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
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.
Feb 28, 2019 • 22min
Alternatives outlook: A macro view and late-cycle asset allocation considerations
As late cycle challenges arise, how can investors continue to build discipline in alternative portfolio construction? Visit jpmorgan.com/institutional/investment-excellence.
Jan 31, 2019 • 23min
Macroeconomic assumptions: Stable forecasts of moderate growth and inflation
What do our long-term growth and inflation forecasts say about today’s economy? Visit jpmorgan.com/institutional/investment-excellence.
Nov 8, 2018 • 18min
Beyond today's equity market
Is the gap closing between US equity returns and the rest of the world’s? Visit jpmorgan.com/institutional/investment-excellence.
Oct 25, 2018 • 19min
The future of fixed income
What are the implications of quantitative tightening for the global bond market? Visit jpmorgan.com/institutional/investment-excellence.
