<p>Webcasts</p>
In-depth analysis into markets and evolving investment landscape from our team of global market experts and strategists
Upcoming Webcasts
Guide to the Markets
Dr. David Kelly, Chief Global Strategist, and Gabriela Santos, Chief Market Strategist for the Americas, will host two webcasts on October 2nd to discuss key themes from the 4Q26 Guide to the Markets. As investors enter the final quarter of 2026, markets are balancing a unique mix of risks and opportunities, including:
- Geopolitical tensions and higher oil prices
- A higher-rate environment and the path of interest rates ahead
- AI-fueled economic and earnings growth, albeit with growing market concentration
- Upcoming U.S. midterm elections and their implications for policy and market
Using slides from the 4Q Guide to the Markets, Dr. Kelly and Gabriela will discuss the outlook for the economy and policy, as well as investment opportunities across asset classes in both public and private markets. Their remarks will be followed by a Q&A session.
Featuring: Dr. David Kelly and Gabriela Santos
Tax-efficient 529 Planning: Year-End Moves, AI Insights and Trump Accounts
Join Scott Garsson, Head of Research for the Global Strategic Relationships Group, and Greg Starita, 529 Investment Specialist for the Education Savings Team, for a timely look at the year-end questions advisors are hearing from families.
Featuring: Scott Garsson and Greg Starita
Quarterly DC Review
Tina Anstett, J.D., ERISA Strategist, and Jack Manley, Global Market Strategist, invite you to our Quarterly DC Review Webcast. Join us for an update on developments shaping the retirement and investment landscape, including perspectives on industry trends, retirement plans and market conditions.
Featuring: Tina Anstett and Jack Manley
Discover Innovative Yield Strategies with ROCY and ROCQ
Join an interactive discussion on two newly launched actively managed ETFs from the creators of JEPI and JEPQ. Discover how these strategies seek to deliver consistent tax-deferred yield and lower volatility through active management and disciplined options overlays. We’ll also explore how these differentiated approaches may address evolving client needs and the potential role they may play in yield or conservative equity portfolios.
Featuring: Hamilton Reiner
Now’s the time to diversify fixed income portfolios with Strategic Income
Featuring: Bil Eigen
Signals, Scenarios, Strategy: 2026 and Beyond
From Fed policy, inflation and rates to the latest political and market developments, our Global Market Strategist and CIOs explore the key themes affecting your clients and their portfolios for the balance of 2026. Tune in for a timely conversation with our panel as they assess where we are, what may matter most in the months ahead, and the longer-term themes investors are tracking across regions and asset classes.
Featuring: Dr. David Kelly, Paul Quinsee, Bob Michele and Jed Laskowitz
2027 Long-Term Capital Market Assumptions
We invite you to an exclusive webinar featuring Dr. David Kelly, David Lebovitz, and John Bilton, as they unpack the latest 2027 Long-Term Capital Market Assumptions from J.P. Morgan Asset Management.
Featuring: Dr. David Kelly, John Bilton and David Lebovitz
Previous Webcasts
Access in Action: JPMorgan Private Markets Fund (JPMF) Quarterly Update + Live Q&A
Private equity is evolving, and access can be a differentiator. Join our investment leaders for an interactive quarterly update on the JPMorgan Private Markets Fund (JPMF) and how access to private equity can help advisors navigate today's market environment. In this webcast, we’ll discuss:
- Opportunities we're seeing across small-to-mid-market companies and the potential implications for investors
- Trends in the secondary market, recent fund transactions and co-investments, and how we're positioning the portfolio today
- Real-world case studies that showcase our sourcing, underwriting, and execution capabilities
The webcast will conclude with live Q&A, giving attendees the opportunity to engage directly with our portfolio managers.
Featuring: Ashmi Mehrotra and Spencer Kubin
Investment Quarterly Insights: Fixed Income Outlook
Join us for a fixed income webcast with behind-the-scenes insights from our recent Investment Quarterly strategy meeting. We’ll shed light on the debate among our senior fixed income investors and their roadmap for the macroeconomic landscape and what it means for bond markets in the second half of the year.
Featuring: Kay Herr and Ed Fitzpatrick
Strengthen your core with Portfolio Insights and an active approach to fixed income
This webcast examines the limitations of passive strategies, which often overlook a significant portion of the U.S. bond market, and highlights how active management and sector diversification could enhance risk-adjusted returns and provide greater flexibility in navigating today’s market complexities.
Featuring: Corey Hill and Rick Figuly
AI-conscious asset allocation: Portfolio construction in a capital investment boom
The AI capital investment boom is moving at an unprecedented pace and scale. Investors will need to reconsider past assumptions about portfolio risk diversification. Register for the webcast to hear from our experts on an AI conscious allocation framework—spanning equities, growth/venture, credit, infrastructure and real assets—and how to stress-test portfolios for AI-specific scenarios.
Featuring: Jared Gross, Stephanie Aliaga, Samrawit Soquar and David Maccarrone
September FOMC: Steady rates amidst rising crosswinds?
After Chairman Warsh’s Jackson hole speech, markets are divided on whether there will be a September rate hike. The Fed’s September 16th meeting will settle this question and will shape expectations moving forward, meanwhile investors will need to ponder:
- Will inflation continue to drift down?
- Has the Fed’s reaction function shifted in line with its more hawkish rhetoric?
- How does increased AI investment change the Fed’s economic outlook?
- Can AI tailwinds continue to drive U.S. equities higher despite elevated valuations?
Featuring: Dr. David Kelly and Jordan Jackson
Positioning for What's Next: Turning Market Insights into Better Portfolio Decisions
The presentation provides an understanding of current market dynamics and their implications for investment portfolios, using select slides from the Guide to the Markets, Insights into Portfolio Construction and analytics from our Portfolio Analysis tool. It then delves into how that research is being put into practice in model portfolios and asset allocation.
This event is eligible for one hour of CE credit for the following designations:
AIF/AIFA/PPC, CFP, CTFA/ICB, CFA, CFFP/CRPC/CRPS/RP, CIMA/CPWA/RMA and CLU/ChFC/PRP/RICP
Featuring: Meera Pandit, Corey Hill and Amy Foland
Now’s the time to diversify fixed income portfolios with Strategic Income
Featuring: Bill Eigen
3Q26 Guide to Alternatives
Alternatives Big Picture
Featuring: Dr. David Kelly and Aaron Mulvihill
Now’s the time to diversify fixed income portfolios with Strategic Income
Featuring: Bill Eigen
3Q26 Guide to Alternatives
Deep Dive: Convergence in Public & Private Markets
Featuring: Aaron Mulvihill, David Lebovitz and Jeff Bracchitta
SmartRetirement 2Q 2026 Update: Leveraging Active Equity and Fixed Income Management for Long-Term Retirement Success
Join us for a 2Q 2026 update on the JPMorgan SmartRetirement Blend Mutual Funds and JPMorgan SmartRetirement Mutual Funds.
Featuring: Anshul Mohan and James Connors
Beyond the Rally: Finding Opportunity Through Equity Income
Join us to learn how the JPMorgan Equity Income Fund's quality-oriented value approach seeks to uncover durable businesses, manage risk and identify opportunities without losing sight of long-term fundamentals.
Featuring: Andrew Brandon
Equity Outlook: Beyond Passive—Capturing U.S. Growth
Join us for a discussion that starts with a high-level global and U.S. equity outlook, then dives into our active, fundamental Large Cap Growth strategy — how we seek to capture market leadership while managing risk.
Featuring: Giri Devulapally and Paul Quinsee
Flex beyond your core fixed income
Join our webcast to explore the JPMorgan Flexible Debt ETF (JFLX)—an actively managed, unconstrained strategy designed to invest opportunistically across markets and sectors without benchmark limits.
Featuring: Iain Stealey
July FOMC: Resolute or Patient? The Fed and Inflation
On July 29, following the FOMC decision, Dr. David Kelly and Gabriela Santos will unpack the latest shifts in Fed policy, the impact of global events on earnings, and the evolving AI landscape. Join our speakers for a timely analysis.
Featuring: Dr. David Kelly, Gabriela Santos and Lisa Sawyer
Models & Markets
Join our speakers for an understanding of current market dynamics, investment themes and their implications for investment portfolios, using select slides from the Guide to the Markets. Market drivers—including inflation, interest rates, labor market dynamics, earnings and global trends—will also be discussed.
This event is eligible for one hour of CE credit
Featuring: Sharika Cabrera and Jack Manley
Now’s the time to diversify fixed income portfolios with Strategic Income
Featuring: Bill Eigen
Research Analyst roundtable: How long can AI demand outstrip supply?
Join our Research Analysts for a cross-asset discussion.
Featuring: Evan Olonoff, Aga Zmigrodzka, Amod Gautam and David Lebovitz
Exploring flexible bond strategies for income potential
Discover how a thoughtfully diversified bond portfolio may help manage volatility and uncover compelling income opportunities in today’s evolving market.
Featuring: Andrew Norelli
Quarterly DC Review
Featuring: Tina Anstett and Jack Manley
Beyond the IPO: Capturing Growth and Alpha in Converging Public and Private Markets
Gain insights from industry leaders on navigating this evolving landscape.
Featuring: Dr. David Kelly, Paul Quinsee, Paris Heymann and Aaron Mulvihill
3Q26 Guide to the Markets
Join our speakers as they discuss the investment landscape using slides from the 3Q26 Guide to the Markets.
Featuring: Dr. David Kelly and Gabriela Santos