Amid fast-moving headlines and shifting market dynamics, it’s time to pause and take a fresh pulse on what matters most. From energy disruptions and inflation to the rise of AI and evolving consumer sentiment, today’s landscape calls for clarity and perspective. Explore the key forces shaping portfolios, uncover emerging opportunities, and rethink risk in a world where change is constant.   In this episode, join Gabriela Santos, Chief Market Strategist for the Americas, and David Kelly, Chief Global Strategist, as they spotlight the market’s defining themes and offer timely insights for advisors and investors.

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Podden och tillhörande omslagsbild på den här sidan tillhör Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management. Innehållet i podden är skapat av Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management och inte av, eller tillsammans med, Poddtoppen.