Insights Now
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Insights Now
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...
Nedávné epizody
134 epizod
Quantitative investing explained
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In today’s rapidly evolving investment landscape, understanding how quantitative strategies are shaping asset...
Alternative Realities: Private credit playbook
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On today's episode, Aaron Mulvihill, Global Alternatives Strategist, is joined by Stephen Dulake, Co-Head o...
Rethinking retirement through research
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Explore the evolving landscape of retirement investing in today’s shifting macroeconomic environmen...
Alternative Realities: Allocate smarter with alternatives
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With new developments like shifting flows in hedge funds and private credit and the growing impact of AI on...
How can policy power portfolios?
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As fiscal, trade, and regulatory policies take center stage, adapting asset allocation strategies h...
Alternative Realities: Pearls of investment wisdom
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This episode delves into the dynamic world of hedge fund investing with Paul Zummo, Chief Investment Officer...
Why is asset allocation so important?
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As economic and policy environments shift, understanding how tactical and strategic asset allocation can ad...
Alternative Realities: Hidden opportunities in private markets
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J.P. Morgan's Private Bank offers expert guidance to assist affluent clients and their families in achievin...
What bonds fixed income research strategies?
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Research analysts play a pivotal role in fixed income markets, where active management is crucial du...
Real estate’s new reality
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Commercial real estate has undergone one of the most dramatic shifts in decades. The pandemic upended demand...
How secure is securitized debt?
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Securitized products have emerged as a compelling investment option in 2025, offering higher yields and diver...
Taking a pulse on healthcare
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High yield investments in the healthcare sector have been navigating a complex landscape in 2025. Healthcare...
Alternative Realities: Shipping's geopolitical hedge
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This year has seen significant disruption in trade, driven by tariffs and policy uncertainty. Countries and...
What's behind muni moves?
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Municipal bonds have struggled so far in 2025 as increased issuance and elevated volatility have weighed on p...
Alternative Realities: Growth equity's new frontier
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With economic uncertainty slowing exits and borrowing costs remaining high, investors are becoming more sel...
Uncovering Opportunities in Emerging Market Debt
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In the world of fixed income markets, investors are constantly navigating through a landscape marked...
Alternative Realities: From Europe to Asia: Trends in alternative investments
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Over the last two decades, the alternative investment industry has undergone significant changes globally a...
Treasuries, trends and tactics
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In the ever-evolving landscape of fixed income markets, investors are faced with increased policy uncertaint...
Alternative Realities: Managing market volatility with alternative investments
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It has been a busy and volatile month in the markets, one that certainly reminded us of the value of being...
Equity research insights: Key analyst takeaways & top investor questions
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In our thirteenth season of Insights Now, we delved into the research that informed our portfolio managers'...
Alternative Realities: The future of private credit investing
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In this episode of Alternative Realities, we explore the dynamic world of private credit with Aaron Mulvihil...
Forecasting the future of financials
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Financials, the second largest sector in the S&P 500, has had its fair share of ups and downs in recent year...
Alternative Realities: Tech-driven alternative investment
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In this episode of Alternative Realities, we delve into the transformative landscape of venture and growth...
A healthier outlook for healthcare
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As the world emerged from the pandemic, healthcare companies encountered several challenges, including decl...
Alternative Realities: Opportunities in global forestry and timber
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In this episode of Alternative Realities, we explore the world of timber as an alternative investment asset...
Key themes powering utilities
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Utilities have traditionally been known for their defensive properties, which makes the combination of robu...
Alternative Realities: Building an investment plan with alternatives
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In this episode of Alternative Realities, we explore the dynamic world of alternative investments and their...
Manufacturing a case for industrials
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Despite lagging the broader index, industrial stocks performed well in 2024, gaining over 17% on a total re...
Does it pay to invest in payments?
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When people think of the financial sector, they typically think of boring businesses like banks or insuranc...
Alternative Realities: Institutional strategies in alternative assets
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In this episode of Alternative Realities, we delve into the evolving landscape of alternative investments a...
Beyond AI: Opportunities in semiconductors
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U.S. equities have been on a tear in recent years. After climbing 26% in 2023, the S&P 500 finished up 25%...
Alternative Realities: Strategic Investing Amid Uncertainty
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As the U.S. economy continues its robust growth into 2025, this episode of Alternate Realities delves into...
Alternative Realities: Exploring alternatives in 2025
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Despite last year's excellent returns in public markets, alternative assets are garnering increased attenti...
Insights Now 2024 wrapped
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The end of the year is near, and that means everyone is comparing their Spotify Wrapped and Apple Music Rep...
Alternative Realities: Unlocking the potential of transport assets in modern portfolios
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In this episode of Alternative Realities, we’re going to explore the transportation sector's resili...
The “new 60/40” portfolio
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In recent years, the notion of “correct” portfolio construction has been challenged and diversification has...
Alternative Realities: Navigating the future of infrastructure
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The pandemic, geopolitical tension and climate change have revived industrial policy around the globe. In t...
2025: Out of the cyclical storm and into the policy fog
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Despite uncertainty at the onset, 2024 is shaping up to be yet another impressive year for the economy and m...
Alternative Realities: Challenges to triumphs in real estate
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In this episode of Alternative Realities, we’re going to be exploring the current landscape of commercial re...
Asset allocation in the year ahead
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As we usher in a new year, the investment landscape is almost certainly set to change. That’s why in our twe...