143 episodes

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 Management

    • Business
    • 5.0 • 3 Ratings

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.

    Investment opportunities in genetic medicine, automation and cybersecurity

    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, and cybersecurity.

    • 24 min
    Inflation and monetary policy

    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.

    • 25 min
    Accessing Alternatives in 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 asset class in 2022.

    • 26 min
    Engineering portfolios for climate change

    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.

    • 21 min
    The 2022 Asset Allocation Draft

    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.

    • 41 min
    The Alternatives Roundup

    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.

    • 20 min

Customer Reviews

5.0 out of 5
3 Ratings

3 Ratings

violinissimo ,

Excellent content

I have learned a lot from your podcast

Top Podcasts In Business

Victoria Devine
Steven Bartlett
Bryce Holdaway & Ben Kingsley
Equity Mates Media
Tim Ferriss: Bestselling Author, Human Guinea Pig
Amantha Imber

You Might Also Like

Dr. David Kelly, J.P. Morgan Asset Management
Dr. David Kelly
J.P. Morgan Global Research
Michael Cembalest
Morgan Stanley
Client Strategy Office