81 episodios

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.

Center For Investment Excellence J.P. Morgan Asset & Wealth Management

    • Inversiones

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.

    Be resilient with core-plus transportation assets

    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.

    • 21 min
    Taking Advantage of Illiquidity

    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.

    • 19 min
    Laying the foundation with core alternatives

    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.

    • 22 min
    In it for the Long Haul: Core-plus transport investing for resilience during turbulent times

    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.

    • 33 min
    Private credit: Opportunities to generate alpha above public debt

    Private credit: Opportunities to generate alpha above public debt

    What are the investment implications of low yields on private credit?

    • 17 min
    Concentrating on the Core: Private Infrastructure Equity and Debt

    Concentrating on the Core: Private Infrastructure Equity and Debt

    Is there too much money chasing too few deals in infrastructure investing?

    • 23 min

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