Center For Investment Excellence

By: J.P. Morgan Asset Management
  • Summary

  • 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.
    Copyright 2021 All rights reserved.
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Episodes
  • The Calm after the cuts
    Oct 9 2024

    In this episode of the Center for Investment Excellence podcast, host David Lebovitz, Global Market Strategist in Multi-Asset Solutions at JP Morgan Asset Management, is joined by Kay Herr, US Chief Investment Officer for the Global Fixed Income Currency and Commodities team at JP Morgan Asset Management. David and Kay discuss the implications of the upcoming US elections on fiscal policy and market dynamics, and they provide a deep dive into duration management and spread product opportunities in the current market environment. Tune in for a comprehensive analysis of the macroeconomic outlook, investment strategies, and market opportunities in this insightful episode.

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    20 mins
  • Gaining perspective on public and private equity
    Sep 9 2024

    In this final episode for our Strategic Investment Advisory Group's private and public series, David Lebovitz, Global Market Strategist, Multi-Asset Solutions, is joined by Jared Gross, Head of Institutional Portfolio Strategy, to discuss equity markets as strategic asset allocations.

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    28 mins
  • Leading with science: A deep dive on biotech
    Jun 20 2024

    In this episode, David Lebovitz, Global Strategist, Multi-Asset Solutions, is joined by Stephen Squinto, Chief Investment Officer, J.P. Morgan Life Sciences Private Capital, to discuss the alternative investment landscape, the private biotech market and areas of opportunity in 2024 and beyond.

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    18 mins

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