A macro snapshot into Canada

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A macro snapshot into Canada

FromCenter For Investment Excellence

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Length:

23 minutes

Released:

Jun 2, 2022

Format:

Podcast episode

Description

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.

Released:

Jun 2, 2022

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.

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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
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Liability-aware investing: Is now the time for de-risking? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
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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
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Equity market assumptions: Where can investors find sustainable sources of return? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
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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
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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
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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
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CIO perspectives: Regime shift from “lower for longer” toward reflation? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
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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
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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
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Global credit cycles: How should investors view deleveraging since the financial crisis? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
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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
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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
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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
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Factor-based investing: Could your portfolio benefit from a factor perspective? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
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Tackling the retirement dilemma: Can we tackle the retirement dilemma? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
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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
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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
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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
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Being flexible when markets get volatile: Can you close the return gap? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
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Factor investing in alternatives: What value does alternative beta bring to institutional portfolios? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
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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
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Macroeconomic assumptions: Mostly stable, mostly moderate: Where are we seeing economic potential? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
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Turning behavioral insights into alpha: How does irrational investor behavior impact investment decisions? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
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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
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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
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ESG in fixed income: How do your peers embed ESG into portfolios? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
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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
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A macro snapshot into Canada

A macro snapshot into Canada

Description

Titles in the series (100)

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