Insights Now Podcast
1) Alternative Realities: What trends will shape alternatives in 2026?
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 t...Show More
2) Insights for the future of investing
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 resu...Show More
3) Alternative Realities: The 2026 Long Term Capital Market Assumptions: Challenges and opportunities
In this episode of Alternative Realities, Aaron Mulvihill is joined by David Lebovitz, Global Strategist on the Multi-Asset Solutions team at J.P. Morgan Asset Management. Together, they delve into J....Show More
4) 2026 Outlook: AI lift and economic drift
Gain timely insights into the uncertainty and opportunity that define the investment landscape for 2026 in “AI Lift and Economic Drift.” This engaging discussion unpacks how resilient U.S. economic gr...Show More
5) Alternative Realities: Unlocking the future of alternatives in retirement plans
On this episode, Aaron Mulvihill is joined by Jared Gross, Head of Institutional Portfolio Strategy, who brings over 30 years of experience providing insights and solutions to institutional clients—in...Show More
Alternative Realities: Unlocking the future of alternatives in retirement plans
26:16 | Nov 20th, 2025
6) How research informs investment strategy
In today’s rapidly evolving investment landscape, staying ahead means understanding how asset allocation strategies are adapting to new market realities. This episode of Insights Now explores the dyna...Show More
7) Alternative Realities: Stadiums, teams and private equity in sports
Private equity’s footprint in the sports industry has expanded rapidly in recent years. As global team valuations reach unprecedented levels, the sector has become a focal point for both investors and...Show More
8) What’s next for consumer markets?
Shifting macroeconomic trends and evolving consumer behavior continue to redefine the investment landscape, challenging asset managers to adapt their strategies for long-term success. Discover how mul...Show More
9) Alternative Realities: Rethinking the 60/40 portfolio
Watch the video version on YouTube. On today's episode, Aaron Mulvihill, Global Alternatives Strategist, is joined by Stephen Dulake, Co-head of Global Fundamental Research at JP Morgan. Together, th...Show More
10) Quantitative investing explained
Watch the video version on YouTube In today’s rapidly evolving investment landscape, understanding how quantitative strategies are shaping asset management is more important than ever. This episode ex...Show More