167 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
    • 4.1 • 90 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.

    A New Perspective for Credit Investors

    A New Perspective for Credit Investors

    Today’s credit markets offer investors an unprecedented range of risk and return opportunities, but also greater complexity that makes it challenging to allocate capital efficiently. In this special edition SIAG episode, David Lebovitz, Global Strategist, Multi-Asset Solutions, talks with Samrawit Soquar, Global Head of Research, Global Fixed Income, Currency & Commodities Group, and Brian Coleman, Head of Private Credit Strategies, about the public credit spectrum, including the convergence of investment grade and high yield, the growth of private credit and direct lending, and what investors can do to take advantage of shifting market conditions.

    • 18 min
    Orbiting the Paper Moon: A conversation on alternative investments with Michael Cembalest

    Orbiting the Paper Moon: A conversation on alternative investments with Michael Cembalest

    While the 60/40 portfolio has seen a renewed focus, allocations to private markets continue to play an important role in diversification and growth. In this episode, David Lebovitz, Global Market Strategist, talks with Michael Cembalest, Chairman of Market and Investment Strategy, about the key insights featured in his biennial review of alternative investments, It's Mostly a Paper Moon.
     
     

    • 34 min
    How soft would a soft landing be?

    How soft would a soft landing be?

    The Fed remains committed to reducing rates, which bond markets may be cheering, but it may not begin easing policy as soon as markets anticipate. David Lebovitz, Global Market Strategist, Multi-Asset Solutions and Priya Misra, Portfolio Manager, Global Fixed Income, Currency & Commodities (GFICC) Group, discuss their forecast for fixed income, including stock/bond correlations, high quality duration and risks and opportunities for investors.

    • 18 min
    Investment Outlook for 2024

    Investment Outlook for 2024

    While 2023 created a challenging macro backdrop of stubborn inflation, heightened geopolitical tensions and sluggish growth, a year-end rally increased the prospect of a brighter 2024 economic outlook. David Lebovitz and Arjun Menon, Global Market Strategists, Multi-Asset Solutions, discuss their investment predictions for the coming year, including risks and opportunities across all sectors and asset classes.

    • 20 min
    The 2024 Asset Allocation Draft

    The 2024 Asset Allocation Draft

    David Lebovitz, Global Market Strategist, Multi-Asset Solutions and Jared Gross, Head of Institutional Portfolio Strategy, conduct their annual asset allocation draft across various asset classes, and make their picks for the most promising investment opportunities in 2024.

    • 29 min
    Unpacking the opportunity in developed market equities

    Unpacking the opportunity in developed market equities

    While over the past decade developed market equities have overwhelmingly lagged behind their U.S. counterparts, the case for international markets still exists, with Japan and Europe offering attractive investment opportunities. On this episode, David Lebovitz is joined by Tim Woodhouse, a Portfolio Manager in our International Equity Group, to discuss cross-border investing, valuations, sector themes, corporate governance and more.

    • 18 min

Customer Reviews

4.1 out of 5
90 Ratings

90 Ratings

TheLoneComic ,

Quality content

Host and guests expert competence and that’s quite educational for this comedian with a part time passion for investing.

This podcast runs the same challenges many others do in not becoming ‘what’s cooking today?’ CNBC and succeeds because of it content selections reflecting long term investment thinking.

Please keep making them; I will listen.

MSavola ,

The Benefits of Active Fixed Income

This podcast by Lynn Avitabile and Ben Christensen is a helpful discussion of the benefits of active fixed income management and investment factors to consider, and also a helpful overview of the history of fixed income indexing. Thank you.

Lazy Phone People ,

Sound is awful

DONT U HAVE CONTROLLER SOUND IS NOT UNDERSTANDABLE PLEASE FIX OR GOOD BYE

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