Investing in AI opportunities across markets: Part 1

Investing in AI opportunities across markets: Part 1

March 12, 2026 · 24 min

About this episode

The episode explores the impact of artificial intelligence on investment opportunities in private markets.

Markets have seen strong performance in recent years, but as we look to the future, attention is turning to the transformative impact of artificial intelligence, particularly within private markets. In this special crossover episode between Insights Now and Alternative Realities, we launch Part 1 of our “AI and Investing” series, diving into how AI is reshaping opportunities and risks beyond the public market headlines. Aaron Mulvihill, Global Alternatives Strategist, is joined by Stephanie Aliaga, Global Market Strategist on the Market Insights team at J.P. Morgan Asset Management. They discuss which sectors are most vulnerable to AI disruption, why private markets have become the home to many of the world’s leading AI companies and the trends she’s seeing across the AI landscape. 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

Hosts: Dr. David Kelly, Gabriela Santos

Guests: Aaron Mulvihill, Stephanie Aliaga

Topics covered

Keywords

Mentioned in this episode

Organizations: J.P. Morgan Asset Management

More episodes of Insights Now

Explore listener stats, chart rankings, contacts and more on the Insights Now podcast page.