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
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.
Sep 28, 2016 • 24min
Evaluating high yield and leveraged loans
Do high yield bonds and leveraged loans still have room to run? Visit jpmorgan.com/institutional/investment-excellence.
Sep 28, 2016 • 32min
Unconstrained debt: Bonds beyond borders
Can investors potentially achieve greater return in unconstrained fixed income portfolios? Visit jpmorgan.com/institutional/investment-excellence.
Sep 28, 2016 • 23min
Liability-aware investing
Is now the time for de-risking? Visit jpmorgan.com/institutional/investment-excellence.
Sep 28, 2016 • 23min
Strengthening your core
Where should core or core plus portfolios look to find value? Visit jpmorgan.com/institutional/investment-excellence.
Sep 28, 2016 • 26min
Opportunities in emerging market debt
Where are the most attractive prospects for emerging market debt today? Visit jpmorgan.com/institutional/investment-excellence.
