Center For Investment Excellence

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.    

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.