Les meilleurs podcasts J.P. Morgan Asset Management Market Insights (2024)

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Eric Green, CFA: Why Small Cap's Time Has Come 14:44

11h ago14:44

14:44

Small cap equities and fixed are having a moment. Hear how one portfolio manager's credit and equity analysis shows how it will goPar CFA Society New York

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Betting Big on Energy at the Edge: SDCL Finds Double-Digit Returns Off the Grid | Jonathan Maxwell (#060) 1:54:11

1d ago1:54:11

1:54:11

Here's something I learned in this interview: We're wasting three-quarters of the world’s energy, half of its food, and a third of its water. That’s a crazy amount of lost resources! But what if, instead of just seeing this as an environmental problem, we saw it as a huge economic opportunity? The truth is, we don’t need to wait for new technology,…

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Finding Balance in a Broadening Expansion 7:59

2d ago7:59

7:59

The last few weeks have seen spectacular weather in New England, with warm temperatures and blue skies almost every day. By now, we would normally have stored the back-yard furniture inside to prevent it getting ruined over the winter. But instead, on weekend afternoons, Sari and I drowsily read our books in the sunshine with the still-loud chirpin…

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Alternative Realities: Democratizing access to alternatives 23:04

6d ago23:04

23:04

Watch the video version on YouTube. 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.…

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Taxes, deficits and federal debt, “Oh my!” 19:21

6d ago19:21

19:21

Watch the video version on YouTube. 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…

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Marvin Loh: State Street Global Advisors Outlook for the Fourth Quarter 16:37

10d ago16:37

16:37

Hear why the outlook is stable, with a few bumpsPar CFA Society New York

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Arsalan Mahtafar: What DFI Needs, from an Author of JP Morgan's Methodology 24:55

16d ago24:55

24:55

The path to a DFI framework is no small feat. Hear from the author of the first one.Par CFA Society New York

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COP16 Special: Profitable Nature-Based Investing - 4 Leaders Paving the Way for a Greener, Sustainable Future (#059) 1:45:33

16d ago1:45:33

1:45:33

In honor of COP16, the biodiversity 'Conference of the Parties', which begins next week in Cali, Colombia, I’ve put together a special compilation episode featuring four insightful conversations on nature-focused investment strategies. Each segment explores different approaches to nature-based investing, highlighting the diverse asset classes and s…

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The Deficit, the Election and Interest Rates 11:22

17d ago11:22

11:22

Growing up in Dublin, I had a well-earned reputation as a child of very healthy appetite. At birthday parties, I’d always make sure, at the outset, to get my share of any cocktail sausages, cucumber sandwiches or Rice Krispie treats going around. When it came time for cake and ice cream, I made sure my plate was amply stocked. And I know my mother …

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The past, present and future of Fed independence 17:40

20d ago17:40

17:40

Watch the video version on YouTube. Within our financial system, the idea that the Federal Reserve should operate as an independent entity is fundamental. Importantly, the Federal Reserve is a political institution that is accountable to Congress, but also to the public, and its independence ensures it can conduct monetary policy in a way that it p…

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The Calm after the cuts 20:21

21d ago20:21

20:21

In this episode of the Center for Investment Excellence podcast, host David Lebovitz, Global Market Strategist in Multi-Asset Solutions at JP Morgan Asset Management, is joined by Kay Herr, US Chief Investment Officer for the Global Fixed Income Currency and Commodities team at JP Morgan Asset Management. David and Kay discuss the implications of t…

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Juan P Carreto Chapa, CFA: One CFA Charterholder's Journey 14:33

21d ago14:33

14:33

Hear from a CFA Chaterholder whose path began in middle schoolPar CFA Society New York

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Four Banks and the Dollar 11:44

23d ago11:44

11:44

On Tuesday, the Commerce Department will publish international trade data for August. The numbers will, undoubtedly, show a deficit – the U.S. has run a trade deficit every year since 1975. This, in turn, implies that the U.S. dollar exchange rate is too high – we buy everyone else’s stuff because it’s cheap; they don’t want to buy ours because it’…

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Inside a $5 Billion Mission: How Private Debt & Equity Are Transforming Emerging Markets | Rochus Mommartz, responsAbility (#058) 1:27:02

23d ago1:27:02

1:27:02

Welcome back to the second part of the interview with Rochus Mommartz, the visionary CEO of responsAbility and a true impact warrior. With his specialized impact asset management house, Rochus is on a mission to create accessible opportunities for all, focusing on sectors that touch on the core needs of underserved populations – sustainable agricul…

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Alternative Realities: Navigating alternatives as an individual investor 16:16

27d ago16:16

16:16

Watch the video version on Youtube. In this episode of Alternative Realities, we’re going to be exploring the alternatives landscape from the perspective of the individual investor. Historically, these asset classes have been the domain of institutional capital, but the structure of alternative investment vehicles is evolving in ways that make them…

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Reinventing Microfinance in Emerging Markets: From Subsidies to Sustainable Investment | Rochus Mommartz, responsAbility (#057) 1:01:29

29d ago1:01:29

1:01:29

Rochus Mommartz has spent decades creating opportunities for people in emerging markets. ⁤⁤Today, he's with us to share his insights and his experiences from that incredible journey.⁤ Rochus is the CEO of responsAbility, a pioneer in impact investing that has evolved from a leader in microfinance to a prominent force in impact investing across Lati…

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The Investment Implications of the Wealth Surge 8:49

1M ago8:49

8:49

I have a habit, or so my wife tells me, of staring intently, for minutes at a time, into an open refrigerator, in search of one particular item. When she can no longer stand it, or when the binging of the refrigerator alarm informs the world that its contents are now thawing, she gently asks me what I am looking for and points it out, sitting, as i…

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John Twomey: A Nuanced View of Alternative Asset Allocation 30:24

1M ago30:24

30:24

Hear how one pro views allocations, managers and managed futuresPar CFA Society New York

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The ripple effects of regulation 15:55

1M ago15:55

15:55

Watch the video version on YouTube. Federal government regulatory policies have the potential to reshape both the economic landscape and the investment opportunity set and both candidates for president have expressed strong opinions on regulatory issues. However, their attitudes on regulatory oversight appear to vary across industries and issues af…

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The Investment Implications of a $769,900,000,000 Mistake 6:20

1M ago6:20

6:20

On Thursday, the Bureau of Economic Analysis, commonly known as the BEA, will release revised data on the national income and product accounts going back to the start of 2019. This is an annual process, usually only mildly interesting to economists and ignored by everyone else. However, this year it’s more important since it could help clarify the …

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Alternative Realities: Unlocking value in private markets 21:26

1M ago21:26

21:26

Watch the video version on YouTube. With comprehensive oversight and deep expertise in a diverse array of investment vehicles, including real estate, real assets, hedge funds, private equity, private credit and liquid alternative solutions, our mission is to demystify these often lesser-known asset classes. By providing clear, real-world examples, …

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Africa’s Great Doubling: How Vital Capital Seizes PE Profits & Purpose in Overlooked Opportunities Providing Essential Services (#056) 2:02:13

1M ago2:02:13

2:02:13

Today, I'm speaking with Nimrod Gerber, Managing Partner of Vital Capital, a private equity firm that is redefining impact investing in emerging markets, particularly in Sub-Saharan Africa. Vital Capital focuses on providing essential services such as healthcare, food production, water, and sustainable infrastructure, often through "overlooked oppo…

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Great Research You Might Have Missed 13:54

1M ago13:54

13:54

Hear what important research CFA Institute has published that you should read (featuring Paul Andrews, CFA Institute)Par CFA Society New York

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Previewing the Fed: Easy Does It 7:19

1M ago7:19

7:19

Cutting short-term interest rates from a peak is a little like hauling a piano down a flight of stairs. The operation is best done slowly and with care. The Federal Reserve will probably show some awareness of this in their actions and communications this week. That being said, one of the greatest identifiable dangers to the economy and markets tod…

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Reporting Season Wrap – The Good, the Bad, and the Better than Feared 16:40

1M ago16:40

16:40

On this episode of the Invest it Best podcast host Ted Richards speaks with Greg Burke, Equity Strategist at Wilsons Advisory. They discuss the recent reporting season in Australia including the following; - Greg's recent summary of reporting season - Sector specific trends (across resources, insurance, banks, supermarkets and healthcare) - How Gre…

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Navigating shifts in global trade 17:30

2M ago17:30

17:30

Watch the video version on YouTube. As rising geopolitical tensions and the pandemic fallout have uncovered weaknesses in global supply chains, many nations have begun to rethink their trading relationships. U.S. policy, for example, has turned increasingly nationalistic, with recent administrations implementing tariffs and non-tariff barriers to t…

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Nancy Pfund's Secret Sauce: How DBL Partners' Double-Bottom Line Defined Impact Investing (#055) 1:37:30

2M ago1:37:30

1:37:30

My guest today is Nancy Pfund, the visionary founder and managing partner of DBL Partners. She invested in Tesla when others ridiculed the idea of electric cars transforming the auto industry. DBL was among the first to see Tesla's potential, driven by a commitment to decarbonize transportation and create jobs in an industry most believed would nev…

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The Jobs Mosaic 12:21

2M ago12:21

12:21

On Wednesday of next week, the Federal Reserve will almost certainly embark on its long-anticipated easing cycle. However, whether the first cut in the federal funds rate is 25 or 50 basis points is still very much in doubt. This is a crucial question for the economy and financial markets since a 50 basis point cut might well do more harm than good…

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Transforming Sustainable Data into Insights 18:52

2M ago18:52

18:52

Par CFA Society New York

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Gaining perspective on public and private equity 28:17

2M ago28:17

28:17

In this final episode for our Strategic Investment Advisory Group's private and public series, David Lebovitz, Global Market Strategist, Multi-Asset Solutions, is joined by Jared Gross, Head of Institutional Portfolio Strategy, to discuss equity markets as strategic asset allocations.Par J.P. Morgan Asset Management

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Alternative Realities: Private equity challenges and opportunities 15:36

2M ago15:36

15:36

Watch the video version on YouTube. 2020 and 2021 were banner years for the private equity market as fiscal and monetary stimulus boosted fundraising, deal and exit activity. More recently, however, macro uncertainty and higher interest rates have put a damper on the asset class, which is highly dependent on leverage. Still, better-than-expected ec…

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Demographics, Debt, the Dollar and Apocalyptic Assets 13:02

2M ago13:02

13:02

The U.S. working age population is growing relatively slowly. The Bureau of Labor Statistics estimates that the U.S. population aged 18 to 64 grew by less than 0.1% over the past year.Par Dr. David Kelly

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