• Equity research insights: Key analyst takeaways & top investor questions

  • May 2 2025
  • Durée: 21 min
  • Podcast

Equity research insights: Key analyst takeaways & top investor questions

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  • Résumé

  • 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
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