Center For Investment Excellence

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.

Laying the foundation with core alternatives

David Lebovitz, Global Market Strategist, and Pulkit Sharma, Head of Alternatives Investments Strategy & Solutions, discuss core alternatives in the midst of COVID-19, the recent Fed rate cut and other current events causing market volatility.

In it for the Long Haul: Core-plus transport investing for resilience during turbulent times

Andrian Dacy, Chief Investment Officer of the Global Transportation Group, discusses why core-plus transport is a welcome environment for investors looking for reliable income protected by long-term leases, low leverage and the financial strength of high quality end users.

Private credit: Opportunities to generate alpha above public debt

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

Concentrating on the Core: Private Infrastructure Equity and Debt

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

Outlook for 2020 Equities

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

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

China's growth story

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

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

Inside the Black Box: Demystifying Machine Learning Investing

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.