Stephanie Aliaga

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.

Wendy Schiller, Brown political science professor, on federal immigration moves and political fallout. Rebecca Homkes, strategy faculty at London Business School, on why CEOs are speaking up and how companies weigh politics. Stephanie Aliaga, J.P. Morgan market strategist, on what markets watch: Fed clarity, AI spending, and earnings. They discuss Minnesota raids, corporate pressure, and market positioning in short, sharp segments.

Stephanie Aliaga, Global Market Strategist at J.P. Morgan Asset Management who studies AI’s market impacts. She traces her AI research origins and discusses which sectors face disruption. She covers rapid advances in agentic AI and model specialization. She explains why many leading AI firms stay private and outlines broad portfolio positioning and practical AI adoption tips.

Stephanie Aliaga, Global Market Strategist at J.P. Morgan Asset Management who studies AI’s market and investment implications. She maps AI adoption stages and sector hurdles. Short takes cover investor anxieties, agentic AI risks, compute and capex tradeoffs, job impacts, and where to find global and private-market opportunities. Practical framing on diversification and positioning for AI-driven market change.

Stephanie Aliaga, a global market strategist at JPMorgan Asset Management and AI expert, joins the discussion on investing's future. She dives into why AI isn't a bubble, comparing today’s data center build-out to the dot-com era. Stephanie highlights the shift towards diverse stock-picking strategies amidst concentrated AI gains and addresses circular financing risks. She also explores AI's impact on jobs and its implications for Fed policy, offering insights on productivity and market positioning for 2026.