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
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.
Jun 17, 2019 • 14min
Volatility…Can this be good news?
Instead of being worried about volatility, be prepared. Join us this week as David Lebovitz discusses a game plan for volatility on the Center for Investment Excellence.
May 27, 2019 • 17min
Risks and Opportunities across Private Markets
Have investors been forced to embrace private markets? Find out with David Lebovitz on this week’s episode on the Center for Investment Excellence.
May 6, 2019 • 25min
A Look at Strategic Beta: Past, Present, Future
With investors looking to achieve alpha, reduce volatility and minimize costs, can smart beta achieve the perfect balance in today's environment?
Apr 22, 2019 • 21min
Discipline and Opportunistic: Looking at the Private Equity Landscape
What's going on in the world of late cycle investing, unicorn IPOs, and growth in the private equity market? Visit jpmorgan.com/institutional/investment-excellence.
Apr 15, 2019 • 29min
On the Horizon: China’s domestic equity market
Is China still the wildcard in domestic equity markets? Visit jpmorgan.com/institutional/investment-excellence.
Mar 28, 2019 • 20min
Real estate perspectives: portfolio considerations across the risk spectrum
To build or not to build? To buy or not to buy? Join us in exploring the current commercial real estate market outlook. Visit jpmorgan.com/institutional/investment-excellence.
