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Center For Investment Excellence

Latest episodes

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May 19, 2020 • 36min

A deep dive on China’s economy

Jing Ulrich, Vice Chairman of Global Banking and Asia Pacific - JPMorgan Chase & Co, discusses the Chinese economy and capital markets, U.S. and China trade relations, and the post-COVID investment outlook.
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May 18, 2020 • 29min

Navigating the Fixed Income Markets

Rick Figuly, Head of Core Strategy, Global Fixed Income, Currency & Commodities Group, analyzes COVID-19's effect on the fixed income markets, expectations for interest rates and portfolio positioning in an uncertain environment.
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May 13, 2020 • 26min

Allocating to China in the wake of the coronavirus outbreak

Howard Wang discusses China-A shares portfolio positioning, and opportunities for future growth as a result of COVID-19, while also providing insight into life in China as the country slowly reopens.
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May 13, 2020 • 21min

Into the Unknown: Corporate Pensions & COVID-19

Michael Buchenholz, Head of U.S. Pension Strategy, Institutional Strategy & Analytics, discusses the trends that he's identified by analyzing 2019 data from the 100 largest corporate pension plans by assets and whether or not those trends are likely to persist throughout 2020.
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May 6, 2020 • 26min

U.S. Large Cap Equity Investing in Volatile Markets

Giri Devulapally, Portfolio Manager within the U.S. Equity Group, discusses his philosphy on investing, and the industries he sees as strongholds to withstand the impact of the current market volatility.
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Apr 30, 2020 • 29min

The Global Equity Market Outlook

Paul Quinsee, Global Head of Equities, analyzes on how recent market volatility has played out in the equity markets.
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Apr 27, 2020 • 21min

Understanding the role real estate plays in defined contribution plans

David Lebovitz, Global Market Strategist, and Jani Venter and Jacklyn Beck, Executive Directors from the Defined Contribution Private Real Estate Solutions team discuss the benefits of direct real estate in DC plans and its impact during and after the COVID-19 crisis.
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Apr 27, 2020 • 26min

Not Yet Normal: Making sense of the High Yield Market amidst Volatility

Rob Cook, CIO of Global High Yield, discusses the environment for high yield today, how it may look attractive relative to other markets and how investors can find entry points into the market.
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Apr 20, 2020 • 13min

1Q20 Earnings: Virus oddity

What impact has the ongoing pause in global activity had on corporate earnings and what can we expect going forward? David Lebovitz, Global Market Strategist, discusses the first quarter 2020 earnings season amidst COVID-19.
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Apr 16, 2020 • 35min

The virus credit cycle

Ben Hesse, Head of AWM Strategy & Business Development, discusses the impact of COVID-19 and recent market volatility on the banking sector, investment management and the financial system.

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