Center For Investment Excellence
J.P. Morgan Asset Management
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.
Episodes
Mentioned books
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.
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.
Apr 14, 2020 • 20min
Hedge Funds: Investment Themes for the Crisis and Beyond
Jamie Kramer, Head of Alternatives Solutions Group, Richard Bersch, Head of Relative Value and Macro/Opportunistic Research and Paul Zummo, Chief Investment Officer, J.P. Morgan Alternative Asset Management, analyze how COVID-19 and market volatility are impacting hedge funds today.
Apr 13, 2020 • 35min
After every Bear Market is a Bull Market
John Bilton will discuss the market selloff, asset class views and speak to our Long-Term Capital Market Assumptions and changing viewpoints given recent volatility.
Apr 6, 2020 • 17min
Use volatility to your advantage across emerging markets
Tim Morris, Emerging Markets and Asia Pacific Equities Investment Specialist, and Leon Eidelman, Emerging Markets and Asia Pacific Equities Portfolio Manager, explore how COVID-19, the decline in oil prices and market volatility are impacting the asset class.
Mar 30, 2020 • 21min
Be resilient with core-plus transportation assets
David Lebovitz, Global Market Strategist, and Anurag Agarwal, Head of Portfolio Management, Global Transportation Group, discuss the transportation sector given the recent economic shocks.
Mar 27, 2020 • 20min
Taking Advantage of Illiquidity
David Lebovitz, Global Market Strategist, and Larry Unrein, Global Head of Private Equity, discuss what a major economic disturbance such as COVID-19 can mean for both investors as well as those considering investing in Private Equity.
