After the Storm: Investing in 2021 and Beyond

Only available as part of a package

1:00pm – 1:45pm: After the Storm: Investing in 2021 and Beyond
After one of the most extraordinary and difficult years in modern history, we are all hoping for a better 2021 and there are good reasons for optimism. Multiple vaccines have been approved and, as they are distributed in 2021, the pandemic should finally draw to an end. After a very difficult winter, the U.S. economy should re-accelerate in the second half of 2021 as many shuttered service-sector businesses are able to reopen. While the elections of 2020 didn’t end political division in America, they did bring more clarity to the direction of policy and both fiscal and monetary policy are continuing to support the economic recovery and financial markets

Despite these positives, many uncertainties remain about the pace of the global recovery, the duration and extent of further monetary and fiscal support and appropriate valuations, particularly in U.S. equity and fixed income markets, following a strong year for investment portfolios.

Dr. David Kelly

Chief Global Strategist, J.P. Morgan Asset Management

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.Dand M.A. in Economics from Michigan State University and a B.A. in Economics from University College Dublin in the Republic of Ireland.