Insights Now Investing in AI opportunities across markets: Part 1
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Mar 12, 2026 Stephanie Aliaga, Global Market Strategist at J.P. Morgan Asset Management who researches AI and private markets. She explores which sectors face AI disruption and why software incumbents may be repriced. She assesses model progress and the rise of agentic tools. She explains why leading AI firms stay private and discusses portfolio diversification and practical AI adoption tips.
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Strategist's Shift From Macro To AI
- Stephanie Aliaga pivoted from macro research to focus on AI after a conference highlighted its policy and economic implications.
- She wrote a 20-page paper on AI and productivity pre-ChatGPT and now travels educating clients and synthesizing AI impacts for markets.
Agentic AI Is Lowering Software Moats
- Recent advances in agentic AI, not just LLMs, enable models to autonomously perform multi-step work tasks, raising disruption risk across incumbents.
- This lowers barriers to entry for software creation and forces a market repricing of expected recurring revenue.
AI Task Lengths Doubling Every Seven Months
- Benchmarking shows AI agents' ability to complete longer task workflows has been doubling roughly every seven months.
- That exponential progress collapses barriers to creating products, expanding outputs in research, coding, and analysis rapidly.