146 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

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.

    A framework for investing in climate technology

    A framework for investing in climate technology

    David Lebovitz, Global Market Strategist, and Tanya Barnes, Co-Managing Partner of Sustainable Growth Private Equity, discuss the latest trends in sustainable investing, including climate change and how institutional investors should evaluate climate technology companies and solutions. 

    • 14 min
    Inflation, interest rates and volatility, oh my!

    Inflation, interest rates and volatility, oh my!

    For long-term investors, there are a number of challenges in today's market environment. We take stock of where we are in mid-2022 and where we are headed in the months and years to come.

    • 16 min
    A macro snapshot into Canada

    A macro snapshot into Canada

    David Lebovitz and Jack Manley, Global Market Strategists, discuss the Canadian economy from the booming housing market to inflation dynamics with the Bank of Canada, and the opportunity set for institutional investors in the second half of the year.

    • 22 min
    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

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