In today’s rapidly evolving investment landscape, staying ahead means understanding how asset allocation strategies are adapting to new market realities. This episode of Insights Now explores the dynamic interplay between macroeconomic trends, policy shifts and the growing importance of research in portfolio construction. From the impact of fiscal and trade policies to the rise of alternatives and real assets, our experts discuss how diversification beyond the traditional 60/40 model is helping investors build resilience against inflation, rate shocks and other market disruptions. In this episode, join Gabriela Santos, Chief Market Strategist for the Americas, and David Kelly, Chief Global Market Strategist, as they reflect on the season’s most important takeaways from the Multi-Asset Solutions team and share their outlook for the future of asset allocation.

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

Private equity’s footprint in the sports industry has expanded rapidly in recent years. As global team valuations reach unprecedented levels, the sector has become a focal point for both investors and fans, reshaping the broader investment landscape. With capital pouring into sports franchises and valuations climbing steadily over the past two decades, the market is evolving—and so are the opportunities and risks.

On today’s episode, Aaron Mulvihill sits down with Tyler Jayroe, a portfolio manager with more than 20 years at J.P. Morgan Asset Management. Together, they’ll unpack the key drivers behind the surge in sports franchise valuations, examine where investment dollars are flowing and highlight the most important trends and challenges facing investors in this space.

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• 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

Shifting macroeconomic trends and evolving consumer behavior continue to redefine the investment landscape, challenging asset managers to adapt their strategies for long-term success. Discover how multi-asset research teams at J.P. Morgan Asset Management approach asset allocation in a rapidly changing environment, with a particular emphasis on consumer markets. Key themes include lessons learned from years of investing in the consumer sector, the value of understanding where consumers are spending, and the use of proprietary data to identify emerging trends and shifts in confidence. In this episode, Gabriela Santos, Chief Market Strategist for the Americas, and guest Daniel Bloomgarden, Global Head of Research for Multi-Asset Solutions, discuss how technology continues to reshape retail, the complexities of building and maintaining strong consumer brands and the ways companies are adapting to ongoing supply chain disruptions and tariff challenges.

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