College Planning and 529s

Season 08 Episode 03                                          20:27 Regardless of where you are in life, you need a plan for the future.  For most Americans, that involves planning for retirement, a task that can feel overwhelming at times.   In today’s episode, Dr. David Kelly is joined by Michael Conrath, Chief Retirement Strategist at J.P. Morgan Asset Management, to guide us through the toolkit for retirement planning and the key strategies that individuals can leverage.

Season 08 Episode 02                                          18:57 Historically, new and innovative technologies continually disrupt industries, creating more efficient ways to reach desired outcomes.  The exchange-traded fund, or ETF, is one example of these technologies in the financial services industry changing how we invest.  Dr. David Kelly is joined by Bryon Lake, Global Head of ETF Solutions at J.P. Morgan Asset Management, to discuss how investors use active ETFs to harness the tools of active management in a complex investment environment.

Season 08 Episode 01                                           25:04 In this episode, we dive into alternative assets.  Alternatives have seen incredible growth in the last decade and have provided new strategies for investing in public and private markets, as well as better ways to generate alpha, income, and diversification in traditional stock and bond portfolios.  For this conversation, Dr. David Kelly is joined by Anton Pil, Global Head of Alternatives, who has led the impressive growth of the alternatives platform at J.P. Morgan Asset Management.

Season 07 Episode 04                                          23:06 In this episode, as we wrap up our summer series Market Movers, two of JP Morgan’s most prominent thought leaders, Dr. David Kelly and Michael Feroli, Chief U.S. Economist for the JP Morgan Investment Bank, tackle the outlook for the U.S. economy and the Federal Reserve (Fed).    

Season 07 Episode 03                                           17:29 While the broader economy has remained resilient this year, the real estate sector has faced its fair share of headwinds, with higher mortgage rates and home prices, tighter lending conditions following the regional banking crisis, and pandemic-induced disruptions.  For today’s episode, Dr. David Kelly is joined by Dave Esrig, a Portfolio Manager at J.P. Morgan Asset Management, to discuss the trajectory of the real estate market.

Season 07 Episode 02                                           25:13 For our second episode of Market Movers, Dr. David Kelly, Chief Global Strategist, is joined by Jack Manley, Global Market Strategist, to discuss the next generation of investors. They dive deep into how this younger demographic is shaping the investment environment and driving key themes in the markets today.

Season 07 Episode 01                                            25:21 Artificial intelligence (AI) technologies, particularly generative AI, appear likely to revolutionize the way we work, innovate, and create.  In the first episode of our summer series Market Movers, Dr. David Kelly, Chief Global Strategist, is joined by Stephanie Aliaga, Research Analyst, and Michael Albrecht, Global Strategist on the Multi-Asset Solutions Team, to discuss the broad range of implications AI may have on labor markets, economic growth, and the future investment environment.

Season 06 Episode 08                                          14:59 As we conclude this season, which we entitled A Bond’s Eye View of the World, a lot of core arguments for adding fixed income at the start of the year still remain in place.  The Fed has continued to hike rates but they may, finally, be at the end of their tightening regime   To wrap up our last episode, Dr. David Kelly is joined by Bob Michele, CIO and Head of our Global Fixed Income, Currency and Commodities Group at JP Morgan Asset Management, for a conversation on his outlook for the economy, the Fed, and ultimately, bond markets.

Season 06 Episode 07                                          23:39 In today's episode, Dr. David Kelly is joined by Phil Camporeale, portfolio manager in our Multi-Asset Solutions group at JP Morgan Asset Management.  Phil manages portfolios with a global opportunity set and is actively making decisions on how to allocate the pieces of the pie within portfolios.  Listen in to hear how Phil is shifting the dials in portfolios right now and what slice he's allocated to fixed income.

Season 06 Episode 06                                           16:23 After significant monetary tightening over the last year, the Federal Reserve has now hiked rates up to 5-5.25%, but this tightening cycle may finally be at a close.  On today's episode, Dr. David Kelly is joined by Richard Taormina, a portfolio manager for several municipal bond strategies here at JP Morgan Asset Management, to discuss municipal bonds, which may be an effective way for investors to access high-quality and attractive tax-exempt yields in portfolios, particularly when heading into a downturn.