Insights Now
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Insights Now
Listen to the latest insights from Dr. David Kelly, Chief Global Strategist, and Gabriela Santos, Chief Strategist for the Americas at J.P. Morgan Asset Management, as they sit down with a variety of thought leaders for a conversational breakdown of big ideas, future trends, emerging topics, and the...
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141 ఎపిసోడ్లు
Alternative Realities: The 2026 Long Term Capital Market Assumptions: Challenges and opportunities
In this episode of Alternative Realities, Aaron Mulvihill is joined by David Lebovitz, Global Strategist on the Multi-Asset Solutions team at J.P. Mor...
2026 Outlook: AI lift and economic drift
Gain timely insights into the uncertainty and opportunity that define the investment landscape for 2026 in “AI Lift and Economic Drift.” This engaging...
Alternative Realities: Unlocking the future of alternatives in retirement plans
On this episode, Aaron Mulvihill is joined by Jared Gross, Head of Institutional Portfolio Strategy, who brings over 30 years of experience providing...
How research informs investment strategy
In today’s rapidly evolving investment landscape, staying ahead means understanding how asset allocation strategies are adapting to new market realiti...
Alternative Realities: Stadiums, teams and private equity in sports
Private equity’s footprint in the sports industry has expanded rapidly in recent years. As global team valuations reach unprecedented levels, the sect...
What’s next for consumer markets?
Shifting macroeconomic trends and evolving consumer behavior continue to redefine the investment landscape, challenging asset managers to adapt their...
Alternative Realities: Rethinking the 60/40 portfolio
In this episode, Aaron Mulvihill, Global Alternatives Strategist, is joined by Ashmi Mehrotra, Global Co-Head of J.P. Morgan Asset Management’s Privat...
Quantitative investing explained
In today’s rapidly evolving investment landscape, understanding how quantitative strategies are shaping asset management is more important than ever....
Alternative Realities: Private credit playbook
On today's episode, Aaron Mulvihill, Global Alternatives Strategist, is joined by Stephen Dulake, Co-Head of Global Fundamental Research at JP Morgan....
Rethinking retirement through research
Explore the evolving landscape of retirement investing in today’s shifting macroeconomic environment. Discover how retirement is not just a destinatio...
Alternative Realities: Allocate smarter with alternatives
With new developments like shifting flows in hedge funds and private credit and the growing impact of AI on data centers, investors are navigating a r...
How can policy power portfolios?
As fiscal, trade, and regulatory policies take center stage, adapting asset allocation strategies has never been more important. This episode explores...
Alternative Realities: Pearls of investment wisdom
This episode delves into the dynamic world of hedge fund investing with Paul Zummo, Chief Investment Officer. Celebrating three decades of success, Pa...
Why is asset allocation so important?
As economic and policy environments shift, understanding how tactical and strategic asset allocation can adapt is crucial for financial advisors and i...
Alternative Realities: Hidden opportunities in private markets
J.P. Morgan's Private Bank offers expert guidance to assist affluent clients and their families in achieving their financial objectives. With a global...
What bonds fixed income research strategies?
Research analysts play a pivotal role in fixed income markets, where active management is crucial due to the vast array of issuers and securities. The...
Real estate’s new reality
Commercial real estate has undergone one of the most dramatic shifts in decades. The pandemic upended demand for office space, accelerated the impact...
How secure is securitized debt?
Securitized products have emerged as a compelling investment option in 2025, offering higher yields and diversification benefits compared to other fix...
Taking a pulse on healthcare
High yield investments in the healthcare sector have been navigating a complex landscape in 2025. Healthcare remains a focal point for policy changes,...
Alternative Realities: Shipping's geopolitical hedge
This year has seen significant disruption in trade, driven by tariffs and policy uncertainty. Countries and businesses are navigating these challenges...
What's behind muni moves?
Municipal bonds have struggled so far in 2025 as increased issuance and elevated volatility have weighed on prices. However, with risks to the current...
Alternative Realities: Growth equity's new frontier
With economic uncertainty slowing exits and borrowing costs remaining high, investors are becoming more selective in their targets. Meanwhile, groundb...
Uncovering Opportunities in Emerging Market Debt
In the world of fixed income markets, investors are constantly navigating through a landscape marked by shifting economic dynamics and global diversif...
Alternative Realities: From Europe to Asia: Trends in alternative investments
Over the last two decades, the alternative investment industry has undergone significant changes globally as investors at all levels increasingly seek...
Treasuries, trends and tactics
In the ever-evolving landscape of fixed income markets, investors are faced with increased policy uncertainty and interest rate volatility. The Federa...
Alternative Realities: Managing market volatility with alternative investments
It has been a busy and volatile month in the markets, one that certainly reminded us of the value of being diversified across public as well as privat...
Equity research insights: Key analyst takeaways & top investor questions
In our thirteenth season of Insights Now, we delved into the research that informed our portfolio managers' investment strategies. Gabriela Santos eng...
Alternative Realities: The future of private credit investing
In this episode of Alternative Realities, we explore the dynamic world of private credit with Aaron Mulvihill, Global Market Strategist at J.P. Morgan...
Forecasting the future of financials
Financials, the second largest sector in the S&P 500, has had its fair share of ups and downs in recent years. As the Federal Reserve kicked off its a...
Alternative Realities: Tech-driven alternative investment
In this episode of Alternative Realities, we delve into the transformative landscape of venture and growth equity investing with a focus on technology...
A healthier outlook for healthcare
As the world emerged from the pandemic, healthcare companies encountered several challenges, including declining COVID-19-related revenues, increased...
Alternative Realities: Opportunities in global forestry and timber
In this episode of Alternative Realities, we explore the world of timber as an alternative investment asset class. Dr. David Kelly, Chief Global Strat...
Key themes powering utilities
Utilities have traditionally been known for their defensive properties, which makes the combination of robust economic growth, technological excitemen...
Alternative Realities: Building an investment plan with alternatives
In this episode of Alternative Realities, we explore the dynamic world of alternative investments and their increasing accessibility to a broader rang...
Manufacturing a case for industrials
Despite lagging the broader index, industrial stocks performed well in 2024, gaining over 17% on a total return basis. Sector fundamentals, however, h...
Does it pay to invest in payments?
When people think of the financial sector, they typically think of boring businesses like banks or insurance companies. But the ongoing global shift t...
Alternative Realities: Institutional strategies in alternative assets
In this episode of Alternative Realities, we delve into the evolving landscape of alternative investments and their growing role in institutional port...
Beyond AI: Opportunities in semiconductors
U.S. equities have been on a tear in recent years. After climbing 26% in 2023, the S&P 500 finished up 25% on a total return basis in 2024, marking th...
Alternative Realities: Strategic Investing Amid Uncertainty
As the U.S. economy continues its robust growth into 2025, this episode of Alternate Realities delves into the complexities of investing amidst challe...
Alternative Realities: Exploring alternatives in 2025
Despite last year's excellent returns in public markets, alternative assets are garnering increased attention due to their income diversification bene...