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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 Economía Finanzas Personales Gestión Gestión y Liderazgo Liderazgo
Episodios
  • Treasuries, Trends and Tactics

    Treasuries, Trends and Tactics
    May 22 2025
    Season 14 Episode 01
    The Federal Reserve finds itself caught between signs of slowing economic momentum and the unpredictable impacts of tariffs. This environment has intensified concerns over foreign demand for U.S. debt, prompting investors to seek diversification strategies for their U.S. Treasury exposure. In the 14th season of Insights Now, we move up in the capital stack, diving deeper into the insights of J.P. Morgan’s best-in-class portfolio managers and research analysts, exploring the intricacies of fixed income markets. On this episode of Insights Now, Gabriela Santos is joined by Kelsey Berro, U.S. Macro Research, to discuss the current state of the bond market and the Federal Reserve’s potential actions.
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    22 m
  • Alternative Realities: Managing Market Volatility with Alternative Investments

    Alternative Realities: Managing Market Volatility with Alternative Investments
    May 16 2025
    Season 02 Episode 07
    It has been a busy and volatile month in the markets, one that certainly reminded us of the value of being diversified across public as well as private markets. Alternative investments have historically been limited to institutions like pension funds and insurance companies, due to high investment minimums and a high level of complexity. But that’s changing, with more investment options becoming available for individual investors like you and me. On this episode, Aaron Mulvihill is joined by Jed Laskowitz, Global Head of Private Markets and Customized Solutions for J.P. Morgan Asset Management, to talk about the alternatives market landscape and how the industry is evolving.
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    26 m
  • Equity Research Insights: Key Analyst Takeaways and Top Investor Questions

    Equity Research Insights: Key Analyst Takeaways and Top Investor Questions
    May 16 2025
    Season 13 Episode 07
    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.
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    21 m
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