Insights Now

As CEO of J.P. Morgan Asset Management, George Gatch has led one of the world's largest asset managers through decades of market cycles, technological disruption and industry transformation. Under his leadership, the firm now manages $4.5 trillion on behalf of clients across more than 25 countries. In this episode of Insights Now, George Gatch joins Gabriela Santos to discuss why the case for fund...

On today’s episode, we welcome Michael Cembalest, Chairman of Market and Investment Strategy at J.P. Morgan Asset Management. Michael will share his latest perspectives on emerging trends within the energy sector, offer his insights into the evolving landscape of artificial intelligence and data center development and highlight the most compelling opportunities in alternative investments today. As...

Long-term investing is entering an era shaped by powerful secular shifts and bold innovation. Our latest annual forecasts expect economic nationalism to redraw the map for strategic industries, while artificial intelligence fuels a historic and transformative capex boom that over the long term we think lifts productivity across sectors. Global capital flows are also expected to be rewired, creatin...

Fundraising for closed-end private credit vehicles reached a record high in the second quarter of this year, highlighting the sustained strong interest from investors. This achievement comes during a year of heightened scrutiny for the asset class, with headlines focusing on underwriting concerns, the potential impact of artificial intelligence, disruptions in lending to software companies, and re...

AI safety is no longer just a technology debate — it's moving markets. The AI build-out continues to drive demand across semiconductors and software, while cybersecurity risks, supply chain constraints and global competition from Chinese models add complexity to an already dynamic theme. In this episode, join Gabriela Santos, Chief Market Strategist for the Americas, and Jason Yum, Research Analys...

In recent years, financial advisors have increasingly adopted model portfolios because they help deliver consistent and scalable portfolio management capabilities, while freeing up more time to spend with clients. As more alternative products become available for private wealth clients, alternatives are starting to become an option that advisors can choose to incorporate into these model portfolio...

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...

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 bu...

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...

The dot-com bubble marked a turning point in market history, fueled by the promise of internet technology and a wave of investor enthusiasm. Optimism, easy access to information and a booming economy set the stage for soaring IPOs and rapid market growth—even when fundamentals were hard to pin down. The parallels to today’s AI-driven market underscore the importance of applying lessons from the pa...

The collapse of Long-Term Capital Management in 1998 revealed how even the most sophisticated strategies can unravel under extreme market stress. This episode explores the rise and fall of the hedge fund, the role of quantitative models and leverage, and the ripple effects across the global financial system. Connections to today’s market environment highlight ongoing challenges in risk management...

The 1987 Stock Market Crash—known as Black Monday—stands as a defining moment in financial history, marked by a single-day decline of over 22% in the Dow Jones Industrial Average. This episode unpacks the forces that set the stage for such an unprecedented event, from the exuberance of the 1980s bull market to the rapid proliferation of portfolio insurance. Parallels to today’s market environment...

Speculative excess, technological innovation and the optimism of a new era converged in the Roaring Twenties, setting the stage for one of history’s most dramatic market events. The 1929 stock market crash revealed how exuberance and leverage can reshape—and ultimately destabilize—financial markets. This conversation explores the forces that fueled the boom, the mechanisms that amplified risk and...

A century of market history reveals patterns of optimism, risk and resilience that continue to shape investment decisions today. This special summer series examines landmark events—from the 1929 crash to the Global Financial Crisis—to illuminate the forces behind market upheavals and the lessons they offer for modern investors. The conversation also highlights how long-term perspective and discipl...

Many investors, particularly those new to the asset class, equate private credit with direct lending. However, private credit encompasses a much broader space than just direct lending. This year, amid concerns over software exposure and rising credit stress in direct lending, we have seen increased interest in other strategies. In particular, distressed and special situations credit strategies, a...

As equity markets become increasingly concentrated, investors are seeking strategies to diversify their exposures. Long-short strategies are one way to achieve this diversification while potentially capturing higher returns by building a portfolio that seeks to overweight winning stocks and short losing stocks. On today’s episode, Aaron Mulvihill is joined by Susan Bao, Portfolio Manager for the U...

At the year’s midpoint, investors face a landscape shaped by surging AI investment, geopolitical uncertainty and diverging economic fortunes. The AI boom is powering exceptional growth in technology and semiconductors, while higher energy prices and global tensions add complexity to inflation and consumer sentiment. Shifting central bank policies and evolving global trends are redefining the outlo...

With inflation expectations on the rise, volatility has returned and stocks and bonds are increasingly moving together. This is driving interest in uncorrelated and absolute return strategies that can generate returns regardless of what’s happening with broader market beta or the economy. On today’s episode, Aaron Mulvihill is joined by Bill Eigen, Head of the Absolute Return and Opportunistic Fix...

Geopolitical volatility is reshaping the global economic landscape, influencing everything from energy markets and trade flows to technological innovation and security strategies. As events in Iran, Ukraine and China drive profound shifts across markets, investors are challenged to adapt to a world where resilience and strategic foresight are more critical than ever. Heightened defense spending, e...

College costs have soared well beyond inflation, making education planning a critical challenge for families and advisors. With public and private tuition rising faster than household incomes, the conversation has shifted from simply saving to strategically investing for education. Choosing the right vehicle—like a 529 plan—can make a meaningful difference, offering tax-deferred growth, tax-free w...

Last year, JPMorganChase announced the launch of the Security and Resiliency Initiative, a 10-year, $1.5 trillion plan to facilitate, finance and invest in industries critical to national security. With an initial $10 billion in direct equity investments, the initiative aims to help select companies accelerate growth, drive innovation and strengthen strategic manufacturing. As Jamie Dimon, Chairma...

Amid fast-moving headlines and shifting market dynamics, it’s time to pause and take a fresh pulse on what matters most. From energy disruptions and inflation to the rise of AI and evolving consumer sentiment, today’s landscape calls for clarity and perspective. Explore the key forces shaping portfolios, uncover emerging opportunities, and rethink risk in a world where change is constant.   In thi...

After a dynamic start to 2026, the alternative investment landscape is evolving rapidly. In this episode, Aaron Mulvihill sits down with Jed Laskowitz, Global Head of Private Markets and Customized Solutions, and Anton Pil, Head of Global Alternative Investment Solutions. Earlier this year, Jed and Anton shared their perspectives on the 2026 Alternative Investments Outlook, spotlighting the key th...

Navigating today’s dynamic markets means staying ahead of shifting sentiment, evolving fundamentals and global events that can shape investment strategies. From the impact of geopolitical conflicts on inflation and growth to the changing landscape of private credit and asset allocation, timely questions from clients reveal what’s top of mind for advisors and investors alike. In this episode, join...

The rapid evolution of the crypto landscape is reshaping how investors approach diversification, risk and opportunity. As digital assets like Bitcoin and Ether move from the fringes to the mainstream, their unique characteristics—decentralization, scarcity and volatility—are prompting new conversations about portfolio construction. Regulatory milestones, such as the Genius Act, are bringing greate...