<p>Webcasts</p>
In-depth analysis into markets and evolving investment landscape from our team of global market experts and strategists
Upcoming Webcasts
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
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
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
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
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
Previous Webcasts
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
Investment strategy update: Using an absolute-return-oriented approach to complement your core fixed income
Featuring: Bill Eigen
Access in action: JPMorgan Private Markets Fund (JPMF) quarterly update
Designed for financial advisors already allocated to the fund and for those who are considering an investment.
Featuring: Ashmi Mehrotra and Spencer Kubin
Beyond passive: Capturing U.S. growth opportunities
Join us as we highlight our active large cap growth strategy to help capture the best growth opportunities this year while also managing risk.
Featuring: Giri Devulapally and Jason Yum
Is the time right to enhance your core?
As we navigate an active market, is now the time to consider enhancing your core fixed income? Join us as our experts discuss how to enhance your overall portfolio’s income, diversification and stability in today’s dynamic market.
Featuring: Priya Misra
June FOMC: Welcoming Warsh with warm inflation
After the FOMC meeting on June 17th, Chief Global Strategist, Dr. David Kelly, will be joined by Bob Michele, CIO and Head of the Global Fixed Income, Currency and Commodities group, and David Lebovitz, Global Strategist for Multi-Asset Solutions, to discuss key takeaways from the meeting, the updated outlook for policy and the economy and what it all means for investors. Their remarks will be followed by a Q&A session.
Featuring: Dr. David Kelly, David Lebovitz, Bob Michele
Guide to ETFs Webcast: How ETFs Help Address Three Forces Shaping Asset Allocation: Volatility, Concentration, and Allocating Globally
Featuring: Jon Maier and Meera Pandit
International investing: Unpacking the markets and opportunities
Join us as our investment experts discuss opportunities in international markets and how our core international portfolio is focused on combining the best qualities of active and passive in an index-like portfolio that capitalizes on specific stock insights.
Featuring: Gabriela Santos and Piera Elisa Grassi
The Fed, rates, economy and inflation: What you need to know NOW when it comes to fixed income investing
Join us for a timely discussion on what a new Fed Chair could mean for policy, rates, and the broader economy, and why staying invested in fixed income remains important.
Featuring: Cary Fitzgerald and Kelsey Berro
Active value investing: Why now?
Join our speakers as they share timely insights to help you navigate the complexities of today’s investment landscape with clients.
Featuring: Andrew Brandon and Amod Gautam
Principles for successful long-term investing
Featuring: Dr. David Kelly and Jack Manley
Equity Outlook: Global Insights for Local Alpha
Join us for a timely equity market outlook—starting with the global backdrop and then turning to the U.S.
Featuring: Paul Quinsee and Scott Davis
Investment strategy update: Using an absolute-return-oriented approach to complement your core fixed income
Featuring: Bill Eigen
2Q26 Guide to Alternatives: Real Assets Deep Dive
This webcast offers an in-depth exploration of real asset opportunities from our panel of experts.
Featuring: Aaron Mulvihill, Gilly Zimmer and Anurag Agarwal
SmartRetirement 1Q 2026 Update: Navigating evolving markets with long-term, data-driven insights
Explore key market trends, quarterly performance and how a disciplined, data-driven approach supports long-term investment decisions in a shifting environment.
Featuring: Anshul Mohan
2Q26 Guide to Alternatives
Featuring: Gabriela Santos and Aaron Mulvihill
Exploring Income Potential in the Municipal Bond Market
Join our speakers for an in-depth analysis of recent market events affecting municipal bonds. Gain essential insights and strategies to adeptly navigate the current landscape, manage risks, and seize opportunities.
Featuring: Rachel Betton and Matthew Sinni
Focused on Growth: Why Active management matters more than ever
Join us as we highlight our active large cap growth strategy to help capture the best growth opportunities this year while also managing risk.
Featuring: Giri Devulapally and Janet King
April FOMC: Powell’s parting pause
After the FOMC meeting, join our speakers as they discuss how these developments, and more, have impacted the outlook for the economy, policy and opportunities across asset classes.
Featuring: Dr. David Kelly and Gabriela Santos
AI: Adoption to implementation
Explore the distinctive insights of our research analysts on AI's transformative effects across global markets and asset classes. Uncover emerging trends, identify critical risks, and discover new opportunities to refine your investment strategies.
Featuring: Janet King, Laura Huang, Preston Scherer and David Lebovitz
Investment strategy update: Using an absolute-return-oriented approach to complement your core fixed income
Featuring: Bill Eigen
The AI revolution: Capabilities, Challenges and Competition
Join our speakers for a wide-ranging conversation on how investors can position portfolios around this theme.
Featuring: Dr. David Kelly, Tai Hui and Stephanie Aliaga
A Conversation with Hamilton Reiner on JEPI and JEPQ
Join us as we unpack how they can get equity exposure and seek monthly income – all without the risk that comes with traditional equity strategies.
Featuring: Hamilton Reiner
Markets in Motion, Portfolios in Practice
Discover what’s driving markets now, what’s on the horizon, and how advisors are building portfolios in response.
Featuring: Meera Pandit and Corey Hill
Quarterly DC Review
Join our speakers for our Quarterly DC Review Webcast on ERISA trends, plan governance, and key market dynamics shaping technology and policy.
Featuring: Tina Anstett and Jack Manley
2Q26 Guide to the Markets
Join our speakers as they use slides from the 2Q Guide to the Markets to discuss the outlook for the economy and policy, and investment opportunities across asset classes, both public and private.
Featuring: Dr. David Kelly and Meera Pandit
Discover a more simplified access to private equity investing
Join our experts in an exclusive interactive discussion to explore JPMorgan Private Equity Markets Fund (JPMF), key drivers, portfolio composition, top holdings, and recent transactions.
Featuring: Spencer Kubin
Looking for consistent income potential as the outcome? Consider a flexible bond strategy
Join us for a discussion on how a well-diversified bond portfolio may generate consistent income while navigating today’s dynamic bond market to capitalize on the most attractive income opportunities.
Featuring: Andrew Norelli
Investment strategy update: Using an absolute-return-oriented approach to complement your core fixed income
Featuring: Bill Eigen
The Model Managed Practice: Accelerating Organic and Inorganic Growth
Uncovering underappreciated growth: Why active management matters
Join us as we highlight our active Large Cap Growth strategy to help capture the best growth opportunities in 2026 while also managing risk.
Featuring: Giri Devulapally and Rob Maloney
Revisiting the balance of risks
After the FOMC meeting on March 18th, Chief Global Strategist, Dr. David Kelly, will be joined by Global Market Strategist, Jordan Jackson, to discuss the Fed’s latest decision and outlook, and its implications for investors across both public and private markets.
Featuring: Dr. David Kelly and Jordan Jackson
2026 College Planning Essentials: Today’s Guide for Tomorrow’s Possibilities
Featuring: Dr. David Kelly and Tricia Scarlata
Q1 Guide to ETFs: Active strategies, scalable models and tax-smart implementation
We’ll break down the latest ETF marketplace trends and flows, clarify why ETFs—especially active ETFs—are core building blocks for modern model portfolios, and address the changing advisor landscape and the need for scalability.
Featuring: Jon Maier and Zack Page
The global implications of the Iran conflict
As the conflict continues in the Middle East, it is important for investors to consider its implications for global economies and financial markets. Join our speakers as they examine this and its implications for investors.
Featuring: Dr. David Kelly, Tai Hui and Karen Ward
The evolving war with Iran and investment implications
Join our experts on Thursday, March 5th at 11 a.m. ET for a timely webcast on the investment implications of this evolving situation across transportation, energy, interest rates and risk assets.
Featuring: Dr. David Kelly, Derek Chollet, Robert Cook, Andrian Dacy and Aga Zmigrodzka
2026 Guide to Retirement
Join our speakers as they discuss the current retirement landscape using slides from the newly launched 2026 Guide to Retirement.
Featuring: Michael Conrath and Dr. David Kelly
SmartRetirement 4Q2025: Inside the Glide Path, Research, Trends & Outcomes
Explore how participant behaviors and market trends from our latest research help shape the glide path and drive better retirement outcomes. Get the latest strategy insights and performance highlights in this quarter’s update.
Featuring: Ove Fladberg and Michael Conrath
Investment strategy update: Using an absolute-return-oriented approach to complement your core fixed income
Featuring: Bill Eigen
Emerging Market Breadth Creates Opportunities for Value Investors: A conversation with Andy Brandon
Join us for a robust discussion on two quality value strategies, JAVA and Equity Income.
Featuring: Andrew Brandon
1Q26 Guide to Alternatives - Alternative Deep Dive
This webcast offers an in-depth exploration of private credit from our experts
Featuring: Aaron Mulvihill and Mary Rooney
How strong is your core? Navigating market movements with high-quality bonds
Join us for an interactive discussion around rates, the economy and why quality at the core matters of your fixed income holdings.
Featuring: Richard Figuly and Tom Socha
1Q26 Guide to Alternatives - Alternative Big Picture
This webcast focuses on key themes in the alternatives landscape
Featuring: Dr. David Kelly and Aaron Mulvihill
AI Boom or Bust?
Join our research analysts as they share their unique perspectives on AI and its impact across global markets and asset classes.
Featuring: Kristofer Erickson, Jeffrey Hutz, Ashmi Mehrotra and David Lebovitz
Unlocking growth: A Conversation with Giri Devulapally and Joe Wilson
Join us as we highlight our active Large Cap Growth strategy to help capture the best growth opportunities in 2026 while also managing risk.
Featuring: Giri Devulapally and Joe Wilson
New year, similar challenges
Featuring: Dr. David Kelly and Meera Pandit
Quarterly DC Review
Featuring: Tina Anstett and Stephanie Aliaga
Alternative Investments Outlook 2026: A new era of public-private convergence
As public and private markets become more interconnected, innovation is increasingly funded through private exchanges. Join us for unique insights on how these connections are creating new opportunities for investors.
Featuring: Aaron Mulvihill and Stephen Catherwood
Investment strategy update: Using an absolute-return-oriented approach to complement your core fixed income
Featuring: Bill Eigen
Five Realistic Surprise Predictions and Outlook in Fixed Income in 2026
Join our fixed income experts as they explore predictions for the new year and reveal our outlook for bonds.
Featuring: Bob Michele and Kelsey Berro
1Q26 Guide to the Markets
Featuring: Dr. David Kelly and Meera Pandit