J.P. Morgan Insights (video)
By J.P. Morgan Funds
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Podcast Description
J.P. Morgan Funds Insights is a video podcast that provides perspective on the uncertainties and opportunities facing investors today. Insight + Process = Results
| Name | Description | Released | Price | ||
|---|---|---|---|---|---|
| 1 | VideoA disciplined and risk-managed approach to evaluating large-cap growth stocks | Analyst Larry Lee explains how he leverages the broad resources of J.P. Morgan to accurately evaluate large-cap growth stocks and manage risk. | 5/20/12 | Free | View In iTunes |
| 2 | VideoDrivers and opportunities in U.S. equity markets | U.S. equity Portfolio Manager Susan Bao looks at the U.S. equity market after a strong first quarter and identifies themes that could drive future returns. | 5/16/12 | Free | View In iTunes |
| 3 | VideoFixed income investing in "muddle through" economy | Portfolio Manager Gary Madich discusses the current landscape for bond investing, what he believes helps successful fixed income investors stay successful, and how to mitigate the impact of potentially rising rates. | 5/14/12 | Free | View In iTunes |
| 4 | VideoThe outlook for emerging markets - value still awaiting momentum | George Iwanicki, global emerging markets equity strategist, evaluates the macro factors driving emerging market equities. | 5/10/12 | Free | View In iTunes |
| 5 | VideoFinding opportunities within and across emerging markets | Global emerging markets equity strategist George Iwanicki explains how disciplined security selection works in concert with macro analysis to deliver results. | 5/8/12 | Free | View In iTunes |
| 6 | VideoInflation in a recovering economy | Portfolio Manager Anne Lester discusses the recovery and explains why, even at today’s low rates, inflation can hinder portfolio returns. | 5/1/12 | Free | View In iTunes |
| 7 | VideoGenerating income in a rising rate environment | Anne Lester, Portfolio Manager for J.P. Morgan’s Global Multi-Asset Group analyzes current opportunities for income and the outlook for high yield. | 5/1/12 | Free | View In iTunes |
| 8 | VideoCan China engineer a soft landing? | Andres Garcia-Amaya, global market strategist, explains the importance of China’s economy and why policy tools and ability to increase consumption should facilitate a soft landing. | 4/2/12 | Free | View In iTunes |
| 9 | VideoGlobal growth: The impact of continuing urbanization | Market strategist Andres Garcia-Amaya discusses the long term impact of urbanization and increased consumption on emerging economies. | 4/2/12 | Free | View In iTunes |
| 10 | VideoNavigating volatile markets to find income opportunities | Equity Income manager Clare Hart explains why research and a consistent approach help navigate changing markets. | 3/28/12 | Free | View In iTunes |
| 11 | VideoCharacter, Strength and Intelligence: Our Value Proposition with GMAG Overview | J.P. Morgan's Jed Laskowitz and Anne Lester provide their thoughts on the firm’s philosophy in conducting business and the manner in which our Global Multi-Asset Group manages money. | 3/22/12 | Free | View In iTunes |
| 12 | VideoFinding yield opportunities in a recovering market | Portfolio manager Clare Hart details her criteria for finding attractive opportunities in dividend-paying stocks. | 3/12/12 | Free | View In iTunes |
| 13 | VideoManaging inflation risk: The investment implications | Inflation-sensitive asset classes can help manage the impact of negative real returns, which can occur during bear markets and periods of low inflation. | 1/11/12 | Free | View In iTunes |
| 14 | VideoManaging volatility risk and pursuing income opportunities | As an industry leader, we are guided by a strong fiduciary responsibility and strive to put our clients’ interests above our own--in every decision we make. | 11/27/11 | Free | View In iTunes |
| 15 | VideoUsing an absolute return approach to manage risk and pursue current market opportunities | A combination of long-only and alternative strategies may help take advantage of both opportunities and inefficiencies in today’s fixed income markets. | 11/7/11 | Free | View In iTunes |
| 16 | VideoThe Global Multi-Asset Group: A diverse, high-quality approach to risk management | Building risk-based portfolios involves investing on a risk continuum and using diversification to generate higher return potential with less volatility. | 11/7/11 | Free | View In iTunes |
| 17 | VideoA case of extremes: Achieving balance in a slow growth global economy | Although it’s not where we would like it to be, it appears that the U.S. economy is still “muddling through” its current set of challenges. | 10/19/11 | Free | View In iTunes |
| 18 | VideoThe European debt crisis: Exploring the economic and financial conundrum | The European debt crisis is a complex, multi-faceted issue that is likely to have a lingering impact on our global markets. | 10/13/11 | Free | View In iTunes |
| 19 | VideoFinding value and managing diversification during inflationary times | Despite a recent drop in oil prices, a weaker dollar and geopolitical events have caused consumer prices to increase. Investors can address short and long-term inflation concerns with a well-diversified mix of bonds, commodities, and real estate assets. | 8/18/11 | Free | View In iTunes |
| 20 | VideoHedge higher inflation expectations with a diversified rebalancing strategy | Portfolio managers Anne Lester and Maddi Dessner explain the function of J.P. Morgan's Global Multi-Asset Group and why investors may want to consider a basket of inflation sensitive assets to moderate volatility, whether inflation is going up or down. | 8/17/11 | Free | View In iTunes |
| 21 | VideoREITs can play multiple roles | Anne Lester, Portfolio Manager in J.P. Morgan’s Multi-Asset Group explains why REITs can play multiple roles in a well-diversified portfolio because of their diversification benefits and their sensitivity to rising rates. | 8/15/11 | Free | View In iTunes |
| 22 | VideoThe U.S. dollar | While our trade deficit and other factors are likely to cause the dollar to decline moderately over time, this has the benefit of increasing demand for U.S. goods and services by making exports cheaper. | 8/3/11 | Free | View In iTunes |
| 23 | VideoFinding income opportunities | A diversified income stream, that includes U.S. and especially International equities, may also protect portfolios in a rising rate environment. | 8/2/11 | Free | View In iTunes |
| 24 | VideoEmerging markets poised for growth | As part of a long term approach and within a strategic asset allocation, growth in emerging economies presents opportunities, especially in equities, despite inflation concerns in some countries | 8/2/11 | Free | View In iTunes |
| 25 | VideoUsing re-enrollment strategies to improve target date fund adoption | Drinker Biddle & Reath’s Fred Reish discusses the importance of re-enrollment and other strategies to increase participants’ adoption of target date funds and therefore help ensure their retirement savings are well diversified and appropriately manage | 7/31/11 | Free | View In iTunes |
| 26 | VideoThe future of MLPs | Clare Hart, portfolio manager for the JPMorgan Equity Income Fund, explains the factors that drive her decision process around investing in Master Limited Partnerships (MLPs) given the current tax environment and its potential to change. | 7/27/11 | Free | View In iTunes |
| 27 | VideoRoom for high yield appreciation | Given the current rate environment, Anne Lester believes that income is a bigger reason than price appreciation to be invested in high yield bonds today. | 7/26/11 | Free | View In iTunes |
| 28 | VideoInflation or deflation | If wages and oil prices stay relatively low in the current market environment, we may expect only moderate levels of inflation. | 7/24/11 | Free | View In iTunes |
| 29 | VideoIs QE3 in our future? | See why Dr. David Kelly doesn’t expect to see QE3 and, in fact, believes the economy now has everything it needs to grow. | 7/20/11 | Free | View In iTunes |
| 30 | VideoConsumer confidence | Two years after the technical end of the recession, Paul Quinsee and Dr. David Kelly discuss the causes and implications of continued lack of confidence in the U.S. economy by consumers and investors. | 7/18/11 | Free | View In iTunes |
| 31 | VideoEmerging markets | While overseas markets offer sizeable opportunities, being diversified across developed and emerging International markets allows investors to moderate risk and still invest in companies that are exposed to growing economies. | 7/14/11 | Free | View In iTunes |
| 32 | VideoGrowth versus value | Chief Market Strategist Dr. David Kelly and portfolio manager Paul Quinsee discusses the recent performance of the growth and value sectors as the economy slowly recovers. Valuations for growth stocks, especially large caps, are especially attractive rela | 7/13/11 | Free | View In iTunes |
| 33 | VideoInternational investing | Despite sometimes poor macroeconomic data, disciplined stock pickers can still find attractive investment opportunities in Europe by identifying well managed companies with the potential for growth. | 7/13/11 | Free | View In iTunes |
| 34 | VideoGuide to the Markets on CNBC | Watch Market Strategist Andrew Goldberg give his insights on the economy and showcase the Guide to the Markets on CNBC’s "Squawk on the Street." | 7/10/11 | Free | View In iTunes |
| 35 | VideoThe impact of tightening spreads | Portfolio Manager Anne Lester explains why attractive coupons, relatively low volatility and solid company fundamentals still make high yield bonds a sound investment. | 7/5/11 | Free | View In iTunes |
| 36 | VideoYield opportunities in equities | Portfolio managers Clare Hart and Anne Lester discuss where they see income opportunities in both U.S and International equities markets. | 7/5/11 | Free | View In iTunes |
| 37 | VideoManaging inflationary risks | Despite sometimes volatile gasoline costs, Dr. David Kelly thinks inflation won’t be a significant threat for the next year. Nevertheless, he does believe that investors will need to consider the eventual impact of a rising rate environment. | 7/4/11 | Free | View In iTunes |
| 38 | VideoTime for floating rate securities? | With floating rate notes, coupons increase when interest rates rise. In today’s low rate environment they’re typically pricing off a rate floor but these securities may become more attractive when meaningful rate hikes start. | 7/4/11 | Free | View In iTunes |
| 39 | VideoIs QE3 in our future | -- | 6/29/11 | Free | View In iTunes |
| 40 | VideoThe outlook for dividends | Because companies across market sectors are emerging from the crisis and improving their balance sheets, we expect dividend growth to continue this year and into next year. | 6/26/11 | Free | View In iTunes |
| 41 | VideoCommodities as financial assets | Even though commodities don’t have a natural source of return, such as a coupon or dividend, their sensitivity to inflation and diversification benefits can be beneficial over the long term, despite volatility recently. | 6/22/11 | Free | View In iTunes |
| 42 | VideoPositioned to grow, not relapse | The economy is positioned well to grow rather than to relapse given cyclical sector reports. | 6/22/11 | Free | View In iTunes |
| 43 | VideoCorporations have V-shaped recovery | Corporate profits fell markedly from 2007 through 2008, but since then have seen a strong v-shaped recovery. While a lot of this recovery has been driven by holding down costs, particularly labor expenses, Dr. David Kelly expects that top line revenue gro | 6/21/11 | Free | View In iTunes |
| 44 | VideoUsing target date funds to help weather the "real-world" stresses of retirement investing | J.P. Morgan’s approach to target date investing is driven by market realities and research of real world participant behavior. Target date portfolios are designed to perform well in all types of market conditions by using sophisticated asset allocation | 6/13/11 | Free | View In iTunes |
| 45 | VideoLarge Cap Growth: Pursuing high-growth potential at attractive prices | Portfolio manager Giri Devulapally explains his approach to managing large cap growth stocks. Giri targets companies with a distinct competitive advantage in large addressable markets, and that are already exhibiting good relative strength. | 3/8/11 | Free | View In iTunes |
| 46 | VideoBuilding a custom glide path solution | Today, more plan sponsors are looking to construct customized target date funds to better complement other aspects of their retirement plans, facilitate the expansion and tailoring of the underlying investments, and ultimately improve participant outcomes | 2/9/11 | Free | View In iTunes |
| 47 | VideoOur partnership commitment | George Gatch, CEO, Investment Management Americas, J.P. Morgan Asset Management, discuss the value and insights that we bring to our client relationships. | 4/30/10 | Free | View In iTunes |
| Total: 47 Episodes |
Customer Reviews
Awesome!
This podcast is great! Pretty awesome that JP Morgan offers this. I have some BlackRock Funds and would live it of they did something similar! Oh well
I loved the JP Morgan audio podcasts.
I loved the JP Morgan audio podcasts. David Kelly is the voice of reason in an uncertain world. The only guy I could happily listen to for an hour talking about charts that I cant see. But despite the charts, I'd prefer an audio cast. I hope this video is not replacing it.
J p Morgan podcast
Just a marketing app for JPM, waste of time
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- Category: Investing
- Language: English
- © Copyright JPMorgan Chase & Co. 2010. All rights not specifically granted herein are reserved.


