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Center For Investment Excellence

English, Finance, 1 season, 168 episodes, 3 days, 8 hours, 14 minutes
About
The Center for Investment Excellence features educational insights across asset classes and investment themes designed to give you the tools you need to empower better decisions and build stronger portfolios.
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The role of public and private strategies in real estate

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.
5/16/202421 minutes, 56 seconds
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A New Perspective for Credit Investors

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.
4/4/202418 minutes, 29 seconds
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Orbiting the Paper Moon: A conversation on alternative investments with Michael Cembalest

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.    
3/7/202434 minutes, 58 seconds
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How soft would a soft landing be?

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.
2/23/202418 minutes, 26 seconds
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Investment Outlook for 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.
1/25/202420 minutes, 6 seconds
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The 2024 Asset Allocation Draft

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 2023
12/15/202329 minutes, 57 seconds
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Unpacking the opportunity in developed market equities

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.
11/21/202318 minutes, 35 seconds
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2024 Long-Term Capital Market Assumptions: Smarter portfolios for a world in transition

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. 
10/25/202316 minutes, 24 seconds
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Post-FOMC perspectives and the road ahead

Our experts discuss the September FOMC meeting and long duration fixed income investment opportunities.
9/29/202315 minutes
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The intersection of technology and healthcare

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.
9/7/202325 minutes, 15 seconds
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Artificial intelligence and the power of disruption

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.
7/20/202316 minutes, 23 seconds
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The post-COVID world comes into focus

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.
6/15/202326 minutes, 22 seconds
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Opportunities in private equity

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.
5/31/202327 minutes, 16 seconds
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The case for international equities

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.
4/24/202318 minutes, 38 seconds
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Monetary policy and financial stability

We discuss the March Federal Open Market Committee meeting policy decision and its implication for investors.
3/29/202322 minutes, 1 second
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Clash of the Credit

In a battle of Investment Grade vs. High Yield, we discuss credit opportunities for institutional investors.
2/23/202325 minutes, 6 seconds
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Fixed Income’s Fashionable Again

After a year of higher interest rates and rising recession risks, what should bond investors focus on in 2023?
1/26/202322 minutes, 10 seconds
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The Asset Allocation Draft for 2023

A review of our 2023 asset allocation recommendations across fixed income, equities, and illiquid and liquid alternatives.
12/13/202228 minutes, 19 seconds
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2023 Long-Term Capital Market Assumptions: Back to basics

As asset return forecasts move closer to equilibrium, we discuss how today’s market offers the best returns in over a decade.
11/23/202220 minutes, 36 seconds
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The next generation of investors

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.
10/25/202221 minutes, 47 seconds
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Macro pressures affecting private markets

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.
10/4/202227 minutes, 17 seconds
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Is this the time for offense or defense in portfolios?

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.
8/24/202227 minutes, 46 seconds
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A framework for investing in climate technology

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. 
7/22/202214 minutes, 57 seconds
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Inflation, interest rates and volatility, oh my!

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.
6/30/202216 minutes, 46 seconds
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A macro snapshot into Canada

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.
6/2/202222 minutes, 38 seconds
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Investment opportunities in genetic medicine, automation and cybersecurity

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.
5/5/202224 minutes, 31 seconds
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Inflation and monetary policy

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.
3/28/202225 minutes, 8 seconds
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Accessing Alternatives in 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.
2/22/202226 minutes, 27 seconds
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Engineering portfolios for climate change

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.
1/27/202221 minutes, 9 seconds
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The 2022 Asset Allocation Draft

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.
12/14/202141 minutes, 8 seconds
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The Alternatives Roundup

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.
11/30/202120 minutes, 41 seconds
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The benefits of ETFs in institutional portfolios

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. 
10/22/202127 minutes, 18 seconds
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Reaching a net-zero world through carbon offsets

Why are carbon markets developing and what are the scientific limits and standards around them?
10/12/202125 minutes, 23 seconds
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The case for greater China exposure in institutional portfolios

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.
9/23/202130 minutes, 26 seconds
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Alts for Income

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.
8/19/202124 minutes, 5 seconds
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Crypto: To buy, or not to buy?

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.
7/29/202126 minutes, 51 seconds
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Private Equity: Braced for a turn in rates?

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.
6/25/202125 minutes, 8 seconds
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The reopening story

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.
6/24/202128 minutes, 12 seconds
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The evolution of pension hedging

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.
6/10/202129 minutes, 56 seconds
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Improve the tradeoffs between risk and reward with capital efficient investing

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.
4/20/202128 minutes, 54 seconds
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Too big to ignore: interest rates and inflation

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.
4/1/202137 minutes, 10 seconds
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Panoramic Views: Emerging Markets in 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.
2/12/202133 minutes, 32 seconds
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Fixed income market views and outlook

Bob Michele discusses first quarter views--from inflation risks to preferences for certain fixed income sectors --and implications for 2021 investors.
1/21/202139 minutes, 29 seconds
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2021 Long Term Capital Market Assumptions: Debt Load

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.
12/24/202047 minutes, 42 seconds
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2021 Long Term Capital Market Assumptions: Fiscal Stimulus

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.
12/4/202038 minutes, 37 seconds
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Navigating the fixed income markets in 2020 and beyond

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.
12/2/202020 minutes, 5 seconds
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Weighing the investment implications of climate change policy

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.
11/24/202037 minutes, 5 seconds
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ESG: Anchoring Returns for Alternatives

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.
11/4/202035 minutes, 53 seconds
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Make Income an Objective

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.
10/29/202040 minutes, 9 seconds
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China: A source for growth opportunities

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.
10/26/202029 minutes, 27 seconds
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The REIT Market: Past, Present & Future

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.
10/20/202029 minutes, 40 seconds
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Retirement Income: Trends & Considerations

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.
10/14/202030 minutes, 49 seconds
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Opportunities in Emerging Markets

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.
10/12/202028 minutes, 2 seconds
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Reaching Portfolio Objectives In Changing Markets

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.
9/22/202042 minutes, 17 seconds
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The benefits of active fixed income in TDFs

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.
9/8/202028 minutes, 5 seconds
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Views on large cap equity investing during uncertain times

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.
8/27/202038 minutes, 37 seconds
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Fixed income investing in a low rate world

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.
8/20/202035 minutes, 8 seconds
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How Private Equity is responding to COVID-19

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.
8/11/202032 minutes, 33 seconds
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Transportation – A port for current income during a pandemic

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.
8/6/202051 minutes, 55 seconds
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Private Credit Amidst COVID-19 and Beyond

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.
7/28/202028 minutes
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In the wake of COVID-19, strong companies get stronger

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.
7/22/202030 minutes, 39 seconds
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The Impact of WFH labor force

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.
7/15/202034 minutes, 42 seconds
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The Impact of Governance and Social Factors on Portfolio Construction

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.
7/10/202035 minutes, 34 seconds
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How Consumer Behavior Is Changing

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.
7/6/202025 minutes, 43 seconds
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Real estate debt: Opportunities persist in private markets

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. 
6/30/202032 minutes, 44 seconds
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Generating income in a volatile world

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.
6/23/202028 minutes, 46 seconds
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The future of value investing

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.
6/22/202036 minutes, 27 seconds
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The State of the REIT Market

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.
6/17/202039 minutes, 25 seconds
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ESG Implications from COVID-19

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.
6/15/202044 minutes, 5 seconds
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Factor investing in the wake of COVID-19

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.
6/9/202030 minutes, 1 second
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Opportunities in distressed credit amid the COVID-19 crisis

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.
6/4/202040 minutes, 57 seconds
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State of the Alternatives Market and Strategies for Volatile Times

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.
5/27/202033 minutes, 13 seconds
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Long-Term Capital Market Assumptions: COVID-19 – New cycle, new starting point

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.
5/22/202036 minutes, 29 seconds
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Credit Diversifiers for Long Duration Portfolios

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.
5/20/202036 minutes, 48 seconds
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A deep dive on China’s economy

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.
5/19/202036 minutes, 26 seconds
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Navigating the Fixed Income Markets

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.
5/18/202029 minutes, 18 seconds
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Allocating to China in the wake of the coronavirus outbreak

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.
5/13/202025 minutes, 57 seconds
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Into the Unknown: Corporate Pensions & COVID-19

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.
5/13/202020 minutes, 40 seconds
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U.S. Large Cap Equity Investing in Volatile Markets

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.
5/6/202025 minutes, 36 seconds
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The Global Equity Market Outlook

Paul Quinsee, Global Head of Equities, analyzes on how recent market volatility has played out in the equity markets.
4/30/202029 minutes, 26 seconds
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Understanding the role real estate plays in defined contribution plans

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.
4/27/202020 minutes, 43 seconds
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Not Yet Normal: Making sense of the High Yield Market amidst Volatility

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.
4/27/202025 minutes, 51 seconds
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1Q20 Earnings: Virus oddity

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.
4/20/202013 minutes, 16 seconds
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The virus credit cycle

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.
4/16/202035 minutes, 18 seconds
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Hedge Funds: Investment Themes for the Crisis and Beyond

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.
4/14/202020 minutes, 7 seconds
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After every Bear Market is a Bull Market

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.
4/13/202034 minutes, 30 seconds
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Use volatility to your advantage across emerging markets

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.
4/6/202017 minutes, 4 seconds
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Be resilient with core-plus transportation assets

David Lebovitz, Global Market Strategist, and Anurag Agarwal, Head of Portfolio Management, Global Transportation Group, discuss the transportation sector given the recent economic shocks.
3/30/202021 minutes, 23 seconds
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Taking Advantage of Illiquidity

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.
3/27/202019 minutes, 51 seconds
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Laying the foundation with core alternatives

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.
3/23/202022 minutes
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In it for the Long Haul: Core-plus transport investing for resilience during turbulent times

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.
3/16/202033 minutes, 19 seconds
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Private credit: Opportunities to generate alpha above public debt

What are the investment implications of low yields on private credit?
2/17/202017 minutes, 56 seconds
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Concentrating on the Core: Private Infrastructure Equity and Debt

Is there too much money chasing too few deals in infrastructure investing?
2/3/202023 minutes, 11 seconds
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Outlook for 2020 Equities

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.
1/30/202014 minutes, 47 seconds
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Long-Term Capital Market Assumptions

How do J.P. Morgan strategists view the 10- to 15-year investment outlook?
12/9/20191 hour, 5 minutes, 24 seconds
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China's growth story

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.
12/2/201931 minutes, 20 seconds
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Protecting your portfolio

Why is it important for investors to broaden their definition of safe haven assets?
11/25/201926 minutes, 34 seconds
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Inside the Black Box: Demystifying Machine Learning Investing

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.
10/14/201927 minutes, 18 seconds
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ESG & Infrastructure: Investing in the world you live in

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.
9/16/201926 minutes, 40 seconds
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Transport: the backbone of global trade

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.
8/26/201931 minutes
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Tackling Private Credit: Distressed and Special Situations

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.
8/12/201917 minutes, 55 seconds
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Growth, the Fed and Stocks vs Bonds

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.
7/29/201914 minutes, 8 seconds
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Hedge Funds: Survival of the Fittest

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.
7/8/201923 minutes, 20 seconds
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Volatility…Can this be good news?

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.
6/17/201913 minutes, 44 seconds
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Risks and Opportunities across Private Markets

Have investors been forced to embrace private markets? Find out with David Lebovitz on this week’s episode on the Center for Investment Excellence.
5/27/201916 minutes, 46 seconds
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A Look at Strategic Beta: Past, Present, Future

With investors looking to achieve alpha, reduce volatility and minimize costs, can smart beta achieve the perfect balance in today's environment?
5/6/201925 minutes, 5 seconds
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Discipline and Opportunistic: Looking at the Private Equity Landscape

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.
4/22/201921 minutes, 1 second
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On the Horizon: China’s domestic equity market

Is China still the wildcard in domestic equity markets? Visit jpmorgan.com/institutional/investment-excellence.
4/15/201928 minutes, 57 seconds
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Real estate perspectives: portfolio considerations across the risk spectrum

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.
3/28/201919 minutes, 35 seconds
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Alternatives outlook: A macro view and late-cycle asset allocation considerations

As late cycle challenges arise, how can investors continue to build discipline in alternative portfolio construction? Visit jpmorgan.com/institutional/investment-excellence.
2/28/201922 minutes, 16 seconds
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Macroeconomic assumptions: Stable forecasts of moderate growth and inflation

What do our long-term growth and inflation forecasts say about today’s economy? Visit jpmorgan.com/institutional/investment-excellence.
1/31/201922 minutes, 32 seconds
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Beyond today's equity market

Is the gap closing between US equity returns and the rest of the world’s? Visit jpmorgan.com/institutional/investment-excellence.
11/8/201818 minutes, 13 seconds
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The future of fixed income

What are the implications of quantitative tightening for the global bond market? Visit jpmorgan.com/institutional/investment-excellence.
10/25/201819 minutes, 27 seconds
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Finding opportunities across the alternatives landscape

Is there still value in investing in alternatives? Visit jpmorgan.com/institutional/investment-excellence.
10/11/201819 minutes, 57 seconds
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Asset allocation views

As 2019 approaches, how should your portfolio be positioned? Visit jpmorgan.com/institutional/investment-excellence.
9/27/201821 minutes, 37 seconds
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Tools to manage risk in portfolios

What tools can help manage risk at the end of the cycle? Visit jpmorgan.com/institutional/investment-excellence.
9/13/201827 minutes, 54 seconds
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Real assets in liability-aware portfolios

How can core real assets help improve liability-aware portfolios? Visit jpmorgan.com/institutional/investment-excellence.
8/30/201831 minutes, 49 seconds
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Alternatives in multi-asset portfolios

Why consider increasing your alternatives allocation? Visit jpmorgan.com/institutional/investment-excellence.
8/16/201824 minutes, 2 seconds
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Factor investing through the cycle

What are the potential investment implications of factor based investing? Visit jpmorgan.com/institutional/investment-excellence.
8/2/201821 minutes, 27 seconds
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Factor investing in fixed income

Why consider factor based fixed income investing? Visit jpmorgan.com/institutional/investment-excellence.
7/19/201833 minutes, 22 seconds
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Factor investing in alternatives

What value does alternative beta bring to institutional portfolios? Visit jpmorgan.com/institutional/investment-excellence.
7/5/201833 minutes, 37 seconds
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An alternative view

Where do we see potential in alternatives? Visit jpmorgan.com/institutional/investment-excellence.
6/7/201836 minutes, 51 seconds
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Equity assumptions: Modestly but steadily lower returns

Do we still see promise in emerging market growth? Visit jpmorgan.com/institutional/investment-excellence.
5/24/201833 minutes, 8 seconds
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Fixed income: The slow road, low yields

Where do we expect bond yields to go? Visit jpmorgan.com/institutional/investment-excellence.
5/10/201831 minutes, 6 seconds
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Macroeconomic assumptions: Mostly stable, mostly moderate

Where are we seeing economic potential? Visit jpmorgan.com/institutional/investment-excellence.
4/26/201833 minutes, 23 seconds
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ESG in fixed income

How do your peers embed ESG into portfolios? Visit jpmorgan.com/institutional/investment-excellence.
4/12/201837 minutes, 25 seconds
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The macro environment and flexible credit

Approaches to fixed income investing - flexible versus conventional? Visit jpmorgan.com/institutional/investment-excellence.
3/29/201834 minutes, 22 seconds
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Rates present opportunities across the risk spectrum

Consensus view is that rates will rise, but how much and how fast? Visit jpmorgan.com/institutional/investment-excellence.
3/15/201835 minutes, 6 seconds
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Demystifying private credit

Are you being paid for your additional risk? Visit jpmorgan.com/institutional/investment-excellence.
3/1/201840 minutes, 20 seconds
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The impact of global aging

How will global aging impact savings, growth and interest rates? Visit jpmorgan.com/institutional/investment-excellence.
2/13/201822 minutes, 14 seconds
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Technology's potential impact on economic growth

How will new technology impact economic growth and market returns? Visit jpmorgan.com/institutional/investment-excellence.
1/31/201824 minutes, 30 seconds
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The path of the U.S. dollar

Where is the U.S. dollar headed? Visit jpmorgan.com/institutional/investment-excellence.
1/18/201829 minutes, 30 seconds
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Long-term investment considerations for pensions

Where will pension plans find new sources of return? Visit jpmorgan.com/institutional/investment-excellence.
1/4/201839 minutes, 19 seconds
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Automate, “Uncomplicate”, Activate: Helping improve participants’ retirement outcomes

How can you achieve a secure retirement? Visit jpmorgan.com/institutional/investment-excellence.
12/20/201725 minutes, 45 seconds
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Tackling the retirement dilemma

Can we tackle the retirement dilemma? Visit jpmorgan.com/institutional/investment-excellence.
12/7/201748 minutes, 17 seconds
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How averages mislead in DC plans

Why are averages misleading in retirement plans? Visit jpmorgan.com/institutional/investment-excellence.
11/21/201733 minutes, 45 seconds
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The benefits of adding private real estate to DC plans

Private Real Estate for DB, but not DC? Visit jpmorgan.com/institutional/investment-excellence.
11/9/201727 minutes, 24 seconds
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Understanding the benefits of blend strategies (For US Investors only)

Why are blended TDF strategies becoming so popular? Visit jpmorgan.com/institutional/investment-excellence.
10/25/201721 minutes, 46 seconds
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Understanding the global dynamics of e-commerce

What are the growth drivers of global e-commerce? Visit jpmorgan.com/institutional/investment-excellence.
10/12/201738 minutes, 27 seconds
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Making allocation decisions across emerging markets

Where is the value in emerging markets equities? Visit jpmorgan.com/institutional/investment-excellence.
9/28/201728 minutes, 38 seconds
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The right time for emerging markets equities

What’s driving the EM recovery? Visit jpmorgan.com/institutional/investment-excellence.
9/14/201735 minutes, 49 seconds
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Turning behavioral insights into alpha

How does irrational investor behavior impact investment decisions? Visit jpmorgan.com/institutional/investment-excellence.
8/31/201733 minutes, 10 seconds
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Maximizing your alpha using beta 1 strategies

How can you utilize tracking error more efficiently? Visit jpmorgan.com/institutional/investment-excellence.
8/18/201732 minutes, 28 seconds
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The benefits of active management

Can active management still beat the benchmark? Visit jpmorgan.com/institutional/investment-excellence.
8/3/201727 minutes, 12 seconds
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Investing sustainably: ESG in emerging markets

How can you invest sustainably without limiting your investment universe? Visit jpmorgan.com/institutional/investment-excellence.
7/20/201731 minutes, 24 seconds
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Climate change: Risks and opportunities

Will climate change affect how we look at investments? Visit jpmorgan.com/institutional/investment-excellence.
7/6/201737 minutes, 13 seconds
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Sustainable investing: Engagement and proxy voting

What does it mean to be an active owner? Visit jpmorgan.com/institutional/investment-excellence.
6/22/201737 minutes, 20 seconds
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Journey to ESG integration

Can fully integrating ESG into your investment process create value? Visit jpmorgan.com/institutional/investment-excellence.
6/8/201730 minutes, 26 seconds
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Building a diversifying alternatives portfolio

How can the right alternatives portfolio construction help close the return gap? Visit jpmorgan.com/institutional/investment-excellence.
5/25/201735 minutes, 21 seconds
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The evolution of hedge funds

What role should hedge funds fill in your portfolio? Visit jpmorgan.com/institutional/investment-excellence.
5/11/201731 minutes, 49 seconds
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Venture growth investing

What opportunities are available in today’s venture growth markets? Visit jpmorgan.com/institutional/investment-excellence.
4/27/201736 minutes, 59 seconds
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The road to infrastructure investing

What does infrastructure investing look like in the future? Visit jpmorgan.com/institutional/investment-excellence.
4/13/201736 minutes, 39 seconds
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Year of core: Opportunistic vs. late cycle real estate investing

Which markets have the greatest investment opportunity? Visit jpmorgan.com/institutional/investment-excellence.
3/30/201741 minutes, 16 seconds
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Factor-based investing

Could your portfolio benefit from a factor perspective? Visit jpmorgan.com/institutional/investment-excellence.
3/22/201727 minutes, 38 seconds
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Finding the right multi-asset partner for your investing needs

Does your investment partner understand your objectives? Visit jpmorgan.com/institutional/investment-excellence.
3/9/201725 minutes, 35 seconds
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Being flexible when markets get volatile

Can you close the return gap? Visit jpmorgan.com/institutional/investment-excellence.
2/9/201727 minutes, 23 seconds
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Alternative strategy assumptions

Should investors fear an erosion of the illiquidity premium? Visit jpmorgan.com/institutional/investment-excellence.
2/2/201726 minutes, 25 seconds
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CIO perspectives

Regime shift from “lower for longer” toward reflation? Visit jpmorgan.com/institutional/investment-excellence.
1/26/201733 minutes
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Equity market assumptions

Where can investors find sustainable sources of return? Visit jpmorgan.com/institutional/investment-excellence.
1/19/201736 minutes, 48 seconds
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Fixed income assumptions

What are the bright spots in fixed income? Visit jpmorgan.com/institutional/investment-excellence.
1/5/201732 minutes, 28 seconds
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An analysis of productivity

Why has productivity slowed down in the last ten years? Visit jpmorgan.com/institutional/investment-excellence.
12/22/201627 minutes, 45 seconds
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Global credit cycles

How should investors view deleveraging since the financial crisis? Visit jpmorgan.com/institutional/investment-excellence.
12/8/201632 minutes, 54 seconds
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Liability-aware investing

Is now the time for de-risking? Visit jpmorgan.com/institutional/investment-excellence.
9/28/201623 minutes, 13 seconds
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Evaluating high yield and leveraged loans

Do high yield bonds and leveraged loans still have room to run? Visit jpmorgan.com/institutional/investment-excellence.
9/28/201624 minutes, 9 seconds
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Unconstrained debt: Bonds beyond borders

Can investors potentially achieve greater return in unconstrained fixed income portfolios? Visit jpmorgan.com/institutional/investment-excellence.
9/28/201632 minutes, 25 seconds
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Strengthening your core

Where should core or core plus portfolios look to find value? Visit jpmorgan.com/institutional/investment-excellence.
9/28/201622 minutes, 53 seconds
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Deconstructing private credit

What are the risk and return considerations when it comes to private credit? Visit jpmorgan.com/institutional/investment-excellence.
9/28/201623 minutes, 32 seconds
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Opportunities in emerging market debt

Where are the most attractive prospects for emerging market debt today? Visit jpmorgan.com/institutional/investment-excellence.
9/28/201625 minutes, 57 seconds