Home
Explore
Popular Podcasts
Latest Podcasts
Latest Episodes
Latest AI-processed
Categories
Setting
Theme
Sign in
Business
J.P. Morgan Asset Management
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.
Total 172 episodes
1
2
3
4
50 / page
Go to
Protecting your portfolio
Why is it important for investors to broaden their definition of safe haven assets?
26:34
25/11/2019
Inside the Black Box: Demystifying Machine Learning Investing
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.
27:18
14/10/2019
ESG & Infrastructure: Investing in the world you live in
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.
26:40
16/09/2019
Transport: the backbone of global trade
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.
31:00
26/08/2019
Tackling Private Credit: Distressed and Special Situations
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.
17:55
12/08/2019
Growth, the Fed and Stocks vs Bonds
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.
14:08
29/07/2019
Hedge Funds: Survival of the Fittest
We have all heard that hedge fund investing can benefit investors in times of increased volatility, but how? Join us this week as Global Market Strategist, David Lebovitz and Investment Specialist, Lynnette Ferguson, discuss the latest in hedge funds and portfolio solutions.
23:20
08/07/2019
Volatility…Can this be good news?
Instead of being worried about volatility, be prepared. Join us this week as David Lebovitz discusses a game plan for volatility on the Center for Investment Excellence.
13:44
17/06/2019
Risks and Opportunities across Private Markets
Have investors been forced to embrace private markets? Find out with David Lebovitz on this week’s episode on the Center for Investment Excellence.
16:46
27/05/2019
A Look at Strategic Beta: Past, Present, Future
With investors looking to achieve alpha, reduce volatility and minimize costs, can smart beta achieve the perfect balance in today's environment?
25:05
06/05/2019
Discipline and Opportunistic: Looking at the Private Equity Landscape
What's going on in the world of late cycle investing, unicorn IPOs, and growth in the private equity market? Visit jpmorgan.com/institutional/investment-excellence.
21:01
22/04/2019
On the Horizon: China’s domestic equity market
Is China still the wildcard in domestic equity markets? Visit jpmorgan.com/institutional/investment-excellence.
28:57
15/04/2019
Real estate perspectives: portfolio considerations across the risk spectrum
To build or not to build? To buy or not to buy? Join us in exploring the current commercial real estate market outlook. Visit jpmorgan.com/institutional/investment-excellence.
19:35
28/03/2019
Alternatives outlook: A macro view and late-cycle asset allocation considerations
As late cycle challenges arise, how can investors continue to build discipline in alternative portfolio construction? Visit jpmorgan.com/institutional/investment-excellence.
22:16
28/02/2019
Macroeconomic assumptions: Stable forecasts of moderate growth and inflation
What do our long-term growth and inflation forecasts say about today’s economy? Visit jpmorgan.com/institutional/investment-excellence.
22:32
31/01/2019
Beyond today's equity market
Is the gap closing between US equity returns and the rest of the world’s? Visit jpmorgan.com/institutional/investment-excellence.
18:13
08/11/2018
The future of fixed income
What are the implications of quantitative tightening for the global bond market? Visit jpmorgan.com/institutional/investment-excellence.
19:27
25/10/2018
Finding opportunities across the alternatives landscape
Is there still value in investing in alternatives? Visit jpmorgan.com/institutional/investment-excellence.
19:57
11/10/2018
Asset allocation views
As 2019 approaches, how should your portfolio be positioned? Visit jpmorgan.com/institutional/investment-excellence.
21:37
27/09/2018
Tools to manage risk in portfolios
What tools can help manage risk at the end of the cycle? Visit jpmorgan.com/institutional/investment-excellence.
27:54
13/09/2018
Real assets in liability-aware portfolios
How can core real assets help improve liability-aware portfolios? Visit jpmorgan.com/institutional/investment-excellence.
31:49
30/08/2018
Alternatives in multi-asset portfolios
Why consider increasing your alternatives allocation? Visit jpmorgan.com/institutional/investment-excellence.
24:02
16/08/2018
Factor investing through the cycle
What are the potential investment implications of factor based investing? Visit jpmorgan.com/institutional/investment-excellence.
21:27
02/08/2018
Factor investing in fixed income
Why consider factor based fixed income investing? Visit jpmorgan.com/institutional/investment-excellence.
33:22
19/07/2018
Factor investing in alternatives
What value does alternative beta bring to institutional portfolios? Visit jpmorgan.com/institutional/investment-excellence.
33:37
05/07/2018
An alternative view
Where do we see potential in alternatives? Visit jpmorgan.com/institutional/investment-excellence.
36:51
07/06/2018
Equity assumptions: Modestly but steadily lower returns
Do we still see promise in emerging market growth? Visit jpmorgan.com/institutional/investment-excellence.
33:08
24/05/2018
Fixed income: The slow road, low yields
Where do we expect bond yields to go? Visit jpmorgan.com/institutional/investment-excellence.
31:06
10/05/2018
Macroeconomic assumptions: Mostly stable, mostly moderate
Where are we seeing economic potential? Visit jpmorgan.com/institutional/investment-excellence.
33:23
26/04/2018
ESG in fixed income
How do your peers embed ESG into portfolios? Visit jpmorgan.com/institutional/investment-excellence.
37:25
12/04/2018
The macro environment and flexible credit
Approaches to fixed income investing - flexible versus conventional? Visit jpmorgan.com/institutional/investment-excellence.
34:22
29/03/2018
Rates present opportunities across the risk spectrum
Consensus view is that rates will rise, but how much and how fast? Visit jpmorgan.com/institutional/investment-excellence.
35:06
15/03/2018
Demystifying private credit
Are you being paid for your additional risk? Visit jpmorgan.com/institutional/investment-excellence.
40:20
01/03/2018
The impact of global aging
How will global aging impact savings, growth and interest rates? Visit jpmorgan.com/institutional/investment-excellence.
22:14
13/02/2018
Technology's potential impact on economic growth
How will new technology impact economic growth and market returns? Visit jpmorgan.com/institutional/investment-excellence.
24:30
31/01/2018
The path of the U.S. dollar
Where is the U.S. dollar headed? Visit jpmorgan.com/institutional/investment-excellence.
29:30
18/01/2018
Long-term investment considerations for pensions
Where will pension plans find new sources of return? Visit jpmorgan.com/institutional/investment-excellence.
39:19
04/01/2018
Automate, “Uncomplicate”, Activate: Helping improve participants’ retirement outcomes
How can you achieve a secure retirement? Visit jpmorgan.com/institutional/investment-excellence.
25:45
20/12/2017
Tackling the retirement dilemma
Can we tackle the retirement dilemma? Visit jpmorgan.com/institutional/investment-excellence.
48:17
07/12/2017
How averages mislead in DC plans
Why are averages misleading in retirement plans? Visit jpmorgan.com/institutional/investment-excellence.
33:45
21/11/2017
The benefits of adding private real estate to DC plans
Private Real Estate for DB, but not DC? Visit jpmorgan.com/institutional/investment-excellence.
27:24
09/11/2017
Understanding the benefits of blend strategies (For US Investors only)
Why are blended TDF strategies becoming so popular? Visit jpmorgan.com/institutional/investment-excellence.
21:46
25/10/2017
Understanding the global dynamics of e-commerce
What are the growth drivers of global e-commerce? Visit jpmorgan.com/institutional/investment-excellence.
38:27
12/10/2017
Making allocation decisions across emerging markets
Where is the value in emerging markets equities? Visit jpmorgan.com/institutional/investment-excellence.
28:38
28/09/2017
The right time for emerging markets equities
What’s driving the EM recovery? Visit jpmorgan.com/institutional/investment-excellence.
35:49
14/09/2017
Turning behavioral insights into alpha
How does irrational investor behavior impact investment decisions? Visit jpmorgan.com/institutional/investment-excellence.
33:10
31/08/2017
Maximizing your alpha using beta 1 strategies
How can you utilize tracking error more efficiently? Visit jpmorgan.com/institutional/investment-excellence.
32:28
18/08/2017
The benefits of active management
Can active management still beat the benchmark? Visit jpmorgan.com/institutional/investment-excellence.
27:12
03/08/2017
Investing sustainably: ESG in emerging markets
How can you invest sustainably without limiting your investment universe? Visit jpmorgan.com/institutional/investment-excellence.
31:24
20/07/2017
Climate change: Risks and opportunities
Will climate change affect how we look at investments? Visit jpmorgan.com/institutional/investment-excellence.
37:13
06/07/2017
Sign in