Alternative Realities: Michael Cembalest on AI, energy and data centers
Cembalest is described as shaping the firm's strategic market and investment outlook across its institutional, funds and private banking businesses, and as author of the Eye on the Market publication. The episode is a direct line to how a large manager is framing AI, energy and data-center themes alongside alternatives.
Summary
By the real estate & infrastructure deskAn episode of J.P. Morgan Asset Management's Insights Now video show featuring Michael Cembalest, the firm's Chairman of Market and Investment Strategy, discussing his perspectives on emerging trends in the energy sector, the developing landscape of artificial intelligence and data centers, and opportunities in alternative investments. The firm directs viewers to its Guide to Alternatives and Principles of Alternatives Investing, and notes that an audio version is available on Apple Podcasts and Spotify.
- The guest is Michael Cembalest, Chairman of Market and Investment Strategy at J.P. Morgan Asset Management.
- He discusses emerging trends in the energy sector.
- He offers views on artificial intelligence and data center development.
- He highlights what the firm sees as compelling opportunities in alternative investments today.
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