Insights Now - TopPodcast.com

View Top 200 Chart

Back to Rankings Page

Insights Now — Business
Insights Now

Welcome to Insights Now, the podcast channel from JPMorgan Asset Management, hosted by Gabriela Santos, Chief Global Strategist for the Americas, where experts share timely perspectives on asset classes, markets and investment opportunities. The Alternative Realities series, hosted by Aaron Mulvihill, Global Alternatives Strategist, explores the people, stories and strategies shaping the world of alternative investments.

Copyright: © Copyright 2020 All rights reserved.

Latest Episodes:

What’s next for consumer markets? Oct 24, 2025

Show notes

Shifting macroeconomic trends and evolving consumer behavior continue to redefine the investment landscape, challenging asset managers to adapt their strategies for long-term success. Discover how multi-asset research teams at J.P. Morgan Asset Management approach asset allocation in a rapidly changing environment, with a particular emphasis on consumer markets. Key themes include lessons learned from years of investing in the consumer sector, the value of understanding where consumers are spending, and the use of proprietary data to identify emerging trends and shifts in confidence.
In this episode, Gabriela Santos, Chief Market Strategist for the Americas, and guest Daniel Bloomgarden, Global Head of Research for Multi-Asset Solutions, discuss how technology continues to reshape retail, the complexities of building and maintaining strong consumer brands and the ways companies are adapting to ongoing supply chain disruptions and tariff challenges.

Watch the video version on YouTube.

Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

Alternative Realities: Rethinking the 60/40 portfolio Oct 16, 2025

Show notes

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 covers how access to alternative investments is expanding to more investors, current developments in private equity and the role these assets can play in today’s investment portfolios.

Watch the video version on YouTube.

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

Quantitative investing explained Oct 09, 2025

Show notes

In today’s rapidly evolving investment landscape, understanding how quantitative strategies are shaping asset management is more important than ever. This episode explores the dynamic world of quant investing, offering financial advisors and investors practical insights into how systematic, data-driven approaches are transforming portfolio construction and risk management. Discover how quant models identify market inefficiencies, adapt to shifting macroeconomic conditions, and complement traditional fundamental strategies to deliver robust, diversified outcomes.

In this episode, join Gabriela Santos, Chief Market Strategist for the Americas, as she sits down with Grace Koo, Co-Head of Risk Managed and Total Return Portfolios at J.P. Morgan Asset Management. Together, they unpack the opportunities and challenges of quant investing, sharing actionable perspectives for advisors and investors seeking to stay ahead in a changing market.

Watch the video version on YouTube.

Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

Alternative Realities: Private credit playbook Oct 02, 2025

Show notes

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 yields compared to traditional fixed income. The conversation explores the factors driving growth in the private credit industry, examines how yields compare to public fixed income and where they may be headed and highlights the key risks and opportunities in this evolving market.

Watch the video version on YouTube.

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

Rethinking retirement through research Sep 25, 2025

Show notes

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 the impact of recent policy changes, the increasing adoption of alternatives like real estate and private equity in retirement portfolios and the importance of balancing liquidity and market risk.

Join Gabriela Santos, Chief Market Strategist for the Americas, as she sits down with Katherine Santiago, Head of Quantitative Research for J.P. Morgan’s Multi-Asset Solutions team, to discuss data-driven strategies, regulatory updates, and actionable tips for navigating the future of retirement investing.

Watch the video version on YouTube.

Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

Alternative Realities: Allocate smarter with alternatives Sep 18, 2025

Show notes

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 Analyst, to answer the top questions clients are asking about allocating smarter with alternatives.

Together, they dive into the outlook for private equity exits and explore how investment philosophies are evolving between traditional drawdown funds and evergreen structures. Tune in for timely insights into the risks and opportunities across alternative asset classes, including strategies for approaching real estate as rate cuts approach and understanding the true level of risk in private credit.

Watch the video version on YouTube.

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

How can policy power portfolios? Sep 12, 2025

Show notes

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 opportunities and risks. Our Multi-Asset Solutions team examines the short- and long-term impacts of recent legislation, the evolving role of government in markets, and the distributional effects on both consumers and corporations. Gain perspective on how higher debt levels, changing demand for Treasuries, and sector-specific policy changes are influencing portfolio decisions, and why staying agile is key in a landscape defined by uncertainty and transition.

Join Gabriela Santos, Chief Market Strategist for the Americas, and Geng Ngarmboonanant, Research Analyst on the Multi-Asset Solutions team, as they break down the latest policy developments and share practical insights for navigating today’s complex investment environment.

Watch the video version on YouTube.

Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

Alternative Realities: Pearls of investment wisdom Sep 04, 2025

Show notes

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 the hedge fund landscape evolves, Paul shares insights into why volatility and abrupt policy changes are not just challenges but opportunities for hedge fund managers. With the potential for higher alpha on the horizon, Paul offers a unique perspective on the past, present and future of hedge fund investing.

Watch the video version on YouTube.

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
Read more of JPMAAM’s Pearl Anniversary Insights: 30 "pearls" of wisdom from our last 30 years here.

Why is asset allocation so important? Aug 21, 2025

Show notes

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 opportunities presented by volatility and dislocation. Discover how credit markets, particularly U.S. high yield, are being tactically adjusted in response to current valuations, and learn why diversification remains a vital strategy.

Join Gabriela Santos, Chief Market Strategist for the Americas, and David Lebovitz, Research Analyst and member of the Fundamental research team to unpack the complexities of asset allocation, offering valuable insights for achieving long-term investment goals.

Watch the video version on YouTube.

Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

Alternative Realities: Hidden opportunities in private markets Aug 14, 2025

Show notes

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 episode, Aaron Mulvihill is joined by Sitara Sundar, Head of Alternative Investment Strategy & Market Intelligence. She spearheads the development of perspectives within and across alternative investments for the bank. Her extensive experience within the organization includes leading the Equity Specialist team, where she provided strategic advice on managed equity portfolios for clients. Before this, Sitara supported J.P. Morgan’s Chief Financial Officer as part of a corporate economics and analytics team, where she was responsible for forecasting global macroeconomic data. At the onset of her career, she worked alongside the firm’s Chairman of Market & Investment Strategy, Michael Cembalest, contributing to the widely acclaimed "Eye on the Market" publication.

Watch the video version on YouTube.

Resources:

Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

Related Podcasts