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Center for Investment Excellence

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

ALTERNATIVES EQUITIES FIXED INCOME GENERAL ECONOMY
ALTERNATIVES

State of the credit market and the rise of SPACS

Jon Segal, Co-Chief Investment Officer of Highbridge Capital Management, discusses credit markets, his view on the special-purpose acquisition company market and how institutional investors should look to allocate capital going forward.

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ESG: Anchoring Returns for Alternatives

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.

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Make Income an Objective

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.

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How Private Equity is responding to COVID-19

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.

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Transportation – A port for current income during a pandemic

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.

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Private Credit Amidst COVID-19 and Beyond

Lynnette Ferguson, Head of Investment Specialists Americas, and Brian Coleman, Portfolio Manager, from our J.P. Morgan Alternative Asset Management Group, will discuss how the COVID-19 crisis has impacted the opportunity set in the alternative credit landscape, and give their outlook on the space moving forward.

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Real estate debt: Opportunities persist in private markets

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.

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The State of the REIT Market

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.

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Factor investing in the wake of COVID-19

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.

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Opportunities in distressed credit amid the COVID-19 crisis

Leander Christofides, CO-CIO and Portfolio Manager, Global Special Situations Group, discusses how the COVID-19 crisis has changed the opportunity set in the distressed/event-driven credit space.

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State of the Alternatives Market and Strategies for Volatile Times

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.

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Understanding the role real estate plays in defined contribution plans

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.

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Hedge Funds: Investment Themes for the Crisis and Beyond

As we navigate this crisis, do the themes at the start of 2020 still hold true and what opportunities have been created?

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Be resilient with core-plus transportation assets

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

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Taking advantage of illiquidity

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.

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Laying the foundation with core alternatives

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.

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In it for the Long Haul: Core-plus transport investing for resilience during turbulent times

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.

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Concentrating on the core: private infrastructure equity and debt

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.

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EQUITIES

Panoramic Views: Emerging Markets in 2021

Leon Eidelman, Portfolio Manager within the Emerging Markets and Asia Pacific (EMAP) Equities team, evaluates the risks and opportunities institutional investors face within emerging markets in 2021, and what notable impacts COVID-19 has had on the asset class.

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Opportunities in Emerging Markets

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.

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The REIT Market: Past, Present & Future

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.

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Retirement Income: Trends & Considerations

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.

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Views on large cap equity investing during uncertain times

What opportunities lie ahead for large cap growth?

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In the wake of COVID-19, strong companies get stronger

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.

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The Impact of Governance and Social Factors on Portfolio Construction

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.

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How Consumer Behavior Is Changing

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.

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The future of value investing

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.

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Allocating to China in the wake of the coronavirus outbreak

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.

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U.S. Large Cap Equity Investing in Volatile Markets

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.

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The Global Equity Market Outlook

Paul Quinsee, Global Head of Equities, analyzes on how recent market volatility has played out in the equity markets.

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Use volatility to your advantage across emerging markets

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.

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FIXED INCOME

Fixed income market views and outlook

Bob Michele discusses first quarter views--from inflation risks to preferences for certain fixed income sectors --and implications for 2021 investors

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Navigating the fixed income markets in 2020 and beyond

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.

Read more

Reaching Portfolio Objectives In Changing Markets

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.

Read more

The benefits of active fixed income in TDFs

Lynn Avitabile, Investment Specialist, SmartRetirement, and Ben Christensen, Fixed Income Investment Specialist, share how the current market is impacting target date funds, the benefits of active management, and the opportunities and risks investors should consider moving forward.

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Fixed income investing in a low rate world

Listen to J.P. Morgan's latest podcast discussing how investors should be thinking about the risks and sector positioning in fixed income markets.

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Generating income in a volatile world

Andrew Norelli, Portfolio Manager, Global Fixed Income, Currency & Commodities (GFICC), discusses finding income in a zero-rate world, identifying opportunities from a broader fixed income universe and the evolving role the asset class plays in client portfolios.

Read more

Credit Diversifiers for Long Duration Portfolios

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.

Read more

Navigating the Fixed Income Markets

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.

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Into the Unknown: Corporate Pensions & COVID-19

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.

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Not Yet Normal: Making sense of the High Yield Market amidst Volatility

Rob Cook, CIO of Global High Yield, discusses the environment for high yield today, how it may look attractive relative to other markets and how investors can find entry points into the market.

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GENERAL ECONOMY

Improve the tradeoffs between risk and reward with capital efficient investing

Jared Gross, Head of Institutional Portfolio Strategy, and Dan McNeill, Head of Asset Management Derivatives, discuss the implementation of a derivatives strategy and the ability for it to increase returns and long-term portfolio performance.

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Too big to ignore: interest rates and inflation

David Lebovitz, Global Market Strategist, and Jared Gross, Head of Institutional Portfolio Strategy, discuss the unprecedented coordinated fiscal and monetary response to COVID-19, the vaccine driven re-opening of the economy and how this will affect inflation and interest rates in the months ahead.

Read more

2021 Long Term Capital Market Assumptions: Debt Load

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.

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2021 Long Term Capital Market Assumptions: Fiscal Stimulus

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.

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Weighing the investment implications of climate change policy

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.

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China: A source for growth opportunities

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.

Read more

Reaching Portfolio Objectives In Changing Markets

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.

Read more

The Impact of WFH labor force

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.

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ESG Implications from COVID-19

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.

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Long-Term Capital Market Assumptions: COVID-19 – New cycle, new starting point

Prompted by the profound shock of COVID-19 to the economy and markets, J.P. Morgan Asset Management provided an off-cycle mark-to-market of our Long-Term Capital Market Assumptions return projections. John Bilton, Global Head of Multi-Asset Strategy, provides a deep dive on the changes and provide his outlook for the economy and markets.

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A deep dive on China’s economy

Jing Ulrich, Vice Chairman of Global Banking and Asia Pacific - JPMorgan Chase & Co, discusses the Chinese economy and capital markets, U.S. and China trade relations, and the post-COVID investment outlook.

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1Q20 Earnings: Virus oddity

David Lebovitz, Global Market Strategist, discusses the first quarter 2020 earnings season amidst COVID-19.

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The virus credit cycle

Ben Hesse, Head of AWM Strategy & Business Development, discusses the impact of COVID-19 and recent market volatility on the banking sector, investment management and the financial system.

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After every bear market is a bull market

John Bilton will discuss the market selloff, asset class views and speak to our Long-Term Capital Market Assumptions and changing viewpoints given recent volatility.

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