How soft would a soft landing be?
Center For Investment Excellence
by J.P. Morgan Asset Management
1w ago
The Fed remains committed to reducing rates, which bond markets may be cheering, but it may not begin easing policy as soon as markets anticipate. David Lebovitz, Global Market Strategist, Multi-Asset Solutions and Priya Misra, Portfolio Manager, Global Fixed Income, Currency & Commodities (GFICC) Group, discuss their forecast for fixed income, including stock/bond correlations, high quality duration and risks and opportunities for investors ..read more
Visit website
Investment Outlook for 2024
Center For Investment Excellence
by J.P. Morgan Asset Management
1M ago
While 2023 created a challenging macro backdrop of stubborn inflation, heightened geopolitical tensions and sluggish growth, a year-end rally increased the prospect of a brighter 2024 economic outlook. David Lebovitz and Arjun Menon, Global Market Strategists, Multi-Asset Solutions, discuss their investment predictions for the coming year, including risks and opportunities across all sectors and asset classes ..read more
Visit website
The 2024 Asset Allocation Draft
Center For Investment Excellence
by J.P. Morgan Asset Management
2M ago
David Lebovitz, Global Market Strategist, Multi-Asset Solutions and Jared Gross, Head of Institutional Portfolio Strategy, conduct their annual asset allocation draft across various asset classes, and make their picks for the most promising investment opportunities in 2023 ..read more
Visit website
Unpacking the opportunity in developed market equities
Center For Investment Excellence
by J.P. Morgan Asset Management
3M ago
While over the past decade developed market equities have overwhelmingly lagged behind their U.S. counterparts, the case for international markets still exists, with Japan and Europe offering attractive investment opportunities. On this episode, David Lebovitz is joined by Tim Woodhouse, a Portfolio Manager in our International Equity Group, to discuss cross-border investing, valuations, sector themes, corporate governance and more ..read more
Visit website
2024 Long-Term Capital Market Assumptions: Smarter portfolios for a world in transition
Center For Investment Excellence
by J.P. Morgan Asset Management
4M ago
The 28th annual edition of our 2024 Long-Term Capital Market Assumptions explores how investors can build on the 60/40 portfolio – using new axes of diversification to navigate an economy in transition from disinflation to reflation and from easy monetary policy to higher costs of capital. Our experts discuss these themes and more on our November episode.  ..read more
Visit website
Post-FOMC perspectives and the road ahead
Center For Investment Excellence
by J.P. Morgan Asset Management
5M ago
Our experts discuss the September FOMC meeting and long duration fixed income investment opportunities ..read more
Visit website
Artificial intelligence and the power of disruption
Center For Investment Excellence
by J.P. Morgan Asset Management
8M ago
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 ..read more
Visit website
Opportunities in private equity
Center For Investment Excellence
by J.P. Morgan Asset Management
9M ago
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 ..read more
Visit website
The case for international equities
Center For Investment Excellence
by J.P. Morgan Asset Management
11M ago
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 ..read more
Visit website
Monetary policy and financial stability
Center For Investment Excellence
by J.P. Morgan Asset Management
1y ago
We discuss the March Federal Open Market Committee meeting policy decision and its implication for investors ..read more
Visit website

Follow Center For Investment Excellence on FeedSpot

Continue with Google
Continue with Apple
OR