PODCAST · business
Insights Now
by PodClips
Join the thought leaders at JP Morgan as they engage in a conversational breakdown of big ideas, future trends, emerging topics and their investment implications, complete with key takeaways to help inform building stronger investment plans and portfolios for the long-term.
Episodes
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2026 Mid-Year Outlook: Crosscurrents and Divergence Amidst an Increasing AI Surge
Season 16 Episode 10 At the year’s midpoint, investors face a landscape shaped by surging AI investment, geopolitical uncertainty and diverging economic fortunes. The AI boom is powering exceptional growth in technology and semiconductors, while higher energy prices and global tensions add...
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Alternative Realities: Absolute Return Strategies and Trouble in Private Credit?
Season 02 Episode 28 With inflation expectations on the rise, volatility has returned, and stocks and bonds are increasingly moving together. This is driving interest in uncorrelated and absolute return strategies that can generate returns regardless of what’s happening with broader market beta…
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Making Sense of Geopolitical Risk
Season 16 Episode 09 Geopolitical volatility is reshaping the global economic landscape, influencing everything from energy markets and trade flows to technological innovation and security strategies. As events in Iran, Ukraine, and China drive profound shifts across markets, investors are...
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Saving Smarter for College
Season 16 Episode 08 College costs have soared well beyond inflation, making education planning a critical challenge for families and advisors. With public and private tuition rising faster than household incomes, the conversation has shifted from simply saving to strategically investing for...
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Alternative Realities: Investing in National Security
Season 02 Episode 27 Last year, JPMorganChase announced the launch of the Security and Resiliency Initiative, a 10-year, $1.5 trillion plan to facilitate, finance, and invest in industries critical to national security. With an initial $10 billion in direct equity investments, the initiative aims...
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Taking Stock of Today’s Markets
Season 16 Episode 07 Amid fast-moving headlines and shifting market dynamics, it’s time to pause and take a fresh pulse on what matters most. From energy disruptions and inflation to the rise of AI and evolving consumer sentiment, today’s landscape calls for clarity and perspective. Explore the…
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Alternative Realities: How Will Portfolios Evolve with Inflation, Credit, and Innovation?
Season 02 Episode 26 After a dynamic start to 2026, the alternative investment landscape is evolving rapidly. In this episode, Aaron Mulvihill sits down with Jed Laskowitz, Global Head of Private Markets and Customized Solutions, and Anton Pil, Head of Global Alternative Investment Solutions....
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Navigating Inflation, Private Credit, and Market Sentiment
Season 16 Episode 06 Navigating today’s dynamic markets means staying ahead of shifting sentiment, evolving fundamentals, and global events that can shape investment strategies. From the impact of geopolitical conflicts on inflation and growth to the changing landscape of private credit and asset...
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Does Diversification Include Crypto?
Season 16 Episode 05 The rapid evolution of the crypto landscape is reshaping how investors approach diversification, risk, and opportunity. As digital assets like Bitcoin and Ether move from the fringes to the mainstream, their unique characteristics—decentralization, scarcity, and…
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Alternative Realities: What is the State of U.S. Infrastructure?
Season 02 Episode 25 U.S. infrastructure is at a crossroads. As economies expand and technology reshapes the landscape, the demand for robust, modern networks has never been greater. From highways and bridges to power grids and water systems, the pressure to build, maintain, and upgrade is...
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Are Millennials and Gen Z Priced Out?
Season 16 Episode 04 Millennials and Gen Z are navigating a financial landscape defined by rising costs, shifting job markets, and evolving expectations around wealth and opportunity. As affordability challenges intensify—especially in housing, education, and healthcare—these generations are...
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Alternative Realities: Geopolitics, Private Credit and Portfolio Construction
Season 02 Episode 24 Global markets are flooded with headlines, from shifting geopolitics to evolving economic landscapes and the rapid expansion of private markets. As investors navigate these dynamic times, understanding the broader context is more crucial than ever. In today’s episode, Aaron...
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Investing in AI Opportunities Across Markets: Part 2
Season 16 Episode 03 Artificial intelligence is rapidly transforming the investment landscape, prompting new questions about risk, opportunity, and the future of market leadership. As innovation accelerates and disruption becomes a constant, understanding how to navigate this evolving environment...
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Alternative Realities: What’s Next for Oil Prices?
Season 02 Episode 23 Energy markets are on edge as geopolitical risk meets shifting demand, elevating the importance of balance, quality, and discipline in portfolio construction. Markets are pricing a near term risk premium while longer-dated benchmarks remain steadier, yet timing matters as...
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Investing in AI Opportunities Across Markets: Part 1
Season 02 Episode 22 In this special crossover episode between Insights Now and Alternative Realities, we launch Part 1 of our “AI and Investing” series, diving into how AI is reshaping opportunities and risks beyond the public market headlines. Aaron Mulvihill, Global Alternatives Strategist, is...
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Navigating the Equity Market Rotation
Season 16 Episode 02 Equity markets are shifting, with value and quality equities stepping into the spotlight and AI’s impact reaching far beyond technology. Small- and mid-cap names are drawing fresh attention, while international and emerging markets are finding new momentum. Changing consumer...
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Alternative Realities: How to Evaluate Private Credit Risks
Season 02 Episode 21 In today’s episode, Aaron Mulvihill, Global Alternatives Strategist, is joined by Brian Coleman, Co-Head of Investments for the Private Credit Solutions Group within J.P. Morgan Asset Management, to dive into private credit, an asset class that continues to be popular with...
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What the New Fed Chair Could Mean for Markets
Season 16 Episode 01 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…
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Alternative Realities: What Trends Will Shape Alternatives in 2026?
Season 02 Episode 20 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...
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Insights for the Future of Investing
Season 15 Episode 06 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...
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Alternative Realities: The 2026 Long-Term Capital Market Assumptions: Challenges and Opportunities
Season 02 Episode 19 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...
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2026 Outlook: AI Lift and Economic Drift
Season 15 Episode 05 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...
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Alternative Realities: Unlocking the Future of Alternatives in Retirement Plans
Season 02 Episode 18 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...
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How Research Informs Investment Strategy
Season 15 Episode 04 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...
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Alternative Realities: Stadiums, Teams and Private Equity in Sports
Season 02 Episode 17 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. On today’s episode, Aaron...
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Alternative Realities: Rethinking the 60/40 Portfolio
Season 02 Episode 16 In this episode, Aaron Mulvihill, Global Alternatives Strategist, is joined by Ashmi Mehrotra, Global Co-Head of J.P. Morgan Asset Management’s Private Equity Group, and Jeremy Beal, Head of Products and Advisory Solutions at Morgan Stanley Wealth Management. The discussion...
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Quantitative Investing Explained
Season 15 Episode 03 In today’s rapidly evolving investment landscape, understanding how quantitative strategies are shaping asset management is more important than ever. In this episode, join Gabriela Santos, Chief Market Strategist for the Americas, as she sits down with Grace Koo, Co-Head of...
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Alternative Realities: Private Credit Playbook
Season 02 Episode 15 On today's episode, Aaron Mulvihill, Global Alternatives Strategist, is joined by Stephen Dulake, Co-Head of Global Fundamental Research at JP Morgan. Together, they discuss private credit, an asset class that has attracted significant investor interest due to its higher…
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Rethinking Retirement Through Research
Season 15 Episode 02 Explore the evolving landscape of retirement investing in today’s shifting macroeconomic environment. Discover how retirement is not just a destination, but a dynamic journey shaped by individual needs, spending patterns, and regulatory changes. Gain valuable perspectives on...
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Alternative Realities: Allocate Smarter with Alternatives
Season 02 Episode 14 With new developments like shifting flows in hedge funds and private credit and the growing impact of AI on data centers, investors are navigating a rapidly changing landscape. On this episode, Aaron Mulvihill, Global Market Strategist, is interviewed by Grant Papa, Research...
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How Can Policy Power Portfolios?
Season 15 Episode 01 As fiscal, trade, and regulatory policies take center stage, adapting asset allocation strategies has never been more important. This episode explores how today’s policy shifts—from fiscal stimulus and rising tariffs to accelerated deregulation—are shaping market…
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Alternative Realities: Pearls of Investment Wisdom
Season 02 Episode 13 This episode delves into the dynamic world of hedge fund investing with Paul Zummo, Chief Investment Officer. Celebrating three decades of success, Paul and his team manage over $35 billion in hedge fund assets, catering to both institutional and high-net-worth clients. As…
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Why Is Asset Allocation So Important?
Season 14 Episode 07 As economic and policy environments shift, understanding how tactical and strategic asset allocation can adapt is crucial for financial advisors and investors alike. Balancing long-term views with short-term market movements, our Multi-Asset Solutions team highlights the...
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Alternative Realities: Hidden Opportunities in Private Markets
Season 02 Episode 12 J.P. Morgan's Private Bank offers expert guidance to assist affluent clients and their families in achieving their financial objectives. With a global oversight of more than $2.9 trillion in client assets, the bank boasts a legacy of over 200 years of operation. On today’s...
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What Bonds Fixed Income Research Strategies?
Season 14 Episode 06 Research analysts play a pivotal role in fixed income markets, where active management is crucial due to the vast array of issuers and securities. As economic policies evolve, fixed income research analysts navigate heightened volatility, especially in interest rates and…
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Alternative Realities: Real Estate’s New Reality
Season 02 Episode 11 Commercial real estate has undergone one of the most dramatic shifts in decades. The pandemic upended demand for office space, accelerated the impact of e-commerce on retail and created both turmoil and opportunity across the market. However, commercial real estate is not a...
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How Secure is Securitized Debt?
Season 14 Episode 05 Securitized products have emerged as a compelling investment option in 2025, offering higher yields and diversification benefits compared to other fixed income sectors. As economic uncertainties loom, these products provide investors with the opportunity to make targeted bets...
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Taking a Pulse on Healthcare
Season 14 Episode 04 High-yield investments in the healthcare sector have been navigating a complex landscape in 2025. Healthcare remains a focal point for policy changes, impacting both equity and credit markets. The healthcare high-yield space offers unique opportunities, with issuers often...
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Alternative Realities: Shipping’s Geopolitical Hedge
Season 02 Episode 10 This year has seen significant disruption in trade, driven by tariffs and policy uncertainty. Countries and businesses are navigating these challenges in real time to keep the flow of trade moving smoothly. On this episode, Aaron Mulvihill is joined by Andy Dacy, Head of the...
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What’s Behind Muni Moves?
Season 14 Episode 03 Municipal bonds have struggled so far in 2025 as increased issuance and elevated volatility have weighed on prices. However, with risks to the current economic expansion rising, the case for munis has only grown more compelling. But, the sector is not without its challenges....
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Alternative Realities: Growth Equity’s New Frontier
Season 02 Episode 09 With economic uncertainty slowing exits and borrowing costs remaining high, investors are becoming more selective in their targets. Meanwhile, groundbreaking advancements in AI and other technologies are driving compelling growth stories, yet those not involved in the startup...
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Uncovering Opportunities in Emerging Market Debt
Season 14 Episode 02 In the world of fixed-income markets, investors are constantly navigating through a landscape marked by shifting economic dynamics and global diversification trends. As emerging market debt gains traction amid recent policy changes and currency fluctuations, the allure of...
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Alternative Realities: From Europe to Asia: Trends in Alternative Investments
Season 02 Episode 08 Over the last two decades, the alternative investment industry has undergone significant changes globally as investors at all levels increasingly seek the unique returns and diversification benefits these assets offer within their portfolios. With the growing popularity of...
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Treasuries, Trends and Tactics
Season 14 Episode 01 The Federal Reserve finds itself caught between signs of slowing economic momentum and the unpredictable impacts of tariffs. This environment has intensified concerns over foreign demand for U.S. debt, prompting investors to seek diversification strategies for their U.S....
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Alternative Realities: Managing Market Volatility with Alternative Investments
Season 02 Episode 07 It has been a busy and volatile month in the markets, one that certainly reminded us of the value of being diversified across public as well as private markets. Alternative investments have historically been limited to institutions like pension funds and insurance companies,...
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Equity Research Insights: Key Analyst Takeaways and Top Investor Questions
Season 13 Episode 07 In our thirteenth season of Insights Now, we delved into the research that informed our portfolio managers' investment strategies. Gabriela Santos engaged in insightful discussions with top-tier buy-side equity research analysts from J.P. Morgan Asset Management, covering a...
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Alternative Realities: The Future of Private Credit Investing
Season 02 Episode 06 In this episode of Alternative Realities, we explore the dynamic world of private credit with Aaron Mulvihill, Global Market Strategist at J.P. Morgan Asset Management, and Lynnette Ferguson, Global Co-Head of Investment Specialists for J.P. Morgan Alternative Asset…
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Forecasting the Future of Financials
Season 13 Episode 06 Financials, the second-largest sector in the S&P 500, has had its fair share of ups and downs in recent years. Financial deregulation is now top of mind, with the Trump administration recently naming “regulatory dove” Michelle Bowman as the Federal Reserve’s next Vice Chair…
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Alternative Realities: Tech-Driven Alternative Investment
Season 02 Episode 05 In this episode of Alternative Realities, we delve into the transformative landscape of venture and growth equity investing with a focus on technology and healthcare. Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, is joined by Patrick McGoldrick,...
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A Healthier Outlook for Healthcare
Season 13 Episode 05 As the world emerged from the pandemic, healthcare companies encountered several challenges, including declining COVID-19-related revenues, increased R&D expenses, and rising labor costs, all of which impacted earnings. Although the sector began to recover from its prolonged...
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ABOUT THIS SHOW
Join the thought leaders at JP Morgan as they engage in a conversational breakdown of big ideas, future trends, emerging topics and their investment implications, complete with key takeaways to help inform building stronger investment plans and portfolios for the long-term.
HOSTED BY
PodClips
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Frequently Asked Questions
How many episodes does Insights Now have?
Insights Now currently has 157 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Insights Now about?
Join the thought leaders at JP Morgan as they engage in a conversational breakdown of big ideas, future trends, emerging topics and their investment implications, complete with key takeaways to help inform building stronger investment plans and portfolios for the long-term.
How often does Insights Now release new episodes?
Insights Now publishes regularly with 157 episodes available. Check the episode list for the typical release schedule.
Where can I listen to Insights Now?
You can listen to Insights Now on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Insights Now?
Insights Now is created and hosted by PodClips.
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