Wednesday, July 17, 2024
3:15 p.m. CT / 4:15 p.m. ET
Join Bill Harding, Senior Vice President and Chief Investment Officer of Jackson National Asset Management, LLC® (JNAM), and Dr. David Kelly, Chief Global Strategist for J.P. Morgan Asset Management, as they discuss the current state of the global economy and share insights on capital market trends and considerations for the rest of this election year.
Key topics include:
This webinar is for financial professionals only.
Senior Vice President, Chief Investment Officer • Jackson National Asset Management, LLC
Bill joined JNAM as Head of Investment Management in October 2012, and oversees the asset allocation and portfolio construction process, sub-adviser monitoring, and manager research.
He was previously Head of Manager Research for Morningstar Inc.’s Investment Management division and has more than 20 years of experience in portfolio management, asset allocation, and manager research while working at JNAM, Morningstar and Leprino Foods Company.
Bill graduated from the University of Colorado, Boulder with a Bachelor of Science degree in Business. He holds an MBA from Loyola University Chicago and is a CFA® charterholder.
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 25 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.
Jackson, its distributors, and their respective representatives do not provide tax, accounting, or legal advice. Any tax statements contained herein were not intended or written to be used and cannot be used for the purpose of avoiding U.S. federal, state, or local tax penalties. Tax laws are complicated and subject to change. Tax results may depend on each taxpayer’s individual set of facts and circumstances. Clients should rely on their own independent advisors as to any tax, accounting, or legal statements made herein.
Jackson National Asset Management, LLC® (JNAM) is an investment adviser registered with the U.S. Securities and Exchange Commission and is the investment adviser to the “Funds,” which are investment companies (subaccounts) that underlie the Jackson variable products. Nothing contained herein is investment advice nor a solicitation for investment advisory services. JNAM is an affiliate of Jackson National Life Distributors LLC and Jackson National Life Insurance Company.
Annuities are long-term, tax-deferred vehicles designed for retirement and are insurance contracts. Variable annuities and registered index-linked annuities involve investment risks and may lose value. Earnings are taxable as ordinary income when distributed. Individuals may be subject to a 10% additional tax for withdrawals before age 59½ unless an exception to the tax is met.
Annuities are issued by Jackson National Life Insurance Company (Home Office: Lansing, Michigan) and in New York, by Jackson National Life Insurance Company of New York (Home Office: Purchase, New York). Variable annuities are distributed by Jackson National Life Distributors LLC, member FINRA. May not be available in all states and state variations may apply. These contracts have limitations and restrictions. Contact Jackson for more information.
Neither the presenters, the presenters' employers, nor any of their affiliates should be considered to be providing legal, tax or estate planning advice. For questions regarding a specific situation, please consult a qualified advisor.
The economic and market forecasts set forth in this presentation may not develop as predicted and there can be no guarantee that any strategies discussed will be successful. Any performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.
Dr. David Kelly and J.P. Morgan Asset Management are not affiliated with Jackson National Life Distributors LLC.