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Listen to the latest insights from Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, where he sits down with a variety of thought leaders for a conversational breakdown of big ideas, future trends, emerging topics and their investment implications to help inform building stronger investment plans for the long-term.
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The Center for Investment Excellence features educational insights across asset classes and investment themes designed to give you the tools you need to empower better decisions and build stronger portfolios.
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Listen to the latest insights from Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management to help prepare you for the week ahead.
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‘Invest it Best‘ is a new investing podcast where you will hear from expert analysts, advisers and fund managers. The show will provide you with insight as to their views on the market, what they‘re looking at, and importantly why that matters. ‘Invest it Best‘ is proudly brought to you by Wilsons Advisory - one of Australia‘s leading financial advisory firms.
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When will the Federal Reserve begin cutting rates?
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Watch the video version on YouTube. After the Federal Reserve’s dovish pivot in December, many investors came into this year expecting multiple rate cuts. In fact, in early January, markets were pricing in over six full cuts in 2024 alone. Since then, sticky inflation has caused the Federal Reserve to reassert its hawkish tone, and the outlook for …
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On this episode of the Invest it Best podcast host Ted Richards speaks with Greg Burke, Equity Strategist at Wilsons Advisory. They discuss different trends across the food industry in Australia including the following; - Greg's recent research report on Australian supermarkets - Impacts from cost of living pressures, easing food prices and regulat…
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How will AI reshape the U.S. economy and investment opportunities?
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Watch the video version on YouTube. Excitement around artificial intelligence has been a key driver behind strong market performance over the past year. This makes sense, as it has potential to be one of the most transformative technologies in modern history. That said, widespread AI implementation is still in its early stages, and its broader impl…
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Despite a slightly higher-than-expected payroll job gain, the June employment report was on the soft side, with downward revisions to payroll gains from prior months, a drop in temporary employment and only modest gains in wages. However, the weakest aspect of the report was the unemployment rate, which edged up from 4.0% to 4.1%. This, in itself, …
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How can you minimize taxes in your investment strategy?
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Watch the video version on YouTube. As technology has improved, so has market efficiency, and generating alpha through active management is as challenging a task as ever. In light of this, “tax alpha,” or creating value through tax management strategies, has grown in importance and popularity and has left investors asking, “How can I minimize taxes…
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How do different generations invest – and how should they?
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Watch the video version on YouTube. From Baby Boomers to Generation Z, each generation has faced their own unique set of investment challenges and opportunities during their lifetimes. While the bulk of wealth in the U.S. belongs to older generations, wealth amongst younger generations is growing rapidly, and they represent an increasingly importan…
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The play, entitled “Steadily She Slows”, has, from a dramatic perspective, turned out to be a dud. It started with such a promising prologue of pandemic, recession, recovery, political upheaval, war and inflation. However, it has since settled into a drawn-out, repetitious script, wherein the lead actor, consumption, hogs the center stage and the s…
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Why add international stocks to a portfolio?
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11:09
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Watch the video version on YouTube. A long cycle of U.S. equity outperformance over international equities has left investors wondering, “why add international stocks to a portfolio?” However, as the global economy has turned a corner, so have prospects for international equities, and many international markets have performed well in 2024 so far. I…
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Leading with science: A deep dive on biotech
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In this episode, David Lebovitz, Global Strategist, Multi-Asset Solutions, is joined by Stephen Squinto, Chief Investment Officer, J.P. Morgan Life Sciences Private Capital, to discuss the alternative investment landscape, the private biotech market and areas of opportunity in 2024 and beyond.By J.P. Morgan Asset Management
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As a young lad growing up in South Dublin, I received certain geography lessons on where I could, or could not, safely roam. In particular, I was warned not to stray north of O’Connell Street. I remember debating my mother on the issue, once when I wanted to go to a movie at a theatre near Parnell Square. I can’t remember exactly what I said, but I…
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Watch the video version on YouTube. Most of this season is devoted to questions investors ask us about where to invest. However, given an increased focus on building tax efficient, transparent and flexible portfolios, we are also often asked, “How should I invest.” While traditional investment vehicles have made it difficult to reach all these obje…
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Every three months, the 19 members of the Federal Reserve’s Federal Open Market Committee, of FOMC for short, aided, no doubt, by an army of econometric minions, work up new forecasts for key economic variables and their assessment of appropriate monetary policy. In recent days, as they have huddled in their offices engaged on this task, they’ve ha…
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For centuries, economists have extolled the almost magical properties of competitive markets. In the 1770s, Adam Smith wrote about an “invisible hand” by which individuals end up promoting the common good even though they only ever intended to do themselves a bit of good. In the 1970s, Milton Friedman spoke passionately of the virtues of a free-ent…
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Natural Resources and the Energy Transition with James Karakatsanis
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In the latest episode of the Invest it Best podcast, Ted Richards speaks with Wilsons Advisory’s Equity Research Analyst (Natural Resources), James Karakatsanis about his thoughts on the role of natural resources within the energy transition. James is a key member of our natural resources equity team, with over 10 years’ experience in the industry.…
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The Causes and Consequences of Gloom and Doom
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9:52
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One of the most common plotlines in all of literature is when a protagonist, overestimating the gravity of a situation, responds with a series of unfortunate decisions. Perhaps the classic example of this is Romeo, not appreciating the difference between a sleeping Juliet and a dead Juliet, but the pattern has played out in innumerable stories. Whe…
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The role of public and private strategies in real estate
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In this special edition of #CenterForInvestmentExcellence, members of our Strategic Investment Advisory Group discuss the long-term growth potential of real estate as an investable asset class, including the expansion of the real estate market from traditional core to a wide range of extended sectors, and the case for allocating to real estate inve…
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The Investment Implications of the Federal Debt: An Update
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10:59
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The importance of any piece of economic information depends on your time horizon. For traders, the issue is how it will move markets today. For politicians, its relevance lies in how it could shape public opinion between now and the next election. However, for long-term investors, what really matters is how it will impact the economic and financial…
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For our next season, we want to hear from you as we will be counting down the top 10 questions investors have concerning the economy, the markets and investing. Please provide suggestions here. This episode concludes the ninth season of Insights Now and marks the end of our deep dive into the world of alternatives. As investors continue to face ele…
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Commercial Real Estate: Macro Risk or Investment Opportunity?
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The most common scavenger bird in the western United States is the turkey vulture, more commonly called the turkey buzzard. It is a marvel of evolution, with keen eyesight and an extraordinary sense of smell, allowing it to locate the recently deceased from miles away. Ungainly as it takes off with furious flapping, once in the air it is a majestic…
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I have never been blessed with any skill in golf. However, I do have some imagination and so I can imagine a situation in which I am lining up a long and difficult putt. With well-justified humility, I wince as I strike the ball, knowing it will miss. However, even two or three seconds after sending it on its way, I realize that, surprisingly, I’m …
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Watch the video version on YouTube. Over the past year, investors have been inundated with negative reports of elevated mortgage rates and empty office buildings, weighing on their sentiment toward real estate investing. However, real estate comes in many shapes and sizes, and each sector has its own fundamentals and use cases in the portfolio cons…
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The Causes and Consequences of More Volatile Bonds
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10:11
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Since the advent of modern financial markets, bonds have always had the reputation of being conservative – rather like an elderly family lawyer in a leather-bound chair frowning at more jumpy and excitable stocks. Bonds would never make you rich. However, they would provide you with a moderate, steady and dependable income. This reputation was chal…
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Investing in Global Transportation Assets with Anurag Agarwal (J.P. Morgan Asset Management)
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On this episode of the Invest it Best podcast host Ted Richards speaks with Anurag Agarwal, Head of Portfolio Management for the Global Transportation Group at J.P. Morgan Asset Management. They discuss investing in global transportation assets including the following; - The different types of transport assets that are critical to the global supply…
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Growing up in New England, our sons had a privileged childhood as sports fans and particularly as football fans. Between 2001 and 2020, the New England Patriots, coached by Bill Belichick and with Tom Brady at quarterback, competed in nine super bowls and won six of them - a truly extraordinary performance in a league of 32 teams. It is all the mor…
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Finding income and fighting inflation with Infrastructure
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Watch the video version on YouTube. Over the last decade, extraordinarily low interest rates have made it difficult for investors to generate income within portfolios. While rates have risen over the past two years, so has bond market volatility and a higher correlation between stocks and bonds has made the search for uncorrelated sources of income…
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Next Monday, I once again get to lace up my shoes and join my friends from the Dana-Farber team in running the Boston Marathon. This year will be particularly special, as both of our sons are also running the race. One of the advantages of being an older member of the team, (and I can testify to plenty of disadvantages), is that you accumulate advi…
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Today’s credit markets offer investors an unprecedented range of risk and return opportunities, but also greater complexity that makes it challenging to allocate capital efficiently. In this special edition SIAG episode, David Lebovitz, Global Strategist, Multi-Asset Solutions, talks with Samrawit Soquar, Global Head of Research, Global Fixed Incom…
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Beyond the public markets a path to premium returns
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Watch the video version on YouTube. Coming out of the pandemic. Fiscal and monetary stimulus provided support for fundraising deals and exit activity within the private equity market. Even as fiscal stimulus has waned and the Federal Reserve has tightened policy. Better than expected economic activity and earnings have supported recent performance.…
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