Alternative Realities: How do you boost returns in a concentrated market? episode artwork

EPISODE · Jul 9, 2026 · 25 MIN

Alternative Realities: How do you boost returns in a concentrated market?

from Insights Now · host Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management

As equity markets become increasingly concentrated, investors are seeking strategies to diversify their exposures. Long-short strategies are one way to achieve this diversification while potentially capturing higher returns by building a portfolio that seeks to overweight winning stocks and short losing stocks. On today’s episode, Aaron Mulvihill is joined by Susan Bao, Portfolio Manager for the U.S. Equity Group, as they discuss the history of long-short strategies, why today’s environment has brought renewed interest in these strategies and where these types of strategies fit within investor portfolios. 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

Episode metadata supplied by the publisher feed · Published Jul 9, 2026

Embed this episode

NOW PLAYING

Alternative Realities: How do you boost returns in a concentrated market?

0:00 25:35

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Insights Now?

This episode is 25 minutes long.

When was this Insights Now episode published?

This episode was published on July 9, 2026.

Can I download this Insights Now episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!