In the second installment of CxO, our host, Nic Millikan, sits down with David Lebovitz, Global Market Strategist at J.P. Morgan, who together with his team pens the bank’s highly-acclaimed Guide to the Markets. Join us as David walks us through the latest findings in its sister publication – Guide to Alternatives – covering this quarter’s key highlights in the world of real estate, infrastructure, distressed assets, private equity, and volatility. 

Hear David's views on: 

• Real Estate: How COVID reinforced headwinds for retail, tailwinds for industrials, and showed the potential future of offices remains in flux
• Infrastructure: A longtime staple amongst institutional investors in Europe, he believes infrastructure is now emerging as a key asset class in the US – regardless of the Biden administration’s newly-unveiled plans
• Distressed: Why he believes investors will get another shot at the distressed trade as cracks begin to emerge in a post-pandemic world
• Private Equity: How IPOs boomed last year – and SPACs became a household name – but neither may play as prominent of a role going into 2021
• Volatility: Why he believes volatility will continue to lurk in the background, even as we begin to reopen the economy

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