Insights Now

Listen to the latest insights from Dr. David Kelly, Chief Global Strategist, and Gabriela Santos, Chief Strategist for the Americas at J.P. Morgan Asset Management, as they sit down with a variety of thought leaders for a conversational breakdown of big ideas, future trends, emerging topics, and their investment implications, helping to inform the building of stronger long-term investment plans.

Forecasting the future of financials
Apr 17, 2025 – 20:40
Alternative Realities: Tech-driven alternative investment
Apr 10, 2025 – 20:21
A healthier outlook for healthcare
Mar 27, 2025 – 30:14
Alternative Realities: Opportunities in global forestry and timber
Mar 21, 2025 – 21:36
Key themes powering utilities
Mar 13, 2025 – 17:27
Alternative Realities: Building an investment plan with alternatives
Mar 6, 2025 – 20:28
Manufacturing a case for industrials
Feb 27, 2025 – 19:26
Does it pay to invest in payments?
Feb 13, 2025 – 18:17
Alternative Realities: Institutional strategies in alternative assets
Feb 10, 2025 – 20:37
Beyond AI: Opportunities in semiconductors
Jan 31, 2025 – 25:55
Alternative Realities: Strategic Investing Amid Uncertainty
Jan 29, 2025 – 18:37
Alternative Realities: Exploring alternatives in 2025
Jan 10, 2025 – 29:31
Insights Now 2024 wrapped
Jan 1, 2025 – 16:45
Alternative Realities: Unlocking the potential of transport assets in modern portfolios
Dec 27, 2024 – 20:54
The “new 60/40” portfolio
Dec 19, 2024 – 18:51
Alternative Realities: Navigating the future of infrastructure
Dec 12, 2024 – 14:42
2025: Out of the cyclical storm and into the policy fog
Dec 5, 2024 – 20:04
Alternative Realities: Challenges to triumphs in real estate
Nov 27, 2024 – 12:24
Asset allocation in the year ahead
Nov 21, 2024 – 16:38
Alternative Realities: Powering portfolios with alternatives
Nov 14, 2024 – 20:12
Alternative Realities: Investing in the future of healthcare
Oct 31, 2024 – 25:23
Alternative Realities: Democratizing access to alternatives
Oct 24, 2024 – 23:04
Taxes, deficits and federal debt, “Oh my!”
Oct 24, 2024 – 19:58
The past, present and future of Fed independence
Oct 11, 2024 – 17:40
Alternative Realities: Navigating alternatives as an individual investor
Oct 3, 2024 – 16:16
The ripple effects of regulation
Sep 26, 2024 – 15:55
Alternative Realities: Unlocking value in private markets
Sep 19, 2024 – 21:26
Navigating shifts in global trade
Sep 12, 2024 – 17:30
Alternative Realities: Private equity challenges and opportunities
Sep 5, 2024 – 15:36
The impacts of immigration
Aug 29, 2024 – 20:42
Alternative Realities: The fundamentals of alternatives
Aug 22, 2024 – 17:21
What might the November elections mean for investment strategy?
Aug 15, 2024 – 18:06
How will rising federal debt impact the markets and the economy?
Aug 8, 2024 – 14:57
Will inflation ever get back to 2%?
Aug 2, 2024 – 17:54
How long before the next recession?
Jul 25, 2024 – 13:33
When will the Federal Reserve begin cutting rates?
Jul 18, 2024 – 09:33
How will AI reshape the U.S. economy and investment opportunities?
Jul 11, 2024 – 19:15
How can you minimize taxes in your investment strategy?
Jul 5, 2024 – 10:36
How do different generations invest – and how should they?
Jun 28, 2024 – 11:42
Why add international stocks to a portfolio?
Jun 20, 2024 – 11:09
How should I invest?
Jun 13, 2024 – 12:00
The alternative advantage
May 9, 2024 – 22:22
Real estate in the “new” old normal
Apr 25, 2024 – 19:12
Finding income and fighting inflation with Infrastructure
Apr 11, 2024 – 18:58
Beyond the public markets a path to premium returns
Mar 28, 2024 – 26:25
Diversification, disruption and dislocation: Unveil the opportunities in Alternatives
Mar 14, 2024 – 22:48
The last leg on the long road to normal
Dec 21, 2023 – 24:12
Building stronger portfolios
Dec 7, 2023 – 18:58
Modeling better investment outcomes
Nov 27, 2023 – 18:33
Maximizing your retirement nest egg
Nov 9, 2023 – 20:27