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Sitara Sundar
J.P. Morgan Private Bank (head of Alternative Investment Strategy)
First call on the ledger
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else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Where they stand
Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.
'we're likely going to see in pickup and distributions on the buyout side... and a massive pickup in distributions within VC and growth because... about 70% of IPO activity is usually VC backed' @29:08-29:25, for an industry 'starved of distributions over the past 10 years' @29:30. She also argues 'private equity is a bigger representation of the real economy than the public markets are' so any AI productivity boost accrues to PE @28:14-28:27.
“2026 is actually on pace to be the largest year in terms of capital market activity that we've seen over the past 10 years and could even be what we saw in 2021.”
'this increase in inflation volatility will lead to an increase in rate volatility, which means that the correlation between stocks and bonds have flipped positive. And we expect that to continue over the long run' @30:59-31:11 - her argument for why the classic 60/40 bond hedge is impaired and clients need alternatives.
“but this rolling inflation shocks is likely going to persist for the foreseeable future.”
'infrastructure is where we're leaning into because clients have been under allocated' @31:14-31:21; 'Our family office survey, less than only 1% of family office asset allocation is catered towards infrastructure' @31:22, citing AI, electrification and 'reindustrialization of society' @31:44 as the secular backdrop, plus power and transmission bottlenecks @27:29-27:52.
“We think that's under allocated primarily because infrastructure gives you inflation resilient income backed by multi-year cash flows that are backed by secular themes related to the artificial intelligence rollout,”
Nasdaq since this was said: ▼ -1.4% · 25,882 → 25,520 · as of 2026-07-17
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