Political shifts and economic uncertainty are in the spotlight as midterm elections approach, but the real story unfolds beyond the ballot. From market swings and inflation to fundraising battles and redistricting, the landscape is changing fast. Global trade, AI adoption, and supply chain rewiring are shaping how investors and advisors think about opportunities and risks. With divided government likely, policy fundamentals and regulatory challenges take center stage, making it more important than ever to stay nimble and informed.

In this episode, join Gabriela Santos, Chief Market Strategist for the Americas, and Meera Pandit, Global Market Strategist, as they break down what’s ahead for portfolios and the broader economy.

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

As enterprise adoption of AI accelerates, it’s increasingly important for organizations to implement these tools thoughtfully and safely. At the same time, harnessing the full capabilities of large language models can unlock efficiencies and boost productivity. That’s why more companies are investing not just in models and tokens, but in dedicated teams to support AI implementation across their businesses.

On today’s episode, Aaron Mulvihill, Global Alternatives Strategist, is joined by Dillon Edwards, AI Strategist at J.P. Morgan Asset Management. Together, they discuss the security measures and guardrails needed for responsible AI adoption, how Dillon expects AI to be utilized within the asset management industry, and what the future might hold for junior talent entering the workforce today.

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

The Global Financial Crisis of 2008 stands as one of the most consequential events in modern market history, reshaping economies and investment thinking worldwide. This conversation traces the roots of the crisis—from the housing bubble and lax lending standards to the complex web of derivatives and leverage that amplified risk across the financial system.

In the last episode of Moments in Market History, Dr. David Kelly and Grant Papa examine the pivotal moments, regulatory responses and the difficult decisions that shaped the recovery, highlighting the lessons learned about risk, regulation and resilience for investors today.

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