Investing in AI Opportunities Across Markets: Part 2
Season 16 Episode 03
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. In this this special crossover episode between Insights Now and Alternative Realities, Meera Pandit and Stephanie Aliaga, both Global Market Strategists on the Market Insights team, continue our “AI and Investing” series, diving into how AI is reshaping opportunities within public markets exploring 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 by change.
Alternative Realities: What’s Next for Oil Prices?
Season 02 Episode 23
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 Management as they discuss what’s next for oil markets and where disciplined capital allocation and strong balance sheets may uncover durable opportunities across the energy value chain.
Investing in AI Opportunities Across Markets: Part 1
Season 02 Episode 22
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, Global Market Strategist on the Market Insights team at J.P. Morgan Asset Management. They discuss which sectors are most vulnerable to AI disruption, why private markets have become the home to many of the world’s leading AI companies, and the trends she’s seeing across the AI landscape.
Navigating the Equity Market Rotation
Season 16 Episode 02
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.
Alternative Realities: How to Evaluate Private Credit Risks
Season 02 Episode 21
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 opportunities outside of direct lending.
What the New Fed Chair Could Mean for Markets
Season 16 Episode 01
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. Join Jordan Jackson, Global Market Strategist, and Brandon Hall, Research Analyst, as they share their perspectives on the Fed’s direction, market positioning and what lies ahead for investors.
Alternative Realities: What Trends Will Shape Alternatives in 2026?
Season 02 Episode 20
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 Alternative Investment Solutions.
Drawing on insights from over 45 contributors and a $500 billion alternatives platform, the conversation breaks down the key themes shaping the 2026 Alternative Investment Outlook.
Insights for the Future of Investing
Season 15 Episode 06
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. In this episode, join Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, as he sits down with Andrea Lisher, Head of Americas Client, to discuss portfolio diversification, the democratization of alternatives, and the future of active management in a rapidly changing market environment.
Alternative Realities: The 2026 Long-Term Capital Market Assumptions: Challenges and Opportunities
Season 02 Episode 19
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 help guide approximately $1 trillion in long-term investment portfolios.
2026 Outlook: AI Lift and Economic Drift
Season 15 Episode 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. Join Gabriela Santos, Chief Market Strategist for the Americas, alongside David Kelly, Chief Global Strategist, and Jack Manley, Global Market Strategist, as they share expert views and strategies to help investors prepare for the year ahead.