Episodes

  • Alternative Realities: Institutional Strategies in Alternative Assets

    Alternative Realities: Institutional Strategies in Alternative Assets
    Feb 13 2025
    Season 02 Episode 02
    In this episode of Alternative Realities, we delve into the evolving landscape of alternative investments and their growing role in institutional portfolios. As the world of alternative investing becomes more accessible, we’ll explore how institutions have historically leveraged these assets for diversification and enhanced returns. Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, is joined by Kathryn Pasqualone, Client Advisor within our North America Institutional business, to discuss key themes such as vintage year diversification, liquidity considerations, and the importance of strategic and tactical asset allocation.
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    21 mins
  • Beyond AI: Opportunities in Semiconductors

    Beyond AI: Opportunities in Semiconductors
    Feb 5 2025
    Season 13 Episode 01
    Our thirteenth season of Insights Now, titled “The Analyst’s Edge: A Day in the Life of Equity Research Analysts,” will be all about the research backing our portfolio managers’ investment decisions, exploring a range of sectors and diving deeper into the most exciting trends driving markets today. U.S. equities have been on a tear in recent years. At the heart of the recent equity market rally sits the semiconductor industry. Home to companies like Nvidia, Broadcom, and other key beneficiaries of the AI frenzy, semiconductor stocks gained over 75% in 2024, far outpacing the broader market. To share the latest on the semiconductor industry, Gabriela Santos, the new co-host, will be joined by Eric Ghernati, a technology-focused equity research analyst here at J.P. Morgan Asset Management.
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    26 mins
  • Alternative Realities: Exploring Alternatives in 2025

    Alternative Realities: Exploring Alternatives in 2025
    Jan 17 2025
    Season 02 Episode 01
    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, underscoring 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.
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    30 mins
  • Insights Now 2024 Wrapped

    Insights Now 2024 Wrapped
    Jan 9 2025
    Season 12 Episode 04
    For our final episode of Season 12, we will reflect on some of the most important takeaways from the 23 episodes we recorded this year. From exploring the fastest-growing themes in alternatives to navigating the complexities of the U.S. election, we’ve covered a lot of ground, so stay tuned as we recap our “greatest hits” of 2024. This episode explores the main themes and insights from the past year. Dr. David Kelly is joined by Gabriela Santos, the Chief Strategist for the Americas at J.P. Morgan Asset Management, and new co-host for the Insights Now podcast.
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    17 mins
  • The “New 60/40” Portfolio

    The “New 60/40” Portfolio
    Jan 7 2025
    Season 12 Episode 03
    In recent years, the notion of “correct” portfolio construction has been challenged and diversification has become unpopular. Stocks and bonds have shown an increased propensity to move together, calling into question the efficacy of the classic “60/40” portfolio. However, with a new year comes new forces driving markets, and the winners of the past may not be the winners of the future. To prepare portfolios for any unforeseen risks that may arise in 2025, diversification remains the best option, although it may look different than before. To share his thoughts on diversification in the year ahead, Dr. David Kelly is joined by Jack Manley, Global Market Strategist here at J.P. Morgan Asset Management.
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    19 mins
  • Alternative Realities: Navigating the Future of Infrastructure

    Alternative Realities: Navigating the Future of Infrastructure
    Jan 7 2025
    Season 01 Episode 09
    The pandemic, geopolitical tension and climate change have revived industrial policy around the globe. In the U.S., the IIJA, IRA, and CHIPs act collectively represent the largest investment in infrastructure since the Cold War. In particular, there are significant opportunities in modernizing and expanding the electrical grid as decarbonization and data centers drive up demand. In addition to these secular tailwinds, core infrastructure’s steady, uncorrelated cash flows make it a valuable portfolio diversifier. Today, Dr. David Kelly is joined by Chris Simard, an Investment Specialist in the J.P. Morgan Infrastructure and Investment Group, to parse through all of this and more.
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    15 mins
  • 2025: Out of the Cyclical Storm and into the Policy Fog

    2025: Out of the Cyclical Storm and into the Policy Fog
    Dec 10 2024
    Season 12 Episode 02
    Despite uncertainty at the onset, 2024 is shaping up to be yet another impressive year for the economy and markets. A resilient consumer has put the U.S. on pace for another year of above-trend growth, and the S&P 500 has rallied over 25% so far, breaching $6,000 for the first time in history. That said, with a new year comes new opportunities as well as challenges. To dive deeper into our 2025 outlook, Dr. David Kelly is joined by Gabriela Santos, Chief Strategist for the Americas here at J.P. Morgan Asset Management.
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    20 mins
  • Alternative Realities: Challenges to Triumphs in Real Estate

    Alternative Realities: Challenges to Triumphs in Real Estate
    Nov 28 2024
    Season 01 Episode 08
    In this episode of Alternative Realities, we’re going to be exploring the current landscape of commercial real estate, highlighting opportunities beyond the office sector. We’ll talk about the ongoing housing shortage in the U.S., the thriving industrial sector, and the evolution of retail. Real estate is a valuable component of investment portfolios, offering risk mitigation, inflation protection, and consistent cash flow. Dr. David Kelly, Chief Global Strategist is joined by Chad Tredway, Head of Real Estate Americas at J.P. Morgan Asset Management, to discuss the opportunities he’s seeing on the market.
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    12 mins