Center For Investment Excellence

Across the Great Divide: Public and Private markets reconsidered Nov 13, 2024

In this episode of "Center for Investment Excellence," David Lebovitz, Global Strategist, Multi-Asset Solutions and Jared Gross, Head of Institutional Portfolio Strategy discuss insights from the SIAG Public & Private Markets series. They explore the roles of real estate, credit, and equity in diversified portfolios, highlighting the blend of public and private investments.

The Calm after the cuts Oct 09, 2024

In this episode of the Center for Investment Excellence podcast, host David Lebovitz, Global Market Strategist in Multi-Asset Solutions at JP Morgan Asset Management, is joined by Kay Herr, US Chief Investment Officer for the Global Fixed Income Currency and Commodities team at JP Morgan Asset Management. David and Kay discuss the implications of the upcoming US elections on fiscal policy and market dynamics, and they provide a deep dive into duration management and spread product opportunities in the current market environment. Tune in for a comprehensive analysis of the macroeconomic outlook, investment strategies, and market opportunities in this insightful episode.

Gaining perspective on public and private equity Sep 09, 2024

In this final episode for our Strategic Investment Advisory Group's private and public series, David Lebovitz, Global Market Strategist, Multi-Asset Solutions, is joined by Jared Gross, Head of Institutional Portfolio Strategy, to discuss equity markets as strategic asset allocations.

Leading with science: A deep dive on biotech Jun 20, 2024

In this episode, David Lebovitz, Global Strategist, Multi-Asset Solutions, is joined by Stephen Squinto, Chief Investment Officer, J.P. Morgan Life Sciences Private Capital, to discuss the alternative investment landscape, the private biotech market and areas of opportunity in 2024 and beyond.

The role of public and private strategies in real estate May 16, 2024

In this special edition of #CenterForInvestmentExcellence, members of our Strategic Investment Advisory Group discuss the long-term growth potential of real estate as an investable asset class, including the expansion of the real estate market from traditional core to a wide range of extended sectors, and the case for allocating to real estate investment trusts (REITs) and private real estate funds for a well-diversified portfolio. Tune in now to get the latest insights from David Lebovitz, Global Market Strategist, Multi-Asset Solutions, Pulkit Sharma, Head of Alternatives Investment Strategy and Solutions, and Bob Culver, Managing Director, Security Capital Research and Management.

A New Perspective for Credit Investors Apr 04, 2024

Today’s credit markets offer investors an unprecedented range of risk and return opportunities, but also greater complexity that makes it challenging to allocate capital efficiently. In this special edition SIAG episode, David Lebovitz, Global Strategist, Multi-Asset Solutions, talks with Samrawit Soquar, Global Head of Research, Global Fixed Income, Currency & Commodities Group, and Brian Coleman, Head of Private Credit Strategies, about the public credit spectrum, including the convergence of investment grade and high yield, the growth of private credit and direct lending, and what investors can do to take advantage of shifting market conditions.

Orbiting the Paper Moon: A conversation on alternative investments with Michael Cembalest Mar 07, 2024

While the 60/40 portfolio has seen a renewed focus, allocations to private markets continue to play an important role in diversification and growth. In this episode, David Lebovitz, Global Market Strategist, talks with Michael Cembalest, Chairman of Market and Investment Strategy, about the key insights featured in his biennial review of alternative investments, It's Mostly a Paper Moon.

How soft would a soft landing be? Feb 23, 2024

The Fed remains committed to reducing rates, which bond markets may be cheering, but it may not begin easing policy as soon as markets anticipate. David Lebovitz, Global Market Strategist, Multi-Asset Solutions and Priya Misra, Portfolio Manager, Global Fixed Income, Currency & Commodities (GFICC) Group, discuss their forecast for fixed income, including stock/bond correlations, high quality duration and risks and opportunities for investors.

Investment Outlook for 2024 Jan 25, 2024

While 2023 created a challenging macro backdrop of stubborn inflation, heightened geopolitical tensions and sluggish growth, a year-end rally increased the prospect of a brighter 2024 economic outlook. David Lebovitz and Arjun Menon, Global Market Strategists, Multi-Asset Solutions, discuss their investment predictions for the coming year, including risks and opportunities across all sectors and asset classes.

The 2024 Asset Allocation Draft Dec 15, 2023

David Lebovitz, Global Market Strategist, Multi-Asset Solutions and Jared Gross, Head of Institutional Portfolio Strategy, conduct their annual asset allocation draft across various asset classes, and make their picks for the most promising investment opportunities in 2024.

Unpacking the opportunity in developed market equities Nov 21, 2023

While over the past decade developed market equities have overwhelmingly lagged behind their U.S. counterparts, the case for international markets still exists, with Japan and Europe offering attractive investment opportunities. On this episode, David Lebovitz is joined by Tim Woodhouse, a Portfolio Manager in our International Equity Group, to discuss cross-border investing, valuations, sector themes, corporate governance and more.

2024 Long-Term Capital Market Assumptions: Smarter portfolios for a world in transition Oct 25, 2023

The 28th annual edition of our 2024 Long-Term Capital Market Assumptions explores how investors can build on the 60/40 portfolio – using new axes of diversification to navigate an economy in transition from disinflation to reflation and from easy monetary policy to higher costs of capital. Our experts discuss these themes and more on our November episode.

Post-FOMC perspectives and the road ahead Sep 29, 2023

Our experts discuss the September FOMC meeting and long duration fixed income investment opportunities.

The intersection of technology and healthcare Sep 07, 2023

Private markets have grown significantly over the past few years, fueled by scientific breakthroughs and technological innovation. Our experts discuss biotechnology, artificial intelligence and healthcare valuation trends, how venture capitalists and startups are navigating the complex regulatory landscape and other exciting opportunities for investors.

Artificial intelligence and the power of disruption Jul 20, 2023

From predictive analysis to machine learning models to robots, the landscape of artificial intelligence is evolving at a meteoric rate and businesses across every industry have no choice but to adopt. Our experts discuss the existing AI infrastructure, how AI is reshaping the corporate environment and what investors need to know about this revolutionary technology.

The post-COVID world comes into focus Jun 15, 2023

David Lebovitz, Global Market Strategist, Jared Gross, Head of Institutional Portfolio Strategy, and Karen Ward, Global Market Strategist, discuss the return to normalcy post-pandemic and how this has affected markets and the global economy.

Opportunities in private equity May 31, 2023

What opportunities exist in private equity? Our experts discuss valuations, sector preferences, the secondaries market and more on a new Center for Investment Excellence podcast episode, featuring David Lebovitz, Global Market Strategist, and J.P. Morgan Asset Management's Global Private Equity Group Co-Heads, Stephen Catherwood and Ashmi Mehrotra.

The case for international equities Apr 24, 2023

Recent trends have shown international equities performing as well, if not better, than their U.S. counterparts. David Lebovitz, Global Market Strategist, Anjali Balani, Investment Specialist, International Equity Group and Tim Morris, Investment Specialist, Emerging Market and Asia Pacific Equities Group, discuss pressures on the U.S. dollar, the impact of China's re-opening and what investors need to know about investing overseas.

Monetary policy and financial stability Mar 29, 2023

We discuss the March Federal Open Market Committee meeting policy decision and its implication for investors.

Clash of the Credit Feb 23, 2023

In a battle of Investment Grade vs. High Yield, we discuss credit opportunities for institutional investors.

Fixed Income’s Fashionable Again Jan 26, 2023

After a year of higher interest rates and rising recession risks, what should bond investors focus on in 2023?

The Asset Allocation Draft for 2023 Dec 13, 2022

A review of our 2023 asset allocation recommendations across fixed income, equities, and illiquid and liquid alternatives.

2023 Long-Term Capital Market Assumptions: Back to basics Nov 23, 2022

As asset return forecasts move closer to equilibrium, we discuss how today’s market offers the best returns in over a decade.

The next generation of investors Oct 25, 2022

David Lebovitz and Jack Manley, Global Market Strategists, have a discussion around the next generation of investors and their financial mindset, identifying how their investment decisions are made and where institutional investors can find the most promising opportunities to reach them.

Macro pressures affecting private markets Oct 04, 2022

David Lebovitz, Global Market Strategist, and Jared Gross, Head of Institutional Portfolio Strategy, have a discussion around the macro pressures affecting private markets – across real assets, private equity, private credit and hedge funds – and where institutional investors can find the most promising investment opportunities.

Is this the time for offense or defense in portfolios? Aug 24, 2022

David Lebovitz, Global Market Strategist, and Jared Gross, Head of Institutional Portfolio Strategy, discuss whether investors should be positioning portfolios offensively or defensively to preserve capital against a backdrop of elevated volatility and recession concerns.

A framework for investing in climate technology Jul 22, 2022

David Lebovitz, Global Market Strategist, and Tanya Barnes, Co-Managing Partner of Sustainable Growth Private Equity, discuss the latest trends in sustainable investing, including climate change and how institutional investors should evaluate climate technology companies and solutions.

Inflation, interest rates and volatility, oh my! Jun 30, 2022

For long-term investors, there are a number of challenges in today's market environment. We take stock of where we are in mid-2022 and where we are headed in the months and years to come.

A macro snapshot into Canada Jun 02, 2022

David Lebovitz and Jack Manley, Global Market Strategists, discuss the Canadian economy from the booming housing market to inflation dynamics with the Bank of Canada, and the opportunity set for institutional investors in the second half of the year.

Investment opportunities in genetic medicine, automation and cybersecurity May 05, 2022

Jared Gross, Head of Institutional Portfolio Strategy, Felise Agranoff, Growth Equity Portfolio Manager, Dr. Matt Cohen, U.S. and Global Healthcare Portfolio Manager and Eric Ghernati, Senior Technology Analyst and Portfolio Manager, review the dramatic changes afoot in genetic medicine, automation, and cybersecurity.

Inflation and monetary policy Mar 28, 2022

David Lebovitz, Global Market Strategist, and Jared Gross, Head of Institutional Portfolio Strategy, discuss the current state of inflation, the reaction of the Federal Reserve and how investors can position themselves for both the near-and-long-term shift in interest rates.

Accessing Alternatives in 2022 Feb 22, 2022

Pulkit Sharma, Head of Alternatives Investment Strategy and Solutions, joins David Lebovitz, Global Market Strategist, to discuss his framework for investing in alternatives, how it can be a solution to public market volatility, and the ways investors can access the asset class in 2022.

Engineering portfolios for climate change Jan 27, 2022

David Lebovitz and Meera Pandit, Global Market Strategists, and Garrett Norman, Investment Specialist, Quantitative Solutions, discuss the latest on global climate change and the solutions institutional investors can incorporate into their portfolios.

The 2022 Asset Allocation Draft Dec 14, 2021

David Lebovitz, Global Market Strategist, and Jared Gross, Head of Institutional Portfolio Strategy conduct an asset allocation draft across various sectors, highlighting the current macroeconomic backdrop, Omicron variant implications, and the biggest risks and challenges investors will face in 2022.

The Alternatives Roundup Nov 30, 2021

David Lebovitz, Global Market Strategist, and Anton Pil, Global Head of Alternatives share their 2021 alternatives investment themes, from the return to the office to recent supply chain concerns and opportunities within private markets.

The benefits of ETFs in institutional portfolios Oct 22, 2021

David Lebovitz, Global Market Strategist, and Max Cann, Head of Institutional ETFs, discuss the evolution of the ETF market, how institutional investors can manage broad beta and factor exposure and the misnomer that ETFs are only passive investments.

Reaching a net-zero world through carbon offsets Oct 12, 2021

Why are carbon markets developing and what are the scientific limits and standards around them?

The case for greater China exposure in institutional portfolios Sep 23, 2021

Jared Gross, Head of Institutional Portfolio Strategy, and Gabriela Santos, Global Market Strategist, discuss the maturation of China's economy since the early 1990s and the increased importance of integrating Chinese assets in portfolios.

Alts for Income Aug 19, 2021

David Lebovitz, Global Market Strategist, and Anton Pil, Global Head of Alternatives, debate alternative asset classes as sources of income, explore how alternative asset classes faired during the pandemic, and discuss the management of liquidity.

Crypto: To buy, or not to buy? Jul 29, 2021

David Lebovitz, Global Market Strategist, and Paul Zummo, Chief Investment Officer for J.P. Morgan Alternative Asset Management, discuss the rise of crypto currencies and their role within an institutional portfolio.

Private Equity: Braced for a turn in rates? Jun 25, 2021

As part of the Allocation Spotlight series, David Lebovitz, Global Market Strategist, and Jared Gross, Head of Institutional Portfolio Strategy, discuss the market conditions that have contributed to strong private equity performance in recent years, and the value that a PE allocation can provide for institutional investors in the decades to come.

The reopening story Jun 24, 2021

Vaccination progress, a constructive economic backdrop, and the Fed’s reaction function to inflation all indicate that 2021 could be the best year for economic growth since the early 1950s.

The evolution of pension hedging Jun 10, 2021

As part of the Allocation Spotlight Series, Jared Gross, Head of Institutional Portfolio Strategy, Kay Herr, Head of Fixed Income Research, and Lisa Coleman, Head of the Global Investment Grade Corporate Credit Team, discuss the current market environment--from ratings migration to fallen angels and rising stars--and the evolution of pension hedging strategy in LDI portfolios.

Improve the tradeoffs between risk and reward with capital efficient investing Apr 20, 2021

Jared Gross, Head of Institutional Portfolio Strategy, and Dan McNeill, Head of Asset Management Derivatives, discuss the implementation of a derivatives strategy and the ability for it to increase returns and long-term portfolio performance.

Too big to ignore: interest rates and inflation Apr 01, 2021

David Lebovitz, Global Market Strategist, and Jared Gross, Head of Institutional Portfolio Strategy, discuss the unprecedented coordinated fiscal and monetary response to COVID-19, the vaccine driven re-opening of the economy and how this will effect inflation and interest rates in the months ahead.

Panoramic Views: Emerging Markets in 2021 Feb 12, 2021

Leon Eidelman, Portfolio Manager within the Emerging Markets and Asia Pacific (EMAP) Equities team, evaluates the risks and opportunities institutional investors face within emerging markets in 2021, and what notable impacts COVID-19 has had on the asset class.

Fixed income market views and outlook Jan 21, 2021

Bob Michele discusses first quarter views--from inflation risks to preferences for certain fixed income sectors --and implications for 2021 investors.

2021 Long Term Capital Market Assumptions: Debt Load Dec 24, 2020

As part of our thematic insights from our 2021 Long-Term Capital Market Assumptions, Thushka Maharaj and Patrik Schöwitz, Global Strategists from our Multi-Asset Solutions group discuss the high levels of debt persistent in today’s global markets and their impact across asset classes.

2021 Long Term Capital Market Assumptions: Fiscal Stimulus Dec 04, 2020

Dr. David Kelly, Chief Global Strategist, and Nandini Ramakrishnan, Macro Strategist, Emerging Markets and Asia Pacific Equities, explore what future stimulus means for economies and markets.

Navigating the fixed income markets in 2020 and beyond Dec 02, 2020

Steve Lear, U.S. Chief Investment Officer, Global Fixed Income, Currency & Commodities (GFICC), Rick Figuly, Head of Core Strategy for GFICC and John Nicely, Senior Fixed Income Investment Specialist, have a conversation on current market themes, and the risks and opportunities in fixed income sectors.

Weighing the investment implications of climate change policy Nov 24, 2020

As part of the 2021 Long-Term Capital Market Assumptions, Jennifer Wu, Head of Sustainable Investing, Benjamin Mandel, Global Strategist, and Vincent Juvyns, Global Market Strategist, discuss the shift to a low carbon economy and the implications for institutional investors.

ESG: Anchoring Returns for Alternatives Nov 04, 2020

Anurag Agarwal, Head of Portfolio Management, Global Transportation Group, Nicola Rawlinson, Head of Investment Specialists for Macro Strategies, Nick Moller, Investment Specialist, Infrastructure Investments Group and Karen Roberton, Global Head of Consultant Sales, discuss their thoughts on the importance of ESG factors within alternative strategies and the return enhancements it can provide.

Make Income an Objective Oct 29, 2020

Jared Gross, Head of Institutional Portfolio Strategy, Pulkit Sharma, Head of Alternatives Investments Strategy & Solutions, and Keith Cahill, Head of North America Institutional, discuss the operational benefits and consistent stream of capital investors can find in allocating to a range of traditional and alternative strategies to help meet income objectives.

China: A source for growth opportunities Oct 26, 2020

Eddy Wong, CEO of China International Fund Management, discusses market structure, regulation, and investment trends in China while also reviewing considerations for institutional investors allocating to China.

The REIT Market: Past, Present & Future Oct 20, 2020

Kevin Bedell and Bob Culver of Security Capital Research & Management address emerging trends in the REIT market and the effects of social distancing and COVID-19 on commercial real estate investment opportunities.

Retirement Income: Trends & Considerations Oct 14, 2020

Katherine Roy, Chief Retirement Strategist, and Dan Oldroyd, Head of Target Date Strategies, discuss retirement income, including the important role participant behavior plays in an effective withdrawal strategy and surprising trends that suggest it may be time to re-examine popular replacement income strategies.

Opportunities in Emerging Markets Oct 12, 2020

Sonal Tanna, Emerging Markets and Asia Pacific Equities Portfolio Manager (EMAP), and Tim Morris, EMAP Investment Specialist, discuss the opportunities and risks ahead for emerging markets in the wake of the pandemic.

Reaching Portfolio Objectives In Changing Markets Sep 22, 2020

Jared Gross, Head of Institutional Portfolio Strategy, reviews four themes for improving portfolio performance in the current environment: diversifying your hedge, making income an objective, optimizing illiquidity, and improving capital efficiency.

The benefits of active fixed income in TDFs Sep 08, 2020

Lynn Avitabile, Investment Specialist, SmartRetirement, and Ben Christensen, Fixed Income Investment Specialist, share how the current market is impacting target date funds, the benefits of active management, and the opportunities and risks investors should consider moving forward.

Views on large cap equity investing during uncertain times Aug 27, 2020

Giri Devulapally, Portfolio Manager in the U.S. Equity Group, shares his views on the large cap growth sector amid the pandemic, and the opportunities and risks investors should consider going forward.

Fixed income investing in a low rate world Aug 20, 2020

Steven Lear U.S. Chief Investment Officer - Global Fixed Income, Currency & Commodities (GFICC) and Rick Figuly, Head of Core Strategy - (GFICC) discuss risks and sector positioning in fixed income markets.

How Private Equity is responding to COVID-19 Aug 11, 2020

Ashmi Mehrotra and Stephen Catherwood, Co-Heads of the Global Private Equity Group, discuss the impact the virus has had on Private Equity investors, ESG factors, and the risks and opportunities that lie ahead.

Transportation – A port for current income during a pandemic Aug 06, 2020

Andy Dacy, CIO - Global Transport Group and Anurag Agrawal, Investment Specialist, will discuss how the $4 trillion transport market across aircraft, rail, maritime, energy logistics, and heavy equipment sectors presents a resilient, uncorrelated, income-generating alternative to traditional fixed income.

Private Credit Amidst COVID-19 and Beyond Jul 28, 2020

Lynnette Ferguson, Head of Investment Specialists Americas, and Brian Coleman, Portfolio Manager, from our J.P. Morgan Alternative Asset Management Group, will discuss how the COVID-19 crisis has impacted the opportunity set in the alternative credit landscape, and give their outlook on the space moving forward.

In the wake of COVID-19, strong companies get stronger Jul 22, 2020

Susan Bao, Portfolio Manager in the U.S. Equity Group, and Mark Ferguson, Global Head of Research for Equities, highlight the digital transformation and shift to cloud, de-globalization and localization of supply chains, and how businesses get stronger.

The Impact of WFH labor force Jul 15, 2020

Ben Mandel, Global Strategist - Multi-Asset Solutions, will do a deep dive on his latest publication, The impact of a global work from home labor force and analyze the market and investment implications of skills-based tech adoption and lower urban density.

The Impact of Governance and Social Factors on Portfolio Construction Jul 10, 2020

Leon Eidelman, Emerging Markets and Asia Pacific Equities Portfolio Manager, and Jennifer Wu, Global Head of Sustainable Investing, discuss ESG/Stakeholder prioritization, higher taxation and the rising importance of healthcare on portfolio construction.

How Consumer Behavior Is Changing Jul 06, 2020

Shane Duffy, Portfolio Manager in the International Equity Group, and Mark Ferguson, Global Head of Research for Equities, discuss the recent shift in consumer preferences including: Working from Home, the adoption of online alternatives and increased consumer savings.

Real estate debt: Opportunities persist in private markets Jun 30, 2020

Jay DeWaltoff and Candace Chao, Portfolio Managers, Commercial Real Estate Debt, along with Neil Dey, Portfolio Manager, Securitized Products, discuss how the global pandemic has created dislocations across public and private real estate credit markets and how investors can capitalize on opportunities outside of sectors supported by government interventions.

Generating income in a volatile world Jun 23, 2020

Andrew Norelli, Portfolio Manager, Global Fixed Income, Currency & Commodities (GFICC), discusses finding income in a zero-rate world, identifying opportunities from a broader fixed income universe and the evolving role the asset class plays in client portfolios.

The future of value investing Jun 22, 2020

Lee Spelman, Head of U.S. Equity, and Larry Playford, CIO, U.S. Equity Value Team, discuss the divergence in performance between growth and value, the widening of valuation spreads, sector outlooks and why they see opportunity in value investing in the future.

The State of the REIT Market Jun 17, 2020

Bob Culver and Ken Statz of Security Capital Research & Management address emerging trends in the REIT market and the effects of social distancing and COVID-19 on commercial real estate investment opportunities.

ESG Implications from COVID-19 Jun 15, 2020

Samantha Azzarello, Global Market Strategist, Jennifer Wu, Global Head of Sustainable Investing, and Ben Hesse, Head of AWM Strategy & Business Development discuss how COVID-19 has accelerated the ESG agenda.

Factor investing in the wake of COVID-19 Jun 09, 2020

Yaz Romahi, Quantitative Beta Solutions CIO, Garrett Norman, Beta Specialist and Niels Schuehle, Head of Fixed Income Research, identify which factors have shown resiliency amidst COVID-19 and discuss investor considerations for determining the ideal mix of active and passive investments.

Opportunities in distressed credit amid the COVID-19 crisis Jun 04, 2020

Leander Christofides, CO-CIO and Portfolio Manager, Global Special Situations Group, discusses how the COVID-19 crisis has changed the opportunity set in the distressed/event-driven credit space.

State of the Alternatives Market and Strategies for Volatile Times May 27, 2020

Anton Pil, Global Head of Alternatives, addresses the impact of COVID-19 on alternative asset classes and shares real-time insights and research from J.P. Morgan’s on-the-ground real asset, private credit, private equity, hedge fund and liquid alternative teams across the globe.

Long-Term Capital Market Assumptions: COVID-19 – New cycle, new starting point May 22, 2020

Prompted by the profound shock of COVID-19 to the economy and markets, J.P. Morgan Asset Management provided an off-cycle mark-to-market of our Long-Term Capital Market Assumptions return projections. John Bilton, Global Head of Multi-Asset Strategy, provides a deep dive on the changes and provide his outlook for the economy and markets.

Credit Diversifiers for Long Duration Portfolios May 20, 2020

Steve Lear, U.S. Chief Investment Officer, Global Fixed Income, Currency & Commodities Group (GFICC), and Justin Rucker, GFICC Portfolio Manager, discuss the benefits of diversifying away from traditional corporate credit in liability-driven-investment strategies.

A deep dive on China’s economy May 19, 2020

Jing Ulrich, Vice Chairman of Global Banking and Asia Pacific - JPMorgan Chase & Co, discusses the Chinese economy and capital markets, U.S. and China trade relations, and the post-COVID investment outlook.

Navigating the Fixed Income Markets May 18, 2020

Rick Figuly, Head of Core Strategy, Global Fixed Income, Currency & Commodities Group, analyzes COVID-19's effect on the fixed income markets, expectations for interest rates and portfolio positioning in an uncertain environment.

Allocating to China in the wake of the coronavirus outbreak May 13, 2020

Howard Wang discusses China-A shares portfolio positioning, and opportunities for future growth as a result of COVID-19, while also providing insight into life in China as the country slowly reopens.

Into the Unknown: Corporate Pensions & COVID-19 May 13, 2020

Michael Buchenholz, Head of U.S. Pension Strategy, Institutional Strategy & Analytics, discusses the trends that he's identified by analyzing 2019 data from the 100 largest corporate pension plans by assets and whether or not those trends are likely to persist throughout 2020.

U.S. Large Cap Equity Investing in Volatile Markets May 06, 2020

Giri Devulapally, Portfolio Manager within the U.S. Equity Group, discusses his philosphy on investing, and the industries he sees as strongholds to withstand the impact of the current market volatility.

The Global Equity Market Outlook Apr 30, 2020

Paul Quinsee, Global Head of Equities, analyzes on how recent market volatility has played out in the equity markets.

Understanding the role real estate plays in defined contribution plans Apr 27, 2020

David Lebovitz, Global Market Strategist, and Jani Venter and Jacklyn Beck, Executive Directors from the Defined Contribution Private Real Estate Solutions team discuss the benefits of direct real estate in DC plans and its impact during and after the COVID-19 crisis.

Not Yet Normal: Making sense of the High Yield Market amidst Volatility Apr 27, 2020

Rob Cook, CIO of Global High Yield, discusses the environment for high yield today, how it may look attractive relative to other markets and how investors can find entry points into the market.

1Q20 Earnings: Virus oddity Apr 20, 2020

What impact has the ongoing pause in global activity had on corporate earnings and what can we expect going forward? David Lebovitz, Global Market Strategist, discusses the first quarter 2020 earnings season amidst COVID-19.

The virus credit cycle Apr 16, 2020

Ben Hesse, Head of AWM Strategy & Business Development, discusses the impact of COVID-19 and recent market volatility on the banking sector, investment management and the financial system.

Hedge Funds: Investment Themes for the Crisis and Beyond Apr 14, 2020

Jamie Kramer, Head of Alternatives Solutions Group, Richard Bersch, Head of Relative Value and Macro/Opportunistic Research and Paul Zummo, Chief Investment Officer, J.P. Morgan Alternative Asset Management, analyze how COVID-19 and market volatility are impacting hedge funds today.

After every Bear Market is a Bull Market Apr 13, 2020

John Bilton will discuss the market selloff, asset class views and speak to our Long-Term Capital Market Assumptions and changing viewpoints given recent volatility.

Use volatility to your advantage across emerging markets Apr 06, 2020

Tim Morris, Emerging Markets and Asia Pacific Equities Investment Specialist, and Leon Eidelman, Emerging Markets and Asia Pacific Equities Portfolio Manager, explore how COVID-19, the decline in oil prices and market volatility are impacting the asset class.

Be resilient with core-plus transportation assets Mar 30, 2020

David Lebovitz, Global Market Strategist, and Anurag Agarwal, Head of Portfolio Management, Global Transportation Group, discuss the transportation sector given the recent economic shocks.

Taking Advantage of Illiquidity Mar 27, 2020

David Lebovitz, Global Market Strategist, and Larry Unrein, Global Head of Private Equity, discuss what a major economic disturbance such as COVID-19 can mean for both investors as well as those considering investing in Private Equity.

Laying the foundation with core alternatives Mar 23, 2020

David Lebovitz, Global Market Strategist, and Pulkit Sharma, Head of Alternatives Investments Strategy & Solutions, discuss core alternatives in the midst of COVID-19, the recent Fed rate cut and other current events causing market volatility.

In it for the Long Haul: Core-plus transport investing for resilience during turbulent times Mar 16, 2020

Andrian Dacy, Chief Investment Officer of the Global Transportation Group, discusses why core-plus transport is a welcome environment for investors looking for reliable income protected by long-term leases, low leverage and the financial strength of high quality end users.

Private credit: Opportunities to generate alpha above public debt Feb 17, 2020

What are the investment implications of low yields on private credit?

Concentrating on the Core: Private Infrastructure Equity and Debt Feb 03, 2020

Is there too much money chasing too few deals in infrastructure investing?

Outlook for 2020 Equities Jan 30, 2020

David Lebovitz, Global Market Strategist, discusses the key drivers in equity market performance during the past two years and what investors can expect for 2020.

Long-Term Capital Market Assumptions Dec 09, 2019

How do J.P. Morgan strategists view the 10- to 15-year investment outlook?

China's growth story Dec 02, 2019

Hannah Anderson, Global Market Strategist, Global Market Insights Strategy and Sylvia Sheng, Global Strategist, Multi-Asset Solutions explore the significant changes that likely lie ahead for China's financial markets.

Protecting your portfolio Nov 25, 2019

Why is it important for investors to broaden their definition of safe haven assets?

Inside the Black Box: Demystifying Machine Learning Investing Oct 14, 2019

Lynnette Ferguson and Richard Bersch of our Hedge Fund and Alternative Credit Solutions Group discuss the evolution of quantitative investing and the potential for alpha generation when machine learning is applied to financial markets.

ESG & Infrastructure: Investing in the world you live in Sep 16, 2019

Jennifer Wu, Head of Sustainable Investing, and Paul Ryan and Matt LeBlanc, Portfolio Managers from our Infrastructure Investments Fund, discuss the intersection of ESG integration and infrastructure assets in achieving sustainable long-term returns.

Transport: the backbone of global trade Aug 26, 2019

As institutional investors seek alternative sources of yield across uncorrelated assets – a transportation strategy may be the portfolio solution they’re looking for. Find out why as David Lebovitz discusses the evolving opportunity set for transportation with Investment Specialist, Anurag Agarwal.

Tackling Private Credit: Distressed and Special Situations Aug 12, 2019

Join us this week as Brad Demong, Co- Chief Investment Officer & Portfolio Manager from our Global Special Situations Team explains both the distressed and special situations opportunity set on the Center for Investment Excellence podcast.

Growth, the Fed and Stocks vs Bonds Jul 29, 2019

Host, David Lebovitz discusses the latest insights on economic growth, the Federal Reserve and whether stocks vs bonds are right for your current asset allocation.

Hedge Funds: Survival of the Fittest Jul 08, 2019

We have all heard that hedge fund investing can benefit investors in times of increased volatility, but how? Join us this week as Global Market Strategist, David Lebovitz and Investment Specialist, Lynnette Ferguson, discuss the latest in hedge funds and portfolio solutions.

Volatility…Can this be good news? Jun 17, 2019

Instead of being worried about volatility, be prepared. Join us this week as David Lebovitz discusses a game plan for volatility on the Center for Investment Excellence.

Risks and Opportunities across Private Markets May 27, 2019

Have investors been forced to embrace private markets? Find out with David Lebovitz on this week’s episode on the Center for Investment Excellence.

A Look at Strategic Beta: Past, Present, Future May 06, 2019

With investors looking to achieve alpha, reduce volatility and minimize costs, can smart beta achieve the perfect balance in today's environment?

Discipline and Opportunistic: Looking at the Private Equity Landscape Apr 22, 2019

What's going on in the world of late cycle investing, unicorn IPOs, and growth in the private equity market? Visit jpmorgan.com/institutional/investment-excellence.

On the Horizon: China’s domestic equity market Apr 15, 2019

Is China still the wildcard in domestic equity markets? Visit jpmorgan.com/institutional/investment-excellence.

Real estate perspectives: portfolio considerations across the risk spectrum Mar 28, 2019

To build or not to build? To buy or not to buy? Join us in exploring the current commercial real estate market outlook. Visit jpmorgan.com/institutional/investment-excellence.

Alternatives outlook: A macro view and late-cycle asset allocation considerations Feb 28, 2019

As late cycle challenges arise, how can investors continue to build discipline in alternative portfolio construction? Visit jpmorgan.com/institutional/investment-excellence.

Macroeconomic assumptions: Stable forecasts of moderate growth and inflation Jan 31, 2019

What do our long-term growth and inflation forecasts say about today’s economy? Visit jpmorgan.com/institutional/investment-excellence.

Beyond today's equity market Nov 08, 2018

Is the gap closing between US equity returns and the rest of the world’s? Visit jpmorgan.com/institutional/investment-excellence.

The future of fixed income Oct 25, 2018

What are the implications of quantitative tightening for the global bond market? Visit jpmorgan.com/institutional/investment-excellence.

Finding opportunities across the alternatives landscape Oct 11, 2018

Is there still value in investing in alternatives? Visit jpmorgan.com/institutional/investment-excellence.

Asset allocation views Sep 27, 2018

As 2019 approaches, how should your portfolio be positioned? Visit jpmorgan.com/institutional/investment-excellence.

Tools to manage risk in portfolios Sep 13, 2018

What tools can help manage risk at the end of the cycle? Visit jpmorgan.com/institutional/investment-excellence.

Real assets in liability-aware portfolios Aug 30, 2018

How can core real assets help improve liability-aware portfolios? Visit jpmorgan.com/institutional/investment-excellence.

Alternatives in multi-asset portfolios Aug 16, 2018

Why consider increasing your alternatives allocation? Visit jpmorgan.com/institutional/investment-excellence.

Factor investing through the cycle Aug 02, 2018

What are the potential investment implications of factor based investing? Visit jpmorgan.com/institutional/investment-excellence.

Factor investing in fixed income Jul 19, 2018

Why consider factor based fixed income investing? Visit jpmorgan.com/institutional/investment-excellence.

Factor investing in alternatives Jul 05, 2018

What value does alternative beta bring to institutional portfolios? Visit jpmorgan.com/institutional/investment-excellence.

An alternative view Jun 07, 2018

Where do we see potential in alternatives? Visit jpmorgan.com/institutional/investment-excellence.

Equity assumptions: Modestly but steadily lower returns May 24, 2018

Do we still see promise in emerging market growth? Visit jpmorgan.com/institutional/investment-excellence.

Fixed income: The slow road, low yields May 10, 2018

Where do we expect bond yields to go? Visit jpmorgan.com/institutional/investment-excellence.

Macroeconomic assumptions: Mostly stable, mostly moderate Apr 26, 2018

Where are we seeing economic potential? Visit jpmorgan.com/institutional/investment-excellence.

ESG in fixed income Apr 12, 2018

How do your peers embed ESG into portfolios? Visit jpmorgan.com/institutional/investment-excellence.

The macro environment and flexible credit Mar 29, 2018

Approaches to fixed income investing - flexible versus conventional? Visit jpmorgan.com/institutional/investment-excellence.

Rates present opportunities across the risk spectrum Mar 15, 2018

Consensus view is that rates will rise, but how much and how fast? Visit jpmorgan.com/institutional/investment-excellence.

Demystifying private credit Mar 01, 2018

Are you being paid for your additional risk? Visit jpmorgan.com/institutional/investment-excellence.

The impact of global aging Feb 13, 2018

How will global aging impact savings, growth and interest rates? Visit jpmorgan.com/institutional/investment-excellence.

Technology's potential impact on economic growth Jan 31, 2018

How will new technology impact economic growth and market returns? Visit jpmorgan.com/institutional/investment-excellence.

The path of the U.S. dollar Jan 18, 2018

Where is the U.S. dollar headed? Visit jpmorgan.com/institutional/investment-excellence.

Long-term investment considerations for pensions Jan 04, 2018

Where will pension plans find new sources of return? Visit jpmorgan.com/institutional/investment-excellence.

Automate, “Uncomplicate”, Activate: Helping improve participants’ retirement outcomes Dec 20, 2017

How can you achieve a secure retirement? Visit jpmorgan.com/institutional/investment-excellence.

Tackling the retirement dilemma Dec 07, 2017

Can we tackle the retirement dilemma? Visit jpmorgan.com/institutional/investment-excellence.

How averages mislead in DC plans Nov 21, 2017

Why are averages misleading in retirement plans? Visit jpmorgan.com/institutional/investment-excellence.

The benefits of adding private real estate to DC plans Nov 09, 2017

Private Real Estate for DB, but not DC? Visit jpmorgan.com/institutional/investment-excellence.

Understanding the benefits of blend strategies (For US Investors only) Oct 25, 2017

Why are blended TDF strategies becoming so popular? Visit jpmorgan.com/institutional/investment-excellence.

Understanding the global dynamics of e-commerce Oct 12, 2017

What are the growth drivers of global e-commerce? Visit jpmorgan.com/institutional/investment-excellence.

Making allocation decisions across emerging markets Sep 28, 2017

Where is the value in emerging markets equities? Visit jpmorgan.com/institutional/investment-excellence.

The right time for emerging markets equities Sep 14, 2017

What’s driving the EM recovery? Visit jpmorgan.com/institutional/investment-excellence.

Turning behavioral insights into alpha Aug 31, 2017

How does irrational investor behavior impact investment decisions? Visit jpmorgan.com/institutional/investment-excellence.

Maximizing your alpha using beta 1 strategies Aug 18, 2017

How can you utilize tracking error more efficiently? Visit jpmorgan.com/institutional/investment-excellence.

The benefits of active management Aug 03, 2017

Can active management still beat the benchmark? Visit jpmorgan.com/institutional/investment-excellence.

Investing sustainably: ESG in emerging markets Jul 20, 2017

How can you invest sustainably without limiting your investment universe? Visit jpmorgan.com/institutional/investment-excellence.

Climate change: Risks and opportunities Jul 06, 2017

Will climate change affect how we look at investments? Visit jpmorgan.com/institutional/investment-excellence.

Sustainable investing: Engagement and proxy voting Jun 22, 2017

What does it mean to be an active owner? Visit jpmorgan.com/institutional/investment-excellence.

Journey to ESG integration Jun 08, 2017

Can fully integrating ESG into your investment process create value? Visit jpmorgan.com/institutional/investment-excellence.

Building a diversifying alternatives portfolio May 25, 2017

How can the right alternatives portfolio construction help close the return gap? Visit jpmorgan.com/institutional/investment-excellence.

The evolution of hedge funds May 11, 2017

What role should hedge funds fill in your portfolio? Visit jpmorgan.com/institutional/investment-excellence.

Venture growth investing Apr 27, 2017

What opportunities are available in today’s venture growth markets? Visit jpmorgan.com/institutional/investment-excellence.

The road to infrastructure investing Apr 13, 2017

What does infrastructure investing look like in the future? Visit jpmorgan.com/institutional/investment-excellence.

Year of core: Opportunistic vs. late cycle real estate investing Mar 30, 2017

Which markets have the greatest investment opportunity? Visit jpmorgan.com/institutional/investment-excellence.

Factor-based investing Mar 22, 2017

Could your portfolio benefit from a factor perspective? Visit jpmorgan.com/institutional/investment-excellence.

Finding the right multi-asset partner for your investing needs Mar 09, 2017

Does your investment partner understand your objectives? Visit jpmorgan.com/institutional/investment-excellence.

Being flexible when markets get volatile Feb 09, 2017

Can you close the return gap? Visit jpmorgan.com/institutional/investment-excellence.

Alternative strategy assumptions Feb 02, 2017

Should investors fear an erosion of the illiquidity premium? Visit jpmorgan.com/institutional/investment-excellence.

CIO perspectives Jan 26, 2017

Regime shift from “lower for longer” toward reflation? Visit jpmorgan.com/institutional/investment-excellence.

Equity market assumptions Jan 19, 2017

Where can investors find sustainable sources of return? Visit jpmorgan.com/institutional/investment-excellence.

Fixed income assumptions Jan 05, 2017

What are the bright spots in fixed income? Visit jpmorgan.com/institutional/investment-excellence.

An analysis of productivity Dec 22, 2016

Why has productivity slowed down in the last ten years? Visit jpmorgan.com/institutional/investment-excellence.

Global credit cycles Dec 08, 2016

How should investors view deleveraging since the financial crisis? Visit jpmorgan.com/institutional/investment-excellence.

Strengthening your core Sep 28, 2016

Where should core or core plus portfolios look to find value? Visit jpmorgan.com/institutional/investment-excellence.

Opportunities in emerging market debt Sep 28, 2016

Where are the most attractive prospects for emerging market debt today? Visit jpmorgan.com/institutional/investment-excellence.

Evaluating high yield and leveraged loans Sep 28, 2016

Do high yield bonds and leveraged loans still have room to run? Visit jpmorgan.com/institutional/investment-excellence.

Deconstructing private credit Sep 28, 2016

What are the risk and return considerations when it comes to private credit? Visit jpmorgan.com/institutional/investment-excellence.

Unconstrained debt: Bonds beyond borders Sep 28, 2016

Can investors potentially achieve greater return in unconstrained fixed income portfolios? Visit jpmorgan.com/institutional/investment-excellence.

Liability-aware investing Sep 28, 2016

Is now the time for de-risking? Visit jpmorgan.com/institutional/investment-excellence.

Our TOPPODCAST Picks

Follow Us

Stay Connected

Center For Investment Excellence

Related Podcasts

Links

Stay Connected