Center For Investment Excellence

Latest Episodes:

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

Show notes

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

Show notes

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

Show notes

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

Show notes

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

Show notes

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

Show notes

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

Show notes

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

Show notes

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

Show notes

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

Show notes

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.