Center For Investment Excellence
J.P. Morgan Asset Management
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.
Episodes
Mentioned books
Mar 23, 2020 • 22min
Laying the foundation with core alternatives
David Lebovitz, Global Market Strategist, and Pulkit Sharma, Head of Alternatives Investments Strategy & Solutions, discuss core alternatives in the midst of COVID-19, the recent Fed rate cut and other current events causing market volatility.
Mar 16, 2020 • 33min
In it for the Long Haul: Core-plus transport investing for resilience during turbulent times
Andrian Dacy, Chief Investment Officer of the Global Transportation Group, discusses why core-plus transport is a welcome environment for investors looking for reliable income protected by long-term leases, low leverage and the financial strength of high quality end users.
Feb 17, 2020 • 18min
Private credit: Opportunities to generate alpha above public debt
What are the investment implications of low yields on private credit?
Feb 3, 2020 • 23min
Concentrating on the Core: Private Infrastructure Equity and Debt
Is there too much money chasing too few deals in infrastructure investing?
Jan 30, 2020 • 15min
Outlook for 2020 Equities
David Lebovitz, Global Market Strategist, discusses the key drivers in equity market performance during the past two years and what investors can expect for 2020.
Dec 9, 2019 • 1h 5min
Long-Term Capital Market Assumptions
How do J.P. Morgan strategists view the 10- to 15-year investment outlook?
Dec 2, 2019 • 31min
China's growth story
Hannah Anderson, Global Market Strategist, Global Market Insights Strategy and Sylvia Sheng, Global Strategist, Multi-Asset Solutions explore the significant changes that likely lie ahead for China's financial markets.
Nov 25, 2019 • 27min
Protecting your portfolio
Why is it important for investors to broaden their definition of safe haven assets?
Oct 14, 2019 • 27min
Inside the Black Box: Demystifying Machine Learning Investing
Lynnette Ferguson and Richard Bersch of our Hedge Fund and Alternative Credit Solutions Group discuss the evolution of quantitative investing and the potential for alpha generation when machine learning is applied to financial markets.
Sep 16, 2019 • 27min
ESG & Infrastructure: Investing in the world you live in
Jennifer Wu, Head of Sustainable Investing, and Paul Ryan and Matt LeBlanc, Portfolio Managers from our Infrastructure Investments Fund, discuss the intersection of ESG integration and infrastructure assets in achieving sustainable long-term returns.
