Center For Investment Excellence cover image

Center For Investment Excellence

Latest episodes

undefined
Sep 8, 2020 • 28min

The benefits of active fixed income in TDFs

Lynn Avitabile, Investment Specialist, SmartRetirement, and Ben Christensen, Fixed Income Investment Specialist, share how the current market is impacting target date funds, the benefits of active management, and the opportunities and risks investors should consider moving forward.
undefined
Aug 27, 2020 • 39min

Views on large cap equity investing during uncertain times

Giri Devulapally, Portfolio Manager in the U.S. Equity Group, shares his views on the large cap growth sector amid the pandemic, and the opportunities and risks investors should consider going forward.
undefined
Aug 20, 2020 • 35min

Fixed income investing in a low rate world

Steven Lear U.S. Chief Investment Officer - Global Fixed Income, Currency & Commodities (GFICC) and Rick Figuly, Head of Core Strategy - (GFICC) discuss risks and sector positioning in fixed income markets.
undefined
Aug 11, 2020 • 33min

How Private Equity is responding to COVID-19

Ashmi Mehrotra and Stephen Catherwood, Co-Heads of the Global Private Equity Group, discuss the impact the virus has had on Private Equity investors, ESG factors, and the risks and opportunities that lie ahead.
undefined
Aug 6, 2020 • 52min

Transportation – A port for current income during a pandemic

Andy Dacy, CIO - Global Transport Group and Anurag Agrawal, Investment Specialist, will discuss how the $4 trillion transport market across aircraft, rail, maritime, energy logistics, and heavy equipment sectors presents a resilient, uncorrelated, income-generating alternative to traditional fixed income.
undefined
Jul 28, 2020 • 28min

Private Credit Amidst COVID-19 and Beyond

Lynnette Ferguson, Head of Investment Specialists Americas, and Brian Coleman, Portfolio Manager, from our J.P. Morgan Alternative Asset Management Group, will discuss how the COVID-19 crisis has impacted the opportunity set in the alternative credit landscape, and give their outlook on the space moving forward.
undefined
Jul 22, 2020 • 31min

In the wake of COVID-19, strong companies get stronger

Susan Bao, Portfolio Manager in the U.S. Equity Group, and Mark Ferguson, Global Head of Research for Equities, highlight the digital transformation and shift to cloud, de-globalization and localization of supply chains, and how businesses get stronger.
undefined
Jul 15, 2020 • 35min

The Impact of WFH labor force

Ben Mandel, Global Strategist - Multi-Asset Solutions, will do a deep dive on his latest publication, The impact of a global work from home labor force and analyze the market and investment implications of skills-based tech adoption and lower urban density.
undefined
Jul 10, 2020 • 36min

The Impact of Governance and Social Factors on Portfolio Construction

Leon Eidelman, Emerging Markets and Asia Pacific Equities Portfolio Manager, and Jennifer Wu, Global Head of Sustainable Investing, discuss ESG/Stakeholder prioritization, higher taxation and the rising importance of healthcare on portfolio construction.
undefined
Jul 6, 2020 • 26min

How Consumer Behavior Is Changing

Shane Duffy, Portfolio Manager in the International Equity Group, and Mark Ferguson, Global Head of Research for Equities, discuss the recent shift in consumer preferences including: Working from Home, the adoption of online alternatives and increased consumer savings.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode