Center For Investment Excellence
Private credit: Opportunities to generate alpha above public debt

Private credit: Opportunities to generate alpha above public debt

February 17, 2020

What are the investment implications of low yields on private credit?

Concentrating on the Core: Private Infrastructure Equity and Debt

Concentrating on the Core: Private Infrastructure Equity and Debt

February 3, 2020

Is there too much money chasing too few deals in infrastructure investing?

Outlook for 2020 Equities

Outlook for 2020 Equities

January 30, 2020

David Lebovitz, Global Market Strategist, discusses the key drivers in equity market performance during the past two years and what investors can expect for 2020.

Long-Term Capital Market Assumptions

Long-Term Capital Market Assumptions

December 9, 2019

How do J.P. Morgan strategists view the 10- to 15-year investment outlook?

China’s growth story

China’s growth story

December 2, 2019

Hannah Anderson, Global Market Strategist, Global Market Insights Strategy and Sylvia Sheng, Global Strategist, Multi-Asset Solutions explore the significant changes that likely lie ahead for China's financial markets.

Protecting your portfolio

Protecting your portfolio

November 25, 2019

Why is it important for investors to broaden their definition of safe haven assets?

Inside the Black Box: Demystifying Machine Learning Investing

Inside the Black Box: Demystifying Machine Learning Investing

October 14, 2019

Lynnette Ferguson and Richard Bersch of our Hedge Fund and Alternative Credit Solutions Group discuss the evolution of quantitative investing and the potential for alpha generation when machine learning is applied to financial markets.

ESG & Infrastructure: Investing in the world you live in

ESG & Infrastructure: Investing in the world you live in

September 16, 2019

Jennifer Wu, Head of Sustainable Investing, and Paul Ryan and Matt LeBlanc, Portfolio Managers from our Infrastructure Investments Fund, discuss the intersection of ESG integration and infrastructure assets in achieving sustainable long-term returns.

Transport: the backbone of global trade

Transport: the backbone of global trade

August 26, 2019

As institutional investors seek alternative sources of yield across uncorrelated assets – a transportation strategy may be the portfolio solution they’re looking for. Find out why as David Lebovitz discusses the evolving opportunity set for transportation with Investment Specialist, Anurag Agarwal.

Tackling Private Credit: Distressed and Special Situations

Tackling Private Credit: Distressed and Special Situations

August 12, 2019

Join us this week as Brad Demong, Co- Chief Investment Officer & Portfolio Manager from our Global Special Situations Team explains both the distressed and special situations opportunity set on the Center for Investment Excellence podcast.