November 21, 2023Insights Now
The Economic Implications of Generative AI
Season 07 Episode 01 Artificial intelligence (AI) technologies, particularly generative AI, appear likely to revolutionize the way we work, innovate,...
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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.
November 21, 2023
November 21, 2023Insights Now
The Bond’s Eye View
Season 06 Episode 08 As we conclude this season, which we entitled A Bond’s Eye View of the World, a lot of core arguments for adding fixed income at...
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November 21, 2023Insights Now
Finding Income for Global Investment Portfolios
Season 06 Episode 07 In today’s episode, Dr. David Kelly is joined by Phil Camporeale, portfolio manager in our Multi-Asset Solutions group at JP...
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November 21, 2023Insights Now
The Muni Landscape Heading Into a Downturn
Season 06 Episode 06 After significant monetary tightening over the last year, the Federal Reserve has now hiked rates up to 5-5.25%, but this...
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November 18, 2023Insights Now
Credit vs. Duration – Where Should You Spend Your Risk Budget?
Season 06 Episode 05 In Q1 of this year, investors have had to contend with the implications of a regional banking crisis, a still-hawkish Fed, and...
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November 18, 2023Insights Now
Navigating the Opportunities in Global Bonds
Season 06 Episode 04 So far this season, we’ve talked about the bond market from a number of different angles, and in this episode, we look at fixed...
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November 18, 2023Insights Now
The Regional Bank Crisis and Its Implications for Bonds
Season 06 Episode 03 On this episode, tune in to hear Dr. David Kelly and Kelsey Berro, Portfolio Manager on our Global Fixed Income, Currencies, and...
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November 18, 2023Insights Now
Finding Direction in Fixed Income
Season 06 Episode 02 This episode dives into positioning within fixed income. Dr. David Kelly is joined by Bill Eigen, portfolio manager for an...
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November 18, 2023Insights Now
Are Bonds Really Back, and for How Long?
Season 06 Episode 01 This episode kicks off our sixth season of Insights Now, entitled “A Bond’s Eye View of Investing,” and we’ve decided to center...
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November 18, 2023Insights Now
Will 2023 Be a Year of Slow Growth, But Better Markets?
Season 05 Episode 07 2022 has been a brutal year for investors, with unusually large sell-offs in both stocks and bonds, resulting in one of the...
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