Listen to our investment experts discuss various topics - from general investing to alternatives and much more.
David Lebovitz, Global Market Strategist, 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.
David Lebovitz, Global Market Strategist, and Michael Hood, Global Strategist, Multi-Asset Solutions, have a discussion around J.P. Morgan's 2023 Long Term Capital Market Assumptions, exploring how lower valuations and higher yields mean that markets today offer the best potential long-term returns since 2010.
David Lebovitz and Jack Manley, Global Market Strategists, have a discussion around the next generation of investors and their financial mindset, identifying how their investment decisions are made and where institutional investors can find the most promising opportunities to reach them.
David Lebovitz, Global Market Strategist, and Jared Gross, Head of Institutional Portfolio Strategy, discuss whether investors should be positioning portfolios offensively or defensively to preserve capital against a backdrop of elevated volatility and recession concerns.
David Lebovitz, Global Market Strategist, provides an update on the latest Federal Reserve policy, increased inflation and recession concerns, and the investment outlook for the remainder of 2022.
David Lebovitz and Jack Manley, Global Market Strategists, discuss the Canadian economy from the booming housing market to inflation dynamics with the Bank of Canada, and the opportunity set for institutional investors in the second half of the year.
Jared Gross, Head of Institutional Portfolio Strategy, Felise Agranoff, Growth Equity Portfolio Manager, Dr. Matt Cohen, U.S. and Global Healthcare Portfolio Manager, and Eric Ghernati, Senior Technology Analyst and Portfolio Manager, review the dramatic changes afoot in genetic medicine, automation, and cybersecurity.
David Lebovitz, Global Market Strategist, and Jared Gross, Head of Institutional Portfolio Strategy, discuss the current state of inflation, the reaction of the Federal Reserve and how investors can position themselves for both the near-and-long-term shift in interest rates.
David Lebovitz, Global Market Strategist, and Tanya Barnes, Co-Managing Partner of Sustainable Growth Private Equity, discuss the latest trends in sustainable investing, including climate change and how institutional investors should evaluate climate technology companies and solutions.
David Lebovitz and Meera Pandit, Global Market Strategists, and Garrett Norman, Investment Specialist, Quantitative Solutions, discuss the latest on global climate change and the solutions institutional investors can incorporate into their portfolios.
David Lebovitz, Global Market Strategist, Lisa Coleman, Head of the Global Investment Grade Corporate Credit Team, Global Fixed Income, Currency & Commodities (GFICC) Group and Jeff Lovell, Senior Portfolio Manager, Global High Yield Team, GFICC, compare the opportunities, risks, similarities and differences across investment grade and high yield credit markets.
David Lebovitz, Global Market Strategist, Kay Herr, Head of Research, Global Fixed Income, Currency & Commodities (GFICC) Group and Kelsey Berro, Portfolio Manager, GFICC, discuss opportunities in Fixed Income and current market pressures, including inflation, Fed rates, default cycles and more.