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.

    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
    Make Income an Objective

    Make Income an Objective

    Jared Gross, Head of Institutional Portfolio Strategy, Pulkit Sharma, Head of Alternatives Investments Strategy & Solutions, and Keith Cahill, Head of North America Institutional, discuss the operational benefits and consistent stream of capital investors can find in allocating to a range of traditional and alternative strategies to help meet income objectives.

    • 40 min
    China: A source for growth opportunities

    China: A source for growth opportunities

    Eddy Wong, CEO of China International Fund Management, discusses market structure, regulation, and investment trends in China while also reviewing considerations for institutional investors allocating to China.

    • 29 min
    The REIT Market: Past, Present & Future

    The REIT Market: Past, Present & Future

    Kevin Bedell and Bob Culver of Security Capital Research & Management address emerging trends in the REIT market and the effects of social distancing and COVID-19 on commercial real estate investment opportunities.

    • 29 min

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