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Insights Now

Insights Now

Креатор: 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 the...

EN Сједињене Америчке Државе Пословни

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138 епизода
How research informs investment strategy

How research informs investment strategy

In today’s rapidly evolving investment landscape, staying ahead means understanding how asset allocation strategies are adapting to new market realiti...

2025-11-06 19:54:17 1325
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Alternative Realities: Stadiums, teams and private equity in sports

Alternative Realities: Stadiums, teams and private equity in sports

Private equity’s footprint in the sports industry has expanded rapidly in recent years. As global team valuations reach unprecedented levels, the sect...

2025-10-30 19:15:11 1281
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What’s next for consumer markets?

What’s next for consumer markets?

Shifting macroeconomic trends and evolving consumer behavior continue to redefine the investment landscape, challenging asset managers to adapt their...

2025-10-24 15:23:24 1815
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Alternative Realities: Rethinking the 60/40 portfolio

Alternative Realities: Rethinking the 60/40 portfolio

In this episode, Aaron Mulvihill, Global Alternatives Strategist, is joined by Ashmi Mehrotra, Global Co-Head of J.P. Morgan Asset Management’s Privat...

2025-10-16 14:00:00 1718
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Quantitative investing explained

Quantitative investing explained

In today’s rapidly evolving investment landscape, understanding how quantitative strategies are shaping asset management is more important than ever....

2025-10-09 19:11:32 1192
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Alternative Realities: Private credit playbook

Alternative Realities: Private credit playbook

On today's episode, Aaron Mulvihill, Global Alternatives Strategist, is joined by Stephen Dulake, Co-Head of Global Fundamental Research at JP Morgan....

2025-10-02 16:00:00 1650
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Rethinking retirement through research

Rethinking retirement through research

Explore the evolving landscape of retirement investing in today’s shifting macroeconomic environment. Discover how retirement is not just a destinatio...

2025-09-25 20:34:46 1134
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Alternative Realities: Allocate smarter with alternatives

Alternative Realities: Allocate smarter with alternatives

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 r...

2025-09-18 07:00:00 1345
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How can policy power portfolios?

How can policy power portfolios?

As fiscal, trade, and regulatory policies take center stage, adapting asset allocation strategies has never been more important. This episode explores...

2025-09-12 21:27:58 1865
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Alternative Realities: Pearls of investment wisdom

Alternative Realities: Pearls of investment wisdom

This episode delves into the dynamic world of hedge fund investing with Paul Zummo, Chief Investment Officer. Celebrating three decades of success, Pa...

2025-09-04 21:45:28 1731
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Why is asset allocation so important?

Why is asset allocation so important?

As economic and policy environments shift, understanding how tactical and strategic asset allocation can adapt is crucial for financial advisors and i...

2025-08-21 19:23:11 1316
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Alternative Realities: Hidden opportunities in private markets

Alternative Realities: Hidden opportunities in private markets

J.P. Morgan's Private Bank offers expert guidance to assist affluent clients and their families in achieving their financial objectives. With a global...

2025-08-14 20:09:16 1671
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What bonds fixed income research strategies?

What bonds fixed income research strategies?

Research analysts play a pivotal role in fixed income markets, where active management is crucial due to the vast array of issuers and securities. The...

2025-08-07 14:17:38 1106
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Real estate’s new reality

Real estate’s new reality

Commercial real estate has undergone one of the most dramatic shifts in decades. The pandemic upended demand for office space, accelerated the impact...

2025-08-01 16:46:00 1709
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How secure is securitized debt?

How secure is securitized debt?

Securitized products have emerged as a compelling investment option in 2025, offering higher yields and diversification benefits compared to other fix...

2025-07-24 18:03:29 1099
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Taking a pulse on healthcare

Taking a pulse on healthcare

High yield investments in the healthcare sector have been navigating a complex landscape in 2025. Healthcare remains a focal point for policy changes,...

2025-07-17 20:47:07 1541
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Alternative Realities: Shipping's geopolitical hedge

Alternative Realities: Shipping's geopolitical hedge

This year has seen significant disruption in trade, driven by tariffs and policy uncertainty. Countries and businesses are navigating these challenges...

2025-07-11 14:44:05 1552
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What's behind muni moves?

What's behind muni moves?

Municipal bonds have struggled so far in 2025 as increased issuance and elevated volatility have weighed on prices. However, with risks to the current...

2025-06-27 19:57:02 1572
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Alternative Realities: Growth equity's new frontier

Alternative Realities: Growth equity's new frontier

With economic uncertainty slowing exits and borrowing costs remaining high, investors are becoming more selective in their targets. Meanwhile, groundb...

2025-06-24 17:27:00 1510
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Uncovering Opportunities in Emerging Market Debt

Uncovering Opportunities in Emerging Market Debt

In the world of fixed income markets, investors are constantly navigating through a landscape marked by shifting economic dynamics and global diversif...

2025-06-05 21:02:46 1340
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Alternative Realities: From Europe to Asia: Trends in alternative investments

Alternative Realities: From Europe to Asia: Trends in alternative investments

Over the last two decades, the alternative investment industry has undergone significant changes globally as investors at all levels increasingly seek...

2025-05-29 21:01:16 1873
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Treasuries, trends and tactics

Treasuries, trends and tactics

In the ever-evolving landscape of fixed income markets, investors are faced with increased policy uncertainty and interest rate volatility. The Federa...

2025-05-15 19:13:04 1301
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Alternative Realities: Managing market volatility with alternative investments

Alternative Realities: Managing market volatility with alternative investments

It has been a busy and volatile month in the markets, one that certainly reminded us of the value of being diversified across public as well as privat...

2025-05-08 21:19:06 1549
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Equity research insights: Key analyst takeaways & top investor questions

Equity research insights: Key analyst takeaways & top investor questions

In our thirteenth season of Insights Now, we delved into the research that informed our portfolio managers' investment strategies. Gabriela Santos eng...

2025-05-02 21:45:53 1253
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Alternative Realities: The future of private credit investing

Alternative Realities: The future of private credit investing

In this episode of Alternative Realities, we explore the dynamic world of private credit with Aaron Mulvihill, Global Market Strategist at J.P. Morgan...

2025-04-25 20:31:50 1772
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Forecasting the future of financials

Forecasting the future of financials

Financials, the second largest sector in the S&P 500, has had its fair share of ups and downs in recent years. As the Federal Reserve kicked off its a...

2025-04-17 20:47:21 1240
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Alternative Realities: Tech-driven alternative investment

Alternative Realities: Tech-driven alternative investment

In this episode of Alternative Realities, we delve into the transformative landscape of venture and growth equity investing with a focus on technology...

2025-04-10 20:21:38 1221
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A healthier outlook for healthcare

A healthier outlook for healthcare

As the world emerged from the pandemic, healthcare companies encountered several challenges, including declining COVID-19-related revenues, increased...

2025-03-27 21:04:34 1814
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Alternative Realities: Opportunities in global forestry and timber

Alternative Realities: Opportunities in global forestry and timber

In this episode of Alternative Realities, we explore the world of timber as an alternative investment asset class. Dr. David Kelly, Chief Global Strat...

2025-03-21 18:32:23 1296
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Key themes powering utilities

Key themes powering utilities

Utilities have traditionally been known for their defensive properties, which makes the combination of robust economic growth, technological excitemen...

2025-03-13 19:26:55 1047
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Alternative Realities: Building an investment plan with alternatives

Alternative Realities: Building an investment plan with alternatives

In this episode of Alternative Realities, we explore the dynamic world of alternative investments and their increasing accessibility to a broader rang...

2025-03-06 18:23:11 1228
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Manufacturing a case for industrials

Manufacturing a case for industrials

Despite lagging the broader index, industrial stocks performed well in 2024, gaining over 17% on a total return basis. Sector fundamentals, however, h...

2025-02-27 20:08:26 1166
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Does it pay to invest in payments?

Does it pay to invest in payments?

When people think of the financial sector, they typically think of boring businesses like banks or insurance companies. But the ongoing global shift t...

2025-02-13 20:34:54 1097
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Alternative Realities: Institutional strategies in alternative assets

Alternative Realities: Institutional strategies in alternative assets

In this episode of Alternative Realities, we delve into the evolving landscape of alternative investments and their growing role in institutional port...

2025-02-10 12:20:16 1237
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Beyond AI: Opportunities in semiconductors

Beyond AI: Opportunities in semiconductors

U.S. equities have been on a tear in recent years. After climbing 26% in 2023, the S&P 500 finished up 25% on a total return basis in 2024, marking th...

2025-01-31 17:44:40 1555
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Alternative Realities: Strategic Investing Amid Uncertainty

Alternative Realities: Strategic Investing Amid Uncertainty

As the U.S. economy continues its robust growth into 2025, this episode of Alternate Realities delves into the complexities of investing amidst challe...

2025-01-30 05:15:01 1117
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Alternative Realities: Exploring alternatives in 2025

Alternative Realities: Exploring alternatives in 2025

Despite last year's excellent returns in public markets, alternative assets are garnering increased attention due to their income diversification bene...

2025-01-10 22:45:29 1771
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Insights Now 2024 wrapped

Insights Now 2024 wrapped

The end of the year is near, and that means everyone is comparing their Spotify Wrapped and Apple Music Replays, making the case for why their most-li...

2025-01-01 12:00:00 1005
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Alternative Realities: Unlocking the potential of transport assets in modern portfolios

Alternative Realities: Unlocking the potential of transport assets in modern portfolios

Watch the video version on YouTube. 
 
In this episode of Alternative Realities, we’re going to explore the transportation sector's resili...

2024-12-27 07:09:29 1254
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The “new 60/40” portfolio

The “new 60/40” portfolio

Watch the video version on YouTube. 
In recent years, the notion of “correct” portfolio construction has been challenged and diversification has...

2024-12-19 10:50:47 1131
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