Center For Investment Excellence
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.
Latest episodes
May 20, 2020 • 37min
Credit Diversifiers for Long Duration Portfolios
Steve Lear, U.S. Chief Investment Officer, Global Fixed Income, Currency & Commodities Group (GFICC), and Justin Rucker, GFICC Portfolio Manager, discuss the benefits of diversifying away from traditional corporate credit in liability-driven-investment strategies.
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.
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.
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.
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.
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.
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.
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.
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.
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.
