Center For Investment Excellence

Dr. David Kelly, Chief Global Strategist at JPMorgan Asset Management, shares his insights on the economic landscape and policy influences. He discusses the economic outlook for 2025, focusing on the effects of U.S. immigration and trade policies. Kelly highlights the potential challenges posed by declining immigration on labor force dynamics. The conversation also delves into government efficiency measures and their impact on the economy, emphasizing the delicate balance needed for fiscal and regulatory reforms to foster growth.

David Lebowitz chats with Jared Gross, Head of Institutional Portfolio Strategy, about the 2025 Asset Allocation Draft. They dive into macroeconomic trends, consumer behavior, and labor market stability. The conversation spotlights risk assets and the need for an active investment approach. They emphasize the shift in the U.S. equity market, with mid-cap stocks gaining attention, and underscore the value of core real assets like real estate. A bold recommendation for investing in Japanese equities also adds a twist to their strategic insights.

Gabriela Santos, Chief Market Strategist for the Americas at J.P. Morgan Asset Management, shares her insights on the global markets' optimistic outlook. She discusses how AI and economic growth are reshaping investment opportunities. Gabriela digs into inflation dynamics and the role of central banks, while also forecasted moderated expectations for the U.S. dollar. The transformation of private markets in response to changing conditions and the significance of tactical management are highlighted, emphasizing the need for generating alpha in this evolving landscape.

Jared Gross, Head of Institutional Portfolio Strategy at J.P. Morgan Asset Management, shares expert insights on the evolving landscape of public and private markets. He emphasizes the need for a balanced approach to asset allocation, especially with rising interest rates. The conversation highlights the growing significance of private credit and the interplay between real estate and REITs. Gross also urges investors to reconsider how they view equity investments, advocating for a strategic reevaluation of capital allocation for better diversification and performance.

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.

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.

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.

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.

Dive into the intricate world of credit markets where risk meets opportunity. Discover how the lines between public and private credit are blurring, creating new strategies for investors. The rise of the high-yield market is reshaping finance, evolving from mere financing tools to sophisticated asset classes. Learn about the booming direct lending sector and its $1.5 trillion growth, all while navigating the complexities of loan quality and market dynamics. Flexibility in investment strategies has never been more crucial!

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.