

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

May 24, 2018 • 33min
Equity assumptions: Modestly but steadily lower returns
Do we still see promise in emerging market growth? Visit jpmorgan.com/institutional/investment-excellence.

May 10, 2018 • 31min
Fixed income: The slow road, low yields
Where do we expect bond yields to go? Visit jpmorgan.com/institutional/investment-excellence.

Apr 26, 2018 • 33min
Macroeconomic assumptions: Mostly stable, mostly moderate
Where are we seeing economic potential? Visit jpmorgan.com/institutional/investment-excellence.

Apr 12, 2018 • 37min
ESG in fixed income
How do your peers embed ESG into portfolios? Visit jpmorgan.com/institutional/investment-excellence.

Mar 29, 2018 • 34min
The macro environment and flexible credit
Approaches to fixed income investing - flexible versus conventional? Visit jpmorgan.com/institutional/investment-excellence.

Mar 15, 2018 • 35min
Rates present opportunities across the risk spectrum
Consensus view is that rates will rise, but how much and how fast? Visit jpmorgan.com/institutional/investment-excellence.

Mar 1, 2018 • 40min
Demystifying private credit
Are you being paid for your additional risk? Visit jpmorgan.com/institutional/investment-excellence.

Feb 13, 2018 • 22min
The impact of global aging
How will global aging impact savings, growth and interest rates? Visit jpmorgan.com/institutional/investment-excellence.

Jan 31, 2018 • 25min
Technology's potential impact on economic growth
How will new technology impact economic growth and market returns? Visit jpmorgan.com/institutional/investment-excellence.

Jan 18, 2018 • 30min
The path of the U.S. dollar
Where is the U.S. dollar headed? Visit jpmorgan.com/institutional/investment-excellence.