Center For Investment Excellence

Discussing the Fed's commitment to reducing rates, bond markets' response, and the uncertainty of when policy easing will begin. Exploring the potential for a soft landing in the economy, with predictions of gradual growth moderation. Analyzing high quality fixed income appeal, asset allocation strategies, credit opportunities, and insights on high yield investments and risk management.

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.

David Lebovitz and Jared Gross conduct an annual asset allocation draft for 2024. They discuss the economic outlook, Fed policies, fixed income market analysis, asset allocation strategies for various regions, insights on real estate and high-yield investments.

Tim Woodhouse, Portfolio Manager in our International Equity Group, joins David Lebovitz to discuss cross-border investing, valuations, sector themes, corporate governance, and more in the context of developed market equities. Key topics include opportunities in Europe and Japan, differences in pricing, globalization, post-COVID rebound in the Japanese economy, challenges in Europe's energy self-sufficiency, and the argument for exposure to Europe despite potential risks.

Experts discuss the challenges of the macro backdrop and the importance of long-term focus. Emphasizes diversification beyond a 60/40 portfolio. Highlights attractive investment opportunities in fixed income and equities. Discusses the role of alternative investments and active management in protecting against shocks. Disclaimer emphasizes that the views expressed are not advice.

Our experts discuss the September FOMC meeting and long duration fixed income investment opportunities.

Private markets have grown significantly over the past few years, fueled by scientific breakthroughs and technological innovation. Our experts discuss  biotechnology, artificial intelligence and healthcare valuation trends, how venture capitalists and startups are navigating the complex regulatory landscape and other exciting opportunities for investors.

Experts discuss the evolving landscape of artificial intelligence, the reshaping of the corporate environment, and what investors should know about this revolutionary technology. Topics include large language models, computing infrastructure, competition in the AI space, market disruption, and the types of businesses that can thrive in the AI environment.

David Lebovitz, Global Market Strategist, Jared Gross, Head of Institutional Portfolio Strategy, and Karen Ward, Global Market Strategist, discuss the return to normalcy post-pandemic and how this has affected markets and the global economy.

Global Market Strategist David Lebovitz and J.P. Morgan Asset Management's Global Private Equity Group Co-Heads Stephen Catherwood and Ashmi Mehrotra discuss valuations, sector preferences, the secondaries market, and more. Topics include challenges faced by venture capital and buyouts in 2022, exponential growth of the private equity secondary market, and pros and cons of GP leads and LP leads.