Real Assets Outlook: Infrastructure, Transport and Timber
Infrastructure, Transport and Timber are asset classes that center around sustainability and are becoming foundational to investment portfolios. Our experts discuss the trends from our Real Assets Outlook and the most promising opportunities for investing across these sustainable asset classes.
Discussing our highest conviction ideas in Private Equity
Ashmi Mehrotra, Co-Head of the Global Private Equity Group, Jamie Kramer, Head of the Alternative Solutions Group, and Topher Dawe, Global Head of Growth Equity, for a conversation on the importance of Diversity, Equity and Inclusion in both our communities and within institutional portfolios. The panel also shares their highest conviction ideas within an increasingly competitive marketplace.
Finding new pathways to income
Please join Jared Gross, Head of Institutional Portfolio Strategy, and Whitney Wilcox, Portfolio Manager, U.S. Real Estate Core Mezzanine Debt, for a discussion on why capital structure is an underutilized mechanism for generating income and the benefits real estate mezzanine debt offers investors, including income and diversification.
Private equity investing amidst an ongoing pandemic
Ashmi Mehrotra and Stephen Catherwood, Co-Heads of the Global Private Equity Group, discuss private equity investing in an increasingly competitive market, how institutional investors can find attractive opportunities, and the importance of diversity, equity and inclusion considerations during manager selection.
Investing for income through value-added real estate
Jared Gross, Head of Institutional Portfolio Strategy, and Craig Theirl, Real Estate Portfolio Manager, discuss value-added real estate opportunities with a focus on the office, industrial/warehouse and residential/multi-family sectors.
Real estate debt: Pre and post pandemic views
Candace Chao, Co-Portfolio Manager of the US Real Estate Core Mezzanine Debt Fund and Head of Mezzanine Acquisitions discusses the global pandemic’s impact on public and private real estate markets, from the mezzanine loan space to considering mezzanine debt as an alternative and diversifier to your portfolio.
Real Estate Outlook: Opportunities as megatrends accelerate
As a follow-on to our 2021 Global Alternatives Outlook, Kim Adams, Portfolio Manager, Strategic Property Fund, and Jared Gross, Head of Institutional Portfolio Strategy discuss a series of megatrends—from the growth of e-commerce to the return of urban markets—and how they are shaping real estate investing.
Infrastructure Outlook: How core is your core infrastructure?
As a follow-on to our 2021 Global Alternatives Outlook, Nicholas Moller, Investment Specialist, Infrastructure Investments Group, and Jared Gross, Head of Institutional Portfolio Strategy discuss the effects of COVID-19 on infrastructure usage and pricing, the role of inflation, and the accelerated focus on a low carbon economy.
Distressed Credit: Opportunities exist where the central banks missed
As a follow-on to our 2021 Global Alternatives Outlook, Brad Demong, CO-CIO and Portfolio Manager, Global Special Situations Group, and Jared Gross, Head of Institutional Portfolio Strategy, discuss how the COVID-19 crisis has changed the opportunity set in the distressed credit space, and debunk some of the myths across the sector.
Alternatives Outlook: Transport
As a follow-on to our 2021 Global Alternatives Outlook, join us for a conversation between Anurag Agarwal, Head of Portfolio Management, Global Transportation Group, and Jared Gross, Head of Institutional Portfolio Strategy. The discussion will cover how investors can find compelling opportunities in the transportation sector which is increasingly adopting sustainability goals and providing attractive, predictable, long-term returns.
Driving change across our industry and communities
Hear from senior leaders across JPMorgan Chase & Co. discuss how we've sharpened our focus on diversity, equity and inclusion. We highlight the firm-wide initiatives we've introduced and the steps we are taking to track and measure our efforts, which we hope will impact all of our communities as well as the financial services industry as a whole.
Investing in renewable energy
With the U.S. recommitting to the climate goals of the Paris Agreement, alongside China and India’s pledges to target net zero carbon emissions, Tom Murray, Portfolio Manager, International Equity Group, Juan Lois, Strategist, Sustainable Investing Team, and Fred Barasi, Global Equity Research team, discuss the state of the renewables market, the regulations and policies that govern the landscape, as well as renewable stock valuations for institutional investors to consider.
Optionality as a pathway to income
Jared Gross, Head of Institutional Portfolio Strategy, and Hamilton Reiner, Head of U.S. Equity Derivatives, discuss the value of hybrid assets and how combining disciplined call-writing with an active low volatility equity portfolio can provide institutional investors with a new and diversifying source of income.
Jared Gross, Head of Institutional Portfolio Strategy, Zachary Page, Head of U.S. Institutional Multi-Asset Solutions Investment Specialists, and Kathryn Pasqualone, Client Advisor, they discuss strategies to turn unused excess liquidity into a source of long-term value and less liquid investments into higher levels of return, income generation and risk diversification.
Emerging Markets in a post-pandemic world
Sonal Tanna, Emerging Markets and Asia Pacific Equities Portfolio Manager, discusses the emerging markets landscape in the wake of the pandemic, our return expectations for the asset class and views on the impact to US interest rates and the dollar.
Looking for growth in tomorrow’s markets
Giri Devulapally, Portfolio Manager, Large Cap Growth, and Jim Connors, Investment Specialist, shed light on where they are seeing differentiated growth relative to market expectations, opportunities across sectors and their long-term outlook for large cap stocks.
Finding opportunities between growth and value
With inflation looming, vaccination rates dropping, and a strong earnings backdrop, growth vs. value investing is top of mind. Please join Scott Davis, U.S. Equity Portfolio Manager, for a discussion on how he finds mispriced opportunities within the equity market in today’s environment.
Liability Aware Investing for Public Pension Plans
Public pension plans tend to focus disproportionately on investment performance while paying only cursory attention to liability performance. Public pension liabilities can, and deserve to, play a more central role in portfolio construction and holistic performance measurement. Join Michael Buchenholz and Jason Malinowski for a conversation on the role of liabilities in asset allocation.
The role of diversification within liability hedging portfolios
The current environment calls for a broader fixed income opportunity set within LDI strategies. Please join Jared Gross, Head of Institutional Portfolio Strategy, and Fixed Income Portfolio Managers, Betsy Borowiec, Jesse Fogarty, and Justin Rucker, for a discussion on why adding diversifying assets to the LDI portfolio can help investors reduce credit risk concentration and improve returns, all while maintaining an effective hedging program.
Now is the time for diversification in hedge portfolios
Jared Gross, Head of Institutional Portfolio Strategy, and Michael Buchenholz, Head of U.S. Pension Strategy, discuss trends from across the 100 largest corporate pension plans including the benefits of timely rebalancing, considerations in allocating to illiquid markets and how diversifying exposures to securitized and alternative assets will play an increasingly important role in the future.
Dr. Kelly Broad Market Webcast: Still Waiting for a Less Hawkish Fed
Financial markets continue to be haunted by the ghosts of past stimulus, present inflation and potential future recession. If disinflationary forces begin to flow through economic data more clearly, a shift to smaller rate hikes and then a pause may not be too far off.
J.P. Morgan Cross Markets Discussion
We’re excited to bring you into our Cross Markets Discussions where CIOs and portfolio managers across asset classes and regions discuss and debate the most pressing obstacles facing investors today and provide emerging investment opportunities and actionable insights.
Strategic Investment Advisory Group: The Lifeboat Economy
In our latest Strategic Investment Advisory Group analysis, we explore the prospect of a “lifeboat economy,” in which groups of countries retreat into their own spheres, abandoning the premise of a single global economy that optimizes utilization of labor, capital, energy and other resources. We assess the investment implications of equities, alternatives, Fed policy and liquidity strategies and the U.S. dollar.
A Conversation with Michael Cembalest and Ash Williams
Michael Cembalest, Chairman of Market and Investment Strategy, and Ash Williams, Vice Chair for J.P. Morgan Asset Management, discuss the current state of the markets from inflation to Federal Reserve policy, and their outlook for 2023.
2022 Cross Asset Class Outlook
As we embark upon a new year, inflation, supply chain disruptions, monetary and fiscal policy and the Omicron variant continue to dominate headlines. Please join Paul Quinsee, Global Head of Equities, Bob Michele, Chief Investment Officer and Head of the Global Fixed Income, Currency & Commodities (GFICC), and Gary Herbert, Global Head of Tactical Allocation, for a conversation about the opportunities and challenges institutional investors should be aware of in 2022.
Chinese equities amid a changed regulatory paradigm
James Sutton and Shane Duffy, Co-Portfolio Managers of our International Equity Fund, and Jing Ulrich, Vice Chairman of Global Banking and Asia Pacific, discuss the attractiveness of Chinese consumer internet stocks amid a changed regulatory environment and the risks and opportunities of investing alongside Beijing’s strategic policy objectives.
CIO Perspectives with Elizabeth Burton
A conversation with Elizabeth Burton, Chief Investment Officer, Employees’ Retirement System of the State of Hawaii, on the plan’s investment objectives and philosophy, current investment themes she and her colleagues are focusing on, and her views on future returns, plan liabilities and potential disruptive forces that may impact her approach to managing portfolios.
2022 Long-Term Capital Market Assumptions
Dr. David Kelly, Chief Global Strategist, John Bilton, Head of Global Multi-Asset Strategy, and Jared Gross, Head of Institutional Portfolio Strategy, discuss this year's return projections and how you can use them to inform your own strategic asset allocations.
CIO Perspectives with Charles Van Vleet
Please join us for a conversation with Charles Van Vleet, Chief Investment Officer of Pension Investments and Assistant Treasurer at Textron Inc., on the importance of mentoring emerging leaders, innovation and rethinking the conventional wisdom around de-risking.
The economic reopening driven by vaccinations and stimulus
Dr. David Kelly, Chief Global Strategist, and David Lebovitz, Global Market Strategist, discuss their outlook on the economic recovery driven by vaccination progress and record stimulus, the impact of inflation and interest rates on markets and where institutional investors can allocate capital today.
Tapping into Capital Efficiency
Jared Gross, Head of Institutional Portfolio Strategy, discuss how adopting capital-efficient investment strategies can increase the power of portfolios to meet long-term objectives in today’s low-return environment without excessive market risk or illiquidity.
1Q21 Earnings: Record growth amidst a global pandemic
David Lebovitz, Global Market Strategist, and Rick Singh, U.S. Equity Portfolio Manager, recap the first quarter 2021 earnings results, the vaccine-driven re-opening, as well as opportunities and risks institutional investors should keep an eye on throughout 2021.
China: Understanding the opportunities, risks, and role in portfolios
Howard Wang, Head of the Greater China Emerging Markets and Asia Pacific (EMAP) Equities team, and Gabriela Santos, Global Market Strategist, for a dialogue on China’s consumption trends, monetary policy, energy outlook, and technology progress – and the impact each can have on institutional portfolios.
Guide to China | China’s role in solving the income and return challenge
A clear understanding of China is key in order to take advantage of the growth, income and diversification benefits Chinese markets can provide, while also avoiding the pitfalls of investing in more inefficient markets. Hear Dr. David Kelly, Chief Global Strategist, and Gabriela Santos, Global Market Strategist, discuss these and other topics utilizing the newly created Guide to China, a publication aimed at demystifying China for global investors.
Portfolio construction: Moving toward a new architecture
Jared Gross, Head of Institutional Portfolio Strategy, and Grace Koo, Quantitative Analyst and Portfolio Manager, Multi-Asset Solutions, discuss the importance of evolving asset allocations away from traditional stock/bond diversification and towards a full-spectrum approach that embraces broader use of alternative asset classes along with an increasing focus on risk management around portfolio liquidity.
How institutional investors can reach a 7% return target
John Bilton, Tim Lintern, and Jared Gross analyze how diverse building blocks such as active currency overlay, global tactical asset allocation and active security selection, in combination with a cycle-aware approach to investing and flexibility in asset allocation can unearth additional paths to reaching a higher return.
Multi-asset investing amidst the recovery and what comes next
Balanced portfolios will achieve less than half of the returns of the last decade, driven by low interest rates and stretched valuations. Join Zachary Page, Head of U.S. Institutional Multi-Asset Solutions Investment Specialists, Gary Herbert, Global Head of Tactical Asset Allocation, and Jared Gross, Head of U.S. Institutional Portfolio Strategy, as they discuss trends, opportunities and risks impacting multi-asset investing and why asset allocation decisions are more important than ever before.
Finding growth opportunities in today's market
Jeff Geller, Chief Investment Officer of Multi-Asset Solutions, and Zack Page, Head of U.S. Institutional Investment Specialists for Multi-Asset Solutions, discuss the impacts of the pandemic across asset classes and how flexible investment strategies can maximize returns while minimizing risk.