Center For Investment Excellence

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.

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.

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.

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.

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.

Jay DeWaltoff and Candace Chao, Portfolio Managers, Commercial Real Estate Debt, along with Neil Dey, Portfolio Manager, Securitized Products, discuss how the global pandemic has created dislocations across public and private real estate credit markets and how investors can capitalize on opportunities outside of sectors supported by government interventions. 

Andrew Norelli, Portfolio Manager, Global Fixed Income, Currency & Commodities (GFICC), discusses finding income in a zero-rate world, identifying opportunities from a broader fixed income universe and the evolving role the asset class plays in client portfolios.

Lee Spelman, Head of U.S. Equity, and Larry Playford, CIO, U.S. Equity Value Team, discuss the divergence in performance between growth and value, the widening of valuation spreads, sector outlooks and why they see opportunity in value investing in the future.

Bob Culver and Ken Statz of Security Capital Research & Management address emerging trends in the REIT market and the effects of social distancing and COVID-19 on commercial real estate investment opportunities.

Samantha Azzarello, Global Market Strategist, Jennifer Wu, Global Head of Sustainable Investing, and Ben Hesse, Head of AWM Strategy & Business Development discuss how COVID-19 has accelerated the ESG agenda.