Episodes

Thursday May 24, 2018
Equity assumptions: Modestly but steadily lower returns
Thursday May 24, 2018
Thursday May 24, 2018
Do we still see promise in emerging market growth? Visit jpmorgan.com/institutional/investment-excellence.

Thursday May 10, 2018
Fixed income: The slow road, low yields
Thursday May 10, 2018
Thursday May 10, 2018
Where do we expect bond yields to go? Visit jpmorgan.com/institutional/investment-excellence.

Thursday Apr 26, 2018
Macroeconomic assumptions: Mostly stable, mostly moderate
Thursday Apr 26, 2018
Thursday Apr 26, 2018
Where are we seeing economic potential? Visit jpmorgan.com/institutional/investment-excellence.

Thursday Apr 12, 2018
ESG in fixed income
Thursday Apr 12, 2018
Thursday Apr 12, 2018
How do your peers embed ESG into portfolios? Visit jpmorgan.com/institutional/investment-excellence.

Thursday Mar 29, 2018
The macro environment and flexible credit
Thursday Mar 29, 2018
Thursday Mar 29, 2018
Approaches to fixed income investing - flexible versus conventional? Visit jpmorgan.com/institutional/investment-excellence.

Thursday Mar 15, 2018
Rates present opportunities across the risk spectrum
Thursday Mar 15, 2018
Thursday Mar 15, 2018
Consensus view is that rates will rise, but how much and how fast? Visit jpmorgan.com/institutional/investment-excellence.

Thursday Mar 01, 2018
Demystifying private credit
Thursday Mar 01, 2018
Thursday Mar 01, 2018
Are you being paid for your additional risk? Visit jpmorgan.com/institutional/investment-excellence.

Tuesday Feb 13, 2018
The impact of global aging
Tuesday Feb 13, 2018
Tuesday Feb 13, 2018
How will global aging impact savings, growth and interest rates? Visit jpmorgan.com/institutional/investment-excellence.

Wednesday Jan 31, 2018
Technology's potential impact on economic growth
Wednesday Jan 31, 2018
Wednesday Jan 31, 2018
How will new technology impact economic growth and market returns? Visit jpmorgan.com/institutional/investment-excellence.

Thursday Jan 18, 2018
The path of the U.S. dollar
Thursday Jan 18, 2018
Thursday Jan 18, 2018
Where is the U.S. dollar headed? Visit jpmorgan.com/institutional/investment-excellence.