Center For Investment Excellence

J.P. Morgan Asset Management
  • 4.1 (90)
  • INVESTING
Center For Investment Excellence

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.

  1. JAN 17

    2025 Asset Allocation Draft

    In this episode, join host David Lebowitz, Global Market Strategist, and special guest Jared Gross, Head of Institutional Portfolio Strategy, as they return to the Center for Investment Excellence for their annual Asset Allocation Draft. In this insightful episode, they provide a comprehensive macroeconomic update and delve into the intricacies of asset allocation for 2025. The discussion covers a range of asset classes, including equities, fixed income, real assets, and financial alternatives, with each host making strategic picks for the upcoming year.

    37 min

  2. 12/12/2024

    2025 LTCMAs: Higher starting points but healthier foundations

    In this episode, join host David Lebowitz, Global Market Strategist, and special guest Gabriela Santos, Chief Market Strategist for the Americas, as they delve into the optimistic outlook for global markets. Discover how AI, economic growth, and inflation dynamics are shaping investment opportunities for the next decade. Gain valuable insights into asset classes, market trends, and strategies to navigate the evolving financial landscape.

    27 min

  3. 11/13/2024

    Across the Great Divide: Public and Private markets reconsidered

    In this episode of "Center for Investment Excellence," David Lebovitz, Global Strategist, Multi-Asset Solutions and Jared Gross, Head of Institutional Portfolio Strategy discuss insights from the SIAG Public & Private Markets series. They explore the roles of real estate, credit, and equity in diversified portfolios, highlighting the blend of public and private investments.

    29 min

  4. 10/09/2024

    The Calm after the cuts

    In this episode of the Center for Investment Excellence podcast, host David Lebovitz, Global Market Strategist in Multi-Asset Solutions at JP Morgan Asset Management, is joined by Kay Herr, US Chief Investment Officer for the Global Fixed Income Currency and Commodities team at JP Morgan Asset Management. David and Kay discuss the implications of the upcoming US elections on fiscal policy and market dynamics, and they provide a deep dive into duration management and spread product opportunities in the current market environment. Tune in for a comprehensive analysis of the macroeconomic outlook, investment strategies, and market opportunities in this insightful episode.

    20 min

  5. 09/09/2024

    Gaining perspective on public and private equity

    In this final episode for our Strategic Investment Advisory Group's private and public series, David Lebovitz, Global Market Strategist, Multi-Asset Solutions, is joined by Jared Gross, Head of Institutional Portfolio Strategy, to discuss equity markets as strategic asset allocations.

    28 min

  6. 06/20/2024

    Leading with science: A deep dive on biotech

    In this episode, David Lebovitz, Global Strategist, Multi-Asset Solutions, is joined by Stephen Squinto, Chief Investment Officer, J.P. Morgan Life Sciences Private Capital, to discuss the alternative investment landscape, the private biotech market and areas of opportunity in 2024 and beyond.

    18 min

  7. 05/16/2024

    The role of public and private strategies in real estate

    In this special edition of #CenterForInvestmentExcellence, members of our Strategic Investment Advisory Group discuss the long-term growth potential of real estate as an investable asset class, including the expansion of the real estate market from traditional core to a wide range of extended sectors, and the case for allocating to real estate investment trusts (REITs) and private real estate funds for a well-diversified portfolio. Tune in now to get the latest insights from David Lebovitz, Global Market Strategist, Multi-Asset Solutions, Pulkit Sharma, Head of Alternatives Investment Strategy and Solutions, and Bob Culver, Managing Director, Security Capital Research and Management.

    22 min

  8. 04/04/2024

    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
See All (174)

4.1
out of 5
90 Ratings

About

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.

Information

  • Creator
    J.P. Morgan Asset Management
  • Years Active
    2018 - 2025
  • Episodes
    174
  • Rating
    Clean
  • Copyright
    © Copyright 2021 All rights reserved.
  • Show Website
    Center For Investment Excellence

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