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Join Jed Laskovitz, Global Head of Private Markets at J.P. Morgan, and Anton Pill, Head of Global Alternative Investment Solutions, as they explore the future of alternative investments. They discuss the convergence of public and private markets, the increasing longevity of private companies, and the booming secondaries market. Insights into private credit, real assets, and the role of hedge funds in modern portfolios reveal critical trends shaping investment strategies for 2026 and beyond. Their expertise guides listeners through navigating this complex landscape.

Andrea Lisher, Head of Americas Client at J.P. Morgan Asset Management, shares her insights into the evolving investment landscape. She discusses the resurgence of fixed income and the strategic shift towards international equities for better portfolio diversification. Lisher emphasizes the democratization of alternatives and the critical role of active ETFs in modern investing. With technology paving the way for personalized investment solutions, she highlights that while AI enhances advisor capabilities, it cannot replace the essential human connection in finance.

David Lebovitz, a Global Strategist at J.P. Morgan Asset Management, shares insights on capital market assumptions shaping investments. He discusses the impact of economic nationalism, fiscal activism, and technology over the next decade. The outlook for stable U.S. equities and improved bond yields is explored, along with the rising demand for core real estate and infrastructure tied to AI. Lebovitz also examines challenges in direct lending and the intriguing dynamics driving gold and commodities, highlighting the complexities of private market premiums.

Jack Manley, a Global Market Strategist at J.P. Morgan Asset Management, dives into the 2026 investment landscape. He discusses the interplay between AI-driven growth and broader economic challenges. Key insights include the importance of rebalancing portfolios away from U.S. large-cap stocks, utilizing alternatives for diversification, and employing tax-aware strategies to mitigate risks. Manley emphasizes the need for prudent allocation that considers both income generation and growth potential as investors navigate an evolving market.

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