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
Mar 22, 2017 • 28min
Factor-based investing
Could your portfolio benefit from a factor perspective? Visit jpmorgan.com/institutional/investment-excellence.
Mar 9, 2017 • 26min
Finding the right multi-asset partner for your investing needs
Does your investment partner understand your objectives? Visit jpmorgan.com/institutional/investment-excellence.
Feb 9, 2017 • 27min
Being flexible when markets get volatile
Can you close the return gap? Visit jpmorgan.com/institutional/investment-excellence.
Feb 2, 2017 • 26min
Alternative strategy assumptions
Should investors fear an erosion of the illiquidity premium? Visit jpmorgan.com/institutional/investment-excellence.
Jan 26, 2017 • 33min
CIO perspectives
Regime shift from “lower for longer” toward reflation? Visit jpmorgan.com/institutional/investment-excellence.
Jan 19, 2017 • 37min
Equity market assumptions
Where can investors find sustainable sources of return? Visit jpmorgan.com/institutional/investment-excellence.
Jan 5, 2017 • 32min
Fixed income assumptions
What are the bright spots in fixed income? Visit jpmorgan.com/institutional/investment-excellence.
Dec 22, 2016 • 28min
An analysis of productivity
Why has productivity slowed down in the last ten years? Visit jpmorgan.com/institutional/investment-excellence.
Dec 8, 2016 • 33min
Global credit cycles
John Bilton, Head of Global Multi-Asset Strategy at JPMorgan, and Stephanie Flanders, Chief Market Strategist for UK and Europe at JPMorgan, dive deep into global credit cycles. They discuss how post-crisis deleveraging has been slower than anticipated, with high debt levels persisting. The duo analyzes current global debt dynamics, including the risks in economies like China and the impact of low-interest rates on central banking. They emphasize the importance of tracking these cycles to inform investment strategies amid shifting financial landscapes.
Sep 28, 2016 • 24min
Deconstructing private credit
What are the risk and return considerations when it comes to private credit? Visit jpmorgan.com/institutional/investment-excellence.
