Insights Now

Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management
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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 their investment implications, helping to inform the building of stronger long-term investment plans.

  1. What the new Fed chair could mean for markets

    -1 DIA

    What the new Fed chair could mean for markets

    Following the announcement of a new Fed chair, we explore the evolving landscape of monetary policy and its impact on markets. Our experts break down what a change at the top could mean for interest rates, inflation and the broader investment environment. The discussion covers the latest Fed meeting, the outlook for rate cuts and the influence of fiscal stimulus on consumer spending and market momentum. Gain insights into the dynamics of a tight, but not necessarily strong, labor market, the implications of shifting immigration trends and the potential for inflation to remain sticky in the months ahead. Join Jordan Jackson, Global Market Strategist, and Brandon Hall, Research Analyst, as they share their perspectives on the Fed’s direction, market positioning and what lies ahead for investors. 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

    20 min
  2. Alternative Realities: What trends will shape alternatives in 2026?

    8/01

    Alternative Realities: What trends will shape alternatives in 2026?

    Alternative investments are taking center stage as we look ahead to 2026. With public and private markets converging and new opportunities emerging across asset classes, investors are rethinking how to build resilient portfolios for the long term. That’s why this episode of Alternative Realities brings together three of J.P. Morgan Asset Management’s leading voices: Aaron Mulvihill, Global Alternatives Strategist; Jed Laskowitz, Global Head of Private Markets; and Anton Pil, Head of Global Alternative Investment Solutions. Drawing on insights from over 45 contributors and a $500 billion alternatives platform, the conversation breaks down the key themes shaping the 2026 Alternative Investment Outlook. From the rapid growth of private equity and the evolution of secondary markets to the inflection points in real assets and infrastructure and the renewed momentum in hedge funds, this conversation covers the trends that matter most for investors navigating today’s complex environment. Watch the video version on YouTube.  Resources:  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

    22 min
  3. Insights for the future of investing

    18/12/2025

    Insights for the future of investing

    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. Gain timely insight into how technological innovation and personalized investment solutions are empowering advisors to deliver more tailored outcomes for clients. 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. 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

    21 min
  4. Alternative Realities: The 2026 Long Term Capital Market Assumptions: Challenges and opportunities

    12/12/2025

    Alternative Realities: The 2026 Long Term Capital Market Assumptions: Challenges and opportunities

    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. Watch the video version on YouTube.  Resources:  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

    23 min
  5. 2026 Outlook: AI lift and economic drift

    05/12/2025

    2026 Outlook: AI lift and economic drift

    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. Key themes include the importance of diversification, the challenges posed by elevated starting points for risk assets and the need for thoughtful portfolio construction to navigate ongoing market divergences. 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. 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

    29 min
  6. Alternative Realities: Unlocking the future of alternatives in retirement plans

    20/11/2025

    Alternative Realities: Unlocking the future of alternatives in retirement plans

    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

    26 min
  7. How research informs investment strategy

    06/11/2025

    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 realities. This episode of Insights Now explores the dynamic interplay between macroeconomic trends, policy shifts and the growing importance of research in portfolio construction. From the impact of fiscal and trade policies to the rise of alternatives and real assets, our experts discuss how diversification beyond the traditional 60/40 model is helping investors build resilience against inflation, rate shocks and other market disruptions.    In this episode, 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. 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

    22 min
  8. Alternative Realities: Stadiums, teams and private equity in sports

    30/10/2025

    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 sector has become a focal point for both investors and fans, reshaping the broader investment landscape. With capital pouring into sports franchises and valuations climbing steadily over the past two decades, the market is evolving—and so are the opportunities and risks. 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. 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

    21 min
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Sobre

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 their investment implications, helping to inform the building of stronger long-term investment plans.

Informação

  • Autoria
    Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management
  • Anos em atividade
    2010 - 2026
  • Episódios
    144
  • Classificação
    Para todos
  • Copyright
    © Copyright 2024 All rights reserved.
  • Site do programa
    Insights Now

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