Center For Investment Excellence

Latest Episodes:

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

Show notes

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

Show notes

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

Show notes

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

Show notes

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

Show notes

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

Show notes

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

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

Show notes

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

Outlook for 2020 Equities Jan 30, 2020

Show notes

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

Show notes

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

China's growth story Dec 02, 2019

Show notes

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.