Listen to the latest insights from Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, where he sits down with a variety of thought leaders for a conversational breakdown of big ideas, future trends, emerging topics and their investment implications to help inform building stronger investment plans for the long-term.
Episodes
Thursday Mar 06, 2025
Thursday Mar 06, 2025
Watch the video version on YouTube.
In this episode of Alternative Realities, we explore the dynamic world of alternative investments and their increasing accessibility to a broader range of investors. As these asset classes become more mainstream, we discuss their role in diversifying portfolios and enhancing returns.
Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, is joined by David Lebovitz, Managing Director and Strategist at the Multi-Asset Solutions Group, to discuss the inception and evolution of the Guide to Alternatives. They delve into the structure and importance of alternative investments, the integration of alternatives into multi-asset portfolios and the challenges of sizing these allocations.
Resources:
- For more resources on Alternatives, visit our Guide to Alternatives, Principles of Alternatives Investing, and Alternatives 2025 Outlook
- Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify