Skip to main content
logo
  • Investment Strategies

    Investment Options

    • Alternatives
    • Beta Strategies
    • Equities
    • Fixed Income
    • Global Liquidity
    • Multi-Asset Solutions

    Capabilities & Solutions

    • ETFs
    • Pension Strategy & Analytics
    • Global Insurance Solutions
    • Outsourced CIO
    • Sustainable investing
  • Insights

    Market Insights

    • Market Insights Overview
    • Eye on the Market
    • Guide to the Markets
    • Guide to Alternatives
    • Market Updates
    • Guide to China

    Portfolio Insights

    • Portfolio Insights Overview
    • Alternatives
    • Asset Class Views
    • Currency
    • Equity
    • ETF Perspectives
    • Fixed Income
    • Long-Term Capital Market Assumptions
    • Sustainable Investing
    • Strategic Investment Advisory Group

    Retirement Insights

    • Retirement Insights Overview
    • Essential Elements of a Sound Retirement System
    • Building Better Retirement Portfolios
  • Resources
    • Center for Investment Excellence Podcasts
    • Insights App
    • Library
    • Webcasts
    • Multimedia
    • NEW Morgan Institutional
  • About us
    • Corporate and Social Responsibility
  • Contact Us
  • English
  • Role
  • Country
  • Morgan Institutional
    Search
    Search
    Menu
    You are about to leave the site Close
    J.P. Morgan Asset Management’s website and/or mobile terms, privacy and security policies don't apply to the site or app you're about to visit. Please review its terms, privacy and security policies to see how they apply to you. J.P. Morgan Asset Management isn’t responsible for (and doesn't provide) any products, services or content at this third-party site or app, except for products and services that explicitly carry the J.P. Morgan Asset Management name.
    CONTINUE Go Back
    1. Podcasts

    • LinkedIn Twitter Facebook
    jpm-am_web_hero_cie_2800x900

    Center for Investment Excellence

    Listen to our investment experts discuss various topics - from general investing to alternatives and much more.

    ALTERNATIVES MACROECONOMIC VIEWS SUSTAINABLE INVESTING FIXED INCOME EQUITIES
    ALTERNATIVES

    The intersection of technology and healthcare

    Private markets have grown significantly over the past few years, fueled by scientific breakthroughs and technological innovation. Our experts discuss biotechnology, artificial intelligence and healthcare valuation trends, how venture capitalists and startups are navigating the complex regulatory landscape and other exciting opportunities for investors.

    Read more

    Opportunities in private equity

    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
    MACROECONOMIC VIEWS

    Artificial intelligence and the power of disruption

    Our experts discuss the rapidly-evolving AI landscape and how it will impact the leaders and investors of tomorrow.

    Read more

    The post-COVID world comes into focus

    David Lebovitz, Global Market Strategist, Jared Gross, Head of Institutional Portfolio Strategy, and Karen Ward, Global Market Strategist, discuss the return to normalcy post-pandemic and how this has affected markets and the global economy.

    Read more

    Monetary policy and financial stability

    Coming out of the first quarter, the Fed’s decision to continue hiking rates has shown a clear separation of monetary policy from banking policy. David Lebovitz, Global Market Strategist, and Jared Gross, Head of Institutional Portfolio Strategy, discuss the Fed’s path to credibility while balancing policy objectives and how the market is responding.

    Read more

    The Asset Allocation Draft for 2023

    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.

    Read more

    2023 Long-Term Capital Market Assumptions: Back to basics

    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.

    Read more

    The next generation of investors

    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.

    Read more
    SUSTAINABLE INVESTING

    Engineering portfolios for climate change

    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.

    Read more
    FIXED INCOME

    Clash of the Credit

    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.

    Read more

    Fixed Income's Fashionable Again

    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.

    Read more
    EQUITIES

    The case for international equities

    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
    J.P. Morgan Asset Management

    • About us
    • Investment stewardship
    • Privacy policy
    • Cookie policy
    • Complaint Resolution
    • Sitemap
    J.P. Morgan

    • J.P. Morgan
    • JPMorgan Chase
    • Chase
    Opens LinkedIn site in new window

    READ IMPORTANT LEGAL INFORMATION. CLICK HERE >

    The value of investments may go down as well as up and investors may not get back the full amount invested.

    Copyright 2023 JPMorgan Chase & Co. All rights reserved.