Episode
What’s next for consumer markets?
- Podcast
- Insights Now
- Published
- Oct 24, 2025
- Duration seconds
- 1834
- Processing state
not_requested
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Summary
Shifting macroeconomic trends and evolving consumer behavior continue to redefine the investment landscape, challenging asset managers to adapt their strategies for long-term success. Discover how multi-asset research teams at J.P. Morgan Asset Management approach asset allocation in a rapidly changing environment, with a particular emphasis on consumer markets. Key themes include lessons learned from years of investing in the consumer sector, the value of understanding where consumers are spending, and the use of proprietary data to identify emerging trends and shifts in confidence. In this episode, Gabriela Santos, Chief Market Strategist for the Americas, and guest Daniel Bloomgarden, Global Head of Research for Multi-Asset Solutions, discuss how technology continues to reshape retail, the complexities of building and maintaining strong consumer brands and the ways companies are adapting to ongoing supply chain disruptions and tariff challenges. 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