This episode hosted by David Lebovitz features a discussion with Dr. David Kelly, chief global strategist at J.P. Morgan. It covers topics such as the economic outlook for 2025, the impact of U.S. immigration and trade policies, and potential fiscal and regulatory changes under the new administration. The conversation also touches on the implications of government efficiency measures and potential tax reforms.

In this episode, join host David Lebowitz, Global Market Strategist, and special guest Jared Gross, Head of Institutional Portfolio Strategy, as they return to the Center for Investment Excellence for their annual Asset Allocation Draft. In this insightful episode, they provide a comprehensive macroeconomic update and delve into the intricacies of asset allocation for 2025. The discussion covers a range of asset classes, including equities, fixed income, real assets, and financial alternatives, with each host making strategic picks for the upcoming year.

In this episode, join host David Lebowitz, Global Market Strategist, and special guest Gabriela Santos, Chief Market Strategist for the Americas, as they delve into the optimistic outlook for global markets. Discover how AI, economic growth, and inflation dynamics are shaping investment opportunities for the next decade. Gain valuable insights into asset classes, market trends, and strategies to navigate the evolving financial landscape.