Navigating the equity market rotation
From Insights Now by Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management
March 6, 2026 · 26 min
About this episode
The episode discusses the shifting equity markets, focusing on value and quality equities, and the impact of AI and changing consumer trends on investment opportunities.
Equity markets are shifting, with value and quality equities stepping into the spotlight and AI’s impact reaching far beyond technology. Small- and mid-cap names are drawing fresh attention, while international and emerging markets are finding new momentum. Changing consumer trends, evolving fiscal policy and sector standouts in financials and healthcare are all shaping the landscape for investors seeking what’s next. In this episode, join the Market Insights team's Meera Pandit, Global Market Strategist, and Katie Korngiebel, Research Analyst, as they share timely perspectives on the forces driving equities and where opportunity may emerge in today’s market. 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
People in this episode
Hosts: Dr. David Kelly, Gabriela Santos
Guests: Meera Pandit, Katie Korngiebel
Topics covered
- equity market rotation
- value equities
- quality equities
- AI impact
- small-cap and mid-cap
- international markets
- emerging markets
Keywords
- equity markets
- investment opportunities
- fiscal policy
- financials
- healthcare
- consumer trends
- market insights
Mentioned in this episode
Organizations: J.P. Morgan Asset Management, Apple Podcasts, Spotify, YouTube
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