133 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

    • 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.

    Crypto: To buy, or not to buy?

    Crypto: To buy, or not to buy?

    David Lebovitz, Global Market Strategist, and Paul Zummo, Chief Investment Officer for J.P. Morgan Alternative Asset Management, discuss the rise of crypto currencies and their role within an institutional portfolio.

    • 26 min
    Private Equity: Braced for a turn in rates?

    Private Equity: Braced for a turn in rates?

    As part of the Allocation Spotlight series, David Lebovitz, Global Market Strategist, and Jared Gross, Head of Institutional Portfolio Strategy, discuss the market conditions that have contributed to strong private equity performance in recent years, and the value that a PE allocation can provide for institutional investors in the decades to come.

    • 25 min
    The reopening story

    The reopening story

    Vaccination progress, a constructive economic backdrop, and the Fed’s reaction function to inflation all indicate that 2021 could be the best year for economic growth since the early 1950s.

    • 28 min
    The evolution of pension hedging

    The evolution of pension hedging

    As part of the Allocation Spotlight Series, Jared Gross, Head of Institutional Portfolio Strategy, Kay Herr, Head of Fixed Income Research, and Lisa Coleman, Head of the Global Investment Grade Corporate Credit Team, discuss the current market environment--from ratings migration to fallen angels and rising stars--and the evolution of pension hedging strategy in LDI portfolios.

    • 29 min
    Improve the tradeoffs between risk and reward with capital efficient investing

    Improve the tradeoffs between risk and reward with capital efficient investing

    Jared Gross, Head of Institutional Portfolio Strategy, and Dan McNeill, Head of Asset Management Derivatives, discuss the implementation of a derivatives strategy and the ability for it to increase returns and long-term portfolio performance.

    • 28 min
    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

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