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Alternative Realities: AI, redemptions and rate hikes in private credit

Fundraising for closed-end private credit vehicles reached a record high in the second quarter of this year, highlighting the sustained strong interest from investors. Th

AI safety and the future of the buildout

AI safety is no longer just a technology debate — it's moving markets. The AI build-out continues to drive demand across semiconductors and software, while cybersecurity

Alternative Realities: Modeling better portfolios

In recent years, financial advisors have increasingly adopted model portfolios because they help deliver consistent and scalable portfolio management capabilities, while

How might midterm elections move markets?

Political shifts and economic uncertainty are in the spotlight as midterm elections approach, but the real story unfolds beyond the ballot. From market swings and inflati

Alternative Realities: The impact of AI on the future of investing

As enterprise adoption of AI accelerates, it’s increasingly important for organizations to implement these tools thoughtfully and safely. At the same time, harnessing the

The 2008 Great Financial Crisis

The Global Financial Crisis of 2008 stands as one of the most consequential events in modern market history, reshaping economies and investment thinking worldwide. This c

The Late-1990s Dot-Com Bubble

The dot-com bubble marked a turning point in market history, fueled by the promise of internet technology and a wave of investor enthusiasm. Optimism, easy access to info

The 1998 Collapse of Long-Term Capital Management

The collapse of Long-Term Capital Management in 1998 revealed how even the most sophisticated strategies can unravel under extreme market stress. This episode explores th

The 1987 Stock Market Crash

The 1987 Stock Market Crash—known as Black Monday—stands as a defining moment in financial history, marked by a single-day decline of over 22% in the Dow Jones Industrial

The 1929 Stock Market Crash

Speculative excess, technological innovation and the optimism of a new era converged in the Roaring Twenties, setting the stage for one of history’s most dramatic market

Moments in market history

A century of market history reveals patterns of optimism, risk and resilience that continue to shape investment decisions today. This special summer series examines landm

Alternative Realities: The case for distressed debt investing in private credit

Many investors, particularly those new to the asset class, equate private credit with direct lending. However, private credit encompasses a much broader space than just d

Alternative Realities: How do you boost returns in a concentrated market?

As equity markets become increasingly concentrated, investors are seeking strategies to diversify their exposures. Long-short strategies are one way to achieve this diver

2026 Mid-Year Outlook: Crosscurrents and Divergence Amidst an Increasing AI Surge

At the year’s midpoint, investors face a landscape shaped by surging AI investment, geopolitical uncertainty and diverging economic fortunes. The AI boom is powering exce

Alternative Realities: Absolute return strategies & trouble in private credit?

With inflation expectations on the rise, volatility has returned and stocks and bonds are increasingly moving together. This is driving interest in uncorrelated and absol

Making sense of geopolitical risk

Geopolitical volatility is reshaping the global economic landscape, influencing everything from energy markets and trade flows to technological innovation and security st

Saving smarter for college

College costs have soared well beyond inflation, making education planning a critical challenge for families and advisors. With public and private tuition rising faster t

Alternative Realities: Inside JPMorganChase’s $1.5 trillion security and resiliency initiative

Last year, JPMorganChase announced the launch of the Security and Resiliency Initiative, a 10-year, $1.5 trillion plan to facilitate, finance and invest in industries cri

Taking stock of today's markets

Amid fast-moving headlines and shifting market dynamics, it’s time to pause and take a fresh pulse on what matters most. From energy disruptions and inflation to the rise

Alternative Realities: How will portfolios evolve with inflation, credit and innovation?

After a dynamic start to 2026, the alternative investment landscape is evolving rapidly. In this episode, Aaron Mulvihill sits down with Jed Laskowitz, Global Head of Pri