Episodios

  • Alternative Realities: Unlocking the Future of Alternatives in Retirement Plans

    Alternative Realities: Unlocking the Future of Alternatives in Retirement Plans
    Nov 26 2025
    Season 02 Episode 18
    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.
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    26 m
  • How Research Informs Investment Strategy

    How Research Informs Investment Strategy
    Nov 26 2025
    Season 15 Episode 04
    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. 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.
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    22 m
  • Alternative Realities: Stadiums, Teams and Private Equity in Sports

    Alternative Realities: Stadiums, Teams and Private Equity in Sports
    Nov 12 2025
    Season 02 Episode 17
    Private equity’s footprint in the sports industry has expanded rapidly in recent years. As global team valuations reach unprecedented levels, the sector has become a focal point for both investors and fans, reshaping the broader investment landscape. On today’s episode, Aaron Mulvihill sits down with Tyler Jayroe, a portfolio manager with more than 20 years at J.P. Morgan Asset Management. Together, they’ll unpack the key drivers behind the surge in sports franchise valuations, examine where investment dollars are flowing, and highlight the most important trends and challenges facing investors in this space.
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    21 m
  • Alternative Realities: Rethinking the 60/40 Portfolio

    Alternative Realities: Rethinking the 60/40 Portfolio
    Oct 17 2025
    Season 02 Episode 16
    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.
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    29 m
  • Quantitative Investing Explained

    Quantitative Investing Explained
    Oct 17 2025
    Season 15 Episode 03
    In today’s rapidly evolving investment landscape, understanding how quantitative strategies are shaping asset management is more important than ever. 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, to explore 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.
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    20 m
  • What Bonds Fixed Income Research Strategies?

    What Bonds Fixed Income Research Strategies?
    Aug 20 2025
    Season 14 Episode 06
    Research analysts play a pivotal role in fixed income markets, where active management is crucial due to the vast array of issuers and securities. As economic policies evolve, fixed income research analysts navigate heightened volatility, especially in interest rates and credit spreads, underscoring the importance of strategic analysis. In this episode, Gabriela Santos, Chief Market Strategist for the Americas, is joined by Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management. Together, they share expert perspectives on the evolving fixed income landscape and reflect on insights gathered from fixed income research analysts.
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    18 m
  • Alternative Realities: Real Estate’s New Reality

    Alternative Realities: Real Estate’s New Reality
    Aug 7 2025
    Season 02 Episode 11
    Commercial real estate has undergone one of the most dramatic shifts in decades. The pandemic upended demand for office space, accelerated the impact of e-commerce on retail and created both turmoil and opportunity across the market. However, commercial real estate is not a single market, it is a mosaic of asset types, geographies and risk profiles. On this episode, Aaron Mulvihill, Global Market Strategist, is joined by Thomas Kennedy, Head of Research and Investment Strategy for Real Estate Americas at J.P. Morgan Asset Management. Thomas was previously the Chief Investment Strategist for J.P. Morgan Private Bank, advising high-net-worth clients.
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    29 m
  • How Secure is Securitized Debt?

    How Secure is Securitized Debt?
    Aug 6 2025
    Season 14 Episode 05
    Securitized products have emerged as a compelling investment option in 2025, offering higher yields and diversification benefits compared to other fixed income sectors. As economic uncertainties loom, these products provide investors with the opportunity to make targeted bets on specific market segments, such as the housing market or consumer health. Despite its potential, the sector faces challenges, including rising interest rates and a persistent housing shortage, which require strategic investment in quality issuers and assets. In this episode of Insights Now, Gabriela Santos is joined by Sameer Riaz, Head of Securitized Research, to explore Sameer’s insights on the securitized products market and its role in modern investment strategies.
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    18 m