J.P. Morgan Asset Management’s Dr. David Kelly and Jon Maier will be headlining one of the most anticipated panels at the conference — the 2025 Market Outlook.
2025 Presents a Beguiling Set of Tea Leaves
The market has good years and bad years, but every now and then a vexing year is on the docket. 2025 could be just such a year. On one hand, there’s a lot of encouraging signs and potential tailwinds. 2024 was a strong year for equities. Despite an extended period of elevated rates, the Fed appears to have successfully curbed inflation without cratering the economy.
But headwinds also abound. There is little to no clarity about how quickly rates will come down. The incoming administration is promising deregulation, but the approach to tariffs could create headaches for consumers. Geopolitical tensions threaten global economies, supply lines, and more.
Dr. David Kelly to the Rescue
Dr. David Kelly is the chief global strategist for J.P. Morgan Asset Management. He is a returning Exchange keynote speaker who is known for his industry expertise. His research focuses on the investment implications of an evolving economic environment. Accordingly, he is uniquely qualified to untangle the myriad complexities in today’s market environment.
Dr. Kelly is also known for his ability to make complex economic ideas easy to understand and digest. His storied career includes working for J.P. Morgan Asset Management, serving as economic advisor to Putnam Investments, and working as a senior strategist/economist at SPP Investment Management, Primark Decision Economics, Lehman Brothers, and DRI/McGraw-Hill.
Jon Maier Brings Formidable Expertise
Joining Dr. Kelly in the market outlook session is his colleague Jon Maier, chief ETF strategist with J.P. Morgan. Maier brings three decades of experience in research-orientated roles. Prior to joining J.P. Morgan, he was the chief investment officer of ETFs for Global X and a managing director for Merrill Lynch, where he managed portfolios worth north of $50 billion.
He has an extensive background working with model portfolios and has authored numerous papers on closed-end funds and ETFs. Maier makes regular appearances on Reuters, Bloomberg, CNBC, Cheddar TV, Yahoo TV, and more. On the philanthropic side, he has helped build and fund schools in Malawi and Nepal through BuildOn and served as a U.S. Peace Corps volunteer in Kiev, Ukraine.
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