Listen to our investment experts discuss various topics - from general investing to alternatives and much more.
Anurag Agarwal, Global Transportation Group, Nicola Rawlinson, Macro Strategies, Nick Moller, Infrastructure Investments Group and Karen Roberton, Global Head of Consultant Sales, discuss their thoughts on the importance of ESG factors within alternative strategies and the return enhancements it can provide.
Jared Gross, Head of Institutional Portfolio Strategy, Pulkit Sharma, Head of Alternatives Investments Strategy & Solutions, discuss the operational benefits and consistent stream of capital investors can find in allocating to alternative strategies.
Ashmi Mehrotra and Stephen Catherwood, Co-Heads of the Global Private Equity Group, discuss the impact the virus has had on Private Equity investors, ESG factors, and the risks and opportunities that lie ahead.
Andy Dacy, CIO - Global Transport Group and Anurag Agrawal, Investment Specialist, will discuss how the $4 trillion transport market across aircraft, rail, maritime, energy logistics, and heavy equipment sectors presents a resilient, uncorrelated, income-generating alternative to traditional fixed income.
Jay DeWaltoff and Candace Chao, Portfolio Managers, Commercial Real Estate Debt, along with Neil Dey, Portfolio Manager, Securitized Products, discuss how the global pandemic has created dislocations across public and private real estate credit markets and how investors can capitalize on opportunities outside of sectors supported by government interventions.
Bob Culver and Ken Statz of Security Capital Research & Management address emerging trends in the REIT market and the effects of social distancing and COVID-19 on commercial real estate investment opportunities.
Yaz Romahi, Quantitative Beta Solutions CIO, Garrett Norman, Beta Specialist and Niels Schuehle, Head of Fixed Income Research, identify which factors have shown resiliency amidst COVID-19 and discuss investor considerations for determining the ideal mix of active and passive investments.
Anton Pil, Global Head of Alternatives, addresses the impact of COVID-19 on alternative asset classes and shares real-time insights and research from J.P. Morgan’s on-the-ground real asset, private credit, private equity, hedge fund and liquid alternative teams across the globe.
Michael Buchenholz, Head of U.S. Pension Strategy, Institutional Strategy & Analytics, discusses the trends that he's identified by analyzing 2019 data from the 100 largest corporate pension plans by assets and whether or not those trends are likely to persist throughout 2020.
David Lebovitz, Global Market Strategist, and Jani Venter and Jacklyn Beck, Executive Directors from the Defined Contribution Private Real Estate Solutions team discuss the benefits of direct real estate in DC plans and its impact during and after the COVID-19 crisis.
Tim Morris, Emerging Markets and Asia Pacific Equities Investment Specialist, and Leon Eidelman, Emerging Markets and Asia Pacific Equities Portfolio Manager, explore how COVID-19, the decline in oil prices and market volatility are impacting the asset class.
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.
Nicholas Moller and Ashley Potter, of our Infrastructure Investments Group, discuss how to seize opportunity and effectively manage risk across equity investments in core private infrastructure assets.
We discuss the evolution of quantitative investing and the potential for alpha generation when machine learning is applied to financial markets.
What should investors be thinking about as climate change, corporate governance, and technology disruption change the world we live in?
As investors seek alternative sources of yield across uncorrelated assets – a transportation strategy may be the portfolio solution they’re looking for.
Brad Demong, Co- Chief Investment Officer & Portfolio Manager, explains both the distressed and special situations opportunity set.
As old hedge fund strategies die, what new strategies will on live on in their place? Find out with Investment Specialist, Lynnette Ferguson.
As investors pursue growth and enhanced returns they will need to explore the opportunity set that both private credit and private equity present.
David Lebovitz moderates a discussion with Yasmin Dahya-Bilger and Alistair Lowe focused on institutional use and implementation of smart beta strategies.
Larry Unrein and Meena Gandhi explore the PE opportunity set including market cycles, unicorn IPOs, elevated fundraising, and investing principles.
Ann Cole and Eric Johnson discuss the dynamic investment opportunities that exist across the risk spectrum in the broad commercial real estate market.
We explore a strategic framework for alternative asset allocation with insights on portfolio solutions for today’s market environment.
Kevin Bedell and Bob Culver of Security Capital Research & Management address emerging trends in the REIT market and the effects of social distancing and COVID-19 on commercial real estate investment opportunities.
Sonal Tanna, Emerging Markets and Asia Pacific Equities Portfolio Manager (EMAP), and Tim Morris, EMAP Investment Specialist, discuss the opportunities and risks ahead for emerging markets in the wake of the pandemic.
Katherine Roy, Chief Retirement Strategist, and Dan Oldroyd, Head of Target Date Strategies, discuss retirement income, including the important role participant behavior plays in an effective withdrawal strategy and surprising trends that suggest it may be time to re-examine popular replacement income strategies.
What opportunities lie ahead for large cap growth?
Susan Bao, Portfolio Manager in the U.S. Equity Group, and Mark Ferguson, Global Head of Research for Equities, highlight the digital transformation and shift to cloud, de-globalization and localization of supply chains, and how businesses get stronger.
Leon Eidelman, Emerging Markets and Asia Pacific Equities Portfolio Manager, and Jennifer Wu, Global Head of Sustainable Investing, discuss ESG/Stakeholder prioritization, higher taxation and the rising importance of healthcare on portfolio construction.
Shane Duffy, Portfolio Manager in the International Equity Group, and Mark Ferguson, Global Head of Research for Equities, discuss the recent shift in consumer preferences including: Working from Home, the adoption of online alternatives and increased consumer savings.
Lee Spelman, Head of U.S. Equity, and Larry Playford, CIO, U.S. Equity Value Team, discuss the divergence in performance between growth and value, the widening of valuation spreads, sector outlooks and why they see opportunity in value investing in the future.
Howard Wang discusses China-A shares portfolio positioning, and opportunities for future growth as a result of COVID-19, while also providing insight into life in China as the country slowly reopens.
Giri Devulapally, Portfolio Manager within the U.S. Equity Group, discusses his philosphy on investing, and the industries he sees as strongholds to withstand the impact of the current market volatility.
Paul Quinsee, Global Head of Equities, analyzes on how recent market volatility has played out in the equity markets.
Steve Lear, U.S. Chief Investment Officer, Global Fixed Income, Currency & Commodities (GFICC), Rick Figuly, Head of Core Strategy for GFICC and John Nicely, Senior Fixed Income Investment Specialist, have a conversation on current market themes, and the risks and opportunities in fixed income sectors.
Jared Gross, Head of Institutional Portfolio Strategy, reviews four themes for improving portfolio performance in the current environment: diversifying your hedge, making income an objective, optimizing illiquidity, and improving capital efficiency.
Listen to J.P. Morgan's latest podcast discussing how investors should be thinking about the risks and sector positioning in fixed income markets.
Steve Lear, U.S. Chief Investment Officer, Global Fixed Income, Currency & Commodities Group (GFICC), and Justin Rucker, GFICC Portfolio Manager, discuss the benefits of diversifying away from traditional corporate credit in liability-driven-investment strategies.
Rick Figuly, Head of Core Strategy, Global Fixed Income, Currency & Commodities Group, analyzes COVID-19's effect on the fixed income markets, expectations for interest rates and portfolio positioning in an uncertain environment.
As part of our thematic insights from our 2021 Long-Term Capital Market Assumptions, Thushka Maharaj and Patrik Schöwitz, Global Strategists from our Multi-Asset Solutions group discuss the high levels of debt persistent in today’s global markets and their impact across asset classes.
Dr. David Kelly, Chief Global Strategist, and Nandini Ramakrishnan, Macro Strategist, Emerging Markets and Asia Pacific Equities, explore what future stimulus means for economies and markets.
As part of the 2021 Long-Term Capital Market Assumptions, Jennifer Wu, Head of Sustainable Investing, Benjamin Mandel, Global Strategist, and Vincent Juvyns, Global Market Strategist, discuss the shift to a low carbon economy and the implications for institutional investors.
Eddy Wong, CEO of China International Fund Management, discusses market structure, regulation, and investment trends in China while also reviewing considerations for institutional investors allocating to China.
Jared Gross, Head of Institutional Portfolio Strategy, reviews four themes for improving portfolio performance in the current environment: diversifying your hedge, making income an objective, optimizing illiquidity, and improving capital efficiency.
Ben Mandel, Global Strategist - Multi-Asset Solutions, will do a deep dive on his latest publication, The impact of a global work from home labor force and analyze the market and investment implications of skills-based tech adoption and lower urban density.
Samantha Azzarello, Global Market Strategist, Jennifer Wu, Global Head of Sustainable Investing, and Ben Hesse, Head of AWM Strategy & Business Development discuss how COVID-19 has accelerated the ESG agenda.
Paul Quinsee, Global Head of Equities, analyzes on how recent market volatility has played out in the equity markets.
With hedge funds on offense and fixed income on defense, volatility may help investors win. David Lebovitz explains about volatility in late cycle.