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Opportunities, themes and market implications for Fixed Income. J.P. Morgan Asset Management’s Fixed Income Podcast Series draws on insights from our global network of investment professionals. We will be looking at the market cycle; where we see challenges; approaches to risk management and delving into some of the evolving aspects of the credit market.
 

ESG in fixed income

How can investors use ESG to better manage their fixed income allocations? Hear our fixed income experts discuss how clients embed ESG into their portfolios and measure success. (37:48 min.)

Featuring:
Travis Spence, Tom Socha, Karen Ward

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Previous episodes from this series

 

The macro environment and flexible credit

What is the key to accessing a global opportunity set in fixed income? Hear our fixed income experts discuss their global macroeconomic outlook and explain why traditional fixed income may not protect against future volatility and risk. (34:42 min.)

Featuring:
Karen Ward, Usman Naeem, Nick Gartside

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Rates present opportunities across the risk spectrum

What’s going on in high yield and investment grade bonds? Our fixed income portfolio managers discuss inflation, rising rates, trade wars and how these will effect but also create exciting opportunities for credit across the spectrum. (35:29 min.)

Featuring:
Karen Ward, Lorenzo Napolitano, Thomas Hauser

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Demystifying private credit

What macro environment is the perfect backdrop for private credit? Our investment professionals consider how the changes in the regulatory environment have affected the way we think about private credit and risk compensation. (40:47 min.)

Featuring:
Karen Ward, Leander Christofides, Perry Dziekanski

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New LTCMA assumptions series coming soon

Macro - April 26
Fixed Income - May 10
Equities - May 24
Alternatives - June 7
 



The Center for Investment Excellence features an expanding set of podcast series across asset classes and investment themes designed to give you the tools you need to empower better decisions and build stronger portfolios for your institution.