Insights Now cover art

Insights Now

Insights Now

Written by: PodClips
Listen for free

About this listen

 Join the thought leaders at JP Morgan as they engage in a conversational breakdown of big ideas, future trends, emerging topics and their investment implications, complete with key takeaways to help inform building stronger investment plans and portfolios for the long-term.© 2024 PodClips Economics Leadership Management Management & Leadership Personal Finance
Episodes
  • Insights for the Future of Investing

    Insights for the Future of Investing
    Dec 31 2025
    Season 15 Episode 06
    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. 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.
    Show More Show Less
    21 mins
  • Alternative Realities: The 2026 Long-Term Capital Market Assumptions: Challenges and Opportunities

    Alternative Realities: The 2026 Long-Term Capital Market Assumptions: Challenges and Opportunities
    Dec 31 2025
    Season 02 Episode 19
    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.
    Show More Show Less
    23 mins
  • 2026 Outlook: AI Lift and Economic Drift

    2026 Outlook: AI Lift and Economic Drift
    Dec 31 2025
    Season 15 Episode 05
    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. 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.
    Show More Show Less
    29 mins
No reviews yet