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 complexity to inflation and consumer sentiment. Shifting central bank policies and evolving global trends are redefining the outlook for fixed income, international equities and alternative assets.
In this episode, join Gabriela Santos, Chief Market Strategist for the Americas, and Dr. David Kelly, Chief Global Strategist, as they present their mid-year outlook and share timely insights for navigating today’s market crosscurrents.
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 or the economy.
On today’s episode, Aaron Mulvihill is joined by Bill Eigen, Head of the Absolute Return and Opportunistic Fixed Income team, to discuss where an absolute return strategy fits in portfolios, areas of opportunity Bill is seeing in the market, and thoughts on where we are in today’s credit cycle—including private credit.
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 challenged to adapt to a world where resilience and strategic foresight are more critical than ever. In this episode, Gabriela Santos, Chief Market Strategist for the Americas at J.P. Morgan Asset Management, is joined by Derek Chollet, Head of the JPMorganChase Center for Geopolitics, to share his perspectives on the geopolitical forces shaping today’s markets and tomorrow’s investment decisions.
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 education. Choosing the right vehicle—like a 529 plan—can make a meaningful difference, offering tax-deferred growth, tax-free withdrawals, and state-level benefits. In this episode, join Gabriela Santos, Chief Market Strategist for the Americas, and Tricia Scarlata, Head of Education Savings at J.P. Morgan Asset Management, as they share actionable perspectives and personal experiences on building smarter education savings plans.
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 to help select companies accelerate growth, drive innovation, and strengthen strategic manufacturing. In this episode, Aaron Mulvihill is joined by Jay Horine, Global Head of the Security and Resiliency Initiative, to discuss the priority areas that the initiative will be focusing on and the role that private companies play in making innovation happen.
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 key forces shaping portfolios, uncover emerging opportunities, and rethink risk in a world where change is constant.
In this episode, join Gabriela Santos, Chief Market Strategist for the Americas, and David Kelly, Chief Global Strategist, as they spotlight the market’s defining themes and offer timely insights for advisors and investors.
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. Earlier this year, Jed and Anton shared their perspectives on the 2026 Alternative Investments Outlook, spotlighting the key themes and opportunities shaping private markets across asset classes.
Now, as the year unfolds, they return to revisit those themes and explore how they’re playing out in real time, breaking down the forces driving today’s alternative investment environment.
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 allocation, timely questions from clients reveal what’s top of mind for advisors and investors alike. In this episode, join Meera Pandit, Global Market Strategist, and Grant Papa, Research Analyst, as they answer timely client questions and share insights from the J.P. Morgan Asset Management Market Insights team.
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 volatility—are prompting new conversations about portfolio construction. Regulatory milestones, such as the Genius Act, are bringing greater legitimacy and structure to the market, while innovations like stablecoins are unlocking new possibilities for seamless, secure transactions.
In this episode, join the Market Insights team’s Jack Manley, Global Market Strategist, and Brandon Hall, Research Analyst, as they share expert perspectives on navigating the complexities and opportunities of the modern crypto market.
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 mounting, especially as artificial intelligence and data centers drive new requirements for energy and resources. In today’s episode, Aaron Mulvihill sits down with Darren Olson, Chair of the Committee for America’s Infrastructure at the American Society of Civil Engineers. Darren leads the team behind the influential Report Card for America’s Infrastructure, a comprehensive assessment that guides policymakers, investors, and communities on where investment is most needed.