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.
Alternative Realities: Unlocking the Future of Alternatives in Retirement Plans
Season 02 Episode 18
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 Alternative Assets for 401(k) Investors,” and address the questions that have emerged as a result. They will explore what this order means for retirement plans and who stands to be affected, and weigh the potential benefits and risks of adding alternative assets to plan portfolios.
How Research Informs Investment Strategy
Season 15 Episode 04
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. Join Gabriela Santos, Chief Market Strategist for the Americas, and David Kelly, Chief Global Strategist, as they reflect on the season’s most important takeaways from the Multi-Asset Solutions team and share their outlook for the future of asset allocation.
Alternative Realities: Stadiums, Teams and Private Equity in Sports
Season 02 Episode 17
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. On today’s episode, Aaron Mulvihill sits down with Tyler Jayroe, a portfolio manager with more than 20 years at J.P. Morgan Asset Management. Together, they’ll unpack the key drivers behind the surge in sports franchise valuations, examine where investment dollars are flowing, and highlight the most important trends and challenges facing investors in this space.
Alternative Realities: Rethinking the 60/40 Portfolio
Season 02 Episode 16
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.
Quantitative Investing Explained
Season 15 Episode 03
In today’s rapidly evolving investment landscape, understanding how quantitative strategies are shaping asset management is more important than ever. In this episode, join Gabriela Santos, Chief Market Strategist for the Americas, as she sits down with Grace Koo, Co-Head of Risk Managed and Total Return Portfolios at J.P. Morgan Asset Management, to explore 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 conditions, and complement traditional fundamental strategies to deliver robust, diversified outcomes.
Alternative Realities: Private Credit Playbook
Season 02 Episode 15
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 risks and opportunities in this evolving market.
Rethinking Retirement Through Research
Season 15 Episode 02
Explore the evolving landscape of retirement investing in today’s shifting macroeconomic environment. Discover how retirement is not just a destination, but a dynamic journey shaped by individual needs, spending patterns, and regulatory changes. Gain valuable perspectives on the impact of recent policy changes, the increasing adoption of alternatives like real estate and private equity in retirement portfolios, and the importance of balancing liquidity and market risk. Join Gabriela Santos, Chief Market Strategist for the Americas, as she sits down with Katherine Santiago, Head of Quantitative Research for J.P. Morgan’s Multi-Asset Solutions team, to discuss navigating the future of retirement investing.