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
Wednesday May 06, 2020
Wednesday May 06, 2020
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.
Thursday Apr 30, 2020
Thursday Apr 30, 2020
Paul Quinsee, Global Head of Equities, analyzes on how recent market volatility has played out in the equity markets.
Monday Apr 27, 2020
Monday Apr 27, 2020
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.
Monday Apr 27, 2020
Monday Apr 27, 2020
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.
Monday Apr 20, 2020
Monday Apr 20, 2020
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.
Thursday Apr 16, 2020
Thursday Apr 16, 2020
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.
Tuesday Apr 14, 2020
Tuesday Apr 14, 2020
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.
Monday Apr 13, 2020
Monday Apr 13, 2020
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.
Monday Apr 06, 2020
Monday Apr 06, 2020
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.
Monday Mar 30, 2020
Monday Mar 30, 2020
David Lebovitz, Global Market Strategist, and Anurag Agarwal, Head of Portfolio Management, Global Transportation Group, discuss the transportation sector given the recent economic shocks.