Fixed income investing in a low rate world

FromCenter For Investment Excellence

Start listening View podcast show

Fixed income investing in a low rate world

FromCenter For Investment Excellence

ratings:

Length:

35 minutes

Released:

Aug 20, 2020

Format:

Podcast episode

Description

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.

Released:

Aug 20, 2020

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

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
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
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
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
Discipline and Opportunistic: Looking at the Private Equity Landscape: What's going on in the world of late cycle investing, unicorn IPOs, and growth in the private equity market? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
21 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
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
Alternatives in multi-asset portfolios: Why consider increasing your alternatives allocation? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
24 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
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
Automate, “Uncomplicate”, Activate: Helping improve participants’ retirement outcomes: How can you achieve a secure retirement? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
26 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
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
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
Fixed income: The slow road, low yields: Where do we expect bond yields to go? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
31 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
The path of the U.S. dollar: Where is the U.S. dollar headed? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
30 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
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
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
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
CIO perspectives: Regime shift from “lower for longer” toward reflation? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
33 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
Rates present opportunities across the risk spectrum: Consensus view is that rates will rise, but how much and how fast? 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
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
Demystifying private credit: Are you being paid for your additional risk? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
40 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
Climate change: Risks and opportunities: Will climate change affect how we look at investments? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
37 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

Credit Diversifiers for Long Duration Portfolios: Steve Lear, U.S. Chief Investment Officer, Global Fixed Income, Currency & Commodities Group (GFICC), and Justin Rucker, GFICC Portfolio Manager, discuss the benefits of diversifying away from traditional corporate credit in liability-driven-investme... by Center For Investment Excellence
37 min listen
Ep 174: Will Rhind: Macroeconomic Drivers To Watch: Will Rhind: Macroeconomic Drivers To Watch by Investing With IBD
64 min listen
CPI Hit Takes Pressure off the Fed -- Eddie Gifford #5835: Kerry Lutz and Eddie Gifford analyzed the latest CPI and PPI numbers, highlighting the potential for stagflation and its impact on the markets. They also discussed the ongoing FOMC meeting and the possibility of a hawkish stance from the Fed. The role... by Kerry Lutz's--Financial Survival Network
10 min listen
CPI Hit Takes Pressure off the Fed -- Eddie Gifford #5835: Kerry Lutz and Eddie Gifford analyzed the latest CPI and PPI numbers, highlighting the potential for stagflation and its impact on the markets. They also discussed the ongoing FOMC meeting and the possibility of a hawkish stance from the Fed. The role... by Financial Survival Network
10 min listen
Macro: A Framework for Truth ( w/ Raoul Pal & Lyn Alden ): Raoul Pal and Lyn Alden delve into the world of macroeconomics to decipher where we are and where we may end up. by Real Vision: Finance & Investing
62 min listen
Navigating the opportunities in global bonds: So far this season, we've talked about the bond market from a number of different angles and in this episode we look at fixed income as a global asset class. In our recently launched 2Q23 Guide to the Markets, we have a chart that shows that the majo... by Insights Now
27 min listen
The Invisible Market Crash: (4/21/22) Despite the positive headline news from big market players, there's been a literal market crash below the surface. Markets have essentially made no progress since last Fall, and valuations remain unreasonably high. Quantitative Tightening is... by The Real Investment Show Podcast
48 min listen
Deep Dive into Economic Uncertainty and Investment Strategies -- Eddy Gifford #5988: Kerry Lutz and Eddy Gifford discussed the recent producer price numbers and expressed concerns about the state of the economy, consumer demand, and credit. They explored potential scenarios of a soft landing, inflation, recession, and the potential... by Kerry Lutz's--Financial Survival Network
15 min listen
Deep Dive into Economic Uncertainty and Investment Strategies -- Eddy Gifford #5988: Kerry Lutz and Eddy Gifford discussed the recent producer price numbers and expressed concerns about the state of the economy, consumer demand, and credit. They explored potential scenarios of a soft landing, inflation, recession, and the potential... by Financial Survival Network
15 min listen
#29 - 2019 Outlook Series: Global FX Outlook (GPS Capital Markets): On this episode of the 2019 Outlook series, Craig Jeffery sits down with David Pierce, Managing Director of Global Hedging Products at GPS Capital Markets, who has appeared on CNBC to discuss the impact of foreign exchange exposures on the US economy... by The Treasury Update Podcast
41 min listen
Jim Rogers, Jim Rickards and Other Top Money Experts Offer Warnings and Advice For 2022 by Wealthion - Be Financially Resilient
25 min listen
MM #171: Black Equity Matters! What's Next for Nvidia? China Real Estate Collapse, & Is a Recession Coming? by Market Mondays
127 min listen
Powell and Inflation, Shopify's Stock Split: Inflation has been the story of 2022. We zoom in on comments from central bank leaders from yesterday’s ECB Forum to see what insights we can glean. (0:14) Dylan Lewis and John Rotonti discuss: - Fed Chair Powell’s comments yesterday from... by Motley Fool Money
29 min listen
Bloomberg Radio - Wall Street Week January 12th, 2024 by Wall Street Week
34 min listen
Bloomberg Surveillance TV: May 20, 2024 by Bloomberg Surveillance
35 min listen
Opposing Views on the Role of Government and the Essence of Money ( w/ Peter Schiff & Michael Green ): Mike Green and Peter Schiff sit down with Ash Bennington for a debate on the merits of MMT vs Austrian Economics and more. by Real Vision: Finance & Investing
104 min listen
Outlook 2020, Pt. 1: Assessing the Aggregate Risk-for-Reward Picture: We begin our two-part conversation on our Outlook for 2020 and beyond with a look at the aggregate risk/reward landscape around the world. Host Drew Carter welcomes Philip Straehl, head of capital markets & asset allocation, Americas, and Tanguy de Lauzon, head of capital markets & asset allocation for EMEA. Important Disclosure: Returns for U.S. stocks are indicated by the Morningstar US Market Index; for global stocks by the Morningstar Global Markets Index; for emerging markets stocks by the Morningstar EM Index; and for Russia by the Morningstar Russia Index. by Simple, but Not Easy
22 min listen
The Good, The Bad, & The Ugly Secure Act 2.0: (4/22/22) Jerome Powell's comments on inflation and interest rates are taking on a harsher tone; have we reached "peak inflation?" How inflation is affecting financial planning and stock market performance; planning for future realities instead of... by The Real Investment Show Podcast
48 min listen
4-19-24 Did You Pay Your Fair Share of Taxes?: Markets respond to Israel attack on Iran; Procter & Gamble disappoints; markets are in a churning phase. Fed rate decisions & market behaviors. How much do you really need to survive in retirement (What's your number?) Managing expectations,... by The Real Investment Show Podcast
47 min listen
Is the Fed Too Late to the Game?: The impact on markets of dropping mask and vaccine mandates--and is the Fed too late to the game? How we're getting "back to normal--"what ever that is; the Fed is in a no-win position: How will it re-price risk? the difference between inflation and... by The Real Investment Show Podcast
48 min listen
Living with Inflation and Negative GDP: (4/29/22) Turns out Inflation wasn't as "transitory" as some had hoped; the bigger question now is whether or not Inflation is structural. Ramifications of China's slowing economy. Robinhood has been "Friar Tucked." How to mitigate risk w life... by The Real Investment Show Podcast
48 min listen
Robert Kiyosaki Predicts the Biggest Stock Market Crash in History in March 2024 by Earn Your Leisure
11 min listen
Global markets at the limit (Part 2) by The Bid
24 min listen
Reopening Trade: Investing & Stock Picks DAL, CCL, MAR by Schwab Network
7 min listen
Wall Street Wants to Save Your Retirement (3/27/24): The Sentiment Index is hanging in, despite weakening regional surveys; economists see no recession in sight; bank reserves have been rising since October 2022. End of quarter rebalancing is generating some activity; after three-days of selling, market... by The Real Investment Show Podcast
46 min listen
Ep. 288: Frank Curzio & Robin Griffiths Interviews with Michael Covel on Trend Following Radio: Today on the podcast, Michael Covel interviews Frank Curzio and Robin Griffiths. First, Covel speaks with Frank Curzio of Stansberry & Associates. Covel and Curzio discuss how the fundamental guys justify all time highs in the equity market; the... by Michael Covel's Trend Following
74 min listen
Jim Bianco's Masterclass on Federal Reserve Policies and Market Trends by Lead-Lag Live
52 min listen
Long-Term Capital Market Assumptions: COVID-19 – New cycle, new starting point: Prompted by the profound shock of COVID-19 to the economy and markets, J.P. Morgan Asset Management provided an off-cycle mark-to-market of our Long-Term Capital Market Assumptions return projections. John Bilton, Global Head of Multi-Asset Strategy,... by Center For Investment Excellence
36 min listen
Talking About the Bond Bear Market with Daniel Ivascyn (Ep. 57) by Facts vs Feelings with Ryan Detrick & Sonu Varghese
33 min listen
Investing in a Global Recession: Is This Time Different?: Global stock markets this year have gone through a dramatic sell-off and recovery in record time. Perhaps more importantly, we’ve seen a significant decline in economic activity since February, likely marking the onset of a recession. In this episode, Daniel Needham and Philip Straehl look at past recessions and compare them with the current environment. We consider what past market recoveries have looked like and discuss how our investment team is considering these lessons from the past to uncover potential long-term opportunities today. Daniel Needham is president & global CIO, and Philip Straehl is head of capital markets & asset allocation, Americas, at Morningstar Investment Management. by Simple, but Not Easy
38 min listen

Discover this podcast and so much more

Fixed income investing in a low rate world

Fixed income investing in a low rate world

Description

Titles in the series (100)

More Episodes from Center For Investment Excellence

Related podcast episodes