Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
…
continue reading
Content provided by Dr. David Kelly, J.P. Morgan Asset Management, Dr. David Kelly, and J.P. Morgan Asset Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dr. David Kelly, J.P. Morgan Asset Management, Dr. David Kelly, and J.P. Morgan Asset Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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Why add international stocks to a portfolio?
Manage episode 424649549 series 1465019
Content provided by Dr. David Kelly, J.P. Morgan Asset Management, Dr. David Kelly, and J.P. Morgan Asset Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dr. David Kelly, J.P. Morgan Asset Management, Dr. David Kelly, and J.P. Morgan Asset Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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. In fact, more than half of the 50 top performing companies this year are located outside of the U.S. In addition to favorable valuations, an improving economic backdrop and positive fundamentals should highlight plenty of opportunities across the globe.
On this episode, Dr. David Kelly is joined by joined by Gabriela Santos, Chief Market Strategist for the Americas here at J.P. Morgan Asset Management, to share her views on the benefits of allocating internationally.
77 episodes
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Manage episode 424649549 series 1465019
Content provided by Dr. David Kelly, J.P. Morgan Asset Management, Dr. David Kelly, and J.P. Morgan Asset Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dr. David Kelly, J.P. Morgan Asset Management, Dr. David Kelly, and J.P. Morgan Asset Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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. In fact, more than half of the 50 top performing companies this year are located outside of the U.S. In addition to favorable valuations, an improving economic backdrop and positive fundamentals should highlight plenty of opportunities across the globe.
On this episode, Dr. David Kelly is joined by joined by Gabriela Santos, Chief Market Strategist for the Americas here at J.P. Morgan Asset Management, to share her views on the benefits of allocating internationally.
77 episodes
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Similar to Insights Now
Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
…
continue reading
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
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continue reading
The traditional enterprise go-to-market motion is undergoing a transformational shift. B2B buyers are more sophisticated than ever, and operational efficiency is a key focus for every organization. One key function possesses a unique opportunity to shape the future of revenue generation: enablement. On this podcast, we’re bringing you the secrets, strategies, and tactics that successful enablement leaders are using to drive meaningful impact. The Enablement Edge is the go-to resource for sal ...
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Paisa Vaisa is India's premier podcast on personal finance, boasting over 4 million downloads, featuring over 200 hours of insightful content and discussions, hosting more than 250 guests, and presenting a wealth of knowledge through over 450 episodes. Since 2017, Paisa Vaisa hosts experts from mutual funds, stocks, real estate, loans, education financing, insurance, and much more. It has recently introduced a sub-series offering valuable insights in businesses and entrepreneurship. You can ...
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The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
A weekly roundup of the most important stories from the worlds of business and finance, hosted by Felix Salmon.
…
continue reading
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…
continue reading
Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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continue reading
This famously is the year of elections. So the Stephanomics feed has been taken over by our bonus series, Voternomics. It’s a weekly look at the way geopolitics - and elections - are upending the longstanding assumptions of policymakers and business people around the world. Hosted by Stephanie Flanders, head of Bloomberg Economics and former BBC economics editor, former government advisor Allegra Stratton and Opinion columnist and author Adrian Wooldridge.
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