Insights Now

By: PodClips
  • Summary

  • 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
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Episodes
  • Alternative Realities: Investing in the Future of Healthcare
    Nov 2 2024
    Season 01 Episode 06 On previous episodes, we’ve discussed the muted return outlook for a traditional 60/40 portfolio and the return-enhancing potential of Private Equity and Venture Capital. As companies wait longer to IPO, investors are turning to private markets for access to the fastest-growing part of a business’s lifecycle. In this episode, we’re going to explore the opportunities in private healthcare and biotechnology. Dr. David Kelly is joined by Gaurav Gupta, Managing Partner of Life Science Private Capital within J.P. Morgan Private Capital. He is a neurosurgeon turned investor, and we’re so excited to have him here to discuss the trends he’s seeing in the market.
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    25 mins
  • Alternative Realities: Democratizing Access to Alternatives
    Oct 30 2024
    Season 01 Episode 05 On previous episodes, we’ve discussed what’s called the “democratization of alternatives.” Put simply, alternatives have become more accessible to individuals as the investment vehicles have evolved to address pain points like high minimums and long lockup periods. Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, is joined by Anastasia Amoroso, the Chief Investment Strategist at iCapital. We’ll hear from Anastasia about what iCapital does to help individuals feel confident investing in alternatives, as well as her perspective on the trends we’re seeing in the market.
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    23 mins
  • Taxes, Deficits, and Federal Debt, Oh My!
    Oct 30 2024
    Season 11 Episode 05 The U.S election is just a few short weeks away, and many investors are picking through campaign-trail noise to decipher what policies each administration would pursue and their implications. With both Former President Trump’s and Vice President Harris’s campaigns promising hefty amounts of spending but few clues on how it will be funded, the longer-term trajectory for taxes, the deficit, and federal debt is largely uncertain, but must be addressed. Gabriela Santos, Chief Market Strategist for the Americas, is back with Dr. David Kelly, Chief Global Strategist here at J.P. Morgan Asset Management, to discuss the different paths forward for fiscal policy.
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    20 mins

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