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
Monday Feb 03, 2020
Monday Feb 03, 2020
Is there too much money chasing too few deals in infrastructure investing?
Thursday Jan 30, 2020
Thursday Jan 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.
Monday Dec 09, 2019
Monday Dec 09, 2019
How do J.P. Morgan strategists view the 10- to 15-year investment outlook?
Monday Dec 02, 2019
Monday Dec 02, 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.
Monday Nov 25, 2019
Monday Nov 25, 2019
Why is it important for investors to broaden their definition of safe haven assets?
Monday Oct 14, 2019
Monday Oct 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.
Monday Sep 16, 2019
Monday Sep 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.
Monday Aug 26, 2019
Monday Aug 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.
Monday Aug 12, 2019
Monday Aug 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.
Monday Jul 29, 2019
Monday Jul 29, 2019
Host, David Lebovitz discusses the latest insights on economic growth, the Federal Reserve and whether stocks vs bonds are right for your current asset allocation.