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Insights Now

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 Développement commercial et entrepreneuriat Entrepreneurship Finances personnelles Gestion et leadership Économie
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  • Why Is Asset Allocation So Important?

    Why Is Asset Allocation So Important?
    Aug 31 2025
    Season 14 Episode 07
    As economic and policy environments shift, understanding how tactical and strategic asset allocation can adapt is crucial for financial advisors and investors alike. Balancing long-term views with short-term market movements, our Multi-Asset Solutions team highlights the opportunities presented by volatility and dislocation. Discover how credit markets, particularly U.S. high yield, are being tactically adjusted in response to current valuations, and learn why diversification remains a vital strategy. Join Gabriela Santos, Chief Market Strategist for the Americas, and David Lebovitz, Research Analyst and member of the Fundamental research team to unpack the complexities of asset allocation, offering valuable insights for achieving long-term investment goals.
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    22 min
  • Alternative Realities: Hidden Opportunities in Private Markets

    Alternative Realities: Hidden Opportunities in Private Markets
    Aug 21 2025
    Season 02 Episode 12
    J.P. Morgan's Private Bank offers expert guidance to assist affluent clients and their families in achieving their financial objectives. With a global oversight of more than $2.9 trillion in client assets, the bank boasts a legacy of over 200 years of operation. On today’s episode, Aaron Mulvihill is joined by Sitara Sundar, Head of Alternative Investment Strategy & Market Intelligence. She spearheads the development of perspectives within and across alternative investments for the bank. Her extensive experience within the organization includes leading the Equity Specialist team, where she provided strategic advice on managed equity portfolios for clients.
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    28 min
  • What Bonds Fixed Income Research Strategies?

    What Bonds Fixed Income Research Strategies?
    Aug 20 2025
    Season 14 Episode 06
    Research analysts play a pivotal role in fixed income markets, where active management is crucial due to the vast array of issuers and securities. As economic policies evolve, fixed income research analysts navigate heightened volatility, especially in interest rates and credit spreads, underscoring the importance of strategic analysis. In this episode, Gabriela Santos, Chief Market Strategist for the Americas, is joined by Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management. Together, they share expert perspectives on the evolving fixed income landscape and reflect on insights gathered from fixed income research analysts.
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    18 min
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