Center For Investment Excellence
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.
Latest episodes
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.
Aug 26, 2019 • 31min
Transport: the backbone of global trade
As institutional investors seek alternative sources of yield across uncorrelated assets – a transportation strategy may be the portfolio solution they’re looking for. Find out why as David Lebovitz discusses the evolving opportunity set for transportation with Investment Specialist, Anurag Agarwal.
Aug 12, 2019 • 18min
Tackling Private Credit: Distressed and Special Situations
Join us this week as Brad Demong, Co- Chief Investment Officer & Portfolio Manager from our Global Special Situations Team explains both the distressed and special situations opportunity set on the Center for Investment Excellence podcast.
Jul 29, 2019 • 14min
Growth, the Fed and Stocks vs Bonds
Host, David Lebovitz discusses the latest insights on economic growth, the Federal Reserve and whether stocks vs bonds are right for your current asset allocation.
Jul 8, 2019 • 23min
Hedge Funds: Survival of the Fittest
We have all heard that hedge fund investing can benefit investors in times of increased volatility, but how? Join us this week as Global Market Strategist, David Lebovitz and Investment Specialist, Lynnette Ferguson, discuss the latest in hedge funds and portfolio solutions.
