Insights Now

Aaron Hussain, a London-based macro strategist focused on energy, inflation and private credit. Kerry Craig, a Melbourne-based strategist focused on Asian markets, shipping and real assets. They discuss shifting shipping and Asian energy flows. They cover Europe’s energy vulnerabilities and inflation contrasts. They explore private credit dynamics, investor selectivity, semi-liquid fund mechanics, and trends in private equity and defense VC.

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.

Aga Zmigrodzka, an equity research analyst focused on U.S. energy and commodities at J.P. Morgan Asset Management with 15+ years covering energy and midstream. She breaks down how geopolitical shocks lift near-term oil risk premiums. She discusses portfolio balance and quality amid volatility. She contrasts exporters and importers, and outlines shifting demand trends like EVs, LNG and jet fuel tightness.

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.

Markets are rotating toward value and quality names while AI reshapes more than just tech. Small- and mid-cap stocks are regaining attention amid Fed and fiscal shifts. Investors are watching software’s shakeup, rising AI infrastructure costs, and winners across the AI supply chain. International and emerging markets are catching momentum as consumer trends and sector strengths in financials and healthcare steer the landscape.

Brian Coleman, Co-Head of Investments for J.P. Morgan Asset Management’s Private Credit Solutions Group, brings decades of credit investing experience. He explains why private credit grew and how yields compare to public markets. He covers risks like sector concentration and AI-vulnerable software, plus the appeal of asset-backed finance and where distressed or special situations fit into strategies.

A discussion of what a new Fed chair could mean for interest rates, inflation and market momentum. They unpack recent Fed decisions, the chances of rate cuts in 2026 and how fiscal stimulus is shaping financial conditions. The conversation also covers a tight labor market, immigration trends and recommended fixed income positioning for varying yield scenarios.

Join Jed Laskovitz, Global Head of Private Markets at J.P. Morgan, and Anton Pill, Head of Global Alternative Investment Solutions, as they explore the future of alternative investments. They discuss the convergence of public and private markets, the increasing longevity of private companies, and the booming secondaries market. Insights into private credit, real assets, and the role of hedge funds in modern portfolios reveal critical trends shaping investment strategies for 2026 and beyond. Their expertise guides listeners through navigating this complex landscape.

Andrea Lisher, Head of Americas Client at J.P. Morgan Asset Management, shares her insights into the evolving investment landscape. She discusses the resurgence of fixed income and the strategic shift towards international equities for better portfolio diversification. Lisher emphasizes the democratization of alternatives and the critical role of active ETFs in modern investing. With technology paving the way for personalized investment solutions, she highlights that while AI enhances advisor capabilities, it cannot replace the essential human connection in finance.

David Lebovitz, a Global Strategist at J.P. Morgan Asset Management, shares insights on capital market assumptions shaping investments. He discusses the impact of economic nationalism, fiscal activism, and technology over the next decade. The outlook for stable U.S. equities and improved bond yields is explored, along with the rising demand for core real estate and infrastructure tied to AI. Lebovitz also examines challenges in direct lending and the intriguing dynamics driving gold and commodities, highlighting the complexities of private market premiums.