The 2024 Asset Allocation Draft

FromCenter For Investment Excellence

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The 2024 Asset Allocation Draft

FromCenter For Investment Excellence

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Length:

30 minutes

Released:

Dec 15, 2023

Format:

Podcast episode

Description

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 investment opportunities in 2023

Released:

Dec 15, 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.

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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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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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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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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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The 2024 Asset Allocation Draft

The 2024 Asset Allocation Draft

Description

Titles in the series (100)

More Episodes from Center For Investment Excellence

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