Center For Investment Excellence

The intersection of technology and healthcare

Private markets have grown significantly over the past few years, fueled by scientific breakthroughs and technological innovation. Our experts discuss  biotechnology, artificial intelligence and healthcare valuation trends, how venture capitalists and startups are navigating the complex regulatory landscape and other exciting opportunities for investors.

Artificial intelligence and the power of disruption

From predictive analysis to machine learning models to robots, the landscape of artificial intelligence is evolving at a meteoric rate and businesses across every industry have no choice but to adopt. Our experts discuss the existing AI infrastructure, how AI is reshaping the corporate environment and what investors need to know about this revolutionary technology.

The post-COVID world comes into focus

David Lebovitz, Global Market Strategist, Jared Gross, Head of Institutional Portfolio Strategy, and Karen Ward, Global Market Strategist, discuss the return to normalcy post-pandemic and how this has affected markets and the global economy.

Opportunities in private equity

What opportunities exist in private equity? Our experts discuss valuations, sector preferences, the secondaries market and more on a new Center for Investment Excellence podcast episode, featuring David Lebovitz, Global Market Strategist, and J.P. Morgan Asset Management's Global Private Equity Group Co-Heads, Stephen Catherwood and Ashmi Mehrotra.

The case for international equities

Recent trends have shown international equities performing as well, if not better, than their U.S. counterparts. David Lebovitz, Global Market Strategist, Anjali Balani, Investment Specialist, International Equity Group and Tim Morris, Investment Specialist, Emerging Market and Asia Pacific Equities Group, discuss pressures on the U.S. dollar, the impact of China's re-opening and what investors need to know about investing overseas.

Monetary policy and financial stability

We discuss the March Federal Open Market Committee meeting policy decision and its implication for investors.

Clash of the Credit

In a battle of Investment Grade vs. High Yield, we discuss credit opportunities for institutional investors.

Fixed Income’s Fashionable Again

After a year of higher interest rates and rising recession risks, what should bond investors focus on in 2023?

The Asset Allocation Draft for 2023

A review of our 2023 asset allocation recommendations across fixed income, equities, and illiquid and liquid alternatives.

2023 Long-Term Capital Market Assumptions: Back to basics

As asset return forecasts move closer to equilibrium, we discuss how today’s market offers the best returns in over a decade.