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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 critical to national security. With an initial $10 billion in direct equity investments, the initiative aims to help select companies accelerate growth, drive innovation and strengthen strategic manufacturing.

As Jamie Dimon, Chairman and CEO of JPMorganChase, put it, “It has become painfully clear that the United States has allowed itself to become too reliant on unreliable sources of critical minerals, products and manufacturing – all of which are essential for our national security.” In this episode, Aaron Mulvihill is joined by Jay Horine, Global Head of the Security and Resiliency Initiative, to discuss the priority areas that the initiative will be focusing on and the role that private companies play in making innovation happen.

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

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 of AI and evolving consumer sentiment, today’s landscape calls for clarity and perspective. Explore the key forces shaping portfolios, uncover emerging opportunities, and rethink risk in a world where change is constant.
 
In this episode, join Gabriela Santos, Chief Market Strategist for the Americas, and David Kelly, Chief Global Strategist, as they spotlight the market’s defining themes and offer timely insights for advisors and investors.

Watch the video version on YouTube. 

Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

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

Navigating today’s dynamic markets means staying ahead of shifting sentiment, evolving fundamentals and global events that can shape investment strategies. From the impact of geopolitical conflicts on inflation and growth to the changing landscape of private credit and asset allocation, timely questions from clients reveal what’s top of mind for advisors and investors alike.

In this episode, join Meera Pandit, Global Market Strategist, and Grant Papa, Research Analyst, as they answer timely client questions and share insights from the J.P. Morgan Asset Management Market Insights team.

Watch the video version on YouTube. 

Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify

The rapid evolution of the crypto landscape is reshaping how investors approach diversification, risk and opportunity. As digital assets like Bitcoin and Ether move from the fringes to the mainstream, their unique characteristics—decentralization, scarcity and volatility—are prompting new conversations about portfolio construction. Regulatory milestones, such as the Genius Act, are bringing greater legitimacy and structure to the market, while innovations like stablecoins are unlocking new possibilities for seamless, secure transactions.

In this episode, join the Market Insights team's Jack Manley, Global Market Strategist, and Brandon Hall, Research Analyst, as they share expert perspectives on navigating the complexities and opportunities of the modern crypto market

Watch the video version on YouTube. 

Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify