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 benefits, high equity valuations and the potential for above-trend inflation. As alternative investments become more accessible to the public, allocations to these assets are expected to rise in the coming years. This trend underscores the importance of general education and thought leadership in the field of alternative investments. This is precisely the mission of the Guide to Alternatives and the Alternative Realities podcast. On this episode, Dr. David Kelly is joined by Aaron Mulvihill, the newest Global Market Strategist at J.P. Morgan Asset Management, who will be focusing specifically on alternative assets. Watch the video version on YouTube.  Resources: For more resources on Alternatives, visit our Guide to Alternatives and Principles of Alternatives Investing Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify