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  • Forecasting the Future of Financials

    Forecasting the Future of Financials
    2025/04/24
    Season 13 Episode 06
    Financials, the second-largest sector in the S&P 500, has had its fair share of ups and downs in recent years. Financial deregulation is now top of mind, with the Trump administration recently naming “regulatory dove” Michelle Bowman as the Federal Reserve’s next Vice Chair of Supervision. Prospects for increased deregulation, in addition to trends in consumer spending, will be key themes moving forward. Companies in financials tend to be represented in the value style and can be a good complement to growth exposure, especially the Magnificent 7. On this episode of Insights Now, Gabriela Santos is joined by Laura Huang, an equity research analyst covering financials at J.P. Morgan Asset Management, to discuss Laura’s day-to-day, and what she is seeing across her sector.
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    21 分
  • Alternative Realities: Tech-Driven Alternative Investment

    Alternative Realities: Tech-Driven Alternative Investment
    2025/04/16
    Season 02 Episode 05
    In this episode of Alternative Realities, we delve into the transformative landscape of venture and growth equity investing with a focus on technology and healthcare. Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, is joined by Patrick McGoldrick, Managing Partner of J.P. Morgan Private Capital, to discuss the evolution and current landscape of venture capital. Join us as we explore the high-risk, high-reward nature of venture capital, the importance of skilled management, and the strategic approach J.P. Morgan employs in identifying investment opportunities.
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    20 分
  • A Healthier Outlook for Healthcare

    A Healthier Outlook for Healthcare
    2025/04/07
    Season 13 Episode 05
    As the world emerged from the pandemic, healthcare companies encountered several challenges, including declining COVID-19-related revenues, increased R&D expenses, and rising labor costs, all of which impacted earnings. Although the sector began to recover from its prolonged earnings slump in 2024, performance remained sluggish. The sector is at the epicenter of transformational change, and looking ahead, healthcare earnings are set to improve in 2025. However, policy actions taken by the incoming administration could meaningfully alter its landscape. On this episode of Insights Now, Gabriela Santos is joined by Holly Morris, an equity research analyst covering the healthcare sector and a portfolio manager here at J.P. Morgan Asset Management.
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    30 分
  • Alternative Realities: Opportunities in Global Forestry and Timber

    Alternative Realities: Opportunities in Global Forestry and Timber
    2025/03/26
    Season 02 Episode 04
    In this episode of Alternative Realities, we explore the world of timber as an alternative investment asset class. Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, is joined by Angela Davis, President of Campbell Global, a subsidiary of J.P. Morgan Asset Management, to explore the unique benefits and opportunities timber offers to investors. Join us as we uncover the potential of timber, with its sustainable nature as a climate-friendly product, in providing diversification and protection during periods of market volatility and learn about the exciting developments in carbon offsets and their significance in the timber industry.
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    22 分
  • Key Themes Powering Utilities

    Key Themes Powering Utilities
    2025/03/19
    Season 13 Episode 04
    Utilities have traditionally been known for their defensive properties, which makes the combination of robust economic growth, technological excitement, and elevated bond yields an unlikely recipe for their strong performance. That said, the sector’s 23% gain kept pace with the broader market last year. In 2025, this momentum should continue. For investors looking to diversify tech exposure, utilities could offer an attractive way to invest in the many themes driving markets today, but with a very different wrapper. To share what she’s seeing across the utilities sector, Gabriela Santos, my new co-host, will be joined by Teresa Kim, a utilities-focused equity research analyst here at J.P. Morgan Asset Management.
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    17 分
  • Alternative Realities: Building an Investment Plan with Alternatives

    Alternative Realities: Building an Investment Plan with Alternatives
    2025/03/11
    Season 02 Episode 03
    In this episode of Alternative Realities, we explore the dynamic world of alternative investments and their increasing accessibility to a broader range of investors. As these asset classes become more mainstream, we discuss their role in diversifying portfolios and enhancing returns. Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, is joined by David Lebovitz, Managing Director and Strategist at the Multi-Asset Solutions Group, to discuss the inception and evolution of the Guide to Alternatives. They delve into the structure and importance of alternative investments, the integration of alternatives into multi-asset portfolios, and the challenges of sizing these allocations.
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    20 分
  • Manufacturing a Case for Industrials

    Manufacturing a Case for Industrials
    2025/03/11
    Season 13 Episode 03
    Despite lagging the broader index, industrial stocks performed well in 2024, gaining over 17% on a total return basis. Sector fundamentals, however, have been more challenged. After an impressive post-COVID recovery supported double-digit earnings growth in 2022, industrial earnings have been in the doldrums alongside U.S. manufacturing activity. In fact, on a year-over-year basis, the sector is on pace to see earnings contract for the last three quarters of 2024. That said, prospects ahead look brighter. On this episode, Gabriela Santos is joined by Rob Maloney, an equity research analyst covering industrials and a co-portfolio manager here at J.P. Morgan Asset Management.
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    19 分
  • Does It Pay to Invest in Payments?

    Does It Pay to Invest in Payments?
    2025/02/20
    Season 13 Episode 02
    The ongoing global shift to electronic payments has created a new growth area industry of financial technology companies. These businesses tend to feature recurring revenues, high free cash flow, and low capital expenditures. The financial services sector, which houses Visa and Mastercard, returned 28% last year, while the consumer finances sector, home to credit card companies like American Express and Capital One, returned 55%, outperforming the Magnificent 7. For investors looking for high-quality growth opportunities outside of mega-cap tech, fintech could certainly be a good place to start. On this episode of Insights Now, my new co-host Gabriela Santos will be joined by David Chan, an equity research analyst covering payment and business services companies here at J.P. Morgan Asset Management.
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    18 分