100 épisodes

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

    • Investissement
    • 4.0 • 1 note

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.

    Fixed income market views and outlook

    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.

    • 39 min
    2021 Long Term Capital Market Assumptions: Debt Load

    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 asset classes.

    • 47 min
    2021 Long Term Capital Market Assumptions: Fiscal Stimulus

    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.

    • 38 min
    Navigating the fixed income markets in 2020 and beyond

    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 opportunities in fixed income sectors.

    • 20 min
    Weighing the investment implications of climate change policy

    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.

    • 37 min
    ESG: Anchoring Returns for Alternatives

    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 ESG factors within alternative strategies and the return enhancements it can provide.

    • 35 min

Avis d’utilisateurs

4.0 sur 5
1 note

1 note

Classement des podcasts dans Investissement

D’autres se sont aussi abonnés à