Equity research insights: Key analyst takeaways & top investor questions

In our thirteenth season, we delved into the research that informs our portfolio managers’ investment strategies. Gabriela Santos engaged in insightful discussions with top-tier buy-side equity research analysts from J.P. Morgan Asset Management, covering a diverse array of sectors such as semiconductors, payments and fintech, industrials, utilities, healthcare, and financials. For the last episode of the season, Gabriela Santos, Chief Market Strategist for the Americas, and David Kelly, our Chief Global Strategist, reflect on the most memorable highlights from this season’s extensive conversations. Additionally, they will be answering the top three questions frequently received from clients, which unsurprisingly revolve around economic policies emerging from Washington, D.C., and their potential impacts on the economy and markets.
(00:00) Introduction
(1:30) Research analyst takeaways
(3:15) Common investment themes
(5:10) Policy impacts
(7:15) Top client questions segment
(7:30) Tariffs
(12:44) Fiscal spending
(15:50) Monetary policy

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