Sign up to save your podcasts
Or
Share 2026 Asset Allocation Draft
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
2026 Asset Allocation Draft
In this episode of the Center for Investment Excellence podcast, David Lebovitz and Jared Gross discuss their annual asset allocation draft. They review last year’s investment picks, share macroeconomic expectations for 2026, and debate opportunities across equities, fixed income, real assets, and alternatives. Listeners will hear perspectives on inflation, central bank policy, global growth, and the impact of technology and AI on markets.
Podcast recorded December 2025.
View all episodes
By J.P. Morgan Asset Management
4.1
8989 ratings
In this episode of the Center for Investment Excellence podcast, David Lebovitz and Jared Gross discuss their annual asset allocation draft. They review last year’s investment picks, share macroeconomic expectations for 2026, and debate opportunities across equities, fixed income, real assets, and alternatives. Listeners will hear perspectives on inflation, central bank policy, global growth, and the impact of technology and AI on markets.
Podcast recorded December 2025.
More shows like Center For Investment Excellence
View all
Exchanges
983 Listeners
Notes on the Week Ahead
200 Listeners
Insights Now
94 Listeners
Capital Allocators – Inside the Institutional Investment Industry
793 Listeners
Eye On The Market
292 Listeners
Talks at GS
89 Listeners
The Bid
264 Listeners
UBS On-Air: Market Moves
187 Listeners
Making Sense
71 Listeners
Thoughts on the Market
1,313 Listeners
At Any Rate
77 Listeners
The Memo by Howard Marks
417 Listeners
Global Data Pod
29 Listeners
The Markets
85 Listeners
The View From Apollo
27 Listeners