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Insights Now

Insights Now

156 episodes — Page 4 of 4

Power for the people: The outlook for energy

Tune in to hear David Kelly and David Lebovitz, Global Market Strategist, discuss how the energy industry is evolving over the long-term. Seeking to deliver monthly distributable income and equity market exposure with less volatility? To learn more Click here.

Nov 27, 202026 min

The Fiscal Decade

Tune in to hear David Kelly and John Bilton, Head of Global Multi-Asset Strategy, discuss the key themes and issues that are going to drive both economic growth, inflation, monetary and economic policy, and ultimately asset returns. There's growth to be found when you know where to look. To learn more Click here.

Nov 10, 202037 min

Behavioral finance pitfalls and how to overcome them

Tune in to hear David Kelly and Global Market Strategist, Samantha Azzarello discuss the key tenets of behavioral finance that every investor should be aware of. There's growth to be found when you know where to look. To learn more click here.

Oct 16, 202021 min

Demographic Potholes

Many trends that persisted before 2020 have been accelerated by the COVID crisis, including dramatic shifts in demographics. Baby boomers, the largest generation ever, are aging and deaths are on the rise. Immigration has essentially halved compared to three years ago. And last year we saw the lowest birth rate ever.

Oct 6, 202023 min

The 21st century economy

Technological change is, of course, the most powerful force shaping the economy of the future. Tune in to hear David Kelly and Global Market Strategist, Jack Manley discuss how the impact of technological innovations is shaping the world and the investment environment both today and in the decades ahead.

Sep 21, 202026 min

China: Too big to ignore

For global markets, there is no long-term issue greater than the growth and evolution of China as an economic superpower. Tune in to hear David Kelly and Global Market Strategist, Gabriela Santos discuss the extraordinary progress in China’s economy.

Sep 8, 202028 min