Center For Investment Excellence
Reaching a net-zero world through carbon offsets

Reaching a net-zero world through carbon offsets

October 12, 2021

Why are carbon markets developing and what are the scientific limits and standards around them?

The case for greater China exposure in institutional portfolios

The case for greater China exposure in institutional portfolios

September 23, 2021

Jared Gross, Head of Institutional Portfolio Strategy, and Gabriela Santos, Global Market Strategist, discuss the maturation of China's economy since the early 1990s and the increased importance of integrating Chinese assets in portfolios.

Alts for Income

Alts for Income

August 19, 2021

David Lebovitz, Global Market Strategist, and Anton Pil, Global Head of Alternatives, debate alternative asset classes as sources of income, explore how alternative asset classes faired during the pandemic, and discuss the management of liquidity.

Crypto: To buy, or not to buy?

Crypto: To buy, or not to buy?

July 29, 2021

David Lebovitz, Global Market Strategist, and Paul Zummo, Chief Investment Officer for J.P. Morgan Alternative Asset Management, discuss the rise of crypto currencies and their role within an institutional portfolio.

Private Equity: Braced for a turn in rates?

Private Equity: Braced for a turn in rates?

June 25, 2021

As part of the Allocation Spotlight series, David Lebovitz, Global Market Strategist, and Jared Gross, Head of Institutional Portfolio Strategy, discuss the market conditions that have contributed to strong private equity performance in recent years, and the value that a PE allocation can provide for institutional investors in the decades to come.

The reopening story

The reopening story

June 24, 2021
The evolution of pension hedging

The evolution of pension hedging

June 10, 2021

As part of the Allocation Spotlight Series, Jared Gross, Head of Institutional Portfolio Strategy, Kay Herr, Head of Fixed Income Research, and Lisa Coleman, Head of the Global Investment Grade Corporate Credit Team, discuss the current market environment--from ratings migration to fallen angels and rising stars--and the evolution of pension hedging strategy in LDI portfolios.

Improve the tradeoffs between risk and reward with capital efficient investing

Improve the tradeoffs between risk and reward with capital efficient investing

April 20, 2021

Jared Gross, Head of Institutional Portfolio Strategy, and Dan McNeill, Head of Asset Management Derivatives, discuss the implementation of a derivatives strategy and the ability for it to increase returns and long-term portfolio performance.

Too big to ignore: interest rates and inflation

Too big to ignore: interest rates and inflation

April 1, 2021

David Lebovitz, Global Market Strategist, and Jared Gross, Head of Institutional Portfolio Strategy, discuss the unprecedented coordinated fiscal and monetary response to COVID-19, the vaccine driven re-opening of the economy and how this will effect inflation and interest rates in the months ahead.

Panoramic Views: Emerging Markets in 2021

Panoramic Views: Emerging Markets in 2021

February 12, 2021

Leon Eidelman, Portfolio Manager within the Emerging Markets and Asia Pacific (EMAP) Equities team, evaluates the risks and opportunities institutional investors face within emerging markets in 2021, and what notable impacts COVID-19 has had on the asset class.