Center For Investment Excellence

David Lebovitz, Global Market Strategist, and Anurag Agarwal, Head of Portfolio Management, Global Transportation Group, discuss the transportation sector given the recent economic shocks.

David Lebovitz, Global Market Strategist, and Larry Unrein, Global Head of Private Equity, discuss what a major economic disturbance such as COVID-19 can mean for both investors as well as those considering investing in Private Equity.

David Lebovitz, Global Market Strategist, and Pulkit Sharma, Head of Alternatives Investments Strategy & Solutions, discuss core alternatives in the midst of COVID-19, the recent Fed rate cut and other current events causing market volatility.

Andrian Dacy, Chief Investment Officer of the Global Transportation Group, discusses why core-plus transport is a welcome environment for investors looking for reliable income protected by long-term leases, low leverage and the financial strength of high quality end users.

What are the investment implications of low yields on private credit?

Is there too much money chasing too few deals in infrastructure investing?

David Lebovitz, Global Market Strategist, discusses the key drivers in equity market performance during the past two years and what investors can expect for 2020.

How do J.P. Morgan strategists view the 10- to 15-year investment outlook?

Hannah Anderson, Global Market Strategist, Global Market Insights Strategy and Sylvia Sheng, Global Strategist, Multi-Asset Solutions explore the significant changes that likely lie ahead for China's financial markets.

Why is it important for investors to broaden their definition of safe haven assets?

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.

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.

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.

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.

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.

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.

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.

Have investors been forced to embrace private markets? Find out with David Lebovitz on this week’s episode on the Center for Investment Excellence.

With investors looking to achieve alpha, reduce volatility and minimize costs, can smart beta achieve the perfect balance in today's environment?

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.

Is China still the wildcard in domestic equity markets? Visit jpmorgan.com/institutional/investment-excellence.

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.

As late cycle challenges arise, how can investors continue to build discipline in alternative portfolio construction? Visit jpmorgan.com/institutional/investment-excellence.

What do our long-term growth and inflation forecasts say about today’s economy? Visit jpmorgan.com/institutional/investment-excellence.

Is the gap closing between US equity returns and the rest of the world’s? Visit jpmorgan.com/institutional/investment-excellence.