Investing Beyond the Cycle: A Guide to the Markets
Presented by David Kelly, CFA®
Managing Director, Chief Global Strategist, J.P. Morgan Asset Management
Session date and time May 2, 2023 3:15-4:30 p.m.
In early 2023, markets remain focused on the macro environment, finding comfort in lower inflation but concerned about increased recession risks from tighter monetary and fiscal policy. The Fed has mostly maintained its hawkish messaging but appears set to pause rate hikes in the first half of the year. For investors, it also is important to look beyond the cycle, as this year’s global reset in valuations presents a much broader menu of investment opportunities than what existed a year ago. David Kelly will shine a light on these issues and their investment implications.
ACE Academy 2023 April 30-May 3, 2023 San Diego, CA
David Kelly, CFA® Managing Director, Chief Global Strategist, J.P. Morgan Asset Management
David Kelly is the chief global strategist and head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management. With more than 25 years of experience, Kelly provides valuable insight and perspective on the economy and markets to the institutional investor and financial advisor global communities. Kelly's research focuses on investment implications of an evolving economic environment. He has written extensively on all aspects of the U.S. economy and his proprietary U.S. economic forecasting model helps shape his views on both the economic landscape and prospective asset class returns. He currently sits on J.P. Morgan Fund's operating committee. He is a keynote speaker at many national investment conferences and a frequent guest on CNBC, Bloomberg and other financial media outlets. Before joining J.P. Morgan Asset Management, Kelly served as economic advisor to Putnam Investments. He also has served as a senior strategist/economist at SPP Investment Management, Primark Decision Economics, Lehman Brothers and DRI/McGraw-Hill. Kelly is a CFA® charterholder. He also has a PhD and MA in economics from Michigan State University and a BA in economics from University College Dublin in the Republic of Ireland.
