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EPISODE · Apr 30, 2026 · 29 MIN

Navigating inflation, private credit and market sentiment

from Insights Now · host Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management

Navigating today’s dynamic markets means staying ahead of shifting sentiment, evolving fundamentals and global events that can shape investment strategies. From the impact of geopolitical conflicts on inflation and growth to the changing landscape of private credit and asset allocation, timely questions from clients reveal what’s top of mind for advisors and investors alike. In this episode, join Meera Pandit, Global Market Strategist, and Grant Papa, Research Analyst, as they answer timely client questions and share insights from the J.P. Morgan Asset Management Market Insights team. Watch the video version on YouTube.  Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

Episode metadata supplied by the publisher feed · Published Apr 30, 2026

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