Dr. Kelly’s Guide To The Markets – Transamerica – 6.28.19

Summary:

Now On Demand.

You’re invited to hear Dr. David Kelly, Chief Global Strategist, J.P. Morgan Asset Management, discuss the current investment landscape including an update on the U.S. and global economies, geopolitical risks, and late cycle opportunities and positioning. This in-depth discussion will include:

• Market Valuations, Inflection Points & Growth Trends
• A Historical Perspective on Market Performance & Economic Indicators
• Interest Rates, Yield Curve, Correlations, Debt & Global GDP
• Asset Class Opportunities, Risks & Allocation Considerations

Speakers:

Dr. David Kelly is the Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management. With over 20 years of experience, David provides valuable insight and perspective on the economy and markets to the institutional investor and financial advisor global communities.

David’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 JP Morgan Fund’s operating committee.

Throughout his career, David has developed a unique ability to explain complex economic and market issues in a language that financial professionals can use to communicate to their clients. He is a keynote speaker at many national investment conferences and a frequent guest on CNBC, Bloomberg, and other financial media outlets.

Prior to joining J.P. Morgan Asset Management, David served as Economic Advisor to Putnam Investments. He has also served as a senior strategist/economist at SPP Investment Management, Primark Decision Economics, Lehman Brothers and DRI/McGraw-Hill.

David is a CFA® charterholder. He also has a Ph.D and M.A. in Economics from Michigan State University and a B.A. in Economics from University College Dublin in the Republic of Ireland.