Center for Investment Excellence Podcast Archive
Listen to previous series on a variety of investment topics, asset classes and current themes
Search Result
Results for:
Refine by:
Category
Format
Topic
Asset Class
Date
Center for Investment Excellence
Why is U.S investment grade struggling in 2018?
Fixed income has struggled thus far in 2018, with the Bloomberg Barclays U.S. aggregate down 1.6% year-to-date. But in this period of rising interest rates, not all fixed income is responding uniformly.
Sustainable Investing: Investment perspective on climate risk
Investment perspective on climate risk with note from Jamie Kramer, highlighting out commitment to sustainable investing, how climate changes is an investment risk, our approach to managing climate risk, and our capabilities.
Designing a liability driven investment (LDI) strategy
Learn how J.P. Morgan creates customized plans to help clients implement a liability driven investment (LDI) strategy.
Balancing investment objectives for colleges and universities
What’s the playbook for the second half?
The U.S. economy is growing at an above-trend pace, and the rest of the world seems to be finding its footing.
What is the latest in the China U.S. trade dispute?
We have now seen actions, rather than just rhetoric, on U.S. China trade in a broad sense. While it will take markets some time to fully and appropriately price in the impact, it was encouraging to see markets not react too poorly to the first round of ta
What is up with the dollar?
With the U.S dollar having strengthened 6.6% in the last six months, investors are beginning to question whether the dollar has fundamentally changed direction after declining in 2017.
Euro: No longer floored but flawed?
Our view over the past few quarters has been that EURUSD should be rangebound, as the cyclical outperformance of the US economy is offset by the eurozone’s relatively better balance of payments position.