Insights Now

Apr 17 2025 112 ep. 20 mins 244

Insights Now Podcast artwork

Listen to the latest insights from Dr. David Kelly, Chief Global Strategist, and Gabriela Santos, Chief Strategist for the Americas at J.P. Morgan Asset Management, as they sit down with a variety of thought leaders for a conversational breakdown of big ideas, future trends, emerging topics, and their investment implications, helping to inform the building of stronger long-term investment plans.

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Forecasting the future of financials

Apr 17 2025 20 mins

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 s

Alternative Realities: Tech-driven alternative investment

Apr 10 2025 20 mins

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

A healthier outlook for healthcare

Mar 27 2025 30 mins

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 st

Alternative Realities: Opportunities in global forestry and timber

Mar 21 2025 21 mins

Watch the video version on YouTube. In this episode of Alternative Realities, we explore the world of timber as an alternative investment asset class. Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, is joined by Angela Davis, President of Campbell Global, a subsidiary of J.P. Morgan Asset Management, to explore the unique benefits and opportunities timber

Key themes powering utilities

Mar 13 2025 17 mins

Watch the video version on YouTube. Utilities have traditionally been known for their defensive properties, which makes the combination of robust economic growth, technological excitement and elevated bond yields an unlikely recipe for their strong performance. That said, the sector’s 23% gain kept pace with the broader market last year. In 2025, this momentum should continue. A

Alternative Realities: Building an investment plan with alternatives

Mar 06 2025 20 mins

Watch the video version on YouTube. In this episode of Alternative Realities, we explore the dynamic world of alternative investments and their increasing accessibility to a broader range of investors. As these asset classes become more mainstream, we discuss their role in diversifying portfolios and enhancing returns. Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset

Manufacturing a case for industrials

Feb 27 2025 19 mins

Watch the video version on YouTube. Despite lagging the broader index, industrial stocks performed well in 2024, gaining over 17% on a total return basis. Sector fundamentals, however, have been more challenged. After an impressive post-COVID recovery supported double-digit earnings growth in 2022, industrial earnings have been in the doldrums alongside U.S. manufacturing activity

Does it pay to invest in payments?

Feb 13 2025 18 mins

Watch the video version on YouTube. When people think of the financial sector, they typically think of boring businesses like banks or insurance companies. But the ongoing global shift to electronic payments has created a new, growthier industry of financial technology companies. These businesses tend to feature recurring revenues, high free cash flow, and low capital expenditures

Alternative Realities: Institutional strategies in alternative assets

Feb 10 2025 20 mins

Watch the video version on YouTube. In this episode of Alternative Realities, we delve into the evolving landscape of alternative investments and their growing role in institutional portfolios. As the world of alternative investing becomes more accessible, we’ll explore how institutions have historically leveraged these assets for diversification and enhanced returns. Dr. David

Beyond AI: Opportunities in semiconductors

Jan 31 2025 25 mins

Watch the video version on YouTube. U.S. equities have been on a tear in recent years. After climbing 26% in 2023, the S&P 500 finished up 25% on a total return basis in 2024, marking the best two-year stretch for the index since the late 90s. That said, with a select few companies driving the bulk of this rally, markets have become unbalanced, and concentration risk remains a