneBudgeting and Spending Template (free): (here)Investment Masterclass: (here)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. Robin Taub, CPA, is a keynote speaker and the award-winning author of The Wisest Investment, Teaching Your Kids to Be Responsible, Independent and Money-Smart for Life (available in Canadian and US editions.). Robin began her career at KPMG, transitioned into real estate, and then landed in the complex world of derivatives marketing at Citibank. Robin lives in Toronto, where she and her husband have raised two mostly money-smart young adults. Peter Kwadwo Asare Nyarko is the Founding Executive Director for Center for Financial Literacy Education (CFLE Africa); a social organization that develops and promotes financial literacy skills in Africans especially young Africans. He is the Founder and Lead 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.

Where does the market go from here – following the Nvidia clearing event? We discuss with Ed Yardeni from Yardeni Research and JP Morgan Asset Management's Gabriela Santos. Plus, star analyst Stacy Rasgon gives us his first take on Nvidia's earnings report – and the stock's lackluster response. And, retailing legend Mickey Drexler gives us a pulse check on the consumer space. 

A gauge of the dollar and longer-dated Treasuries steadied in Asia after they declined Tuesday following President Donald Trump's push to oust Federal Reserve Governor Lisa Cook. The gap between five and 30-year yields is at its steepest since 2021. While political meddling in monetary policy after Trump's move drew much of the market's focus, traders face key risks this week with Nvidia's earnings and Friday's inflation report. Even with tariff and geopolitical headlines flaring, investors remain anchored to a bullish market script: a likely September rate cut, resilient economic growth, and corporate earnings strong enough to keep equity sentiment afloat. We look at the state of play with Robert Schein, Chief Investment Officer at Blanke Schein Wealth Management.Meantime, Asian equities struggled for direction at the open Wednesday as investors await Nvidia's earnings for guidance on where the markets head next after a strong rally since April. Shares edged up in Australia while gauges in Japan and South Korea were flat. We get more on the markets from Kerry Craig, Global Market Strategist at JPMorgan Asset Management. He speaks with Bloomberg's Paul Allen and Avril Hong on The Asia Trade.See omnystudio.com/listener for privacy information.

This week, in an episode from the Allocator's Edge mini-series of the Value Perspective we're joined by Fabio Cecutto, the Head of Listed Equity at Willis Towers Watson. Fabio brings a wealth of experience, having joined Willis Towers Watson in 2006 after roles at JP Morgan Asset Management in their multi-manager division and as a sell-side analyst at Banca IMI, part of Intesa Sanpaolo. In the episode, we explore how Fabio and his team assess the qualitative side of fund managers, especially when past performance can be misleading; the differences between boutiques and larger firms; the role of behavioural psychology in team structure; and finally, how to stay grounded when the feedback loop between process and outcome is painfully slow. Enjoy! NEW EPISODES: We release main series episodes every two weeks on Mondays. You can subscribe via Podbean or use this feed URL (https://tvpschroders.podbean.com/feed.xml) in Apple Podcasts, Spotify, Google Podcasts and other podcast players. GET IN TOUCH: send us a tweet: @TheValueTeam  Important information. This podcast is for investment professionals only. Marketing material for Financial Professionals and Professional Clients only.  The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions.  Past Performance is not a guide to future performance and may not be repeated.  Diversification cannot ensure profits or protect against loss of principal.  The value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested.  Exchange rate changes may cause the value of investments to fall as well as rise.  Investing in emerging markets and securities with limited liquidity can expose investors to greater risk.  Private assets investments are only available to Qualified Investors, who are sophisticated enough to understand the risk associated with these investments.  This material may contain “forward-looking” information, such as forecasts or projections. Please note that any such information is not a guarantee of any future performance and there is no assurance that any forecast or projection will be realised.  Reliance should not be placed on any views or information in the material when taking individual investment and/or strategic decisions. The views and opinions contained herein are those of the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other Schroders communications, strategies or funds.  Any reference to regions/ countries/ sectors/ stocks/ securities is for illustrative purposes only and not a recommendation to buy or sell any financial instruments or adopt a specific investment strategy. Any data has been sourced by us and is provided without any warranties of any kind. It should be independently verified before further publication or use. Third party data is owned or licenced by the data provider and may not be reproduced, extracted or used for any other purpose without the data provider's consent. Neither we, nor the data provider, will have any liability in connection with the third party data.  

Stocks gaining after this morning's inflation report: Sara Eisen, Carl Quintanilla, and David Faber broke down the numbers along with Council of Economic Advisers Chairman (and President Trump's Pick to Replace Fed Governor Adriana Kugler) Stephen Miran. JPMorgan Asset Management's Chief Strategist saying higher inflation might not be a bad thing for equity investors – find out why this hour. Plus: hear the latest Fed speak – including Fed President Jeffrey Schmid's new hawkish comments… and more on how the consumer's holding up with the CEO of AMC Entertainment, fresh off earnings from the name.Also in focus: the return of M&A and IPOs… Morgan Stanley's Global Co-Head of Investment Banking joined the team for a wide-ranging interview spanning recent entrants, the deal pipeline, and whether a rebound in activity is to be believed.

Los mercados con Lucía Gutiérrez-Mellado, Directora de estrategia de JP Morgan Asset Management para España y Portugal. Tertulia con Fernando Zunzunegui, abogado y profesor; Guillermo de Haro, Vice Decano de IE University; y Manuel Moreu, ex pte del Instituto de la Ingeniería de España.

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

Trump’s tariff threats are back, but Asia’s markets are surprisingly calm, even as countries like Japan and Malaysia brace for higher trade barriers. On Market Focus Weekly, we unpack the key developments in tariff negotiations, central bank responses, and why copper prices just saw their biggest single-day jump since 1989. JP Morgan Asset Management’s Raisah Rashid joins us to break it all down. Synopsis: Every Monday, The Business Times breaks down useful financial tips. Highlights: 00:59 Where Asia stands with tariffs 04:11 How Asian markets are reacting 06:09 Japan's domestic story remains strong 09:46 Malaysia's AI chips challenge 12:26 Copper market turmoil --- Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg. --- Written and hosted by: Emily Liu (emilyliu@sph.com.sg) With Raisah Rasid, Global Market Strategist at JP Morgan Asset Management Edited by: Howie Lim & Claressa Monteiro Produced by: Howie Lim A podcast by BT Podcasts, The Business Times, SPH Media Follow Market Focus Weekly podcasts every Friday: Channel: bt.sg/btmktfocus Amazon: bt.sg/mfam Apple Podcasts: bt.sg/mfap Spotify: bt.sg/mfsp YouTube Music: bt.sg/mfyt Website: bt.sg/mktfocus Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice. --- Discover more BT podcast series: BT Money Hacks at: bt.sg/btmoneyhacks BT Correspondents at: bt.sg/btcobt BT Podcasts at: bt.sg/podcasts BT Branded Podcasts at: bt.sg/brpod BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.

JPMorgan Asset Management is seeking hedges against credit market losses as risks rise and spreads tighten. “There’s value in shorts and credit protection,” Oksana Aronov, the firm’s head of market strategy for alternative fixed income, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Jody Lurie in the latest Credit Edge podcast. “It is very undervalued today because of the complacency in the market,” says Aronov, referring to the high-grade credit default swap index. Aronov and Lurie also discuss the increasing amount of bond and loan interest being repaid with additional debt, dwindling recovery rates, private debt convergence and high-grade opportunities.See omnystudio.com/listener for privacy information.

Private jobs jumping more than expected in June: Sara Eisen, David Faber, and Wilfred Frost broke down the latest as the S&P and Nasdaq hit fresh record highs. Hear key takeaways from JPMorgan Asset Management's Chief Global Strategist, plus Goldman Sachs Chief Economist Jan Hatzius – fresh off news earlier in the week that he's moving up his expectations for the Fed's first rate cut to September. Also in focus: a number of huge headlines out of D.C. – the team got the latest from D.C. as investors await final passage of President Trump's “Big Beautiful Bill”, breaking down the key winners and losers when it comes to future tax breaks… And discussed the outlook for chip stocks, on the heels of the U.S. lifting some export curbs on China around design software earlier this morning.

Analizamos los mercados con Lucía Gutiérrez-Mellado, Directora de estrategia de JP Morgan Asset Management para España y Portugal. Tertulia con Rubén García-Quismondo, Socio Director de Quabbala, Abogados y Economistas; Dolores González Pastor, Directiva de Asuntos Públicos corporativos; y Ángel Niño, concejal delegado de Innovación y Emprendimiento del Ayuntamiento de Madrid y economista.

CIO of Fixed Income at JPMorgan Asset Management, Bob Michele, discusses the volatile second quarter and provides his outlook for markets in the third quarter. He speaks with Bloomberg's Tom Keene and Paul Sweeney.See omnystudio.com/listener for privacy information.

Why do governments lie about how we will be bankrupted by pension and health costs in 30 years? How can we persuade young people to start saving now to avert this catastrophe? And why is saving cash not enough? Robert and Steph speak to Karen Ward, Chief Market Strategist at JP Morgan Asset Management about her new and terrifying research into Britain's savings crisis. We appreciate your feedback on The Rest Is Money to help make the podcast and our partnerships better: ⁠⁠⁠⁠⁠https://opinion-v2.askattest.com/app/41f5060f-0f52-45bc-bf86-bf3c9793618e?language=ENG⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠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 ⁠⁠⁠⁠https://⁠⁠⁠goalhanger.com⁠⁠⁠⁠⁠⁠⁠ Find out more about Premium Bonds at ⁠https://NSandI.com⁠ Visit: ⁠⁠⁠⁠⁠⁠⁠https://monzo.com/therestismoney⁠⁠⁠/⁠⁠⁠⁠ Assistant Producers: India Dunkley, Alice Horrell, Hannah Grieve Producer: Ross Buchanan Head of Content: Tom Whiter Exec Producers: Tony Pastor + Jack Davenport Learn more about your ad choices. Visit podcastchoices.com/adchoices

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.

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.

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.

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.

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.

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. 

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. 

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

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.

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

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.