2Q Guide to Alternatives webcast

David Lebovitz, Global Market Strategist, is joined by Jared Gross, Head of Institutional Portfolio Strategy at J.P. Morgan Asset Management, to discuss themes from the new 2Q Guide to Alternatives.

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.

Private equity investing: Co-investments, ESG and more

Ashmi Mehrotra and Stephen Catherwood, Co-Heads of the Global Private Equity Group, discuss private equity markets and the key considerations for institutional investors from ESG factors, to diversity and technology.

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.

2021 Global Alternatives Outlook Webcast

Anton Pil, Global Head of Alternatives, & Pulkit Sharma, Head of Alternatives Investment Strategy & Solutions explore the most promising alternative investment ideas from our 2021 Alternatives Investment Outlook,

Navigating global equity markets on the road to recovery

Shane Duffy, Portfolio Manager, International Equity Group, discusses the opportunities and risks in international markets, and how institutional investors can combat challenges across the space

2Q 2021 Guide to China Webcast

Dr. David Kelly and Gabriela Santos share insights on China’s economy, markets & more, from the 2Q Guide to China.

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.

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.

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.

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.

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.

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.

The impacts of COVID-19 on women in the workforce

Long-Term Capital Market Assumptions key takeaways

John Bilton, Head of Global Multi-Asset Strategy, shares key findings from our Long-Term Capital Market Assumptions (LTCMA) client survey and answers frequently asked questions.

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.

Optimizing Illiquidity

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.

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.

Building stronger portfolios for a low carbon world

Climate policy and carbon transition present opportunities, as well as risks, to investors. Hear the latest insights from our specialists around the frameworks we’ve developed to help investors prepare for climate transition.

Dr. Kelly Broad Market Webcast: Investing in the post-pandemic surge

Chief Global Strategist, Dr. David Kelly, and Head of Global Multi-Asset Strategy, John Bilton, discuss June's FOMC meeting, the global pandemic recovery and positioning in multi-asset portfolios.

The impacts of the re-opening on fixed income investing

Steve Lear, U.S. Chief Investment Officer, Global Fixed Income, Currency & Commodities (GFICC) and Rick Figuly, Head of Core Strategy, GFICC, discuss what the re-opening means for Fixed Income markets and where they are finding opportunities and value for institutional investors in the market today.

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.

Investment strategy update: A diversified approach to stronger retirement outcomes

Dan Oldroyd