Insights Now

Alternative Realities: Building an investment plan with alternatives


Listen Later

Watch the video version on YouTube

In this episode of Alternative Realities, we explore the dynamic world of alternative investments and their increasing accessibility to a broader range of investors. As these asset classes become more mainstream, we discuss their role in diversifying portfolios and enhancing returns.

Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, is joined by David Lebovitz, Managing Director and Strategist at the Multi-Asset Solutions Group, to discuss the inception and evolution of the Guide to Alternatives. They delve into the structure and importance of alternative investments, the integration of alternatives into multi-asset portfolios and the challenges of sizing these allocations.

 

Resources:

  • For more resources on Alternatives, visit our Guide to Alternatives, Principles of Alternatives Investing, and Alternatives 2025 Outlook
  • Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify
  • ...more
    View all episodesView all episodes
    Download on the App Store

    Insights NowBy Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management

    • 4.3
    • 4.3
    • 4.3
    • 4.3
    • 4.3

    4.3

    88 ratings


    More shows like Insights Now

    View all
    Bloomberg Surveillance by Bloomberg

    Bloomberg Surveillance

    1,180 Listeners

    Bloomberg Intelligence by Bloomberg

    Bloomberg Intelligence

    401 Listeners

    Notes on the Week Ahead by Dr. David Kelly

    Notes on the Week Ahead

    195 Listeners

    Masters in Business by Bloomberg

    Masters in Business

    2,180 Listeners

    Goldman Sachs Exchanges by Goldman Sachs

    Goldman Sachs Exchanges

    981 Listeners

    Capital Ideas Podcast by Capital Group

    Capital Ideas Podcast

    278 Listeners

    Wall Street Breakfast by Seeking Alpha

    Wall Street Breakfast

    1,014 Listeners

    UBS On-Air: Market Moves by Client Strategy Office

    UBS On-Air: Market Moves

    173 Listeners

    Making Sense by J.P. Morgan

    Making Sense

    56 Listeners

    Thoughts on the Market by Morgan Stanley

    Thoughts on the Market

    1,272 Listeners

    At Any Rate by J.P. Morgan Global Research

    At Any Rate

    77 Listeners

    Barron's Streetwise by Barron's

    Barron's Streetwise

    1,524 Listeners

    Barron's Live by Barron's Live

    Barron's Live

    190 Listeners

    Global Data Pod by J.P. Morgan Global Research

    Global Data Pod

    22 Listeners

    Goldman Sachs The Markets by Goldman Sachs

    Goldman Sachs The Markets

    72 Listeners