U.S. infrastructure is at a crossroads. As economies expand and technology reshapes the landscape, the demand for robust, modern networks has never been greater. From highways and bridges to power grids and water systems, the pressure to build, maintain and upgrade is mounting, especially as artificial intelligence and data centers drive new requirements for energy and resources. In this environment, the need for strategic investment is urgent and the stakes are high.

In today’s episode Aaron Mulvihill sits down with Darren Olson, Chair of the Committee for America's Infrastructure at the American Society of Civil Engineers. Darren leads the team behind the influential Report Card for America's Infrastructure, a comprehensive assessment that guides policymakers, investors and communities on where investment is most needed.

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Resources:

• For more resources on Alternatives, visit our Guide to Alternatives and Principles of Alternatives Investing
• Listen to the audio version of the Alternative Realities podcast: Apple Podcasts | Spotify

Millennials and Gen Z are navigating a financial landscape defined by rising costs, shifting job markets, and evolving expectations around wealth and opportunity. As affordability challenges intensify—especially in housing, education and healthcare—these generations are rethinking how they spend, save and invest. Their unique perspectives are reshaping consumer trends, fueling growth in new sectors, and prompting companies to innovate in response to changing demands. From the influence of social media on spending habits to the impact of technology and AI on career prospects, the next generation is confronting existential questions about their financial futures. In this episode, Global Market Strategists Jack Manley and Jordan Jackson and Market Insights Research Analyst Katie Korngiebel share timely insights and personal perspectives on the challenges and opportunities facing young Americans in today’s economy.

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Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

Global markets are flooded with headlines, from shifting geopolitics to evolving economic landscapes and the rapid expansion of private markets. As investors navigate these dynamic times, understanding the broader context is more crucial than ever. In today’s episode, Aaron Mulvihill is joined by Kerry Craig, Global Market Strategist in APAC and Aaron Hussein, Global Market Strategist in EMEA, for a candid conversation about the questions foremost in clients’ minds around the world. Together, they unpack the latest developments in energy and infrastructure, explore how global shipping routes are affecting supply chains and address the growing concerns and opportunities in private credit.

Watch the video version on YouTube.

Resources:

• For more resources on Alternatives, visit our Guide to Alternatives and Principles of Alternatives Investing
• Listen to the audio version of the Alternative Realities podcast: Apple Podcasts | Spotify

Artificial intelligence is rapidly transforming the investment landscape, prompting new questions about risk, opportunity and the future of market leadership. As innovation accelerates and disruption becomes a constant, understanding how to navigate this evolving environment is more critical than ever. This conversation explores the forces shaping today’s public markets, the balance between fundamentals and sentiment, and the strategic decisions that can help investors stay ahead in a world defined by change. In this special crossover episode between Insights Now and Alternative Realities, we continue our “AI and Investing” series, diving into how AI is reshaping opportunities within public markets.

In this episode, join Meera Pandit and Stephanie Aliaga, both Global Market Strategists on the Market Insights team* for a timely exploration of AI’s impact on markets and the pathways to resilient, forward-looking portfolios.

Watch the video version on YouTube.

Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

Energy markets are on edge as geopolitical risk meets shifting demand, elevating the importance of balance, quality and discipline in portfolio construction. Markets are pricing a near term risk premium while longer dated benchmarks remain steadier, yet timing matters as continued Strait of Hormuz disruptions can shift outcomes on a week by week basis.

Join Aaron Mulvihill, Global Alternatives Strategist, and Aga Zmigrodzka, Equity Research Analyst, Energy and Infrastructure, at J.P. Morgan Asset Management as they discuss what’s next for oil markets and where disciplined capital allocation and strong balance sheets may uncover durable opportunities across the energy value chain.

Watch the video version on YouTube.

Resources:

• For more resources on Alternatives, visit our Guide to Alternatives and Principles of Alternatives Investing
• Listen to the audio version of the Alternative Realities podcast: Apple Podcasts | Spotify

Markets have seen strong performance in recent years, but as we look to the future, attention is turning to the transformative impact of artificial intelligence, particularly within private markets. In this special crossover episode between Insights Now and Alternative Realities, we launch Part 1 of our “AI and Investing” series, diving into how AI is reshaping opportunities and risks beyond the public market headlines.

Aaron Mulvihill, Global Alternatives Strategist, is joined by Stephanie Aliaga, Global Market Strategist on the Market Insights team at J.P. Morgan Asset Management. They discuss which sectors are most vulnerable to AI disruption, why private markets have become the home to many of the world’s leading AI companies and the trends she’s seeing across the AI landscape.

Watch the video version on YouTube.

Resources:

• For more resources on Alternatives, visit our Guide to Alternatives and Principles of Alternatives Investing
• Listen to the audio version of the Alternative Realities podcast: Apple Podcasts | Spotify

Equity markets are shifting, with value and quality equities stepping into the spotlight and AI’s impact reaching far beyond technology. Small- and mid-cap names are drawing fresh attention, while international and emerging markets are finding new momentum. Changing consumer trends, evolving fiscal policy and sector standouts in financials and healthcare are all shaping the landscape for investors seeking what’s next. In this episode, join the Market Insights team's Meera Pandit, Global Market Strategist, and Katie Korngiebel, Research Analyst, as they share timely perspectives on the forces driving equities and where opportunity may emerge in today’s market.

Watch the video version on YouTube.

Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

In today’s episode, Aaron Mulvihill, Global Alternatives Strategist, is joined by Brian Coleman, Co-Head of Investments for the Private Credit Solutions Group within J.P. Morgan Asset Management, to dive into private credit, an asset class that continues to be popular with investors due to its yield pick-up compared to traditional fixed income. However, private credit does not come without risk. They discuss some of these risks in certain sectors, as well as the outlook for private credit and opportunities outside of direct lending.

Watch the video version on YouTube.

Resources:

• For more resources on Alternatives, visit our Guide to Alternatives and Principles of Alternatives Investing
• Listen to the audio version of the Alternative Realities podcast: Apple Podcasts | Spotify