Podcasts

ALTERNATIVES MACROECONOMIC VIEWS SUSTAINABLE INVESTING FIXED INCOME EQUITIES STRATEGIC INVESTMENT ADVISORY GROUP

ALTERNATIVES

MACROECONOMIC VIEWS

2026 Asset Allocation Draft

In this episode of the Center for Investment Excellence podcast, David Lebovitz and Jared Gross discuss their annual asset allocation draft. They review last year’s investment picks, share macroeconomic expectations for 2026, and debate opportunities across equities, fixed income, real assets, and alternatives.Listeners will hear perspectives on inflation, central bank policy, global growth, and the impact of technology and AI on markets.

LTCMA’s 30th Anniversary: Shifting landscapes and silver linings

In this episode of the Center for Investment Excellence podcast, David Lebovitz and Tim Lintern dive into the 30th annual edition of Long-Term Capital Market Assumptions. This episode discusses the key findings of this year’s publication, including the projections that are at the core of our approach to building stronger portfolios and explain how you can use them to inform your own strategic asset allocations.

Transportation assets and tariffs: Is bad news good news?

In this episode of the Center for Investment Excellence podcast, hosted by David Lebovitz, the focus is on the transportation sector amidst a backdrop of global economic uncertainty. Andy Dacey, CEO and CIO of J.P. Morgan Asset Management's Global Transportation Group, joins the discussion to explore how macroeconomic factors, such as trade tariffs and geopolitical tensions, are influencing transportation assets like shipping, aviation, and rail. The conversation delves into the implications of recent policy changes, the evolving global trade routes, and the strategic considerations for transportation investments.

Unpacking policy uncertainty

This episode hosted by David Lebovitz features a discussion with Dr. David Kelly, chief global strategist at J.P. Morgan. It covers topics such as the economic outlook for 2025, the impact of U.S. immigration and trade policies, and potential fiscal and regulatory changes under the new administration. The conversation also touches on the implications of government efficiency measures and potential tax reforms.

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.

FIXED INCOME

EQUITIES

STRATEGIC INVESTMENT ADVISORY GROUP

A New Perspective for Credit Investors

Our experts discuss the convergence of public and private credit markets.

U.S. exceptionalism and developed markets

In this episode of the Center for Investment Excellence podcast, David Lebovitz and Jared Gross dive into the latest research from the Strategic Investment Advisory Group. This episode explores the concept of U.S. exceptionalism—what drives America’s economic and market outperformance, the foundational pillars behind its strength, and the risks that could challenge its dominance.

How Endowments and Foundations are tackling taxes, liquidity, and portfolio construction

In this episode of the Center for Investment Excellence podcast, David Lebovitz and Mack kline delve into the dynamic world of endowments and foundations and explore the impact of changing tax policies and government funding shifts.

Gaining perspective on public and private equity

Listen to David Lebovitz and Jared Gross discuss public and private equity markets.

The role of public and private strategies in real estate

Our experts discuss the convergence of public and private real estate markets.

Investment Options

Capabilities & Solutions

Market Insights

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Center for Investment Excellence

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