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Insights Now

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Join the thought leaders at JP Morgan as they engage in a conversational breakdown of big ideas, future trends, emerging topics and their investment implications, complete with key takeaways to help inform building stronger investment plans and portfolios for the long-term.© 2024 PodClips Direction Economie Finances privées Management Management et direction
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  • 2026 Mid-Year Outlook: Crosscurrents and Divergence Amidst an Increasing AI Surge

    2026 Mid-Year Outlook: Crosscurrents and Divergence Amidst an Increasing AI Surge
    Jul 1 2026
    Season 16 Episode 10
    At the year’s midpoint, investors face a landscape shaped by surging AI investment, geopolitical uncertainty and diverging economic fortunes. The AI boom is powering exceptional growth in technology and semiconductors, while higher energy prices and global tensions add complexity to inflation and consumer sentiment. Shifting central bank policies and evolving global trends are redefining the outlook for fixed income, international equities and alternative assets. In this episode, join Gabriela Santos, Chief Market Strategist for the Americas, and Dr. David Kelly, Chief Global Strategist, as they present their mid-year outlook and share timely insights for navigating today’s market crosscurrents.
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    29 min
  • Alternative Realities: Absolute Return Strategies and Trouble in Private Credit?

    Alternative Realities: Absolute Return Strategies and Trouble in Private Credit?
    Jun 23 2026
    Season 02 Episode 28
    With inflation expectations on the rise, volatility has returned, and stocks and bonds are increasingly moving together. This is driving interest in uncorrelated and absolute return strategies that can generate returns regardless of what’s happening with broader market beta or the economy. On today’s episode, Aaron Mulvihill is joined by Bill Eigen, Head of the Absolute Return and Opportunistic Fixed Income team, to discuss where an absolute return strategy fits in portfolios, areas of opportunity Bill is seeing in the market, and thoughts on where we are in today’s credit cycle—including private credit.
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    24 min
  • Making Sense of Geopolitical Risk

    Making Sense of Geopolitical Risk
    Jun 10 2026
    Season 16 Episode 09
    Geopolitical volatility is reshaping the global economic landscape, influencing everything from energy markets and trade flows to technological innovation and security strategies. As events in Iran, Ukraine, and China drive profound shifts across markets, investors are challenged to adapt to a world where resilience and strategic foresight are more critical than ever. In this episode, Gabriela Santos, Chief Market Strategist for the Americas at J.P. Morgan Asset Management, is joined by Derek Chollet, Head of the JPMorganChase Center for Geopolitics, to share his perspectives on the geopolitical forces shaping today’s markets and tomorrow’s investment decisions.
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    30 min
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