エピソード

  • Alternative Realities: What is the State of U.S. Infrastructure?

    Alternative Realities: What is the State of U.S. Infrastructure?
    2026/04/15
    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.
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    18 分
  • Are Millennials and Gen Z Priced Out?

    Are Millennials and Gen Z Priced Out?
    2026/04/15
    Season 16 Episode 04
    Millennials and Gen Z are navigating a financial landscape defined by rising costs, shifting job markets, and evolving expectations around wealth and opportunity. As affordability challenges intensify—especially in housing, education, and healthcare—these generations are rethinking how they spend, save, and invest. Their unique perspectives are reshaping consumer trends, fueling growth in new sectors, and prompting companies to innovate in response to changing demands. In this episode, Global Market Strategists Jack Manley and Jordan Jackson and Market Insights Research Analyst Katie Korngiebel share timely insights and personal perspectives on the challenges and opportunities facing young Americans in today’s economy.
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    31 分
  • Alternative Realities: Geopolitics, Private Credit and Portfolio Construction

    Alternative Realities: Geopolitics, Private Credit and Portfolio Construction
    2026/04/14
    Season 02 Episode 24
    Global markets are flooded with headlines, from shifting geopolitics to evolving economic landscapes and the rapid expansion of private markets. As investors navigate these dynamic times, understanding the broader context is more crucial than ever. In today’s episode, Aaron Mulvihill is joined by Kerry Craig, Global Market Strategist in APAC, and Aaron Hussein, Global Market Strategist in EMEA, for a candid conversation about the questions foremost in clients’ minds around the world. Together, they unpack the latest developments in energy and infrastructure, explore how global shipping routes are affecting supply chains, and address the growing concerns and opportunities in private credit.
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    28 分
  • Investing in AI Opportunities Across Markets: Part 2

    Investing in AI Opportunities Across Markets: Part 2
    2026/03/20
    Season 16 Episode 03
    Artificial intelligence is rapidly transforming the investment landscape, prompting new questions about risk, opportunity, and the future of market leadership. As innovation accelerates and disruption becomes a constant, understanding how to navigate this evolving environment is more critical than ever. In this this special crossover episode between Insights Now and Alternative Realities, Meera Pandit and Stephanie Aliaga, both Global Market Strategists on the Market Insights team, continue our “AI and Investing” series, diving into how AI is reshaping opportunities within public markets exploring the forces shaping today’s public markets, the balance between fundamentals and sentiment, and the strategic decisions that can help investors stay ahead in a world defined by change.
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    32 分
  • Alternative Realities: What’s Next for Oil Prices?

    Alternative Realities: What’s Next for Oil Prices?
    2026/03/19
    Season 02 Episode 23
    Energy markets are on edge as geopolitical risk meets shifting demand, elevating the importance of balance, quality, and discipline in portfolio construction. Markets are pricing a near term risk premium while longer-dated benchmarks remain steadier, yet timing matters as continued Strait of Hormuz disruptions can shift outcomes on a week-by-week basis. Join Aaron Mulvihill, Global Alternatives Strategist, and Aga Zmigrodzka, Equity Research Analyst, Energy and Infrastructure, at J.P. Morgan Asset Management as they discuss what’s next for oil markets and where disciplined capital allocation and strong balance sheets may uncover durable opportunities across the energy value chain.
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    17 分
  • Investing in AI Opportunities Across Markets: Part 1

    Investing in AI Opportunities Across Markets: Part 1
    2026/03/19
    Season 02 Episode 22
    In this special crossover episode between Insights Now and Alternative Realities, we launch Part 1 of our “AI and Investing” series, diving into how AI is reshaping opportunities and risks beyond the public market headlines. Aaron Mulvihill, Global Alternatives Strategist, is joined by Stephanie Aliaga, Global Market Strategist on the Market Insights team at J.P. Morgan Asset Management. They discuss which sectors are most vulnerable to AI disruption, why private markets have become the home to many of the world’s leading AI companies, and the trends she’s seeing across the AI landscape.
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    23 分
  • Navigating the Equity Market Rotation

    Navigating the Equity Market Rotation
    2026/03/19
    Season 16 Episode 02
    Equity markets are shifting, with value and quality equities stepping into the spotlight and AI’s impact reaching far beyond technology. Small- and mid-cap names are drawing fresh attention, while international and emerging markets are finding new momentum. Changing consumer trends, evolving fiscal policy, and sector standouts in financials and healthcare are all shaping the landscape for investors seeking what’s next. In this episode, join the Market Insights team's Meera Pandit, Global Market Strategist, and Katie Korngiebel, Research Analyst, as they share timely perspectives on the forces driving equities and where opportunity may emerge in today’s market.
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    26 分
  • Alternative Realities: How to Evaluate Private Credit Risks

    Alternative Realities: How to Evaluate Private Credit Risks
    2026/03/04
    Season 02 Episode 21
    In today’s episode, Aaron Mulvihill, Global Alternatives Strategist, is joined by Brian Coleman, Co-Head of Investments for the Private Credit Solutions Group within J.P. Morgan Asset Management, to dive into private credit, an asset class that continues to be popular with investors due to its yield pick-up compared to traditional fixed income. However, private credit does not come without risk. They discuss some of these risks in certain sectors, as well as the outlook for private credit and opportunities outside of direct lending.
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    17 分