Center For Investment Excellence

By J.P. Morgan Asset Management

What's Center For Investment Excellence 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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Center For Investment Excellence episodes:

04.04.2024
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...
03.07.2024
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...
02.23.2024
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,...
01.25.2024
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...
12.15.2023
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 2024.
11.21.2023
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,...
10.25.2023
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...
09.29.2023
Post-FOMC perspectives and the road ahead
Our experts discuss the September FOMC meeting and long duration fixed income investment opportunities.
09.07.2023
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...
07.20.2023
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...
06.15.2023
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.
05.31.2023
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...
04.24.2023
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,...
03.29.2023
Monetary policy and financial stability
We discuss the March Federal Open Market Committee meeting policy decision and its implication for investors.
02.23.2023
Clash of the Credit
In a battle of Investment Grade vs. High Yield, we discuss credit opportunities for institutional investors.
01.26.2023
Fixed Income’s Fashionable Again
After a year of higher interest rates and rising recession risks, what should bond investors focus on in 2023?
12.13.2022
The Asset Allocation Draft for 2023
A review of our 2023 asset allocation recommendations across fixed income, equities, and illiquid and liquid alternatives.
11.23.2022
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.
10.25.2022
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...
10.04.2022
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...
08.24.2022
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.
07.22.2022
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.
06.30.2022
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.
06.02.2022
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.
05.05.2022
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,...
03.28.2022
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.
02.22.2022
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...
01.27.2022
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.
12.14.2021
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.
11.30.2021
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.
10.22.2021
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.
10.12.2021
Reaching a net-zero world through carbon offsets
Why are carbon markets developing and what are the scientific limits and standards around them?
09.23.2021
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.
08.19.2021
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.
07.29.2021
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.
06.25.2021
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...
06.24.2021
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.
06.10.2021
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...
04.20.2021
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.
04.01.2021
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...
02.12.2021
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.
01.21.2021
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.
12.24.2020
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...
12.04.2020
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.
12.02.2020
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...
11.24.2020
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.
11.04.2020
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...
10.29.2020
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...
10.26.2020
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.
10.20.2020
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.

What's Center For Investment Excellence about?

Download our free app to listen on your phone

Center For Investment Excellence episodes:

A New Perspective for Credit Investors

Orbiting the Paper Moon: A conversation on alternative investments with Michael Cembalest

How soft would a soft landing be?

Investment Outlook for 2024

The 2024 Asset Allocation Draft

Unpacking the opportunity in developed market equities

2024 Long-Term Capital Market Assumptions: Smarter portfolios for a world in transition

Post-FOMC perspectives and the road ahead

The intersection of technology and healthcare

Artificial intelligence and the power of disruption

The post-COVID world comes into focus

Opportunities in private equity

The case for international equities

Monetary policy and financial stability

Clash of the Credit

Fixed Income’s Fashionable Again

The Asset Allocation Draft for 2023

2023 Long-Term Capital Market Assumptions: Back to basics

The next generation of investors

Macro pressures affecting private markets

Is this the time for offense or defense in portfolios?

A framework for investing in climate technology

Inflation, interest rates and volatility, oh my!

A macro snapshot into Canada

Investment opportunities in genetic medicine, automation and cybersecurity

Inflation and monetary policy

Accessing Alternatives in 2022

Engineering portfolios for climate change

The 2022 Asset Allocation Draft

The Alternatives Roundup

The benefits of ETFs in institutional portfolios

Reaching a net-zero world through carbon offsets

The case for greater China exposure in institutional portfolios

Alts for Income

Crypto: To buy, or not to buy?

Private Equity: Braced for a turn in rates?

The reopening story

The evolution of pension hedging

Improve the tradeoffs between risk and reward with capital efficient investing

Too big to ignore: interest rates and inflation

Panoramic Views: Emerging Markets in 2021

Fixed income market views and outlook

2021 Long Term Capital Market Assumptions: Debt Load

2021 Long Term Capital Market Assumptions: Fiscal Stimulus

Navigating the fixed income markets in 2020 and beyond

Weighing the investment implications of climate change policy

ESG: Anchoring Returns for Alternatives

Make Income an Objective

China: A source for growth opportunities

The REIT Market: Past, Present & Future