Center For Investment Excellence

Private markets have grown significantly over the past few years, fueled by scientific breakthroughs and technological innovation. Our experts discuss  biotechnology, artificial intelligence and healthcare valuation trends, how venture capitalists and startups are navigating the complex regulatory landscape and other exciting opportunities for investors.

Experts discuss the evolving landscape of artificial intelligence, the reshaping of the corporate environment, and what investors should know about this revolutionary technology. Topics include large language models, computing infrastructure, competition in the AI space, market disruption, and the types of businesses that can thrive in the AI environment.

David Lebovitz, Global Market Strategist, Jared Gross, Head of Institutional Portfolio Strategy, and Karen Ward, Global Market Strategist, discuss the return to normalcy post-pandemic and how this has affected markets and the global economy.

Global Market Strategist David Lebovitz and J.P. Morgan Asset Management's Global Private Equity Group Co-Heads Stephen Catherwood and Ashmi Mehrotra discuss valuations, sector preferences, the secondaries market, and more. Topics include challenges faced by venture capital and buyouts in 2022, exponential growth of the private equity secondary market, and pros and cons of GP leads and LP leads.

Recent trends have shown international equities performing as well, if not better, than their U.S. counterparts. David Lebovitz, Global Market Strategist, Anjali Balani, Investment Specialist, International Equity Group and Tim Morris, Investment Specialist, Emerging Market and Asia Pacific Equities Group, discuss pressures on the U.S. dollar, the impact of China's re-opening and what investors need to know about investing overseas.

We discuss the March Federal Open Market Committee meeting policy decision and its implication for investors.

In a battle of Investment Grade vs. High Yield, we discuss credit opportunities for institutional investors.

After a year of higher interest rates and rising recession risks, what should bond investors focus on in 2023?

A review of our 2023 asset allocation recommendations across fixed income, equities, and illiquid and liquid alternatives.

As asset return forecasts move closer to equilibrium, we discuss how today’s market offers the best returns in over a decade.