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PODCAST

Insights Now

Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management

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 their investment implications, helping to inform the building of stronger long-term investment plans.

business investing

All Episodes

18:15

Alternative Realities: What is the state of U.S....

Insights Now ·

2026/04/09

U.S. infrastructure is at a crossroads. As economies expand and technology reshapes the landscape, the demand for robust, modern networks has never been greater. From highways and bridges to power grids and water systems, the pressure to build, maintain and upgrade is mounting, especially as artificial intelligence and data centers drive new requirements for energy and resources. In this environment, the need for strategic investment is urgent and the stakes are high.In today’s episode Aaron

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30:57

Are Millennials and Gen Z priced out?

Insights Now ·

2026/04/02

Millennials and Gen Z are navigating a financial landscape defined by rising costs, shifting job markets, and evolving expectations around wealth and opportunity. As affordability challenges intensify—especially in housing, education and healthcare—these generations are rethinking how they spend, save and invest. Their unique perspectives are reshaping consumer trends, fueling growth in new sectors, and prompting companies to innovate in response to changing demands. From the influence of social

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27:33

Alternative Realities: Geopolitics, private credit...

Insights Now ·

2026/03/27

Global markets are flooded with headlines, from shifting geopolitics to evolving economic landscapes and the rapid expansion of private markets. As investors navigate these dynamic times, understanding the broader context is more crucial than ever. In today’s episode, Aaron Mulvihill is joined by Kerry Craig, Global Market Strategist in APAC and Aaron Hussein, Global Market Strategist in EMEA, for a candid conversation about the questions foremost in clients’ minds around the world. Together, they

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31:49

Investing in AI opportunities across markets: Part 2

Insights Now ·

2026/03/19

Artificial intelligence is rapidly transforming the investment landscape, prompting new questions about risk, opportunity and the future of market leadership. As innovation accelerates and disruption becomes a constant, understanding how to navigate this evolving environment is more critical than ever. This conversation explores the forces shaping today’s public markets, the balance between fundamentals and sentiment, and the strategic decisions that can help investors stay ahead in a world defined

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16:47

Alternative Realities: What's next for oil prices?

Insights Now ·

2026/03/17

Energy markets are on edge as geopolitical risk meets shifting demand, elevating the importance of balance, quality and discipline in portfolio construction. Markets are pricing a near term risk premium while longer dated benchmarks remain steadier, yet timing matters as continued Strait of Hormuz disruptions can shift outcomes on a week by week basis. Join Aaron Mulvihill, Global Alternatives Strategist, and Aga Zmigrodzka, Equity Research Analyst, Energy and Infrastructure, at J.P. Morgan Asset

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22:53

Investing in AI opportunities across markets: Part 1

Insights Now ·

2026/03/12

Markets have seen strong performance in recent years, but as we look to the future, attention is turning to the transformative impact of artificial intelligence, particularly within private markets. In this special crossover episode between Insights Now and Alternative Realities, we launch Part 1 of our “AI and Investing” series, diving into how AI is reshaping opportunities and risks beyond the public market headlines.Aaron Mulvihill, Global Alternatives Strategist, is joined by Stephanie Aliaga,

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25:44

Navigating the equity market rotation

Insights Now ·

2026/03/06

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

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17:00

Alternative Realities: How to evaluate private credit...

Insights Now ·

2026/02/26

In today’s episode, Aaron Mulvihill, Global Alternatives Strategist, is joined by Brian Coleman, Co-Head of Investments for the Private Credit Solutions Group within J.P. Morgan Asset Management, to dive into private credit, an asset class that continues to be popular with investors due to its yield pick-up compared to traditional fixed income. However, private credit does not come without risk. They discuss some of these risks in certain sectors, as well as the outlook for private credit and

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19:47

What the new Fed chair could mean for markets

Insights Now ·

2026/02/12

Following the announcement of a new Fed chair, we explore the evolving landscape of monetary policy and its impact on markets. Our experts break down what a change at the top could mean for interest rates, inflation and the broader investment environment. The discussion covers the latest Fed meeting, the outlook for rate cuts and the influence of fiscal stimulus on consumer spending and market momentum.Gain insights into the dynamics of a tight, but not necessarily strong, labor market, the

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22:05

Alternative Realities: What trends will shape...

Insights Now ·

2026/01/08

Alternative investments are taking center stage as we look ahead to 2026. With public and private markets converging and new opportunities emerging across asset classes, investors are rethinking how to build resilient portfolios for the long term. That’s why this episode of Alternative Realities brings together three of J.P. Morgan Asset Management’s leading voices: Aaron Mulvihill, Global Alternatives Strategist; Jed Laskowitz, Global Head of Private Markets; and Anton Pil, Head of Global

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20:45

Insights for the future of investing

Insights Now ·

2025/12/18

As the asset management landscape evolves, investors and advisors face new challenges and opportunities in building resilient portfolios. Discover the latest trends shaping the industry, from the resurgence of fixed income and the growing role of international equities to the increasing adoption of private market assets and active ETFs. Gain timely insight into how technological innovation and personalized investment solutions are empowering advisors to deliver more tailored outcomes for clients.In

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22:50

Alternative Realities: The 2026 Long Term Capital...

Insights Now ·

2025/12/12

In this episode of Alternative Realities, Aaron Mulvihill is joined by David Lebovitz, Global Strategist on the Multi-Asset Solutions team at J.P. Morgan Asset Management. Together, they delve into J.P. Morgan’s Long Term Capital Market Assumptions (LTCMAs)—now marking their 30th annual publication. The LTCMAs serve as a cornerstone resource, providing return, volatility and correlation estimates for over 200 asset classes in 17 currencies. Widely respected across the industry, these assumptions

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29:03

2026 Outlook: AI lift and economic drift

Insights Now ·

2025/12/05

Gain timely insights into the uncertainty and opportunity that define the investment landscape for 2026 in “AI Lift and Economic Drift.” This engaging discussion unpacks how resilient U.S. economic growth is set against a backdrop of powerful structural trends, including the transformative impact of artificial intelligence. Key themes include the importance of diversification, the challenges posed by elevated starting points for risk assets and the need for thoughtful portfolio construction to

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26:16

Alternative Realities: Unlocking the future of...

Insights Now ·

2025/11/20

On this episode, Aaron Mulvihill is joined by Jared Gross, Head of Institutional Portfolio Strategy, who brings over 30 years of experience providing insights and solutions to institutional clients—including corporate and public pensions, endowments and foundations—and Tina Anstett, ERISA Strategist, and an attorney with more than three decades of expertise in workplace retirement plans. Together, they will discuss the implications of the President’s recent executive order, “Democratizing Access to

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22:05

How research informs investment strategy

Insights Now ·

2025/11/06

In today’s rapidly evolving investment landscape, staying ahead means understanding how asset allocation strategies are adapting to new market realities. This episode of Insights Now explores the dynamic interplay between macroeconomic trends, policy shifts and the growing importance of research in portfolio construction. From the impact of fiscal and trade policies to the rise of alternatives and real assets, our experts discuss how diversification beyond the traditional 60/40 model is helping

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21:21

Alternative Realities: Stadiums, teams and private...

Insights Now ·

2025/10/30

Watch the video version on YouTube. Private equity’s footprint in the sports industry has expanded rapidly in recent years. As global team valuations reach unprecedented levels, the sector has become a focal point for both investors and fans, reshaping the broader investment landscape. With capital pouring into sports franchises and valuations climbing steadily over the past two decades, the market is evolving—and so are the opportunities and risks. On today’s episode, Aaron Mulvihill sits down

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30:15

What’s next for consumer markets?

Insights Now ·

2025/10/24

Watch the video version on YouTube. 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

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28:38

Alternative Realities: Rethinking the 60/40 portfolio

Insights Now ·

2025/10/16

Watch the video version on YouTube. In this episode, Aaron Mulvihill, Global Alternatives Strategist, is joined by Ashmi Mehrotra, Global Co-Head of J.P. Morgan Asset Management’s Private Equity Group, and Jeremy Beal, Head of Products and Advisory Solutions at Morgan Stanley Wealth Management. The discussion covers how access to alternative investments is expanding to more investors, current developments in private equity and the role these assets can play in today’s investment portfolios. For

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19:52

Quantitative investing explained

Insights Now ·

2025/10/09

Watch the video version on YouTubeIn today’s rapidly evolving investment landscape, understanding how quantitative strategies are shaping asset management is more important than ever. This episode explores the dynamic world of quant investing, offering financial advisors and investors practical insights into how systematic, data-driven approaches are transforming portfolio construction and risk management. Discover how quant models identify market inefficiencies, adapt to shifting macroeconomic

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27:30

Alternative Realities: Private credit playbook

Insights Now ·

2025/10/02

On today's episode, Aaron Mulvihill, Global Alternatives Strategist, is joined by Stephen Dulake, Co-Head of Global Fundamental Research at JP Morgan. Together, they discuss private credit, an asset class that has attracted significant investor interest due to its higher yields compared to traditional fixed income. The conversation explores the factors driving growth in the private credit industry, examines how yields compare to public fixed income and where they may be headed and highlights the key

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152 results

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