The 2022 Asset Allocation Draft

FromCenter For Investment Excellence

Start listening View podcast show

The 2022 Asset Allocation Draft

FromCenter For Investment Excellence

ratings:

Length:

41 minutes

Released:

Dec 14, 2021

Format:

Podcast episode

Description

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 biggest risks and challenges investors will face in 2022.

Released:

Dec 14, 2021

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

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
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
Long-term investment considerations for pensions: Where will pension plans find new sources of return? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
39 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
Making allocation decisions across emerging markets: Where is the value in emerging markets equities? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
29 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
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
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
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
Liability-aware investing: Is now the time for de-risking? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
23 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
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
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
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
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
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
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
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
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
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
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
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 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
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
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
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
How averages mislead in DC plans: Why are averages misleading in retirement plans? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
34 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
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

More Episodes from Center For Investment Excellence

Skip carousel

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 Alternatives Roundup: David Lebovitz, Global Market Strategist, and Anton Pil, Global Head of Alternatives share their 2021 alternatives investment themes, from the return to the office to recent supply chain concerns and opportunities within private markets. by Center For Investment Excellence
21 min listen
The benefits of ETFs in institutional portfolios: David Lebovitz, Global Market Strategist, and Max Cann, Head of Institutional ETFs, discuss the evolution of the ETF market, how institutional investors can manage broad beta and factor exposure and the misnomer that ETFs are only passive investments... by Center For Investment Excellence
27 min listen

Related podcast episodes

Skip carousel

Private Equity: Braced for a turn in rates?: As part of the Allocation Spotlight series, David Lebovitz, Global Market Strategist, and Jared Gross, Head of Institutional Portfolio Strategy, discuss the market conditions that have contributed to strong private equity performance in recent years,... by Center For Investment Excellence
25 min listen
Too big to ignore: interest rates and inflation: David Lebovitz, Global Market Strategist, and Jared Gross, Head of Institutional Portfolio Strategy, discuss the unprecedented coordinated fiscal and monetary response to COVID-19, the vaccine driven re-opening of the economy and how this will effect... by Center For Investment Excellence
37 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
Spotlight on the 2023 Banking Crisis: Recent global banking failures shook investors and markets alike, leaving many wondering if we’re witnessing a repeat of the 2008 global financial crisis. In this episode of All the Credit®, Mick Meyler, Head of Developed Market Rates, and David... by All the Credit
34 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
2022 Financial Year in Review and Looking Ahead for 2023 by The Empowered Investor
42 min listen
Investing Beyond the Pandemic: Dr. David Kelly sits down with Jack Manley, Global Market Strategist at J.P. Morgan Asset Management to discuss the investment outlook for 2022. Despite the continued pandemic, the U.S. economy saw a powerful recovery in 2021 across equity markets, the l... by Insights Now
21 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
Surveillance: In The Long Term, Cash Is Trash, Sowerby Says by Bloomberg Surveillance
32 min listen
M&A in 2023: A complex but optimistic outlook for deal-making by Goldman Sachs Exchanges
22 min listen
David Rogers, Founder and CIO of JD Capital Management by Alpha Exchange
52 min listen
Finding Wonderful Companies at Wonderful Prices with Value Stock Geek by The 7investing Podcast
51 min listen
Ep.109 Real Conversations: The Biggest Risks to the Market Narrative with Daniel Lacalle by Hedgeye Podcasts
68 min listen
Surveillance: Margin Pressure With Wilson by Bloomberg Surveillance
32 min listen
The Insight: Conversations – This Time Might Be Different with Howard Marks and David Rosenberg by The Memo by Howard Marks
34 min listen
The Insight: Conversations – This Time Might Be Different with Howard Marks and David Rosenberg by The Insight by Oaktree Capital
34 min listen
Alternatives in a higher rate, slower growth world: 2022 has been a challenging year for most public asset classes, leaving many investors at odds on how to position portfolios, protect against inflation and identify areas for potential excess returns going forward. While markets have been more challengin... by Insights Now
22 min listen
7 lessons learned in 2020 by The Bid
37 min listen
The Federal Reserve: Two Hikes & Done?: (5/26/22) 2022 is turning out to be one of the roughest years ever for market investors; where investors are most likely to make mistakes; how aggressive will the Fed be on interest rates? No one is surprised at Meta's fraud issues; the question of... by The Real Investment Show Podcast
48 min listen
The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – December 2023 Edition by The Insight by Oaktree Capital
21 min listen
WEBCAST | Winning Long (And Short) Ideas w/Marc Cohodes, Brian McGough & Jeremy McLean by Hedgeye Podcasts
62 min listen
High Hopes: Why Commercial Real Estate Is Poised for Continued Growth in 2022 by The Weekly Take from CBRE
38 min listen
2021 Kickoff: Looking Through the Headlines with Mike Green: DB - Jan4, 2020: Mike Green kicks off the Real Vision Daily Briefing in 2021 with Real Vision's Max Wiethe. by Real Vision Daily Briefing: Finance & Investing
37 min listen
OMFIF Public investor outlook 2023: As they head into the new year, what are the primary concerns for public asset owners? Where should they expect continuities from 2022, and where will there be divergence? How will they adjust to the new reality of higher risk, more uncertainty and m... by The OMFIF Podcast
46 min listen
2022 Outlook Series: Technology Outlook (Fluor): On this episode of the 2022 Outlook series, Host Craig Jeffery sits down with Todd Yoder, Global Director of Treasury at Fluor Corporation, for an in-depth conversation on technology. They take a look back at 2021 treasury trends, and then forward to... by The Treasury Update Podcast
38 min listen
2021 Outlook Series – Diving into the Deep End: Talking Technology While Considering Financial Exposures by The Treasury Update Podcast
40 min listen
Cryptocurrency Decoded: Investing In Digital Assets by The Bid
23 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
What’s Next for the Global Economy and the Fixed Income Market? A Discussion with Greg Peters and Daleep Singh: On this special edition of All the Credit®, Mike Collins hands the mic to PGIM Fixed Income’s Co-Chief Investment Officer, Greg Peters, and newly appointed Chief Global Economist, Daleep Singh, to discuss: the current macro backdrop;... by All the Credit
30 min listen
Vincent Deluard: The “Magic Money” That Prevented Recession Is About To Disappear by Forward Guidance
67 min listen

Discover this podcast and so much more

The 2022 Asset Allocation Draft

The 2022 Asset Allocation Draft

Description

Titles in the series (100)

More Episodes from Center For Investment Excellence

Related podcast episodes