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Following the announcement of a new Fed chair, we explore the evolving landscape of monetary policy and its impact on markets. Our experts break down what a change at the top could mean for interest rates, inflation and the broader investment environment. The discussion covers the latest Fed meeting, the outlook for rate cuts and the influence of fiscal stimulus on consumer spending and market momentum.

Gain insights into the dynamics of a tight, but not necessarily strong, labor market, the implications of shifting immigration trends and the potential for inflation to remain sticky in the months ahead.

Join Jordan Jackson, Global Market Strategist, and Brandon Hall, Research Analyst, as they share their perspectives on the Fed’s direction, market positioning and what lies ahead for investors.

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

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 to build resilient portfolios for the long term. That’s why this episode of Alternative Realities brings together three of J.P. Morgan Asset Management’s leading voices: Aaron Mulvihill, Global Alternatives Strategist; Jed Laskowitz, Global Head of Private Markets; and Anton Pil, Head of Global Alternative Investment Solutions.

Drawing on insights from over 45 contributors and a $500 billion alternatives platform, the conversation breaks down the key themes shaping the 2026 Alternative Investment Outlook. From the rapid growth of private equity and the evolution of secondary markets to the inflection points in real assets and infrastructure and the renewed momentum in hedge funds, this conversation covers the trends that matter most for investors navigating today’s complex environment.

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

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 resurgence of fixed income and the growing role of international equities to the increasing adoption of private market assets and active ETFs. Gain timely insight into how technological innovation and personalized investment solutions are empowering advisors to deliver more tailored outcomes for clients.

In this episode, join Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, as he sits down with Andrea Lisher, Head of Americas Client, to discuss portfolio diversification, the democratization of alternatives and the future of active management in a rapidly changing market environment.

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 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.P. Morgan’s Long Term Capital Market Assumptions (LTCMAs)—now marking their 30th annual publication. The LTCMAs serve as a cornerstone resource, providing return, volatility and correlation estimates for over 200 asset classes in 17 currencies. Widely respected across the industry, these assumptions help guide approximately $1 trillion in long-term investment portfolios.

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

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 growth is set against a backdrop of powerful structural trends, including the transformative impact of artificial intelligence. Key themes include the importance of diversification, the challenges posed by elevated starting points for risk assets and the need for thoughtful portfolio construction to navigate ongoing market divergences.


Join Gabriela Santos, Chief Market Strategist for the Americas, alongside David Kelly, Chief Global Strategist and Jack Manley, Global Market Strategist, as they share expert views and strategies to help investors prepare for the year ahead.

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