Episodios

  • Alternative Realities: From Europe to Asia: Trends in Alternative Investments

    Alternative Realities: From Europe to Asia: Trends in Alternative Investments
    Jun 4 2025
    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 alternative investments, there's an increasing need for thought leadership to guide investors through the historic and current dynamics of various alternative asset classes. In this episode, Aaron Mulvihill is joined by Kerry Craig and Aaron Hussein, both Global Market Strategists at J.P. Morgan Asset Management. Together, they will delve into the alternative investment industry across different markets worldwide and share valuable insights gathered from clients on the road.
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    31 m
  • Treasuries, Trends and Tactics

    Treasuries, Trends and Tactics
    May 22 2025
    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. Treasury exposure. In the 14th season of Insights Now, we move up in the capital stack, diving deeper into the insights of J.P. Morgan’s best-in-class portfolio managers and research analysts, exploring the intricacies of fixed income markets. On this episode of Insights Now, Gabriela Santos is joined by Kelsey Berro, U.S. Macro Research, to discuss the current state of the bond market and the Federal Reserve’s potential actions.
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    22 m
  • Alternative Realities: Managing Market Volatility with Alternative Investments

    Alternative Realities: Managing Market Volatility with Alternative Investments
    May 16 2025
    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, due to high investment minimums and a high level of complexity. But that’s changing, with more investment options becoming available for individual investors like you and me. On this episode, Aaron Mulvihill is joined by Jed Laskowitz, Global Head of Private Markets and Customized Solutions for J.P. Morgan Asset Management, to talk about the alternatives market landscape and how the industry is evolving.
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    26 m
  • Equity Research Insights: Key Analyst Takeaways and Top Investor Questions

    Equity Research Insights: Key Analyst Takeaways and Top Investor Questions
    May 16 2025
    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 diverse array of sectors such as semiconductors, payments and fintech, industrials, utilities, healthcare, and financials. For the last episode of the season, Gabriela Santos, Chief Market Strategist for the Americas, and David Kelly, our Chief Global Strategist, reflected on the most memorable highlights from that season's extensive conversations.
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    21 m
  • Alternative Realities: The Future of Private Credit Investing

    Alternative Realities: The Future of Private Credit Investing
    May 14 2025
    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 Management, as they discuss the significant growth of private credit over the past decade and its role as a competitive alternative to traditional bank lending. The conversation delves into the benefits private credit offers to both borrowers and investors, the interplay between private credit and private equity, and the emerging trends in asset-backed lending.
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    30 m
  • Forecasting the Future of Financials

    Forecasting the Future of Financials
    Apr 24 2025
    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 of Supervision. Prospects for increased deregulation, in addition to trends in consumer spending, will be key themes moving forward. Companies in financials tend to be represented in the value style and can be a good complement to growth exposure, especially the Magnificent 7. On this episode of Insights Now, Gabriela Santos is joined by Laura Huang, an equity research analyst covering financials at J.P. Morgan Asset Management, to discuss Laura’s day-to-day, and what she is seeing across her sector.
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    21 m
  • Alternative Realities: Tech-Driven Alternative Investment

    Alternative Realities: Tech-Driven Alternative Investment
    Apr 16 2025
    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, Managing Partner of J.P. Morgan Private Capital, to discuss the evolution and current landscape of venture capital. Join us as we explore the high-risk, high-reward nature of venture capital, the importance of skilled management, and the strategic approach J.P. Morgan employs in identifying investment opportunities.
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    20 m
  • A Healthier Outlook for Healthcare

    A Healthier Outlook for Healthcare
    Apr 7 2025
    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 earnings slump in 2024, performance remained sluggish. The sector is at the epicenter of transformational change, and looking ahead, healthcare earnings are set to improve in 2025. However, policy actions taken by the incoming administration could meaningfully alter its landscape. On this episode of Insights Now, Gabriela Santos is joined by Holly Morris, an equity research analyst covering the healthcare sector and a portfolio manager here at J.P. Morgan Asset Management.
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    30 m
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