Insights Now

Alternative Realities: Exploring alternatives in 2025


Listen Later

Despite last year's excellent returns in public markets, alternative assets are garnering increased attention due to their income diversification benefits, high equity valuations and the potential for above-trend inflation. As alternative investments become more accessible to the public, allocations to these assets are expected to rise in the coming years. This trend underscores the importance of general education and thought leadership in the field of alternative investments. This is precisely the mission of the Guide to Alternatives and the Alternative Realities podcast. On this episode, Dr. David Kelly is joined by Aaron Mulvihill, the newest Global Market Strategist at J.P. Morgan Asset Management, who will be focusing specifically on alternative assets.

Watch the video version on YouTube

Resources:

  • For more resources on Alternatives, visit our Guide to Alternatives and Principles of Alternatives Investing
  • 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

    90 ratings


    More shows like Insights Now

    View all
    Exchanges by Goldman Sachs

    Exchanges

    974 Listeners

    Notes on the Week Ahead by Dr. David Kelly

    Notes on the Week Ahead

    195 Listeners

    Wall Street Breakfast by Seeking Alpha

    Wall Street Breakfast

    1,037 Listeners

    Eye On The Market by Michael Cembalest

    Eye On The Market

    289 Listeners

    UBS On-Air: Market Moves by Client Strategy Office

    UBS On-Air: Market Moves

    182 Listeners

    Making Sense by J.P. Morgan

    Making Sense

    60 Listeners

    Thoughts on the Market by Morgan Stanley

    Thoughts on the Market

    1,297 Listeners

    At Any Rate by J.P. Morgan Global Research

    At Any Rate

    78 Listeners

    Barron's Streetwise by Barron's

    Barron's Streetwise

    1,552 Listeners

    The Memo by Howard Marks by Oaktree Capital Management

    The Memo by Howard Marks

    443 Listeners

    Barron's Live by Barron's Live

    Barron's Live

    208 Listeners

    Global Data Pod by J.P. Morgan Global Research

    Global Data Pod

    29 Listeners

    FICC Focus by Bloomberg Intelligence

    FICC Focus

    31 Listeners

    The Markets by Goldman Sachs

    The Markets

    76 Listeners

    The View From Apollo by Apollo Global Management

    The View From Apollo

    24 Listeners