Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management
139 episodes
5 days ago
Our thought leaders sit down for 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.
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Our thought leaders sit down for 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.
Alternative Realities: Allocate smarter with alternatives
Insights Now
22 minutes
2 months ago
Alternative Realities: Allocate smarter with alternatives
Watch the video version on YouTube.
With new developments like shifting flows in hedge funds and private credit and the growing impact of AI on data centers, investors are navigating a rapidly changing landscape. On this episode, Aaron Mulvihill, Global Market Strategist, is interviewed by Grant Papa, Research Analyst, to answer the top questions clients are asking about allocating smarter with alternatives.
Together, they dive into the outlook for private equity exits and explore how investment philosophies are evolving between traditional drawdown funds and evergreen structures. Tune in for timely insights into the risks and opportunities across alternative asset classes, including strategies for approaching real estate as rate cuts approach and understanding the true level of risk in private credit.
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
Insights Now
Our thought leaders sit down for 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.
