Insights Now

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. Watch the video version on YouTube.  For more resources on Alternatives, visit our Guide to Alternatives and Principles of Alternatives Investing From complexity to clarity: A measured approach for evaluating private investments in DC plans Listen to the audio version of the Alternative Realities podcast: Apple Podcasts | Spotify

David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, shares his insights on navigating today’s investment landscape. He discusses how fiscal and trade policies shape asset allocations, the influence of AI on market dynamics, and the need for diversification beyond traditional models. Kelly also warns about potential market bubbles from Fed rate cuts and highlights tax-smart rebalancing strategies. With a focus on resilience against inflation and market shocks, his outlook provides valuable guidance for investors.

Join Tyler Jayroe, a seasoned portfolio manager at J.P. Morgan Asset Management, as he unveils the thrilling intersection of private equity and sports. Discover the staggering $500 billion sports ecosystem, where team valuations soar under the influence of brand equity and scarcity. Tyler reveals how private equity capital is shifting towards stadium infrastructure and mixed-use developments, while navigating the complexities of league rules. He also examines the rise of investments in emerging sports like pickleball and how fan engagement remains crucial amidst these financial changes.

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 understanding where consumers are spending, and the use of proprietary data to identify emerging trends and shifts in confidence.   In this episode, Gabriela Santos, Chief Market Strategist for the Americas, and guest Daniel Bloomgarden, Global Head of Research for Multi-Asset Solutions, discuss how technology continues to reshape retail, the complexities of building and maintaining strong consumer brands and the ways companies are adapting to ongoing supply chain disruptions and tariff challenges. 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

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. Watch the video version on YouTube.  For more resources on Alternatives, visit our Guide to Alternatives and Principles of Alternatives Investing Listen to the audio version of the Alternative Realities podcast: Apple Podcasts | Spotify

In 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 conditions, and complement traditional fundamental strategies to deliver robust, diversified outcomes. 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. Together, they unpack the opportunities and challenges of quant investing, sharing actionable perspectives for advisors and investors seeking to stay ahead in a changing 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

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. Watch the video version on YouTube.  For more resources on Alternatives, visit our Guide to Alternatives and Principles of Alternatives Investing Listen to the audio version of the Alternative Realities podcast: Apple Podcasts | Spotify

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 data-driven strategies, regulatory updates, and actionable tips for navigating the future of retirement investing.   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 

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 rapidly changing landscape. On this episode, Aaron Mulvihill, Global Market Strategist, is interviewed by Grant Papa, Research Analyst, to answer the top questions clients are asking about allocating smarter with alternatives. Together, they dive into the outlook for private equity exits and explore how investment philosophies are evolving between traditional drawdown funds and evergreen structures. Tune in for timely insights into the risks and opportunities across alternative asset classes, including strategies for approaching real estate as rate cuts approach and understanding the true level of risk in private credit. Watch the video version on YouTube.  For more resources on Alternatives, visit our Guide to Alternatives and Principles of Alternatives Investing Listen to the audio version of the Alternative Realities podcast: Apple Podcasts | Spotify

As fiscal, trade, and regulatory policies take center stage, adapting asset allocation strategies has never been more important. This episode explores how today’s policy shifts—from fiscal stimulus and rising tariffs to accelerated deregulation—are shaping market opportunities and risks. Our Multi-Asset Solutions team examines the short- and long-term impacts of recent legislation, the evolving role of government in markets, and the distributional effects on both consumers and corporations. Gain perspective on how higher debt levels, changing demand for Treasuries, and sector-specific policy changes are influencing portfolio decisions, and why staying agile is key in a landscape defined by uncertainty and transition.   Join Gabriela Santos, Chief Market Strategist for the Americas, and Geng Ngarmboonanant, Research Analyst on the Multi-Asset Solutions team, as they break down the latest policy developments and share practical insights for navigating today’s complex investment environment.   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