Insights Now
Episodes
Episodes of Insights Now
Mark All
Watch the video version on YouTube. On previous episodes, we’ve discussed what’s called the “democratization of alternatives.” Put simply, alternatives have become more accessible to individuals as the investment vehicles have evolved to addre
Watch the video version on YouTube. Within our financial system, the idea that the Federal Reserve should operate as an independent entity is fundamental. Importantly, the Federal Reserve is a political institution that is accountable to Congr
Watch the video version on Youtube.In this episode of Alternative Realities, we’re going to be exploring the alternatives landscape from the perspective of the individual investor. Historically, these asset classes have been the domain of inst
Watch the video version on YouTube. Federal government regulatory policies have the potential to reshape both the economic landscape and the investment opportunity set and both candidates for president have expressed strong opinions on regulat
Watch the video version on YouTube.With comprehensive oversight and deep expertise in a diverse array of investment vehicles, including real estate, real assets, hedge funds, private equity, private credit and liquid alternative solutions, our
Watch the video version on YouTube.As rising geopolitical tensions and the pandemic fallout have uncovered weaknesses in global supply chains, many nations have begun to rethink their trading relationships. U.S. policy, for example, has turned
Watch the video version on YouTube. 2020 and 2021 were banner years for the private equity market as fiscal and monetary stimulus boosted fundraising, deal and exit activity. More recently, however, macro uncertainty and higher interest rates
Watch the video version on YouTube.So far, this U.S. election cycle has been nothing short of turbulent and a looming source of volatility for much of this year. With the summer now behind us and November quickly approaching, investors should
Watch the video version on YouTube.In this episode: The classic 60/40 stock-bond allocation has long been the accepted stalwart portfolio strategy. Currently, however, higher inflation has made the protection typically offered by the negative
Watch the video version on YouTube.The 2024 presidential election is well underway and has already delivered a host of surprising twists and turns. Against a backdrop of relatively stable economic growth and quite impressive U.S. stock market
Watch the video version on YouTube. Deficit spending is not at all a new phenomenon in the United States. In fact, it is the norm, and the U.S. has run a budget deficit in 81 of the last 95 years, or 85% of the time since 1929. What is abnorma
Watch the video version on YouTube. Before 2021, the United States hadn’t seen a major bout of inflation for almost 40 years. And even when inflation peaked in June 2022, consensus estimates showed that most thought inflation would be almost b
Watch the video version on YouTube. Going into 2023, almost everyone was predicting a recession within the next 12 months. However, what we saw was quite the opposite: the U.S. economy grew at a 2.5% year-over-year pace, and the unemployment r
Watch the video version on YouTube.After the Federal Reserve’s dovish pivot in December, many investors came into this year expecting multiple rate cuts. In fact, in early January, markets were pricing in over six full cuts in 2024 alone. Sinc
Watch the video version on YouTube.Excitement around artificial intelligence has been a key driver behind strong market performance over the past year. This makes sense, as it has potential to be one of the most transformative technologies in
Watch the video version on YouTube. As technology has improved, so has market efficiency, and generating alpha through active management is as challenging a task as ever. In light of this, “tax alpha,” or creating value through tax managemen
Watch the video version on YouTube. From Baby Boomers to Generation Z, each generation has faced their own unique set of investment challenges and opportunities during their lifetimes. While the bulk of wealth in the U.S. belongs to older gene
Watch the video version on YouTube.A long cycle of U.S. equity outperformance over international equities has left investors wondering, “why add international stocks to a portfolio?” However, as the global economy has turned a corner, so have
Watch the video version on YouTube. Most of this season is devoted to questions investors ask us about where to invest. However, given an increased focus on building tax efficient, transparent and flexible portfolios, we are also often asked,
For our next season, we want to hear from you as we will be counting down the top 10 questions investors have concerning the economy, the markets and investing. Please provide suggestions here.This episode concludes the ninth season of Insight
Watch the video version on YouTube.Over the past year, investors have been inundated with negative reports of elevated mortgage rates and empty office buildings, weighing on their sentiment toward real estate investing. However, real estate co
Watch the video version on YouTube.Over the last decade, extraordinarily low interest rates have made it difficult for investors to generate income within portfolios. While rates have risen over the past two years, so has bond market volatilit
Watch the video version on YouTube.Coming out of the pandemic. Fiscal and monetary stimulus provided support for fundraising deals and exit activity within the private equity market. Even as fiscal stimulus has waned and the Federal Reserve ha
Watch the video version on YouTube. Portfolio Managers from across J.P. Morgan Asset Management to help shed some light on the rapidly growing and increasingly important world of alternatives. These conversations will range from broad overview
This year had no shortage of surprises for investors, from strong returns in stock markets to the impressive resilience of the U.S. economy. Along the way, we’ve confronted all sorts of shocks: a new war in the Middle East, Washington dysfuncti
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