Guiding Your 401(k) Plan Through Challenging Market Conditions episode artwork

EPISODE · Jan 25, 2019 · 56 MIN

Guiding Your 401(k) Plan Through Challenging Market Conditions

from 401(k) Roundtable

If you are looking for a some timely insights on where the economy and markets head from here, my conversation today with Dr. David Kelly, CFA Managing Director and Chief Global Strategist for J.P. Morgan Asset Management hits the mark.  We cover arguments for why the bull market may continue and why a bear market could set in.  We also share some thought provoking points for individuals sitting in the proverbial conference room making decisions about their investment  menu design.  And towards the end, don't miss a great new quote, well it was from a Greek philosopher so not sure if that counts as new but, it involves a man and a river, pretty good analogy for where we are today in the market and economy.   Guest Bio 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. 401(k) Fridays Podcast Overview Struggling with a fiduciary issue, looking for strategies to improve employee retirement outcomes or curious about the impact of current events on your retirement plan? We've had conversations with retirement industry leaders to address these and other relevant topics! You can easily explore over one hundred prior on-demand audio interviews here. Don't forget to subscribe as we release a new episode each Friday!

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Guiding Your 401(k) Plan Through Challenging Market Conditions

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