『Insights Now』のカバーアート

Insights Now

Insights Now

著者: PodClips
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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 マネジメント マネジメント・リーダーシップ リーダーシップ 個人ファイナンス 経済学
エピソード
  • Alternative Realities: Hidden Opportunities in Private Markets
    2025/08/21
    Season 02 Episode 12
    J.P. Morgan's Private Bank offers expert guidance to assist affluent clients and their families in achieving their financial objectives. With a global oversight of more than $2.9 trillion in client assets, the bank boasts a legacy of over 200 years of operation. On today’s episode, Aaron Mulvihill is joined by Sitara Sundar, Head of Alternative Investment Strategy & Market Intelligence. She spearheads the development of perspectives within and across alternative investments for the bank. Her extensive experience within the organization includes leading the Equity Specialist team, where she provided strategic advice on managed equity portfolios for clients.
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    28 分
  • What Bonds Fixed Income Research Strategies?
    2025/08/20
    Season 14 Episode 06
    Research analysts play a pivotal role in fixed income markets, where active management is crucial due to the vast array of issuers and securities. As economic policies evolve, fixed income research analysts navigate heightened volatility, especially in interest rates and credit spreads, underscoring the importance of strategic analysis. In this episode, Gabriela Santos, Chief Market Strategist for the Americas, is joined by Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management. Together, they share expert perspectives on the evolving fixed income landscape and reflect on insights gathered from fixed income research analysts.
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    18 分
  • Alternative Realities: Real Estate’s New Reality
    2025/08/07
    Season 02 Episode 11
    Commercial real estate has undergone one of the most dramatic shifts in decades. The pandemic upended demand for office space, accelerated the impact of e-commerce on retail and created both turmoil and opportunity across the market. However, commercial real estate is not a single market, it is a mosaic of asset types, geographies and risk profiles. On this episode, Aaron Mulvihill, Global Market Strategist, is joined by Thomas Kennedy, Head of Research and Investment Strategy for Real Estate Americas at J.P. Morgan Asset Management. Thomas was previously the Chief Investment Strategist for J.P. Morgan Private Bank, advising high-net-worth clients.
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    29 分
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