{"podcast":{"title":"Insights Now","slug":"insights-now-163657","podcast_index_feed_id":163657,"rss_url":"https://feed.podbean.com/insightsnow/feed.xml","website_url":"https://am.jpmorgan.com","image_url":"https://pbcdn1.podbean.com/imglogo/image-logo/4894000/jpm-am_podcast_cover_insights-now_1400x1400.png","author":"Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management","episode_count":158,"summary":"Our thought leaders sit down for a conversational breakdown of big ideas, future trends, emerging topics and their investment implications complete with key takeaways to help inform building stronger investment plans and portfolios for the long-term.","last_synced_at":null,"page_url":"https://stenobird.com/podcast/insights-now-163657"},"episode":{"title":"Alternative Realities: The 2026 Long Term Capital Market Assumptions: Challenges and opportunities","slug":"alternative-realities-the-2026-long-term-capital-market-assumptions-challenges-and-opportunities","published_at":"2025-12-12T17:20:45+00:00","page_url":"https://stenobird.com/podcast/insights-now-163657/alternative-realities-the-2026-long-term-capital-market-assumptions-challenges-and-opportunities","show_page_url":"https://stenobird.com/podcast/insights-now-163657","url":"https://insightsnow.podbean.com/e/alternative-realities-the-2026-long-term-capital-market-assumptions-challenges-and-opportunities/","audio_url":"https://mcdn.podbean.com/mf/web/cyaau5rn4ufkyy4x/Alternative_Realities_Season_2_Episode_20_Podcast6l8wg.mp3","summary":"In this episode of Alternative Realities, Aaron Mulvihill is joined by David Lebovitz, Global Strategist on the Multi-Asset Solutions team at J.P. Morgan Asset Management. Together, they delve into J.P. Morgan’s Long Term Capital Market Assumptions (LTCMAs)—now marking their 30th annual publication. The LTCMAs serve as a cornerstone resource, providing return, volatility and correlation estimates for over 200 asset classes in 17 currencies. Widely respected across the industry, these assumptions help guide approximately $1 trillion in long-term investment portfolios. 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","meta_description":"In this episode of Alternative Realities, Aaron Mulvihill is joined by David Lebovitz, Global Strategist on the Multi-Asset Solutions team at J.P. Morgan…","key_points":[],"chapters":[],"topics":[],"duration_seconds":1370,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/insights-now-163657/episodes/alternative-realities-the-2026-long-term-capital-market-assumptions-challenges-and-opportunities/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/insights-now-163657/alternative-realities-the-2026-long-term-capital-market-assumptions-challenges-and-opportunities.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}