Podcast appearances and mentions of morgan asset management

The oldest members of Generation X reach 60 this year. Yet most have much less than $300,000 saved for retirement, while also carrying more student loan and credit card debt than any other generation. Robert Brokamp discusses the challenges and solutions with Kerry Hannon, co-author of Retirement Bites: A Gen X Guide to Securing Your Financial Future. Also in this episode: -Stock market valuations are high, but there are reasons to believe the bull market can continue-Unused 529 college savings money can be transferred to a Roth IRA and not be subject to federal taxes (if done right). But what about state taxes?-Recent reports from Vanguard and J.P. Morgan Asset Management have sobering projections for U.S. stocks over the next 10 to 15 years-Over the holidays, eat, drink, be merry, and discuss estate planning with your family Host: Robert BrokampGuest: Kerry HannonEngineer: Bart Shannon Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode Learn more about your ad choices. Visit megaphone.fm/adchoices

Sara Eisen and Carl Quintanilla kicked off the hour with new consumer sentiment data hitting its lowest levels in years - and key market analysis from J.P. Morgan Asset Management's Chief Global Strategist. Plus: Goldman Sachs' Chief Economist joined the team later on, with more on why he warns it's the worst jobs market he's seen in 50 years - outside of a recession. Also in focus: Citi's blockbuster Tech & Media conference underway in Pebble Beach, California... Sara sat down with Citi CEO Jane Fraser to discuss today's market - and AI bubble fears - before later diving deep into the outlook for AI with IBM CEO Arvind Krishna this hour.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Dagens Börslunch gästas av Caroline Karlander, investeringsspecialist på J.P. Morgan Asset Management och Christoffer Ahnemark, förvaltare på Ålandsbanken. Tillsammans diskuterar vi de senaste dagarnas svagare marknadssentiment och skillnaderna mellan de amerikanska och europeiska börserna. Programledare är Elin Wiker och Gabriel Mellqvist.

In this episode of the Center for Investment Excellence, host David Lebovitz is joined by Tim Lintern, Research Analyst at J.P. Morgan Asset Management. Together, they unpack the latest findings from the 30th annual edition of Long-Term Capital Market Assumptions. The discussion covers the key findings of this year's publication, including the projections that are at the core of our approach to building stronger portfolios and explain how you can use them to inform your own strategic asset allocations.

Watch the video version on YouTube.  Private equity's footprint in the sports industry has expanded rapidly in recent years. As global team valuations reach unprecedented levels, the sector has become a focal point for both investors and fans, reshaping the broader investment landscape. With capital pouring into sports franchises and valuations climbing steadily over the past two decades, the market is evolving—and so are the opportunities and risks. On today's episode, Aaron Mulvihill sits down with Tyler Jayroe, a portfolio manager with more than 20 years at J.P. Morgan Asset Management. Together, they'll unpack the key drivers behind the surge in sports franchise valuations, examine where investment dollars are flowing and highlight the most important trends and challenges facing investors in this space. For more resources on Alternatives, visit our Guide to Alternatives and Principles of Alternatives Investing Listen to the audio version of the Alternative Realities podcast: Apple Podcasts | Spotify

O Visão Global é um encontro periódico que o C6 Bank promove com o J.P. Morgan Asset Management para discutir o que mexe com a economia global e os mercados.  Confira a edição de 29/10:O Federal Reserve (Fed, o banco central americano) anunciou mais um corte de juros nos EUA. Com a flexibilização em vista, os investidores querem saber o que muda para a economia e os investimentos? E como a decisão pode afetar o Brasil?  Marina Valentini, estrategista de mercados globais do J.P. Morgan Asset Management, e Felipe Salles, economista-chefe do C6 Bank, respondem a essas perguntas no programa Visão Global.  Outros tópicos do bate-papo: trajetória da inflação americana, comportamento do câmbio no Brasil e perspectivas para a Selic. --  Importante: caso você seja um produtor de conteúdo e queira reproduzir o conteúdo da conversa acima no seu veículo de comunicação, pedimos que antes solicite autorização ao C6 Bank. 

Japans neue Ministerpräsidentin Sanae Takaichi umgarnt US-Präsident Donald Trump bei seinem Besuch in Tokio. Außerdem: Welche Marktentwicklungen J.P. Morgan Asset Management erwartet.

Ouça nesta edição do Macro Review, o podcast da equipe econômica do C6 Bank: Até a metade da última semana, o preço do petróleo estava em forte queda. Mas o movimento de desvalorização, que já durava meses, rapidamente mudou de direção com o anúncio de novas sanções econômicas impostas à Rússia pelos Estados Unidos e Europa.  A tensão geopolítica deve continuar ditando o ritmo do petróleo no curto prazo, e essa é uma má notícia para a inflação mundo afora.  Entenda também: Mais um corte de juros em vista, nos EUA; Nova premiê eleita no Japão; China cresce, mas desequilíbrios continuam; Inflação brasileira tem uma trégua. No minuto 08:20, Marina Valentini, estrategista de mercados globais do J.P. Morgan Asset Management, fala sobre o shutdown nos Estados Unidos, as expectativas para a reunião do Fed nesta semana e oportunidades de investimento no Japão.  

Watch the video version on YouTube.  Shifting macroeconomic trends and evolving consumer behavior continue to redefine the investment landscape, challenging asset managers to adapt their strategies for long-term success. Discover how multi-asset research teams at J.P. Morgan Asset Management approach asset allocation in a rapidly changing environment, with a particular emphasis on consumer markets. Key themes include lessons learned from years of investing in the consumer sector, the value of understanding where consumers are spending, and the use of proprietary data to identify emerging trends and shifts in confidence.   In this episode, Gabriela Santos, Chief Market Strategist for the Americas, and guest Daniel Bloomgarden, Global Head of Research for Multi-Asset Solutions, discuss how technology continues to reshape retail, the complexities of building and maintaining strong consumer brands and the ways companies are adapting to ongoing supply chain disruptions and tariff challenges. Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

Watch the video version on YouTube.  In this episode, Aaron Mulvihill, Global Alternatives Strategist, is joined by Ashmi Mehrotra, Global Co-Head of J.P. Morgan Asset Management's Private Equity Group, and Jeremy Beal, Head of Products and Advisory Solutions at Morgan Stanley Wealth Management. The discussion covers how access to alternative investments is expanding to more investors, current developments in private equity and the role these assets can play in today's investment portfolios. For more resources on Alternatives, visit our Guide to Alternatives and Principles of Alternatives Investing Listen to the audio version of the Alternative Realities podcast: Apple Podcasts | Spotify

In this episode of the Center for Investment Excellence, host David Lebovitz is joined by Jared Gross, Head of Institutional Portfolio Strategy at J.P. Morgan Asset Management. Together, they unpack the latest findings from the Strategic Investment Advisory Group, focusing on the theme of U.S. exceptionalism. The discussion covers the key factors behind America's economic and market leadership, the potential risks to its continued outperformance, and how global trends may shift the investment landscape. Listeners will gain valuable insights into asset allocation, diversification, and the importance of re-evaluating long-held assumptions in today's evolving markets.

En Capital Intereconomía hemos seguido en directo la apertura del Ibex 35 y del resto de bolsas europeas, en una jornada en la que los inversores han estado muy pendientes de los protagonistas del selectivo español, el ranking del mercado continuo y los valores más destacados en el resto de Europa. En la Entrevista Capital, hemos hablado con Lucía Gutiérrez-Mellado, directora de Estrategia de J.P. Morgan Asset Management para España y Portugal, quien ha ofrecido las perspectivas trimestrales de la firma. Gutiérrez-Mellado ha señalado que los mercados mantienen un tono constructivo, aunque el foco sigue puesto en la evolución de la inflación y las próximas decisiones de los bancos centrales. En cuanto a China, ha subrayado que el país está inmerso en un proceso de estabilización, con medidas de estímulo selectivas que podrían empezar a reflejarse en los datos del cuarto trimestre. En este contexto, desde J.P. Morgan AM recomiendan carteras diversificadas, con mayor peso en renta fija de calidad y exposición táctica a sectores tecnológicos y financieros. El análisis de los mercados ha corrido a cargo de Ignacio Cantos, socio director de ATL Capital, quien ha destacado cómo la guerra comercial entre EE.UU. y China sigue escalando, con Washington preparando una ofensiva regulatoria para “entrar” en empresas tecnológicas estratégicas. En este contexto, el sector sigue siendo protagonista, con TSMC en récords históricos, y con Samsung, Nvidia, Microsoft, BlackRock y xAI cerrando una operación conjunta para adquirir Aligned Data Centers por 40.000 millones de dólares. Además, Cantos ha comentado la fuerte subida de Sartorius, que se disparó un 11% tras mejorar previsiones, y la expectación en torno a la resolución de la OPA de BBVA sobre Sabadell, cuyo resultado de aceptación se conocerá mañana por parte de la CNMV. El consultorio de bolsa ha estado protagonizado por Carlos González, site manager de Investing.com España, quien ha explicado cómo InvestingPro, la plataforma de análisis bursátil de la compañía, ayuda a los inversores a calcular el valor razonable de una acción, identificar títulos infravalorados y sobrevalorados, y seleccionar acciones con mejor potencial. Entre las más comentadas de la semana, BigBear y Ferrari han despertado especial interés entre los oyentes por su evolución reciente y perspectivas de crecimiento.

Ouça nesta edição do Macro Review, o podcast da equipe econômica do C6 Bank: O Japão vai eleger um novo primeiro-ministro nesta semana: tudo indica que Sanae Takaichi será a primeira mulher a conduzir o país. A troca de governo acontece depois da renúncia do atual premiê, que perdeu apoio por causa do descontentamento dos japoneses, dentre outros fatores, com a alta da inflação.  Se eleita, a nova primeira-ministra promete contornar a desconfiança da população com um plano para aumentar os investimentos do governo e turbinar o crescimento econômico.  O plano, no entanto, esbarra no endividamento público já elevado e pode alimentar as pressões inflacionárias. Como o Japão chegou nessa situação, e o que esperar do novo governo? Entenda também: Banco central dos EUA dividido entre riscos para inflação e emprego; No Brasil, uma boa notícia no IPCA; Governo tem derrota em projeto que aumentaria arrecadação. No minuto 08:16, Marina Valentini, estrategista de mercados globais do J.P. Morgan Asset Management, fala sobre o que pode impactar os investimentos no último trimestre do ano. 

Watch the video version on YouTube In today's rapidly evolving investment landscape, understanding how quantitative strategies are shaping asset management is more important than ever. This episode explores the dynamic world of quant investing, offering financial advisors and investors practical insights into how systematic, data-driven approaches are transforming portfolio construction and risk management. Discover how quant models identify market inefficiencies, adapt to shifting macroeconomic conditions, and complement traditional fundamental strategies to deliver robust, diversified outcomes. In this episode, join Gabriela Santos, Chief Market Strategist for the Americas, as she sits down with Grace Koo, Co-Head of Risk Managed and Total Return Portfolios at J.P. Morgan Asset Management. Together, they unpack the opportunities and challenges of quant investing, sharing actionable perspectives for advisors and investors seeking to stay ahead in a changing market. Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

En la Tertulia de Mercados de Capital Intereconomía hemos analizado el pulso actual de la economía y los mercados financieros con un panel de expertos de primer nivel. Hernán Cortés (Olea Gestión), Francisco Albino Burgos (Cobas AM), Alejandro Muñoz (Equam) y David Ardura (Finaccess Value) han debatido sobre el escenario macroeconómico actual, marcado por el crecimiento desigual, la moderación de la inflación, la solidez del empleo y la incertidumbre sobre los tipos de interés y los aranceles, además del posible cierre del gobierno federal en EE. UU. Los analistas han coincidido en que los mercados mantienen un tono optimista pese a los riesgos, con oportunidades en renta fija —donde el crédito corporativo y las duraciones medias ganan atractivo— y una renta variable que podría encontrar nuevo impulso con la temporada de resultados empresariales del tercer trimestre. El consenso apunta a beneficios sólidos, especialmente en sectores ligados a la tecnología y al consumo. En la Entrevista Capital, Francisco Márquez de Prado, Executive Sales en J.P. Morgan Asset Management, ha presentado un estudio realizado en España con motivo del Día de la Educación Financiera. El informe revela que la mayoría de los españoles aprende finanzas de forma autodidacta o por experiencia personal, y que solo un 11 % lo hace a través de la educación formal. Además, muestra una clara relación entre formación financiera y confianza inversora: quienes tienen más conocimientos tienden a planificar mejor su jubilación e invertir con una visión de rentabilidad, mientras que los menos formados optan por productos conservadores como depósitos o cuentas de ahorro. Además en la preapertura de los mercados hemos contado con el análisis de Alexis Ortega, Profesor de Finanzas de la EAE Business School.

Another day of record highs on the S&P and Nasdaq: Carl Quintanilla, Leslie Picker, and Michael Santoli broke down what investors need to know as the government shutdown continues into Day 3 - with the latest from Washington and more on the market impact (besides a lack of jobs data today) with J.P. Morgan Asset Management's Chief Global Strategist David Kelly along with Goldman Sach's Chief Economist Jan Hatzius.  Plus: get the tech playbook with one T. Rowe Price portfolio manager who's betting on Apple, Alphabet, and Nvidia here after a great week for chip names - and hear from the Jefferies analyst making a rare downgrade of Apple to sell. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Ouça nesta edição do Macro Review, o podcast da equipe econômica do C6 Bank: O ouro voltou a bater recorde na semana passada – mais uma alta histórica, em meio a uma trajetória consistente de valorização, especialmente em 2025.  O impulso mais recente para a alta veio depois que o banco central dos EUA cortou a taxa de juros americana, além de anunciar que projeta mais duas quedas até o fim do ano.  Mas os fatores que ajudam a explicar a alta do ouro vão muito além da política monetária. O que sustenta a valorização do ativo que é considerado o mais antigo porto seguro financeiro? E o que a alta do ouro revela sobre as fragilidades da economia global? Entenda também:  - Inflação elevada nos EUA;  - O futuro da Selic no Brasil.   No minuto 07:34, Marina Valentini, estrategista de mercados globais do J.P. Morgan Asset Management, analisa as expectativas dos investidores por novos cortes de juros nos Estados Unidos e os impactos de um possível shutdown do governo americano nesta semana. 

Die Kapitalmärkte stehen vor spannenden Monaten: Mehr Klarheit in der Politik, aber auch neue Unsicherheiten durch Zölle, Inflation und geopolitische Spannungen. In der aktuellen Folge von Mission Money spricht Kapitalmarktstratege Tilmann Galler von J.P. Morgan Asset Management über die entscheidenden Trends, die Anleger jetzt im Blick behalten sollten. Wie wirken sich US-Zölle und Zinspolitik auf die Märkte aus? Warum könnte Europa wieder attraktiver werden? Und welche Regionen und Sektoren bieten aktuell die besten Chancen? Ein tiefgehender Rundumschlag für alle, die ihre Investments strategisch ausrichten wollen!

In the latest episode of Facts vs Feelings, recorded live at Excell 2025 in Phoenix, hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, are joined by Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management. From jobs data revisions and labor supply challenges to the Fed's upcoming rate decisions, productivity, AI, and the outlook for portfolios, this episode is packed with insights advisors and investors can use right now.Key TakeawaysJobs revisions: Recent downward adjustments highlight slowing payroll growth.Labor market: Supply shortages are keeping unemployment low despite weak hiring.Productivity: AI may boost output, but inequality risks remain.Fed policy: There's a debate on whether cuts would stimulate the economy or actually drag it down.Tax refunds: 2025 policy changes could deliver a stimulus-like boost.Global opportunities: International equities could benefit from a weaker dollar.Connect with Ryan:• LinkedIn: Ryan Detrick• X: @ryandetrickConnect with Sonu:• LinkedIn: Sonu Varghese• X: @sonusvargheseConnect with Dr. David Kelly:• Website: Dr. David Kelly• LinkedIn: Dr. David KellyQuestions about the show? We'd love to hear from you! factsvsfeelings@carsongroup.comDisclosure: Dr. David Kelly is not affiliated with CWM, LLC. Opinions expressed by our guests may not be representative of CWM, LLC.#FactsVsFeelings #CarsonGroup #DavidKelly #MarketOutlook #FedPolicy #InvestingPodcast #ExcelConference #Economy2025

Amid global trade headwinds, China has sent fresh signals that it will further expand high-standard opening-up and promote international cooperation to provide strong momentum for its own development and boost global economic growth.在全球贸易逆风中，中国发出了新的信号，将进一步扩大高标准开放，促进国际合作，为自身发展提供强劲动力，促进全球经济增长。The message resonated strongly at three recent key international fairs that China hosted over the course of about a week — the World Smart Industry Expo 2025 in Chongqing, the 25th China International Fair for Investment and Trade in Xiamen, Fujian province, and the 2025 China International Fair for Trade in Services in Beijing.这一信息在中国最近在大约一周的时间里主办的三个主要国际博览会上引起了强烈反响，即重庆2025年世界智能产业博览会、福建省厦门市第25届中国国际投资贸易洽谈会和北京2025年中国国际服务贸易洽谈会。Within six days, President Xi Jinping sent three congratulatory messages in succession to the three events, which featured a wide range of domestic and international participants from various sectors.在六天时间内，习近平总书记先后向三次活动发送了三条贺电，吸引了国内外各界人士的广泛参与。In the letters, Xi reiterated the country's firm commitment to working with all parties to build an open world economy and advance the building of a community with a shared future for humanity.习近平在信中重申，中国坚定致力于与各方一道，建设开放型世界经济，推动构建人类命运共同体。While emphasizing that global development is facing challenges as well as opportunities amid profound changes in the world economic landscape, Xi assured the world that China will take solid measures to promote liberalization and facilitation of trade and investment, continue to share its development opportunities with the rest of the world, and inject more positive energy and greater certainty into global development.习近平强调，在世界经济格局深刻变化的背景下，全球发展既面临挑战，也面临机遇，他向世界保证，中国将采取扎实措施，促进贸易投资自由化便利化，继续与世界分享发展机遇，为全球发展注入更多正能量和更多确定性。Former Kyrgyz prime minister Djoomart Otorbaev said it is extremely important that China is opening further to the outside world. "China organized a lot of events of international level, where top specialists from around the world are attending and exchanging ideas. This is exactly what has to be done," he said in a recent interview with China Global Television Network.吉尔吉斯斯坦前总理奥托巴耶夫说，中国进一步对外开放极其重要。他在最近接受中国环球电视网采访时说：“中国组织了许多国际级的活动，来自世界各地的顶尖专家参加了这些活动并交流了意见。这正是必须做的。”。Over the years, China has been steadfastly deepening reform on all fronts to build a new system for an open economy. A series of measures on the reform of foreign trade has been introduced in areas including taxation, finance, and trade and investment facilitation.多年来，中国坚定不移地深化各方面改革，构建开放型经济新体制。在税收、金融、贸易和投资便利化等领域推出了一系列外贸改革措施。Since 2017, the total number of items on the negative list of restricted sectors for foreign investment has been reduced from 93 to 29, with all access restrictions for the manufacturing sector removed.自2017年以来，限制外商投资负面清单上的项目总数从93个减少到29个，制造业的所有准入限制都被取消。Paul Bateman, chairman of J.P. Morgan Asset Management, has visited China more than 150 times over the past 30 years. "With each visit, I'm more impressed by the vitality and growth of China's market," he said while addressing the Global Trade in Services Summit of the China International Fair for Trade in Services.摩根大通资产管理公司董事长保罗·贝特曼在过去30年里访问了中国150多次。他在中国国际服务贸易博览会全球服务贸易峰会上发表讲话时说：“每次访问，我都对中国市场的活力和增长印象深刻。”。Noting that the company's footprint in China has expanded in recent years thanks to China's decision to open up its service sector, particularly the removal of foreign equity caps in certain financial services, Bateman said that the growth of trade in services is creating significant opportunities for the industry.贝特曼指出，近年来，由于中国决定开放服务业，特别是取消了某些金融服务业的外资股权上限，该公司在中国的足迹不断扩大。他表示，服务贸易的增长为该行业创造了重大机遇。China boasts the world's largest middle-income group, with per capita GDP of approximately 96,000 yuan in 2024. It is the world's second-largest consumption market and second-largest import market, providing huge opportunities for the world.中国拥有世界上最大的中等收入群体，2024年人均国内生产总值约为9.6万元。它是世界第二大消费市场和第二大进口市场，为世界提供了巨大的机遇。China's efforts to advance high-standard opening-up bring opportunities for shared development and prosperity to countries of the Global South, while improving the global governance system, said Mutinda Mutisya, a senior lecturer in the Department of Diplomacy and International Studies at the University of Nairobi, in an interview with Xinhua News Agency.内罗毕大学外交与国际研究系高级讲师穆廷达·穆蒂西亚在接受新华社采访时表示，中国推进高标准开放的努力为全球南方国家带来了共同发展和繁荣的机遇，同时也完善了全球治理体系。Tolonbek Abdyrov, a professor of economics and vice-rector of the International Higher School of Medicine in Kyrgyzstan, said that steps taken by Chinese policymakers have created a platform for equal participation by the nation's partners, including emerging economies, adding that China's advocacy of the equal rights of all countries to development sends a clear and positive message.吉尔吉斯斯坦国际高等医学院经济学教授兼副院长Tolonbek Abdyrov表示，中国政策制定者采取的措施为包括新兴经济体在内的国家合作伙伴的平等参与创造了一个平台，并补充说，中国倡导所有国家享有平等的发展权利发出了一个明确而积极的信息。Coupled with solid steps in expanding institutional opening-up, such as aligning with high-standard international economic and trade rules, China has also made consistent efforts in improving the business environment, with tangible results.中国在扩大制度开放方面迈出了坚实步伐，如与高标准的国际经贸规则保持一致，同时也在改善营商环境方面做出了持续努力，取得了切实成果。The 2025 China Business Report, published on Wednesday by the American Chamber of Commerce in Shanghai, indicated that over one-third of surveyed US companies believe that China's policies and regulations regarding foreign companies have improved in the past few years. The figure for this year is higher than that for 2024, it said.上海美国商会周三发布的《2025年中国商业报告》显示，超过三分之一的受访美国公司认为，过去几年中国对外国公司的政策和法规有所改善。报告称，今年的数字高于2024年。More than 40 percent of the companies surveyed said they are confident that China will open up further, nearly double the figure for last year, according to the report.报告显示，超过40%的受访公司表示，他们有信心中国将进一步开放，这一数字几乎是去年的两倍。The report also said that more than 70 percent of respondents posted a profit in 2024, an improvement from 2023's record low of 66 percent. The report also highlights the uncertainties that persist in the market, saying that over 60 percent of companies expect new China-US tariffs to affect their 2025 revenue performance. In addition, nearly half of the respondents called for the US government to remove all tariffs and nontariff barriers on Chinese goods.该报告还表示，超过70%的受访者在2024年实现盈利，比2023年66%的历史低点有所改善。该报告还强调了市场上持续存在的不确定性，称超过60%的公司预计中美新关税将影响其2025年的收入表现。此外，近一半的受访者呼吁美国政府取消对中国商品的所有关税和非关税壁垒。Regarding the report, Jeffrey Lehman, chair of AmCham Shanghai, said that one of the interesting results this year is that although the companies still regard the regulatory environment as challenging, they find that the challenges have been reduced since a year ago.关于这份报告，上海美国商会主席杰弗里·雷曼表示，今年一个有趣的结果是，尽管这些公司仍然认为监管环境具有挑战性，但他们发现，自一年前以来，挑战已经减少。"They find that there is improvement in the regulatory environment for American companies over what the situation was last year," Lehman said. "Before, there were a combination of tariff barriers, nontariff barriers, regulatory questions, intellectual property protection issues. In each of those areas, things are improving for American companies."雷曼兄弟表示：“他们发现，与去年相比，美国公司的监管环境有所改善。”。“以前，关税壁垒、非关税壁垒、监管问题、知识产权保护问题交织在一起。在每一个领域，美国公司的情况都在改善。”vitalityn.活力；生命力；热情/vaɪˈtæl.ə.ti/consistentv.使一致/kənˈsɪs.tənt/

Ouça nesta edição do Macro Review, o podcast da equipe econômica do C6 Bank: A França tem um novo primeiro-ministro – o quinto em apenas dois anos.  Agora, o novo premiê indicado por Emmanuel Macron assume a difícil missão de aprovar um orçamento sustentável para 2026, em meio a uma enorme dívida pública, um parlamento dividido e uma onda de protestos pelo país.  O desafio francês, porém, não é isolado. Reino Unido, Estados Unidos e outros países desenvolvidos também enfrentam dificuldades para conter déficits elevados, reflexo de gastos que se acumulam desde a pandemia de covid-19.  Quais são as consequências de carregar uma dívida tão pesada? Entenda também:  - Inflação nos EUA em alta, com corte de juros à vista;  - IPCA tem ligeira melhora e possibilidade de corte de juros surge. No minuto 08:14, Marina Valentini, estrategista de mercados globais do J.P. Morgan Asset Management, analisa como o possível corte dos juros americanos pode influenciar os ativos financeiros daqui para a frente.

Watch the video version on YouTube.   Research analysts play a pivotal role in fixed income markets, where active management is crucial due to the vast array of issuers and securities. The fixed income industry encompasses a diverse range of bond sectors, including rates, emerging market debt, municipals, high yield and securitized debt, each offering a unique set of complexities and opportunities for investors to explore. As economic policies evolve, fixed income research analysts navigate heightened volatility, especially in interest rates and credit spreads. Their insights underscore the importance of strategic analysis and investment in quality issuers and assets to effectively address these challenges.   In this episode, Gabriela Santos, Chief Market Strategist for the Americas, is joined by Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management. Together, they share expert perspectives on the evolving fixed income landscape and reflect on insights gathered from fixed income research analysts.   Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify 

Watch the video version on YouTube. Commercial real estate has undergone one of the most dramatic shifts in decades. The pandemic upended demand for office space, accelerated the impact of e-commerce on retail and created both turmoil and opportunity across the market. However, commercial real estate is not a single market, it is a mosaic of asset types, geographies and risk profiles. On this episode, Aaron Mulvihill, Global Market Strategist, is joined by Thomas Kennedy, Head of Research and Investment Strategy for Real Estate Americas at J.P. Morgan Asset Management. Thomas was previously the Chief Investment Strategist for J.P. Morgan Private Bank, advising high-net-worth clients. Prior to that, he held various research and policy positions at the Federal Reserve Bank of New York. Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify  Read the On the Minds of Investors article, "What does a higher-for-longer interest rate policy mean for real estate?" written by Aaron Mulvihill and Thomas Kennedy.

Rund 1,1 Billionen Euro sind weltweit in aktive ETFs investiert – Tendenz steigend. Auch in Deutschland zeigt sich der Trend: Zum Jahresende 2024 waren 44 Milliarden Euro in aktive ETFs angelegt – doppelt so viel wie noch 2023. Die Nachfrage ist da. Doch die entscheidende Frage bleibt: Halten aktive ETFs, was sie versprechen? In Kooperation mit J.P. Morgan Asset Management sind wir dieser Frage in unserer aktuellen Studie nachgegangen. Dabei betrachten wir nicht nur die Produktseite, sondern auch die Nutzerperspektive: Wie setzt die Community aktive ETFs konkret ein? Welche Strategien stehen dahinter – und wo sehen Anleger die größten Potenziale? Eure Erfahrungen und Einschätzungen sind ein zentraler Bestandteil unserer Analyse. ++++++++ Bereit für den besten Portfolio Tracker Deutschlands? Der neue Portfolio Tracker von extraETF ist live. Die neue Version sieht anders aus und ist übersichtlicher und einfacher zu bedienen. Sie hat auch viele neue Funktionen. Zum Beispiel die Full-Holdings-Analyse für Fonds und ETFs. Teste jetzt den neuen Portfolio Tracker. https://go.extraetf.com/portfoliotracker ++++++++

La tercera hora de Capital Intereconomía arranca a las 9:00 con la apertura en tiempo real de las bolsas europeas, acompañada del repaso a los futuros americanos, las principales divisas, materias primas y los datos económicos más relevantes del día. En la entrevista destacada, Lucía Gutiérrez-Mellado, directora de Estrategia de J.P. Morgan Asset Management para España y Portugal, adelanta en exclusiva las claves de las perspectivas trimestrales que la gestora presenta oficialmente a las 10:00. El análisis de mercados corre a cargo de Pablo García, director de Divacons-Alphavalue, quien comenta el comportamiento bursátil tras la apertura y las referencias más importantes para los inversores. Cierra la hora el consultorio de bolsa con Javier Alfayate, gestor de fondos, quien responde a las dudas de los oyentes y ofrece recomendaciones de inversión en el contexto actual.

GuestJulina Ogilvie, CIMA®, CPWA®, CEPA®Partner | Wealth AdvisorPrinciple Wealth Author & Host Money Confident Girls Book & Podcast Firm Websitehttps://www.principlewealthpartners.com/Firm AUM $2.5BBio:Julina manages wealth for high-net-worth individuals and families in addition to guiding successful advisors through the firm's succession planning strategy. Prior to joining Principle Wealth Partners, Julina held executive roles at J.P. Morgan Asset Management and Lord Abbett & Co. In these roles, she used her extensive knowledge of the capital markets to educate the country's top advisors.Julina is an accomplished speaker and strategist who has presented wealth management concepts to thousands of financial professionals and clients. She has been recognized for her outstanding achievements and serves as a mentor for young women entering the business. With a passion for financial literacy she created a podcast, Women On Wealth, to empower women on financial concepts. Additionally, she authored Money Confident Girls: A Parents Roadmap to Raising Financially Confident Children (From Toddlers to Teens), further solidifying her commitment to fostering financial competence from an early age.Julina resides in Fairfield, CT with her husband Doug, their daughters Kaylin and Sidney, and two dogs Mudd and Sierra. She currently sits on the Ethics Board of the Investments & Wealth Institute, serves as VP of Finance at the Westport Women's Club, and sits on the Board of Directors at River House Adult Day Center. Julina is an avid skier and triathlete whom qualified for the lronman World Championship in 2024.Disclaimer: The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. The statements and opinions expressed in this podcast are those of the author. PWP cannot guarantee the accuracy or completeness of any statements or data. For current PWP information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with PWP's CRD #290180.

Watch the video version on YouTube High yield investments in the healthcare sector have been navigating a complex landscape in 2025. Healthcare remains a focal point for policy changes, impacting both equity and credit markets. The healthcare high yield space offers unique opportunities, with issuers often skewing toward provider-based companies like hospital operators and specialized pharmaceutical firms. These entities, while riskier due to revenue concentration, present compelling investment prospects. However, federal policy, particularly around Medicaid, poses significant risks. While tariffs have had limited impact due to domestic supply chains, potential Medicaid cuts could directly affect cash flows. On this episode of Insights Now, Gabriela Santos is joined by Matt Nelson, a credit research analyst covering healthcare and pharmaceuticals at J.P. Morgan Asset Management, to delve into the high yield market's dynamics and the future of healthcare investments. Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify   

Watch the video version on YouTube.  This year has seen significant disruption in trade, driven by tariffs and policy uncertainty. Countries and businesses are navigating these challenges in real time to keep the flow of trade moving smoothly. On this episode, Aaron Mulvihill is joined by Andy Dacy, Head of the Global Transportation Group at J.P. Morgan Asset Management. With over 30 years of experience in the transportation sector, Andy offers a wealth of knowledge and insight. Together, they explore how the current trade and tariff turmoil is impacting the transportation sector, the ways shipping patterns have adapted to geopolitical events worldwide, the potential for reviving shipbuilding in the United States, and the exciting opportunities that exist in transportation beyond shipping. Resources: Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

Henry Song is a portfolio manager for Diamond Hill, a asset manager headquartered in Columbus Ohio with approximately $30 bn in AUM. He joined the firm in 2016. Prior to joining Diamond Hill, Henry was a portfolio manager at J.P. Morgan Asset Management from 2005 to 2016.  He specializes in securitized credit. Our conversation races Henry's somewhat unorthodox background and path into running money in fixed income. We discuss the interviews conducted in asset management firm and question whether they are optimized for the right characteristics and strengths. We look at how they might be done differently and how that would improve the cognitive mix within firms. We spend a little time on personality types, especially as assessed by the various psychometric tests that are conducted on teams, and note how certain traits are under-represented. Returning to his own career path we reflect on the importance of living through financial crises and the invaluable petri dish that presents and then discuss market conditions in fixed income today and how investor needs are evolving. In the reflection section we turn to the importance of humanistic approaches in finance, understanding the counterparty, and not making irrational decisions based on fear and greed. Thank you to GCM Grosvenor and Resolute Investment Managers, Inc. for sponsoring Series 3 of 2025. GCM Grosvenor is a global alternative asset management firm with a longstanding commitment to supporting small, emerging, and diverse investment managers. For over 30 years, the firm has developed expertise in funding and guiding these managers as part of its broader activity across alternative investments. With over $20 billion in AUM dedicated to small and emerging managers and $16 billion in AUM dedicated to diverse managers, GCM Grosvenor leverages its experienced team, broad network, and proprietary sourcing capabilities to support their success. Through the Small, Emerging, and Diverse Manager Program, the firm creates opportunities for investors to access a wide range of talent while seeking to drive strong returns and impact. For more information, visit www.gcmgrosvenor.com Resolute Investment Managers, Inc. is a diversified, multi-affiliate asset management platform that partners with more than 30 best-in-class affiliated and independent investment managers. Its unique platform delivers strategic value through a full suite of distribution, operational and administrative services available to affiliates and partners.  

Fresh jobs data top of the hour: Sara Eisen, David Faber, and Wilfred Frost broke down the latest on the heels of new commentary around rates from Fed Chair Powell, before J.P. Morgan Asset Management's Global Strategist joined the team at Post 9 with her bull and bear case for stocks. Plus: the latest from Washington as lawmakers continue to work on passing President Trump's tax and spending bill – and the feud between the President and Elon Musk reignites over government spending and EV credits. One auto expert arguing: Tesla's biggest risk isn't Musk – but China (hear why this hour).  Also in focus: a number of individual movers on the day, including Astrazeneca on reports of a possible re-listing here in the U.S. – the team discussed the news, and talked top healthcare picks with an analyst from Mizuho; More on the catalyst that could push Financials to fresh all-time highs after the bell; And a deep-dive on the data that's driving big gains for shares of casinos with Macao exposure. 

In this episode of Meet the Investor, host Joey Mouracadeh speaks with Regina Liu, APAC Head of Investment Specialists for International Equities at J.P. Morgan Asset Management. As one of the world's largest and most established investment managers, J.P. Morgan Asset Management oversees more than US$1 trillion in equities globally, backed by a deep research platform and a long track record in active investing. Regina outlines the firm's Global Research Enhanced Index (REI) strategy — a benchmark-aware, fundamentally driven approach to equity investing that blends passive index construction with the insights of J.P. Morgan's global research team. She explains how the REI strategy draws on the work of over 90 analysts covering 2,500 companies worldwide, whilst avoiding top-down sector and region bets, instead relying on bottom-up insights to seek incremental alpha while remaining closely aligned to the benchmark. Joey and Regina also discuss how portfolio managers use proprietary tools and data analytics to support decision-making, why local, on-the-ground research remains essential even in an AI-driven world, and how volatility and macro uncertainty can create opportunities for active investors.   Music provided by: Autumn Trumpet Background Corporate by LesFM | https://lesfm.net/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/

In this episode of the Center for Investment Excellence podcast, hosted by David Lebowitz, the focus is on the transportation sector amidst a backdrop of global economic uncertainty. Andy Dacey, CEO and CIO of J.P. Morgan Asset Management's Global Transportation Group, joins the discussion to explore how macroeconomic factors, such as trade tariffs and geopolitical tensions, are influencing transportation assets like shipping, aviation, and rail. The conversation delves into the implications of recent policy changes, the evolving global trade routes, and the strategic considerations for transportation investments.

In this episode of Payne Points of Wealth, Bob, Ryan, Chris & Courtney dive into the critical mistakes that could derail your retirement plans. The recent market volatility caused by recent events like tariff announcements can significantly impact returns if you don't make smart decisions with your money. We'll explore three common missteps that investors often make: Doing Too Much: Reacting impulsively to market drops by pulling out investments can lead to missing subsequent recoveries. We'll discuss why staying the course with a comfortable asset allocation is often the better strategy. Did you know that from 2005 through 2024, seven of the S&P 500's 10 best days occurred within two weeks of the 10 worst days? This insight from J.P. Morgan Asset Management highlights the importance of patience. Losing Sight of the Big Picture: With money in different retirement plans from job changes to holding your savings with different financial institutions, it's easy to lose track of how your overall portfolio is allocated. We'll explain how streamlining your investment strategy can be a game-changer for reaching your financial goals. Forgetting About Fees: Many investors are unaware of the fees they pay on their respective portfolios, mainly because most of these costs can be hidden. We'll shed light on how choosing low-cost options and being mindful of fees can help maximize your returns. A U.S. Government Accountability Office report from 2021 found that 41% of 401(k) participants don't know they pay any fees in their plan. We'll help you become fee-savvy to protect your nest egg. Tune in to learn how to avoid these pitfalls and secure your financial future!

Watch the video version on YouTube.  With economic uncertainty slowing exits and borrowing costs remaining high, investors are becoming more selective in their targets. Meanwhile, groundbreaking advancements in AI and other technologies are driving compelling growth stories, yet those not involved in the startup and growth phases risk missing out on significant value creation before these companies hit the stock market. On this episode, Aaron Mulvihill is joined by Paris Heymann, co-managing partner of Growth Equity Partners at J.P. Morgan Asset Management, who has an impressive career in venture and growth investing. They explore key themes affecting venture and growth investing, including how venture capital is adapting to longer holding periods, strategies for valuations and pricing in the current environment, the transformative impact of AI and the convergence of public and private markets. Resources: Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

Braucht es überhaupt Anleihen aus Emerging Markets im Depot von Privatanlegern? Ja, sagt Zsolt Papp, Bonds-Spezialist bei J. P. Morgan Asset Management im Interview. Sie sind sogar oft spannender, als Aktien aus den Wachstumsregionen – dank zweistelliger Renditen und einer deutlich niedrigeren Volatilität. Der Fondsmanager erklärt, welche Schwellenländer jetzt attraktiv sind, was Argentien mit Milei zu bieten hat und wo sich ein Einstieg nicht mehr lohnt.

Season 3, Episode 1: In this episode, co-hosts Jack Stone and Alex Gornik are joined by Tom Kennedy, Head of Research and Investment Strategy for Real Estate Americas at J.P. Morgan Asset Management. A "recovering central banker," Tom drops some of the boldest predictions we've heard, including a direct callout to the Federal Reserve. Tom reveals why your portfolio strategy might be in trouble, shares insider data impacting half of America, and tells you where to place your bets for 2025. TOPICS 00:00 – Introduction 05:47 – From Fed to JP Morgan 12:15 – JP Morgan's Bold CRE Prediction 18:32 – How Deglobalization Changes Everything 25:16 – Multifamily: The Most Obvious Investment Play 32:45 – Data Centers: Real Estate or Infrastructure? 38:12 – The Death of 60/40 and Rise of Alternatives 44:28 – Immigration, AI, and Labor Market Disruption 49:15 – Interest Rates and Fed Independence Shoutout to our sponsor, InvestNext. One platform to raise and manage capital for real estate investment. For more episodes of No Cap by CRE Daily visit https://www.credaily.com/podcast/ Watch this episode on YouTube: https://www.youtube.com/@NoCapCREDaily About No Cap Podcast Commercial real estate is a $20 trillion industry and a force that shapes America's economic fabric and culture. No Cap by CRE Daily is the commercial real estate podcast that gives you an unfiltered ”No Cap” look into the industry's biggest trends and the money game behind them. Each week co-hosts Jack Stone and Alex Gornik break down the latest headlines with some of the most influential and entertaining figures in commercial real estate. About CRE Daily  CRE Daily is a digital media company covering the business of commercial real estate. Our mission is to empower professionals with the knowledge they need to make smarter decisions and do more business. We do this through our flagship newsletter (CRE Daily) which is read by 65,000+ investors, developers, brokers, and business leaders across the country. Our smart brevity format combined with need-to-know trends has made us one of the fastest growing media brands in commercial real estate.

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠ are joined by Scott Blasdell, Portfolio Manager and Don San Jose, Chief Investment Officer of the U.S. Value Team at J.P. Morgan to discuss what value means today, looking for quality within value, why valuation still matters, why the wine business is in trouble, and much more! Find complete show notes on our blogs... Ben Carlson's ⁠⁠⁠⁠⁠A Wealth of Common Sense⁠⁠⁠⁠⁠ Michael Batnick's ⁠⁠⁠⁠⁠The Irrelevant Investor⁠⁠⁠⁠⁠ Feel free to shoot us an email at ⁠⁠⁠⁠⁠animalspirits@thecompoundnews.com⁠⁠⁠⁠⁠ with any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop: ⁠⁠⁠⁠⁠https://www.idontshop.com⁠⁠⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See our disclosures here: ⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠⁠ The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠. J.P. Morgan Disclosure: Investing involves risks, including loss of principal. J.P. Morgan Asset Management is the marketing name for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide. Learn more about your ad choices. Visit megaphone.fm/adchoices

On WSJ's Take On the Week, co-hosts Telis Demos and Gunjan Banerji start the show by diving into the latest tariff updates. What does the ruling from the U.S. Court of International Trade mean for investors? Plus, the co-hosts look ahead to the upcoming jobs report for insight on economic uncertainties, including what indicators may point toward a recession.   Later on the show, David Kelly, J.P. Morgan Asset Management's chief global strategist and head of the firm's global market insights strategy team, explains why international markets are outperforming the U.S. and what the ongoing trade tensions mean for investors' portfolios. He shares insights on the weakening U.S. dollar, the importance of global investment diversification, and which regions investors should keep in mind. This is WSJ's Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street's banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead. Have an idea for a future guest or episode? How can we better help you take on the week? We'd love to hear from you. Email the show at takeontheweek@wsj.com. To watch the video version of this episode, visit our WSJ Podcasts YouTube channel or the video page of WSJ.com  Further Reading   Tariff Ruling Is a Setback for Trump but Doesn't End Trade War  How the Reversal of the ‘American Exceptionalism' Trade Is Rippling Around the Globe  As Markets Swooned, Pros Sold—and Individuals Pounced  For more coverage of the markets and your investments, head to WSJ.com, WSJ's Heard on The Street Column, and WSJ's Live Markets blog. Sign up for the WSJ's free Markets A.M. newsletter.   Learn more about your ad choices. Visit megaphone.fm/adchoices

Watch the video version on YouTube.  Over the last two decades, the alternative investment industry has undergone significant changes globally as investors at all levels increasingly seek the unique returns and diversification benefits these assets offer within their portfolios. With the growing popularity of alternative investments, there's an increasing need for thought leadership to guide investors through the historic and current dynamics of various alternative asset classes. In this episode, Aaron Mulvihill is joined by Kerry Craig and Aaron Hussein, both Global Market Strategists at J.P. Morgan Asset Management. Together, they will delve into the alternative investment industry across different markets worldwide and share valuable insights gathered from clients on the road. Resources: Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

Are Trump's unfunded tax cuts trashing America's “exorbitant privilege”? Has Europe stopped being "goodie goodie" and is it at last going for growth? Do Reeves's fiscal rules hurt her by ramping up damaging speculation? Steph and Robert speak with Karen Ward, Chief Market Strategist for EMEA at J.P. Morgan Asset Management. Visit: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://monzo.com/therestismoney/⁠⁠ Email: restismoney@gmail.com X: @TheRestIsMoney Instagram: @TheRestIsMoney TikTok: @RestIsMoney goalhanger.com Video Editor: Teo Ayodeji-Ansell Producers: India Dunkley & Ross Buchanan Head of Content: Tom Whiter Exec Producers: Tony Pastor + Jack Davenport Learn more about your ad choices. Visit podcastchoices.com/adchoices

David Kelly, chief global strategist at J.P. Morgan Asset Management, says that using tariffs "is like throwing a grenade as an offensive weapon when you are in a small room. You are much more likely to damage yourself than anybody else," which is why he is expecting the Trump Administration to back away from its heavy demands rather than go into a trade war. Despite being "one Tweet away from a solution," Kelly worries that the economy will suffer damage — particularly if it's not cleared up soon — but he notes that he does believe a recession is in the offing, with the good news being that he thinks that slowdown will be shallow and short-lived, passing by the end of the year. Peter Chung, director of research at Presto Research, a firm that trades digital assets, checks in on Bitcoin and other cryptocurrencies and discusses their strong rebound since taking a nosedive along with the stock market heading into "Liberation Day" and through the subsequent downturn; he discusses how digital assets are being impacted by tariff concerns. Plus Andrew Kohl, portfolio manager for Aberdeen Investments' Total Dynamic Dividend and Global Dynamic Dividend funds, says investors can find strong payouts and good valuations buying foreign dividend-paying stocks, noting that many companies can keep rolling regardless of trade policy outcomes in the coming months. He also names two of his favorite dividend plays for the current market.

It has been a busy and volatile month in the markets, one that certainly reminded us of the value of being diversified across public as well as private markets. Alternative investments have historically been limited to institutions like pension funds and insurance companies, due to high investment minimums and a high level of complexity. But that's changing, with more investment options becoming available for individual investors like you and me. On this episode, Aaron Mulvihill is joined by Jed Laskowitz, Global Head of Private Markets and Customized Solutions for J.P. Morgan Asset Management, to talk about the alternatives market landscape and how the industry is evolving. Resources: Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

Watch the video version of YouTube.  In our thirteenth season of Insights Now, we delved into the research that informed our portfolio managers' investment strategies. Gabriela Santos engaged in insightful discussions with top-tier buy-side equity research analysts from J.P. Morgan Asset Management, covering a diverse array of sectors such as semiconductors, payments and fintech, industrials, utilities, healthcare, and financials. For the last episode of the season, Gabriela Santos, Chief Market Strategist for the Americas, and David Kelly, our Chief Global Strategist, reflected on the most memorable highlights from that season's extensive conversations. Additionally, they answered the top three questions frequently received from clients, which unsurprisingly revolved around economic policies emerging from Washington, D.C., and their potential impacts on the economy and markets. Resources: Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

Barron's Senior Managing Editor Lauren R. Rublin, Deputy Editor Ben Levisohn and David Kelly, chief global strategist of J.P. Morgan Asset Management discuss the outlook for financial markets, industry sectors, and individual stocks. 

Watch the video version on YouTube. In this episode of Alternative Realities, we explore the dynamic world of private credit with Aaron Mulvihill, Global Market Strategist at J.P. Morgan Asset Management, and Lynnette Ferguson, Global Co-Head of Investment Specialists for J.P. Morgan Alternative Asset Management, as they discuss the significant growth of private credit over the past decade and its role as a competitive alternative to traditional bank lending.   The conversation delves into the benefits private credit offers to both borrowers and investors, the interplay between private credit and private equity, and the emerging trends in asset-backed lending. Lynnette shares insights from her extensive experience in the industry, including lessons learned from the 2008 financial crisis and the importance of relationships in private credit.   Tune in to gain a deeper understanding of how interest rates, economic environments and regulatory changes impact the private credit market.   Resources: For more resources on Alternatives, visit our Guide to Alternatives, Principles of Alternatives Investing, and Alternatives 2025 Outlook Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

Watch the video version on YouTube. Financials, the second largest sector in the S&P 500, has had its fair share of ups and downs in recent years. As the Federal Reserve kicked off its aggressive rate hiking campaign in 2022, the yield curve inverted, loan growth slowed and M&A activity plummeted, all of which hampered earnings growth. Then, in March 2023, the failures of several U.S. regional banks sparked concerns about the health of the banking sector and commercial real estate market. The dust from this crisis gradually settled, which, in conjunction with Fed rate cuts and a resilient consumer, helped the sector gain over 30% in 2024. In fact, financial deregulation is now top of mind, with the Trump administration recently naming “regulatory dove” Michelle Bowman as the Federal Reserve's next Vice Chair of Supervision. Prospects for increased deregulation, in addition to trends in consumer spending, will be key themes moving forward. Companies in financials tend to be represented in the value style and can be a good complement to growth exposure, especially the Magnificent 7. On this episode of Insights Now, Gabriela Santos, is joined by Laura Huang, an equity research analyst covering financials at J.P. Morgan Asset Management, to discuss Laura's day-to-day, and what she is seeing across her sector. Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

Watch the video version on YouTube.  In this episode of Alternative Realities, we delve into the transformative landscape of venture and growth equity investing with a focus on technology and healthcare. Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, is joined by Patrick McGoldrick, Managing Partner of J.P. Morgan Private Capital, to discuss the evolution and current landscape of venture capital. The conversation highlights the high-risk, high-reward nature of venture capital, the importance of skilled management and the strategic approach J.P. Morgan employs in identifying investment opportunities. Join us as we explore the competitive advantages J.P. Morgan Asset Management offers as a partner to its portfolio companies and uncover the potential of venture and growth equity investing in today's market.   Resources: For more resources on Alternatives, visit our Guide to Alternatives, Principles of Alternatives Investing, and Alternatives 2025 Outlook Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

Watch The X22 Report On Video No videos found Click On Picture To See Larger PictureCEO Jamie Dimon is calling it, recession is coming. We are already in a recession, Trump will pull us out of it. Ds trying to stop Trump's tariffs. Countries ready to negotiate, Trump pauses tariffs for those countries. China and the EU fight back with reciprocal tariffs, this will not end well for them. Trump main target is the Fed. The [DS] is still trying to use judges to stop Trump's agenda, in the end this will fail. They are trying to use judges in the correct jurisdiction. Trump has set the timeline for the [DS] treasonous acts. Trump will show how the [DS] committed treasonous against the US. In the end Trump will have the final move, checkmate.   (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:13499335648425062,size:[0, 0],id:"ld-7164-1323"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="//cdn2.customads.co/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); Economy https://twitter.com/KobeissiLetter/status/1909947842845614115   https://twitter.com/WallStreetMav/status/1909935573772738708 Schumer: We Want to Take Tariff Authority from Trump We Allowed Biden to Have Because Trump's ‘Going So Overboard'  Chuck Schumer (D-NY) r  “Congress has always had the power to deal with tariffs, and we've always had these fights in the past on some of the tariff issues as well. But now that Trump is going so overboard, Congress can, has every legal authority to take those powers back, and that's what we aim to do.”  Source: breitbart.com https://twitter.com/disclosetv/status/1909961646929301808 China is the Auto Capital of the World  China is the world's largest car producer and exporter. A little-known fact is that China first became the world's largest car exporter back in 2023, with low-cost EV companies BYD and Chery in the spotlight. The nation's auto sector has been steadily expanding since then, with Chinese brands reaching an all-time high of 69.4% of domestic passenger vehicle market share in Q1 2025. Overall, China exported 5.86 million vehicles in 2024, a 19.3% annual increase. Mexico, Russia, Brazil, and the UAE were the top buyers. China sold 4.96 million passenger vehicles (19.7% YoY increase), 900,000 commercial vehicles (17.5% YoY increase), and 1.28 million new energy vehicles, as well as 987,000 battery-electric vehicles. Japan is the world's second-largest car exporter, exporting 4.22 million vehicles in 2024. This marked a -4.5% decline from 2023. Toyota remains Japan's leading vehicle, accounting for $312.28 billion in revenue and 830,048 million vehicles. Germany is holding onto third place in auto exports. In 2024, Germany exported 3.4 million passenger cars, marking a 2.5% annual increase. Around 25.9% of all vehicles exported from Germany last year were electric. Volkswagen Group remains Germany's star, generating $354.86 billion in revenue for the year. Source: armstrongeconomics.com Scott Bessent Reminds China They Need Access To US Market Far More Than America Needs Access To Their Economy Treasury Secretary Scott Bessent warned that China's decision to retaliate against President Donald Trump's tariffs will ultimately backfire. China announced it is raising tariffs on American goods from 34% to 84% in response to Trump hiking tariffs on Chinese goods from 54% to 104%,   Bessent  thats because China exports far more to the U.S. than it imports, it has more to lose in a trade war. China exported $438.9 billion worth of goods to the United States in 2024 while the U.S. exported $143.5 billion to China, according to the U.S. Trade Representative. Consumer spending in America makes up nearly 70% of its Gross Domestic Product (GDP), according to J.P. Morgan Asset Management.

Watch the video version on YouTube.  As the world emerged from the pandemic, healthcare companies encountered several challenges, including declining COVID-19-related revenues, increased R&D expenses and rising labor costs, all of which impacted earnings. Although the sector began to recover from its prolonged earnings slump in 2024, performance remained sluggish. Healthcare stocks rose just 2.6% last year, with performance suffering most after the election. Importantly, the healthcare sector is comprised of a range of sub-industries and performance beneath the surface has diverged. For example, as the sector has addressed the backlog of elective procedures delayed during the pandemic, healthcare facilities and equipment manufacturers have performed well, while insurers have struggled. When seeking exposure to growth themes driving markets, investors often overlook healthcare in favor of other sectors. That said, whether it be GLP-1 drug development or AI-powered customized therapies, the reality is that the sector is at the epicenter of transformational change. Looking ahead, healthcare earnings are set to improve in 2025. However, policy actions taken by the incoming administration could meaningfully alter the sector's landscape. On this episode of Insights Now, Gabriela Santos, is joined by Holly Morris, an equity research analyst covering the healthcare sector and a portfolio manager here at J.P. Morgan Asset Management. Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

Get an inside look at what's shaping my thinking. Bi-weekly, I share the top 5 investing and financial planning articles I'm reading—straight to your inbox. Sign up for my newsletter. -----  What's ahead for markets in 2025? In this episode, I'm joined by Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, to break down key economic and market trends shaping the year ahead.  Listen now and learn: ► How economic forecasts are built—and how investors should use them ► The outlook for GDP growth, inflation, and interest rates in 2025 ► The impact of policy changes, including tax cuts, tariffs, and fiscal stimulus ► Why global diversification matters more than ever ► The role of AI in the economy and what it means for investors Dr. Kelly's insights cut through the noise and focus on what really matters for long-term investors. Don't miss this deep dive into the forces driving markets in 2025! Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions. (02:15) How Economic Forecasts Are Built (05:30) The U.S. Economic Outlook for 2025 (06:45) Policy Changes That Could Shape 2025 (12:30) Why Interest Rates Are Rising (16:30) The National Debt: Should Investors Worry? (23:15) Market Concentration and the “Magnificent Seven” Stocks (26:00) Why U.S. Investors Should Diversify Globally (31:00) The Potential and Risks of AI (32:33) Final Thoughts and Where to Follow Dr. David Kelly   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.