Insights Now

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 increasing adoption of private market assets and active ETFs. Gain timely insight into how technological innovation and personalized investment solutions are empowering advisors to deliver more tailored outcomes for clients. In this episode, join Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, as he sits down with Andrea Lisher, Head of Americas Client, to discuss portfolio diversification, the democratization of alternatives and the future of active management in a rapidly changing market 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  

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 30th annual publication. The LTCMAs serve as a cornerstone resource, providing return, volatility and correlation estimates for over 200 asset classes in 17 currencies. Widely respected across the industry, these assumptions help guide approximately $1 trillion in long-term investment portfolios. Watch the video version on YouTube.  Resources:  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

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 transformative impact of artificial intelligence. Key themes include the importance of diversification, the challenges posed by elevated starting points for risk assets and the need for thoughtful portfolio construction to navigate ongoing market divergences. Join Gabriela Santos, Chief Market Strategist for the Americas, alongside David Kelly, Chief Global Strategist and Jack Manley, Global Market Strategist, as they share expert views and strategies to help investors prepare for the year ahead. 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

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 Anstett, ERISA Strategist, and an attorney with more than three decades of expertise in workplace retirement plans. Together, they will discuss the implications of the President’s recent executive order, “Democratizing Access to Alternative Assets for 401(k) Investors” and address the questions that have emerged as a result. They will explore what this order means for retirement plans and who stands to be affected, and weigh the potential benefits and risks of adding alternative assets to plan portfolios. Watch the video version on YouTube.  For more resources on Alternatives, visit our Guide to Alternatives and Principles of Alternatives Investing From complexity to clarity: A measured approach for evaluating private investments in DC plans Listen to the audio version of the Alternative Realities podcast: Apple Podcasts | Spotify

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 importance of research in portfolio construction. From the impact of fiscal and trade policies to the rise of alternatives and real assets, our experts discuss how diversification beyond the traditional 60/40 model is helping investors build resilience against inflation, rate shocks and other market disruptions.    In this episode, join Gabriela Santos, Chief Market Strategist for the Americas, and David Kelly, Chief Global Strategist, as they reflect on the season’s most important takeaways from the Multi-Asset Solutions team and share their outlook for the future of asset allocation. 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