Episodios

  • Taking a Pulse on Healthcare

    Taking a Pulse on Healthcare
    Jul 26 2025
    Season 14 Episode 04
    High-yield investments in the healthcare sector have been navigating a complex landscape in 2025. Healthcare remains a focal point for policy changes, impacting both equity and credit markets. The healthcare high-yield space offers unique opportunities, with issuers often skewing toward provider-based companies like hospital operators and specialized pharmaceutical firms. However, federal policy, particularly around Medicaid, poses significant risks. While tariffs have had limited impact due to domestic supply chains, potential Medicaid cuts could directly affect cash flows. On this episode of Insights Now, Gabriela Santos is joined by Matt Nelson, a credit research analyst covering healthcare and pharmaceuticals at J.P. Morgan Asset Management, to delve into the high-yield market’s dynamics and the future of healthcare investments.
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    26 m
  • Alternative Realities: Shipping’s Geopolitical Hedge

    Alternative Realities: Shipping’s Geopolitical Hedge
    Jul 15 2025
    Season 02 Episode 10
    This year has seen significant disruption in trade, driven by tariffs and policy uncertainty. Countries and businesses are navigating these challenges in real time to keep the flow of trade moving smoothly. On this episode, Aaron Mulvihill is joined by Andy Dacy, Head of the Global Transportation Group at J.P. Morgan Asset Management. Together, they explore how the current trade and tariff turmoil is impacting the transportation sector, the ways shipping patterns have adapted to geopolitical events worldwide, the potential for reviving shipbuilding in the United States, and the exciting opportunities that exist in transportation beyond shipping.
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    26 m
  • What’s Behind Muni Moves?

    What’s Behind Muni Moves?
    Jul 3 2025
    Season 14 Episode 03
    Municipal bonds have struggled so far in 2025 as increased issuance and elevated volatility have weighed on prices. However, with risks to the current economic expansion rising, the case for munis has only grown more compelling. But, the sector is not without its challenges. Federal spending cuts, tariffs, and restrictive immigration policies could disrupt activity across municipalities, although these impacts will be felt differently across sectors and regions. On this episode of Insights Now, Gabriela Santos is joined by Neene Jenkins, Head of Municipal Credit Research, to discuss Neene’s outlook for the sector.
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    26 m
  • Alternative Realities: Growth Equity’s New Frontier

    Alternative Realities: Growth Equity’s New Frontier
    Jun 25 2025
    Season 02 Episode 09
    With economic uncertainty slowing exits and borrowing costs remaining high, investors are becoming more selective in their targets. Meanwhile, groundbreaking advancements in AI and other technologies are driving compelling growth stories, yet those not involved in the startup and growth phases risk missing out on significant value creation before these companies hit the stock market. On this episode, Aaron Mulvihill is joined by Paris Heymann, co-managing partner of Growth Equity Partners at J.P. Morgan Asset Management, to explore key themes affecting venture and growth investing.
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    25 m
  • Uncovering Opportunities in Emerging Market Debt

    Uncovering Opportunities in Emerging Market Debt
    Jun 17 2025
    Season 14 Episode 02
    In the world of fixed-income markets, investors are constantly navigating through a landscape marked by shifting economic dynamics and global diversification trends. As emerging market debt gains traction amid recent policy changes and currency fluctuations, the allure of higher yields and diversification opportunities becomes increasingly compelling. In this episode of Insights Now, join Gabriela Santos and Janet He, Head of EM Sovereign Research, as they explore the potential benefits and considerations of incorporating emerging market debt into investment portfolios.
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    22 m
  • Alternative Realities: From Europe to Asia: Trends in Alternative Investments

    Alternative Realities: From Europe to Asia: Trends in Alternative Investments
    Jun 4 2025
    Season 02 Episode 08
    Over the last two decades, the alternative investment industry has undergone significant changes globally as investors at all levels increasingly seek the unique returns and diversification benefits these assets offer within their portfolios. With the growing popularity of alternative investments, there's an increasing need for thought leadership to guide investors through the historic and current dynamics of various alternative asset classes. In this episode, Aaron Mulvihill is joined by Kerry Craig and Aaron Hussein, both Global Market Strategists at J.P. Morgan Asset Management. Together, they will delve into the alternative investment industry across different markets worldwide and share valuable insights gathered from clients on the road.
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    31 m
  • Treasuries, Trends and Tactics

    Treasuries, Trends and Tactics
    May 22 2025
    Season 14 Episode 01
    The Federal Reserve finds itself caught between signs of slowing economic momentum and the unpredictable impacts of tariffs. This environment has intensified concerns over foreign demand for U.S. debt, prompting investors to seek diversification strategies for their U.S. Treasury exposure. In the 14th season of Insights Now, we move up in the capital stack, diving deeper into the insights of J.P. Morgan’s best-in-class portfolio managers and research analysts, exploring the intricacies of fixed income markets. On this episode of Insights Now, Gabriela Santos is joined by Kelsey Berro, U.S. Macro Research, to discuss the current state of the bond market and the Federal Reserve’s potential actions.
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    22 m
  • Alternative Realities: Managing Market Volatility with Alternative Investments

    Alternative Realities: Managing Market Volatility with Alternative Investments
    May 16 2025
    Season 02 Episode 07
    It has been a busy and volatile month in the markets, one that certainly reminded us of the value of being diversified across public as well as private markets. Alternative investments have historically been limited to institutions like pension funds and insurance companies, due to high investment minimums and a high level of complexity. But that’s changing, with more investment options becoming available for individual investors like you and me. On this episode, Aaron Mulvihill is joined by Jed Laskowitz, Global Head of Private Markets and Customized Solutions for J.P. Morgan Asset Management, to talk about the alternatives market landscape and how the industry is evolving.
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    26 m