Beyond today's equity market

FromCenter For Investment Excellence

Start listening View podcast show

Beyond today's equity market

FromCenter For Investment Excellence

ratings:

Length:

18 minutes

Released:

Nov 8, 2018

Format:

Podcast episode

Description

Is the gap closing between US equity returns and the rest of the world’s? Visit jpmorgan.com/institutional/investment-excellence.

Released:

Nov 8, 2018

Format:

Podcast episode

Titles in the series (100)

The Center for Investment Excellence features educational insights across asset classes and investment themes designed to give you the tools you need to empower better decisions and build stronger portfolios.

Skip carousel

The right time for emerging markets equities: What’s driving the EM recovery? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
36 min listen
Building a diversifying alternatives portfolio: How can the right alternatives portfolio construction help close the return gap? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
35 min listen
Sustainable investing: Engagement and proxy voting: What does it mean to be an active owner? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
37 min listen
Equity market assumptions: Where can investors find sustainable sources of return? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
37 min listen
Evaluating high yield and leveraged loans: Do high yield bonds and leveraged loans still have room to run? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
24 min listen
Unconstrained debt: Bonds beyond borders: Can investors potentially achieve greater return in unconstrained fixed income portfolios? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
32 min listen
The benefits of active management: Can active management still beat the benchmark? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
27 min listen
Turning behavioral insights into alpha: How does irrational investor behavior impact investment decisions? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
33 min listen
An analysis of productivity: Why has productivity slowed down in the last ten years? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
28 min listen
Finding the right multi-asset partner for your investing needs: Does your investment partner understand your objectives? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
26 min listen
The evolution of hedge funds: What role should hedge funds fill in your portfolio? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
32 min listen
Liability-aware investing: Is now the time for de-risking? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
23 min listen
Factor investing in fixed income: Why consider factor based fixed income investing? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
33 min listen
Global credit cycles: How should investors view deleveraging since the financial crisis? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
33 min listen
Venture growth investing: What opportunities are available in today’s venture growth markets? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
37 min listen
Tools to manage risk in portfolios: What tools can help manage risk at the end of the cycle? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
28 min listen
Investing sustainably: ESG in emerging markets: How can you invest sustainably without limiting your investment universe? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
31 min listen
Technology's potential impact on economic growth: How will new technology impact economic growth and market returns? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
25 min listen
CIO perspectives: Regime shift from “lower for longer” toward reflation? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
33 min listen
Deconstructing private credit: What are the risk and return considerations when it comes to private credit? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
24 min listen
Fixed income investing in a low rate world: Steven Lear U.S. Chief Investment Officer - Global Fixed Income, Currency & Commodities (GFICC) and Rick Figuly, Head of Core Strategy - (GFICC) discuss risks and sector positioning in fixed income markets. by Center For Investment Excellence
35 min listen
Being flexible when markets get volatile: Can you close the return gap? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
27 min listen
Real assets in liability-aware portfolios: How can core real assets help improve liability-aware portfolios? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
32 min listen
Year of core: Opportunistic vs. late cycle real estate investing: Which markets have the greatest investment opportunity? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
41 min listen
Factor-based investing: Could your portfolio benefit from a factor perspective? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
28 min listen
Factor investing in alternatives: What value does alternative beta bring to institutional portfolios? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
34 min listen
On the Horizon: China’s domestic equity market: Is China still the wildcard in domestic equity markets? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
29 min listen
Understanding the benefits of blend strategies (For US Investors only): Why are blended TDF strategies becoming so popular? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
22 min listen
Understanding the global dynamics of e-commerce: What are the growth drivers of global e-commerce? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
38 min listen
Factor investing through the cycle: What are the potential investment implications of factor based investing? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
21 min listen

More Episodes from Center For Investment Excellence

Skip carousel

The role of public and private strategies in real estate: In this special edition of #CenterForInvestmentExcellence, members of our Strategic Investment Advisory Group discuss the long-term growth potential of real estate as an investable asset class, including the expansion of the real estate market from t... by Center For Investment Excellence
22 min listen
A New Perspective for Credit Investors: Today’s credit markets offer investors an unprecedented range of risk and return opportunities, but also greater complexity that makes it challenging to allocate capital efficiently. In this special edition SIAG episode, David Lebovitz, Global Strate... by Center For Investment Excellence
18 min listen
Orbiting the Paper Moon: A conversation on alternative investments with Michael Cembalest: While the 60/40 portfolio has seen a renewed focus, allocations to private markets continue to play an important role in diversification and growth. In this episode, David Lebovitz, Global Market Strategist, talks with Michael Cembalest, Chairman of ... by Center For Investment Excellence
35 min listen
How soft will the soft landing be?: The Fed remains committed to reducing rates, which bond markets may be cheering, but it may not begin easing policy as soon as markets anticipate. David Lebovitz, Global Market Strategist, Multi-Asset Solutions and Priya Misra, Portfolio Manager, Glo... by Center For Investment Excellence
18 min listen
Investment Outlook for 2024: While 2023 created a challenging macro backdrop of stubborn inflation, heightened geopolitical tensions and sluggish growth, a year-end rally increased the prospect of a brighter 2024 economic outlook. David Lebovitz and Arjun Menon, Global Market St... by Center For Investment Excellence
20 min listen
The 2024 Asset Allocation Draft: David Lebovitz, Global Market Strategist, Multi-Asset Solutions and Jared Gross, Head of Institutional Portfolio Strategy, conduct their annual asset allocation draft across various asset classes, and make their picks for the most promising investmen... by Center For Investment Excellence
30 min listen
Unpacking the opportunity in developed market equities: While over the past decade developed market equities have overwhelmingly lagged behind their U.S. counterparts, the case for international markets still exists, with Japan and Europe offering attractive investment opportunities. On this episode, Davi... by Center For Investment Excellence
19 min listen
2024 Long-Term Capital Market Assumptions: Smarter portfolios for a world in transition: The 28th annual edition of our 2024 Long-Term Capital Market Assumptions explores how investors can build on the 60/40 portfolio – using new axes of diversification to navigate an economy in transition from disinflation to reflation and from easy mon... by Center For Investment Excellence
16 min listen
Post-FOMC perspectives and the road ahead: Our experts discuss the September FOMC meeting and long duration fixed income investment opportunities. by Center For Investment Excellence
15 min listen
The intersection of technology and healthcare: Private markets have grown significantly over the past few years, fueled by scientific breakthroughs and technological innovation. Our experts discuss biotechnology, artificial intelligence and healthcare valuation trends, how venture capitalists an... by Center For Investment Excellence
25 min listen
Artificial intelligence and the power of disruption: From predictive analysis to machine learning models to robots, the landscape of artificial intelligence is evolving at a meteoric rate and businesses across every industry have no choice but to adopt. Our experts discuss the existing AI infrastructur... by Center For Investment Excellence
16 min listen
The post-COVID world comes into focus: David Lebovitz, Global Market Strategist, Jared Gross, Head of Institutional Portfolio Strategy, and Karen Ward, Global Market Strategist, discuss the return to normalcy post-pandemic and how this has affected markets and the global economy. by Center For Investment Excellence
26 min listen
Opportunities in private equity: What opportunities exist in private equity? Our experts discuss valuations, sector preferences, the secondaries market and more on a new Center for Investment Excellence podcast episode, featuring David Lebovitz, Global Market Strategist, and J.P. Mo... by Center For Investment Excellence
27 min listen
The case for international equities: Recent trends have shown international equities performing as well, if not better, than their U.S. counterparts. David Lebovitz, Global Market Strategist, Anjali Balani, Investment Specialist, International Equity Group and Tim Morris, Investment Spe... by Center For Investment Excellence
19 min listen
Monetary policy and financial stability: We discuss the March Federal Open Market Committee meeting policy decision and its implication for investors. by Center For Investment Excellence
22 min listen
Clash of the Credit: In a battle of Investment Grade vs. High Yield, we discuss credit opportunities for institutional investors. by Center For Investment Excellence
25 min listen
Fixed Income’s Fashionable Again: After a year of higher interest rates and rising recession risks, what should bond investors focus on in 2023? by Center For Investment Excellence
22 min listen
The Asset Allocation Draft for 2023: A review of our 2023 asset allocation recommendations across fixed income, equities, and illiquid and liquid alternatives. by Center For Investment Excellence
28 min listen
2023 Long-Term Capital Market Assumptions: Back to basics: As asset return forecasts move closer to equilibrium, we discuss how today’s market offers the best returns in over a decade. by Center For Investment Excellence
21 min listen
The next generation of investors: David Lebovitz and Jack Manley, Global Market Strategists, have a discussion around the next generation of investors and their financial mindset, identifying how their investment decisions are made and where institutional investors can find the most ... by Center For Investment Excellence
22 min listen
Macro pressures affecting private markets: David Lebovitz, Global Market Strategist, and Jared Gross, Head of Institutional Portfolio Strategy, have a discussion around the macro pressures affecting private markets – across real assets, private equity, private credit and hedge funds – and whe... by Center For Investment Excellence
27 min listen
Is this the time for offense or defense in portfolios?: David Lebovitz, Global Market Strategist, and Jared Gross, Head of Institutional Portfolio Strategy, discuss whether investors should be positioning portfolios offensively or defensively to preserve capital against a backdrop of elevated volatility a... by Center For Investment Excellence
28 min listen
A framework for investing in climate technology: David Lebovitz, Global Market Strategist, and Tanya Barnes, Co-Managing Partner of Sustainable Growth Private Equity, discuss the latest trends in sustainable investing, including climate change and how institutional investors should evaluate climate... by Center For Investment Excellence
15 min listen
Inflation, interest rates and volatility, oh my!: For long-term investors, there are a number of challenges in today's market environment. We take stock of where we are in mid-2022 and where we are headed in the months and years to come. by Center For Investment Excellence
17 min listen
A macro snapshot into Canada: David Lebovitz and Jack Manley, Global Market Strategists, discuss the Canadian economy from the booming housing market to inflation dynamics with the Bank of Canada, and the opportunity set for institutional investors in the second half of the year. by Center For Investment Excellence
23 min listen
Investment opportunities in genetic medicine, automation and cybersecurity: Jared Gross, Head of Institutional Portfolio Strategy, Felise Agranoff, Growth Equity Portfolio Manager, Dr. Matt Cohen, U.S. and Global Healthcare Portfolio Manager and Eric Ghernati, Senior Technology Analyst and Portfolio Manager, review the drama... by Center For Investment Excellence
25 min listen
Inflation and monetary policy: David Lebovitz, Global Market Strategist, and Jared Gross, Head of Institutional Portfolio Strategy, discuss the current state of inflation, the reaction of the Federal Reserve and how investors can position themselves for both the near-and-long-term... by Center For Investment Excellence
25 min listen
Accessing Alternatives in 2022: Pulkit Sharma, Head of Alternatives Investment Strategy and Solutions, joins David Lebovitz, Global Market Strategist, to discuss his framework for investing in alternatives, how it can be a solution to public market volatility, and the ways investor... by Center For Investment Excellence
26 min listen
Engineering portfolios for climate change: David Lebovitz and Meera Pandit, Global Market Strategists, and Garrett Norman, Investment Specialist, Quantitative Solutions, discuss the latest on global climate change and the solutions institutional investors can incorporate into their portfolios... by Center For Investment Excellence
21 min listen
The 2022 Asset Allocation Draft: David Lebovitz, Global Market Strategist, and Jared Gross, Head of Institutional Portfolio Strategy conduct an asset allocation draft across various sectors, highlighting the current macroeconomic backdrop, Omicron variant implications, and the bigge... by Center For Investment Excellence
41 min listen

Related podcast episodes

Skip carousel

The High Performance Zone with John Foley: The High Performance Zone with John Foley Are you ready to take your individual or team performance to the highest level? Then strap on your flight helmet and light the afterburners. It’s time to jump into the High Performance Zone. John Foley is a... by Outer Limits Of Inner Truth
30 min listen
My Opinion On Generation Z: Comfort, Convenience & Complacency by List Building Lifestyle With Igor Kheifets
15 min listen
Market Matters | Data Assets & Alpha Group: US Exceptionalism vs Intl Equities: In this episode, the team discuss the investment case for US vs. international equities post strong outperformance of US markets YTD. They run through the fundamental, valuation, and sentiment differentials between the regions, and while they see fu... by Making Sense
11 min listen
Medtech Money --- Episode 7: Geoff Pardo, Partner at Gilde Healthcare --- Insights from a Transatlantic Late-Stage Venture Capital Firm - How to Invest in Both Europe and the U.S.A. by Project Medtech
58 min listen
1106 | George Fraser: “Money Will Always Find Excellence." by The Quote of the Day Show | Daily Motivational Talks
16 min listen
Market Matters | Data Assets & Alpha Group: Assessing the Equities Positioning Headroom: In this episode, the group delves into investor positioning, discussing the extent to which equities have positioning headroom for a further rally from here. They look into positioning from a host of investor sources, including Hedge Funds, CTAs, th... by Making Sense
16 min listen
Three Approaches to Asset Allocation by Money For the Rest of Us
23 min listen
Market Matters | Data Assets & Alpha Group: Chinese Equities - The Case For A Tactical Rebound: In this episode the team dives into Chinese equities, discussing the potential for a tactical rebound given depressed performance and valuations in the region. The team also explore the risk / reward for European equities. Krupa Patel, Head of Intern... by Making Sense
15 min listen
Market Matters | Data Assets & Alpha Group: An Equities Dip to be Bought?: In this episode the group discuss risk / reward for US equities following the dip through April. They discuss possible reasons for recent equity weakness, the macro and micro backdrop - including recent hotter inflation prints and Q1 corporate earni... by Making Sense
17 min listen
Diversification, disruption and dislocation: Unveil the opportunities in Alternatives: Watch the video version on YouTube. Portfolio Managers from across J.P. Morgan Asset Management to help shed some light on the rapidly growing and increasingly important world of alternatives. These conversations will range from broad overviews of t... by Insights Now
23 min listen
Investing in Europe’s recovery: Is this the year international stocks will finally overtake the U.S.? Greg Fuss, an equity portfolio manager with American Funds International Vantage Fund(SM), won’t commit, but opportunities he’s finding among companies in Europe and elsewhere... by Capital Ideas Investing Podcast
28 min listen
2252: The Risks and Rewards Of International Bonds by Robert Farrington: Robert Farrington of The College Investor talks about the risks and rewards of international bonds by Optimal Finance Daily - ARCHIVE 2 - Episodes 301-600 ONLY
12 min listen
006 - Big fat failure: #FAIL - why we fail to lose weight, and why drug development doesn't work by Genetics Unzipped
31 min listen
Ep. 102: Joe Fahmy: How To Make Decisions And Gain Confidence In Tricky Markets: And how to adjust your expectations. by Investing With IBD
45 min listen
Are the Noles' interested in Kelly?, Irish escape the Rockets, ranking the class of 2016 by Locked On Irish - Daily Podcast On Notre Dame Fighting Irish Football & Basketball
38 min listen
Mailbag Time! 401ks, Post-Retirement Sources of Money, So Many Insurance Questions!: Should you max out your 401k or invest in individual stocks? Does it make sense to pay off student debt with a 401k loan? How can you make your dwindling funds last post-retirement? Is long-term care insurance worth it? So many questions! We have so... by Motley Fool Answers
35 min listen
Market Matters | Data Assets & Alpha Group: A Special-Situations Approach to Alpha, with Blantyre Capital’s Founder and CIO: In this episode, we hear from Mubashir Mukadam, Blantyre Capital’s Founder and CIO. Mubashir discusses the investment philosophy behind Blantyre’s special situations fund, the intersection between providing capital as a Hedge Fund, Private Equity vs... by Making Sense
29 min listen
The Challenge and Risks of Managing Inventory in Light of COVID-Related Demand Swings: In this episode, co-hosts Phil Ordway, Elliot Turner, and John Mihaljevic discuss the challenges some companies have experienced managing their inventory levels in light of COVID-related demand swings. In particular, the hosts reflect on a Wall Street Jo... by This Week in Intelligent Investing
47 min listen
428. The High Performance Zone with John 'Gucci' Foley by The ONE Thing
54 min listen
Beware of Inflation: Why Is The Euro At Par With The US Dollar? Why Should I Care?: The Euro is at par with the US Dollar. Huh? Should I be worried or is it ok to be confused? You are not alone in wondering if this matters. The answer is it does and it doesn't. In this episode we will discuss why this matters. We discuss where... by Money Tree Investing
20 min listen
The Most Important Element Of Leadership - President, Nuno Fernandes - American Public University by Lead the Team (Top 2% of Podcasts)
41 min listen
Market Matters | Data Assets & Alpha Group: An Emerging European Retail Investor: In this episode, the group delves into European market structure, discussing firstly the context of still lackluster European turnover and liquidity, and secondly the emergence of the European retail investor. They discuss the European countries in ... by Making Sense
32 min listen
Finding income for global investment portfolios: In today's episode, Dr. David Kelly is joined by Phil Camporeale, portfolio manager in our Multi-Asset Solutions group at JP Morgan Asset Management. Phil manages portfolios with a global opportunity set, and in doing so is actively making decisions ... by Insights Now
24 min listen
Market Matters | Data Assets & Alpha Group: Can US Equities Push Even Higher?: In this episode, the team dives into US equities - post the strong YTD rally - and discuss whether equities can push even higher through Q3. They run through the health of the US consumer, the rates path from here (post this week’s lower CPI print),... by Making Sense
23 min listen
When College Breaks US Economy: $1.5 trillion in student debt is breaking students backs, but it could also break the U.S. economy. Steven and Faith Rothberg who join Chad and Julie for a look at how College affects the workforce and our economy. Is college too big of a business to fai by The Chad & Cheese Podcast
26 min listen
From Jersey to Japan: The merits of global diversification: Capital Group portfolio manager Tomoko Fortune explains how her globally diverse life experience — growing up in New Jersey and Japan — led to an appreciation for global diversity in the investment business. Related resources: For... by Capital Ideas Investing Podcast
24 min listen
How to Avoid the Bubbles and Build Wealth Safely with Value Stock Geek by The 7investing Podcast
54 min listen
Market Matters | Data Assets & Alpha Group: A YTD Short Squeeze – Assessing Global Equity Signals From Here: In this episode, the group dig into the YTD rally in global equities, looking at the extent to which it has been a pain trade, with shorts squeezing and popular ‘momentum’ equities underperforming. They then dive into their Global Signal from the No... by Making Sense
17 min listen
Bonds and Series I Bonds, High Inflation, and High Interest Rates - 385: Inflation is high, interest rates are high, and the financial markets are volatile. Are bonds and series I bonds good investments or bad investments right now? How do bonds fit into your overall retirement portfolio? Plus, variable annuities,... by Your Money, Your Wealth
44 min listen
TMBA535: Bringing Your Remote Team Together: One of the biggest challenges of running a remote team is communication. After all, "watercooler conversations" rarely happen when your team is scattered across the globe. Joe Magnotti is the co-founder of Empire Flippers, a marketplace for buying and selling online businesses. Together with his partner Justin Cooke, they have built a team of over 70 people who are entirely location independent and are located all over the world. Joe joins us on today's podcast to talk about his experience managing a remote team, and how holding twice-annual team retreats has been paramount to the success of Empire Flippers. by Tropical MBA: Entrepreneurship & Founder Lifestyle
45 min listen

Discover this podcast and so much more

Beyond today's equity market

Beyond today's equity market

Description

Titles in the series (100)

More Episodes from Center For Investment Excellence

Related podcast episodes