Center For Investment Excellence

The 2022 Asset Allocation Draft

David Lebovitz, Global Market Strategist, and Jared Gross, Head of Institutional Portfolio Strategy conduct an asset allocation draft across various sectors, highlighting the current macroeconomic backdrop, Omicron variant implications, and the biggest risks and challenges investors will face in 2022.

The Alternatives Roundup

David Lebovitz, Global Market Strategist, and Anton Pil, Global Head of Alternatives share their 2021 alternatives investment themes, from the return to the office to recent supply chain concerns and opportunities within private markets.

The benefits of ETFs in institutional portfolios

David Lebovitz, Global Market Strategist, and Max Cann, Head of Institutional ETFs, discuss the evolution of the ETF market, how institutional investors can manage broad beta and factor exposure and the misnomer that ETFs are only passive investments. 

Reaching a net-zero world through carbon offsets

Why are carbon markets developing and what are the scientific limits and standards around them?

The case for greater China exposure in institutional portfolios

Jared Gross, Head of Institutional Portfolio Strategy, and Gabriela Santos, Global Market Strategist, discuss the maturation of China's economy since the early 1990s and the increased importance of integrating Chinese assets in portfolios.

Alts for Income

David Lebovitz, Global Market Strategist, and Anton Pil, Global Head of Alternatives, debate alternative asset classes as sources of income, explore how alternative asset classes faired during the pandemic, and discuss the management of liquidity.

Crypto: To buy, or not to buy?

David Lebovitz, Global Market Strategist, and Paul Zummo, Chief Investment Officer for J.P. Morgan Alternative Asset Management, discuss the rise of crypto currencies and their role within an institutional portfolio.

Private Equity: Braced for a turn in rates?

As part of the Allocation Spotlight series, David Lebovitz, Global Market Strategist, and Jared Gross, Head of Institutional Portfolio Strategy, discuss the market conditions that have contributed to strong private equity performance in recent years, and the value that a PE allocation can provide for institutional investors in the decades to come.

The reopening story

Vaccination progress, a constructive economic backdrop, and the Fed’s reaction function to inflation all indicate that 2021 could be the best year for economic growth since the early 1950s.

The evolution of pension hedging

As part of the Allocation Spotlight Series, Jared Gross, Head of Institutional Portfolio Strategy, Kay Herr, Head of Fixed Income Research, and Lisa Coleman, Head of the Global Investment Grade Corporate Credit Team, discuss the current market environment--from ratings migration to fallen angels and rising stars--and the evolution of pension hedging strategy in LDI portfolios.