Alternative Realities: How will portfolios evolve with inflation, credit and innovation?
From Insights Now by Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management
May 7, 2026 · 25 min
About this episode
The episode discusses the evolving alternative investment landscape in 2026, focusing on key themes and opportunities in private markets amidst global challenges.
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 Private Markets and Customized Solutions, and Anton Pil, Head of Global Alternative Investment Solutions. Earlier this year, Jed and Anton shared their perspectives on the 2026 Alternative Investments Outlook, spotlighting the key themes and opportunities shaping private markets across asset classes. Now, as the year unfolds, they return to revisit those themes and explore how they’re playing out in real time. From the ripple effects of ongoing conflict in the Middle East and its impact on private markets to the latest developments in private credit, they break down the forces driving today’s alternative investment 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
People in this episode
Host: Aaron Mulvihill
Guests: Jed Laskowitz, Anton Pil
Topics covered
- alternative investments
- private markets
- inflation
- credit
- innovation
- global economic impact
Keywords
- alternative investments
- private markets
- inflation
- credit
- innovation
- Middle East conflict
- investment strategies
Mentioned in this episode
Organizations: J.P. Morgan Asset Management
Places: Middle East
More episodes of Insights Now
- Alternative Realities: Absolute return strategies & trouble in private credit? · June 11, 2026 · 24 min
- Making sense of geopolitical risk · June 4, 2026 · 30 min
- Saving smarter for college · May 29, 2026 · 20 min
- Alternative Realities: Investing in national security · May 21, 2026 · 21 min
- Taking stock of today's markets · May 14, 2026 · 18 min
- Navigating inflation, private credit and market sentiment · April 30, 2026 · 30 min
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