Center for Investment Excellence Podcast Archive
Listen to previous series on a variety of investment topics, asset classes and current themes
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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.
Equity market assumptions
Where can investors find sustainable sources of return?
Preparing for IFRS 9: Investment implications for insurers
Potential investment implications of IFRS 9 on bond and equity investment strategies like hedge accounting and derivatives.
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