Opportunities in private equity

FromCenter For Investment Excellence

Start listening View podcast show

Opportunities in private equity

FromCenter For Investment Excellence

ratings:

Length:

27 minutes

Released:

May 31, 2023

Format:

Podcast episode

Description

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. Morgan Asset Management's Global Private Equity Group Co-Heads, Stephen Catherwood and Ashmi Mehrotra.

Released:

May 31, 2023

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
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
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
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
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
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
Tackling the retirement dilemma: Can we tackle the retirement dilemma? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
48 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
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
Liability-aware investing: Is now the time for de-risking? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
23 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
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
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
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
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
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
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
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
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
CIO perspectives: Regime shift from “lower for longer” toward reflation? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
33 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
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
Hedge Funds: Survival of the Fittest: We have all heard that hedge fund investing can benefit investors in times of increased volatility, but how? Join us this week as Global Market Strategist, David Lebovitz and Investment Specialist, Lynnette Ferguson, discuss the latest in hedge funds... by Center For Investment Excellence
23 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
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
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
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
The macro environment and flexible credit: Approaches to fixed income investing - flexible versus conventional? Visit jpmorgan.com/institutional/investment-excellence. by Center For Investment Excellence
34 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

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
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
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

Related podcast episodes

Skip carousel

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
A Deep Dive Into Quality Growth Investing with Harding Loevner's Rick Schmidt by Excess Returns
51 min listen
Constructing a Crypto Index with Jeremy Schwartz and Michael Batnick by Excess Returns
53 min listen
Andrew W. Lo and Stephen R. Foerster, "In Pursuit of the Perfect Portfolio: The Stories, Voices, and Key Insights of the Pioneers Who Shaped the Way We Invest" (Princeton UP, 2021): An interview with Stephen R. Foerster by New Books in Economics
62 min listen
What Are Closed-End Funds and How Do You Invest in Them? by Money For the Rest of Us
26 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
Asset Class: The opportunity in international stocks: Dr. David Kelly and Shane Duffy, lead portfolio manager of the International Equity Group here at J.P. Morgan Asset Management discuss if investors should increase exposure to international equities. Seeking to Invest in foreign developed markets and, op... by Insights Now
19 min listen
Hedgeye Investing Summit: "The Outlook for Retail & Gaming Stocks" with Brian McGough and Todd Jordan. by Hedgeye Podcasts
54 min listen
Investing Fundamentals and What Is Attractive Now by Money For the Rest of Us
48 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
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
The Mystery of Smart-Beta, Explained by Trillions
30 min listen
Q2 ROUNDTABLE - Macro Risks, Signals to Watch & How to Hedge: Special guests Darius Dale (42Macro), Brent Kochuba (Spotgamma) and Alf Peccatiello (Macro Compass) join Imran Lakha, founder of Options Insight, for this special edition Q2 Roundtable discussion. With so many macro headwinds facing markets after a diff... by Trader Chats
90 min listen
Money Managers: Choosing The Competitive Edge by WEALTHTRACK
26 min listen
The Fed's Impact & 2022 Outlook: CNBC's Bob Pisani spoke with Gerard O'Reilly, CO-CEO and Chief Investment Officer of Dimensional Fund Advisors and Nate Geraci, President of the ETF Store. They discussed where markets are headed in 2022 with the looming threat of a faster taper and protentional rate hikes coming down the pike. Plus, why more mutual funds are embracing the ETF model now than ever, and whether hot thematic trends like ESG, Crypto and the Metaverse are built to last. In the 'markets 102' portion of the podcast, Bob continues the conversation with Nate Geraci from The ETF Store. by ETF Edge
34 min listen
The Dangers of Trying to Outsmart the Market by Excess Returns
17 min listen
Think Integration, not Outsourcing: The Importance of Choosing the Right Money Manager: Is "outsourcing" a dirty word? Are managed money offerings all the same? Matt Radgowski and Peter Dugery share insights on the challenges and rewards for financial advisors when choosing a money manager to handle client portfolios. Drew Carter hosts. Matt is managing director, Americas, at Morningstar Investment Management, and Peter is head of sales at the same firm. by Simple, but Not Easy
32 min listen
How Retail Investors Are Shaping Markets by Goldman Sachs Exchanges
29 min listen
Venture Capital: Build a Profitable VC Position through a Correction Featuring David York of Top Tier Capital Partners: This week on Swimming with Allocators, Earnest and Alexa welcome David York, Founder and Managing Director at Top Tier Capital Partners. Top Tier is not just an investment manager; it's a powerhouse with a laser focus on venture capital. With families of funds dedicated to primary commitments, venture fund investments, LP and direct secondaries, and direct investments, Top Tier has been a key player in the global investment landscape for over two decades. In this conversation, David shares his transition from investment banking to venture capital, discusses Top Tier’s strategies in fund of funds, secondaries, and co-investments, and the opportunities arising from market corrections and technology consumption. David also addresses the private equity secondary market, the importance of liquidity, the evolution of seed managers, the impact of COVID-19 and the balance bet by Swimming with Allocators
53 min listen
Investing for the next generation: Watch the video version of this podcast on our YouTube channel. For our second episode of Market Movers, Dr. David Kelly, Chief Global Strategist, is joined by Jack Manley, Global Market Strategist, to discuss the next generation of investors. They d... by Insights Now
25 min listen
Michael Mauboussin – Who’s on the Other Side (Capital Allocators, EP.99): Michael Mauboussin is the well-known investment strategist currently plying his wares at Blue Mountain Capital. He joined me for the second time to discuss his new research entitled “Who’s on the Other Side?” Our conversation dives... by Capital Allocators – Inside the Institutional Investment Industry
55 min listen
Tania Reif on Leaving Macro Investing For Crypto: Tania Reif is Founder and CIO of Senda Digital Assets. Prior to her cryptocurrency focus she built her investment pedigree at top macro hedge-funds including Soros Fund Management, Laurion Capital, Citadel and Alphadyne Asset Management. She was... by Macro Hive Conversations With Bilal Hafeez
55 min listen
Portfolio Diversification’s Failure: Bear Markets Calls for a New Strategy by WEALTHTRACK
26 min listen
More trade; less aid? | RH S3E11: Are more equitable trade policies possible at a time many countries are turning to protectionism? Why have developing countries and emerging economies not benefited as much from the globalised trade architecture as multinational corporations and... by The New Humanitarian
44 min listen
Howard Marks - Successful Investing Through Buying Things Well: The most successful investors combine a profound analytical understanding of financial markets and the economy at large with the ability to act on those ideas. My guest today has these two attributes in spades. Today’s conversation is with Howard... by Value Investing with Legends
53 min listen
Tuesday Tips: Delivering Memorable In-Person Events: This is a Tuesday Tips episode where you will hear host Drew Neisser, CMOs, and other B2B experts share their hard-earned wisdom and fresh marketing insights in a bitesize format. Featuring: Peter Finter of CyberGRX, Dean Nicolls of Jumio Corporation,... by Renegade Marketers Unite
5 min listen
Finding Wonderful Companies at Wonderful Prices with Value Stock Geek by The 7investing Podcast
51 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
Talking Asset Allocation with Meb Faber (Ep. 43) by Facts vs Feelings with Ryan Detrick & Sonu Varghese
39 min listen
Smart Beta vs Dumb Beta … Which is Better? A Discussion About ETFs: Is your ETF employing the best strategies for this market? This week we discuss ETFs and why you should consider them for your portfolio. We discuss the difference between mutual funds and ETFs, active and passive ETF strategies, Smart Beta, ex-out... by Money Tree Investing
68 min listen

Discover this podcast and so much more

Opportunities in private equity

Opportunities in private equity

Description

Titles in the series (100)

More Episodes from Center For Investment Excellence

Related podcast episodes