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.

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. 

Our experts discuss the September FOMC meeting and long duration fixed income investment opportunities.

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.

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.

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.

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.

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.

We discuss the March Federal Open Market Committee meeting policy decision and its implication for investors.

In a battle of Investment Grade vs. High Yield, we discuss credit opportunities for institutional investors.