100 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 & Wealth Management

    • Investing

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.

    Too big to ignore: interest rates and inflation

    Too big to ignore: interest rates and inflation

    David Lebovitz, Global Market Strategist, and Jared Gross, Head of Institutional Portfolio Strategy, discuss the unprecedented coordinated fiscal and monetary response to COVID-19, the vaccine driven re-opening of the economy and how this will effect inflation and interest rates in the months ahead.

    • 37 min
    Panoramic Views: Emerging Markets in 2021

    Panoramic Views: Emerging Markets in 2021

    Leon Eidelman, Portfolio Manager within the Emerging Markets and Asia Pacific (EMAP) Equities team, evaluates the risks and opportunities institutional investors face within emerging markets in 2021, and what notable impacts COVID-19 has had on the asset class.

    • 33 min
    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

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