How will portfolios evolve with private markets, inflation, credit and innovation? episode artwork

EPISODE · May 11, 2026 · 26 MIN

How will portfolios evolve with private markets, inflation, credit and innovation?

from On Investors’ Minds - APAC Edition · host JP Morgan Asset Management Market Insights

After a dynamic start to 2026, the alternative investment landscape is evolving rapidly. In this episode, Kerry Craig provides an introduction of a conversation hosted by Aaron Mulvihill and featuring Jed Laskowitz, Global Head of Private Markets and Customized Solutions, and Anton Pil, Head of Global Alternative Investment Solutions.  Aaron, Jed, and Anton discuss perspectives on key alternative investment themes and opportunities shaping private markets across asset class.  From the ripple effects of ongoing conflict in the Middle East and its impact on private markets to the latest developments in private credit, they break down the forces driving today’s alternative investment environment. The J.P. Morgan Guide to Alternatives is designed to simplify the complex world of alternative investments to help you make more informed decisions.  Download the Guide to Alternatives from the J.P. Morgan website (https://am.jpmorgan.com/en/asset-management/institutional/insights/market-insights/guide-to-alternatives/?utm_campaign=-en--podcastEP149) For 10 years, the Market Insights program has been on the ground across the Asia Pacific region engaging with clients, and providing guidance on the complex global markets. Listen now and don't forget to subscribe to stay updated on future episodes of On Investors' Minds - APAC Edition. For more analysis on the financial markets, visit the J.P. Morgan Asset Management website at https://am.jpmorgan.com.

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How will portfolios evolve with private markets, inflation, credit and innovation?

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