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. From the influence of social media on spending habits to the impact of technology and AI on career prospects, the next generation is confronting existential questions about their financial futures. 

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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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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. This conversation explores 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. In this special crossover episode between Insights Now and Alternative Realities, we continue our “AI and Investing” series, diving into how AI is reshaping opportunities within public markets. 

In this episode, join Meera Pandit and Stephanie Aliaga, both Global Market Strategists on the Market Insights team for a timely exploration of AI’s impact on markets and the pathways to resilient, forward-looking portfolios.

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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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Markets have seen strong performance in recent years, but as we look to the future, attention is turning to the transformative impact of artificial intelligence, particularly within private markets. 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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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.

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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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Gain insights into the dynamics of a tight, but not necessarily strong, labor market, the implications of shifting immigration trends and the potential for inflation to remain sticky in the months ahead.

Join Jordan Jackson, Global Market Strategist, and Brandon Hall, Research Analyst, as they share their perspectives on the Fed’s direction, market positioning and what lies ahead for investors.

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Alternative investments are taking center stage as we look ahead to 2026. With public and private markets converging and new opportunities emerging across asset classes, investors are rethinking how to build resilient portfolios for the long term. That’s why this episode of Alternative Realities brings together three of J.P. Morgan Asset Management’s leading voices: Aaron Mulvihill, Global Alternatives Strategist; Jed Laskowitz, Global Head of Private Markets; and Anton Pil, Head of Global Alternative Investment Solutions.

Drawing on insights from over 45 contributors and a $500 billion alternatives platform, the conversation breaks down the key themes shaping the 2026 Alternative Investment Outlook. From the rapid growth of private equity and the evolution of secondary markets to the inflection points in real assets and infrastructure and the renewed momentum in hedge funds, this conversation covers the trends that matter most for investors navigating today’s complex environment.

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As the asset management landscape evolves, investors and advisors face new challenges and opportunities in building resilient portfolios. Discover the latest trends shaping the industry, from the resurgence of fixed income and the growing role of international equities to the increasing adoption of private market assets and active ETFs. Gain timely insight into how technological innovation and personalized investment solutions are empowering advisors to deliver more tailored outcomes for clients.

In this episode, join Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, as he sits down with Andrea Lisher, Head of Americas Client, to discuss portfolio diversification, the democratization of alternatives and the future of active management in a rapidly changing market environment.

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Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify