Podcasts by Center For Investment Excellence

Unpacking the opportunity in developed market equities from 2023-11-21T13:10:28

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 at...

2024 Long-Term Capital Market Assumptions: Smarter portfolios for a world in transition from 2023-10-25T12:36:23

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 tra...

Post-FOMC perspectives and the road ahead from 2023-09-29T15:58:23

Our experts discuss the September FOMC meeting and long duration fixed income investment opportunities.

The intersection of technology and healthcare from 2023-09-07T09:05:21

Private markets have grown significantly over the past few years, fueled by scientific breakthroughs and technological innovation. Our experts discuss  biotechnology, artificial intelligence and...

Artificial intelligence and the power of disruption from 2023-07-20T12:39:29

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 ...

The post-COVID world comes into focus from 2023-06-15T14:54:35

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 th...

Opportunities in private equity from 2023-05-31T11:26:29

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, featuri...

The case for international equities from 2023-04-24T06:00

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, I...

Monetary policy and financial stability from 2023-03-29T15:20:14

We discuss the March Federal Open Market Committee meeting policy decision and its implication for investors.

Clash of the Credit from 2023-02-23T17:05:47

In a battle of Investment Grade vs. High Yield, we discuss credit opportunities for institutional investors.

Fixed Income’s Fashionable Again from 2023-01-26T16:30:13

After a year of higher interest rates and rising recession risks, what should bond investors focus on in 2023?

The Asset Allocation Draft for 2023 from 2022-12-13T09:57:26

A review of our 2023 asset allocation recommendations across fixed income, equities, and illiquid and liquid alternatives.

2023 Long-Term Capital Market Assumptions: Back to basics from 2022-11-23T10:50:03

As asset return forecasts move closer to equilibrium, we discuss how today’s market offers the best returns in over a decade.

The next generation of investors from 2022-10-25T16:02:23

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 m...

Macro pressures affecting private markets from 2022-10-04T17:13:29

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, ...

Is this the time for offense or defense in portfolios? from 2022-08-24T11:39:09

David Lebovitz, Global Market Strategist, and Jared Gross, Head of Institutional Portfolio Strategy, discuss whether investors should be positioning portfolios offensively or defensively to pres...

A framework for investing in climate technology from 2022-07-22T12:01

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...

Inflation, interest rates and volatility, oh my! from 2022-06-30T12:54:58

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.

A macro snapshot into Canada from 2022-06-02T11:41:46

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...

Investment opportunities in genetic medicine, automation and cybersecurity from 2022-05-05T11:46:21

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 Te...

Inflation and monetary policy from 2022-03-28T15:50:17

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...

Accessing Alternatives in 2022 from 2022-02-22T13:08

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 sol...

Engineering portfolios for climate change from 2022-01-27T16:57:04

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 insti...

The 2022 Asset Allocation Draft from 2021-12-14T10:35:42

David Lebovitz, Global Market Strategist, and Jared Gross, Head of Institutional Portfolio Strategy conduct an asset allocation draft across various sectors, highlighting the current macroeconom...

The Alternatives Roundup from 2021-11-30T11:43:13

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 concern...

The benefits of ETFs in institutional portfolios from 2021-10-22T13:00

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...

Reaching a net-zero world through carbon offsets from 2021-10-12T14:11:30

Why are carbon markets developing and what are the scientific limits and standards around them?

The case for greater China exposure in institutional portfolios from 2021-09-23T01:00

Jared Gross, Head of Institutional Portfolio Strategy, and Gabriela Santos, Global Market Strategist, discuss the maturation of China's economy since the early 1990s and the increased importance...

Alts for Income from 2021-08-19T17:07:22

David Lebovitz, Global Market Strategist, and Anton Pil, Global Head of Alternatives, debate alternative asset classes as sources of income, explore how alternative asset classes faired during t...

Crypto: To buy, or not to buy? from 2021-07-29T09:00

David Lebovitz, Global Market Strategist, and Paul Zummo, Chief Investment Officer for J.P. Morgan Alternative Asset Management, discuss the rise of crypto currencies and their role within an in...

Private Equity: Braced for a turn in rates? from 2021-06-25T11:00

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 contribut...

The reopening story from 2021-06-24T17:28:24

Vaccination progress, a constructive economic backdrop, and the Fed’s reaction function to inflation all indicate that 2021 could be the best year for e...

The evolution of pension hedging from 2021-06-10T09:46:17

As part of the Allocation Spotlight Series, Jared Gross, Head of Institutional Portfolio Strategy, Kay Herr, Head of Fixed Income Research, and Lisa Coleman, Head of the Global Investment Grade ...

Improve the tradeoffs between risk and reward with capital efficient investing from 2021-04-20T14:00

Jared Gross, Head of Institutional Portfolio Strategy, and Dan McNeill, Head of Asset Management Derivatives, discuss the implementation of a derivatives strategy and the ability for it to incre...

Too big to ignore: interest rates and inflation from 2021-04-01T12:01

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 d...

Panoramic Views: Emerging Markets in 2021 from 2021-02-12T12:00

Leon Eidelman, Portfolio Manager within the Emerging Markets and Asia Pacific (EMAP) Equities team, evaluates the risks and opportunities institutional investors face within emerging markets in ...

State of the credit market and the rise of SPACS from 2021-02-08T11:38:07

Jon Segal, Co-Chief Investment Officer of Highbridge Capital Management, discusses credit markets, his view on the special-purpose acquisition company market and how institutional investors should ...

Fixed income market views and outlook from 2021-01-21T13:54:04

Bob Michele discusses first quarter views--from inflation risks to preferences for certain fixed income sectors --and implications for 2021 investors.

2021 Long Term Capital Market Assumptions: Debt Load from 2020-12-24T12:01

As part of our thematic insights from our 2021 Long-Term Capital Market Assumptions, Thushka Maharaj and Patrik Schöwitz, Global Strategists from our Multi-Asset Solutions group discuss the high...

2021 Long Term Capital Market Assumptions: Fiscal Stimulus from 2020-12-04T10:13:26

Dr. David Kelly, Chief Global Strategist, and Nandini Ramakrishnan, Macro Strategist, Emerging Markets and Asia Pacific Equities, explore what future stimulus means for economies and markets.

Navigating the fixed income markets in 2020 and beyond from 2020-12-02T10:20:53

Steve Lear, U.S. Chief Investment Officer, Global Fixed Income, Currency & Commodities (GFICC), Rick Figuly, Head of Core Strategy for GFICC and John Nicely, Senior Fixed Income Investment Speci...

Weighing the investment implications of climate change policy from 2020-11-24T14:45:56

As part of the 2021 Long-Term Capital Market Assumptions, Jennifer Wu, Head of Sustainable Investing, Benjamin Mandel, Global Strategist, and Vincent Juvyns, Global Market Strategist, discuss th...

ESG: Anchoring Returns for Alternatives from 2020-11-04T11:11:24

Anurag Agarwal, Head of Portfolio Management, Global Transportation Group, Nicola Rawlinson, Head of Investment Specialists for Macro Strategies, Nick Moller, Investment Specialist, Infrastructu...

Make Income an Objective from 2020-10-29T11:45:47

Jared Gross, Head of Institutional Portfolio Strategy, Pulkit Sharma, Head of Alternatives Investments Strategy & Solutions, and Keith Cahill, Head of North America Institutional, discuss the op...

China: A source for growth opportunities from 2020-10-26T10:16:24

Eddy Wong, CEO of China International Fund Management, discusses market structure, regulation, and investment trends in China while also reviewing considerations for institutional investors allo...

The REIT Market: Past, Present&Future from 2020-10-20T10:04:19

Kevin Bedell and Bob Culver of Security Capital Research & Management address emerging trends in the REIT market and the effects of social distancing and COVID-19 on commercial real estate inves...

Retirement Income: Trends&Considerations from 2020-10-14T18:19:58

Katherine Roy, Chief Retirement Strategist, and Dan Oldroyd, Head of Target Date Strategies, discuss retirement income, including the important role participant behavior plays in an effective wi...

Opportunities in Emerging Markets from 2020-10-12T04:00

Sonal Tanna, Emerging Markets and Asia Pacific Equities Portfolio Manager (EMAP), and Tim Morris, EMAP Investment Specialist, discuss the opportunities and risks ahead for emerging markets in th...

Reaching Portfolio Objectives In Changing Markets from 2020-09-22T09:47:02

Jared Gross, Head of Institutional Portfolio Strategy, reviews four themes for improving portfolio performance in the current environment: diversifying your hedge, making income an objective, op...

The benefits of active fixed income in TDFs from 2020-09-08T09:26:58

Lynn Avitabile, Investment Specialist, SmartRetirement, and Ben Christensen, Fixed Income Investment Specialist, share how the current market is impacting target date funds, the benefits of acti...

Views on large cap equity investing during uncertain times from 2020-08-27T18:26:01

Giri Devulapally, Portfolio Manager in the U.S. Equity Group, shares his views on the large cap growth sector amid the pandemic, and the opportunities and risks investors should consider going f...

Fixed income investing in a low rate world from 2020-08-20T18:21:55

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 inc...

How Private Equity is responding to COVID-19 from 2020-08-11T11:14:51

Ashmi Mehrotra and Stephen Catherwood, Co-Heads of the Global Private Equity Group, discuss the impact the virus has had on Private Equity investors, ESG factors, and the risks and opportunities...

Transportation – A port for current income during a pandemic from 2020-08-06T12:59:52

Andy Dacy, CIO - Global Transport Group and Anurag Agrawal, Investment Specialist, will discuss how the $4 trillion transport market across aircraft, rail, maritime, energy logistics, and heavy ...

Private Credit Amidst COVID-19 and Beyond from 2020-07-28T10:57:22

Lynnette Ferguson, Head of Investment Specialists Americas, and Brian Coleman, Portfolio Manager, from our J.P. Morgan Alternative Asset Management Group, will discuss how the COVID-19 crisis ha...

In the wake of COVID-19, strong companies get stronger from 2020-07-22T10:27:32

Susan Bao, Portfolio Manager in the U.S. Equity Group, and Mark Ferguson, Global Head of Research for Equities, highlight the digital transformation and shift to cloud, de-globalization and loca...

The Impact of WFH labor force from 2020-07-15T10:16:13

Ben Mandel, Global Strategist - Multi-Asset Solutions, will do a deep dive on his latest publication, The impact of a global work from home labor force and analyze the market and investment impl...

The Impact of Governance and Social Factors on Portfolio Construction from 2020-07-10T12:07:53

Leon Eidelman, Emerging Markets and Asia Pacific Equities Portfolio Manager, and Jennifer Wu, Global Head of Sustainable Investing, discuss ESG/Stakeholder prioritization, higher taxation and th...

How Consumer Behavior Is Changing from 2020-07-06T12:13:21

Shane Duffy, Portfolio Manager in the International Equity Group, and Mark Ferguson, Global Head of Research for Equities, discuss the recent shift in consumer preferences including: Working fro...

Real estate debt: Opportunities persist in private markets from 2020-06-30T11:20:51

Jay DeWaltoff and Candace Chao, Portfolio Managers, Commercial Real Estate Debt, along with Neil Dey, Portfolio Manager, Securitized Products, discuss how the global pandemic has created disloca...

Generating income in a volatile world from 2020-06-23T15:19:16

Andrew Norelli, Portfolio Manager, Global Fixed Income, Currency & Commodities (GFICC), discusses finding income in a zero-rate world, identifying opportunities from a broader fixed income unive...

The future of value investing from 2020-06-22T12:01:08

Lee Spelman, Head of U.S. Equity, and Larry Playford, CIO, U.S. Equity Value Team, discuss the divergence in performance between growth and value, the widening of valuation spreads, sector outlo...

The State of the REIT Market from 2020-06-17T10:46:42

Bob Culver and Ken Statz of Security Capital Research & Management address emerging trends in the REIT market and the effects of social distancing and COVID-19 on commercial real estate investme...

ESG Implications from COVID-19 from 2020-06-15T11:24:47

Samantha Azzarello, Global Market Strategist, Jennifer Wu, Global Head of Sustainable Investing, and Ben Hesse, Head of AWM Strategy & Business Development discuss how COVID-19 has accelerated t...

Factor investing in the wake of COVID-19 from 2020-06-09T10:19:06

Yaz Romahi, Quantitative Beta Solutions CIO, Garrett Norman, Beta Specialist and Niels Schuehle, Head of Fixed Income Research, identify which factors have shown resiliency amidst COVID-19 and d...

Opportunities in distressed credit amid the COVID-19 crisis from 2020-06-04T10:27:01

Leander Christofides, CO-CIO and Portfolio Manager, Global Special Situations Group, discusses how the COVID-19 crisis has changed the opportunity set in the distressed/event-driven credit space...

State of the Alternatives Market and Strategies for Volatile Times from 2020-05-27T12:12:20

Anton Pil, Global Head of Alternatives, addresses the impact of COVID-19 on alternative asset classes and shares real-time insights and research from J.P. Morgan’s on-the-ground real asset, priv...

Long-Term Capital Market Assumptions: COVID-19 – New cycle, new starting point from 2020-05-22T11:18:01

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 projec...

Credit Diversifiers for Long Duration Portfolios from 2020-05-20T14:32:17

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 t...

A deep dive on China’s economy from 2020-05-19T14:49:54

Jing Ulrich, Vice Chairman of Global Banking and Asia Pacific - JPMorgan Chase & Co, discusses the Chinese economy and capital markets, U.S. and China trade relations, and the post-COVID investm...

Navigating the Fixed Income Markets from 2020-05-18T16:32:36

Rick Figuly, Head of Core Strategy, Global Fixed Income, Currency & Commodities Group, analyzes COVID-19's effect on the fixed income markets, expectations for interest rates and portfolio posit...

Allocating to China in the wake of the coronavirus outbreak from 2020-05-13T17:46:43

Howard Wang discusses China-A shares portfolio positioning, and opportunities for future growth as a result of COVID-19, while also providing insight into life in China as the country slowly reo...

Into the Unknown: Corporate Pensions&COVID-19 from 2020-05-13T17:40:38

Michael Buchenholz, Head of U.S. Pension Strategy, Institutional Strategy & Analytics, discusses the trends that he's identified by analyzing 2019 data from the 100 largest corporate pension pla...

U.S. Large Cap Equity Investing in Volatile Markets from 2020-05-06T11:37:07

Giri Devulapally, Portfolio Manager within the U.S. Equity Group, discusses his philosphy on investing, and the industries he sees as strongholds to withstand the impact of the current market vo...

The Global Equity Market Outlook from 2020-04-30T17:01:48

Paul Quinsee, Global Head of Equities, analyzes on how recent market volatility has played out in the equity markets.

Understanding the role real estate plays in defined contribution plans from 2020-04-27T15:34:50

David Lebovitz, Global Market Strategist, and Jani Venter and Jacklyn Beck, Executive Directors from the Defined Contribution Private Real Estate Solutions team discuss the benefits of direct re...

Not Yet Normal: Making sense of the High Yield Market amidst Volatility from 2020-04-27T11:47:28

Rob Cook, CIO of Global High Yield, discusses the environment for high yield today, how it may look attractive relative to other markets and how investors can find entry points into the market.

1Q20 Earnings: Virus oddity from 2020-04-20T13:00:46

What impact has the ongoing pause in global activity had on corporate earnings and what can we expect going forward? David Lebovitz, Global Market Strategist, discusses the first quarter 2020 ea...

The virus credit cycle from 2020-04-16T18:52:50

Ben Hesse, Head of AWM Strategy & Business Development, discusses the impact of COVID-19 and recent market volatility on the banking sector, investment management and the financial system.

Hedge Funds: Investment Themes for the Crisis and Beyond from 2020-04-14T16:18:03

Jamie Kramer, Head of Alternatives Solutions Group, Richard Bersch, Head of Relative Value and Macro/Opportunistic Research and Paul Zummo, Chief Investment Officer, J.P. Morgan Alternative Asse...

After every Bear Market is a Bull Market from 2020-04-13T16:52:58

John Bilton will discuss the market selloff, asset class views and speak to our Long-Term Capital Market Assumptions and changing viewpoints given recent volatility.

Use volatility to your advantage across emerging markets from 2020-04-06T17:33:56

Tim Morris, Emerging Markets and Asia Pacific Equities Investment Specialist, and Leon Eidelman, Emerging Markets and Asia Pacific Equities Portfolio Manager, explore how COVID-19, the decline i...

Be resilient with core-plus transportation assets from 2020-03-30T18:27:22

David Lebovitz, Global Market Strategist, and Anurag Agarwal, Head of Portfolio Management, Global Transportation Group, discuss the transportation sector given the recent economic shocks.

Taking Advantage of Illiquidity from 2020-03-27T14:10

David Lebovitz, Global Market Strategist, and Larry Unrein, Global Head of Private Equity, discuss what a major economic disturbance such as COVID-19 can mean for both investors as well as those...

Laying the foundation with core alternatives from 2020-03-23T16:36:12

David Lebovitz, Global Market Strategist, and Pulkit Sharma, Head of Alternatives Investments Strategy & Solutions, discuss core alternatives in the midst of COVID-19, the recent Fed rate cut an...

In it for the Long Haul: Core-plus transport investing for resilience during turbulent times from 2020-03-16T10:46:56

Andrian Dacy, Chief Investment Officer of the Global Transportation Group, discusses why core-plus transport is a welcome environment for investors looking for reliable income protected by long-...

Private credit: Opportunities to generate alpha above public debt from 2020-02-17T02:00

What are the investment implications of low yields on private credit?

Concentrating on the Core: Private Infrastructure Equity and Debt from 2020-02-03T10:35:14

Is there too much money chasing too few deals in infrastructure investing?

Outlook for 2020 Equities from 2020-01-30T08:26:04

David Lebovitz, Global Market Strategist, discusses the key drivers in equity market performance during the past two years and what investors can expect for 2020.

Long-Term Capital Market Assumptions from 2019-12-09T02:01

How do J.P. Morgan strategists view the 10- to 15-year investment outlook?

China's growth story from 2019-12-02T02:01

Hannah Anderson, Global Market Strategist, Global Market Insights Strategy and Sylvia Sheng, Global Strategist, Multi-Asset Solutions explore the significant changes that likely lie ahead for Ch...

Protecting your portfolio from 2019-11-25T04:00

Why is it important for investors to broaden their definition of safe haven assets?

Inside the Black Box: Demystifying Machine Learning Investing from 2019-10-14T05:01

Lynnette Ferguson and Richard Bersch of our Hedge Fund and Alternative Credit Solutions Group discuss the evolution of quantitative investing and the potential for alpha generation when machine ...

ESG&Infrastructure: Investing in the world you live in from 2019-09-16T04:01

Jennifer Wu, Head of Sustainable Investing, and Paul Ryan and Matt LeBlanc, Portfolio Managers from our Infrastructure Investments Fund, discuss the intersection of ESG integration and infrastru...

Transport: the backbone of global trade from 2019-08-26T09:38:13

As institutional investors seek alternative sources of yield across uncorrelated assets – a transportation strategy may be the portfolio solution they’re looking for. Find out why as David Lebov...

Tackling Private Credit: Distressed and Special Situations from 2019-08-12T09:09:42

Join us this week as Brad Demong, Co- Chief Investment Officer & Portfolio Manager from our Global Special Situations Team explains both the distressed and special situations opportunity set on ...

Growth, the Fed and Stocks vs Bonds from 2019-07-29T16:07:32

Host, David Lebovitz discusses the latest insights on economic growth, the Federal Reserve and whether stocks vs bonds are right for your current asset allocation.

Hedge Funds: Survival of the Fittest from 2019-07-08T09:47:03

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 Speciali...

Volatility…Can this be good news? from 2019-06-17T08:41:17

Instead of being worried about volatility, be prepared. Join us this week as David Lebovitz discusses a game plan for volatility on the Center for Investment Excellence.

Risks and Opportunities across Private Markets from 2019-05-27T01:01

Have investors been forced to embrace private markets? Find out with David Lebovitz on this week’s episode on the Center for Investment Excellence.

A Look at Strategic Beta: Past, Present, Future from 2019-05-06T04:00

With investors looking to achieve alpha, reduce volatility and minimize costs, can smart beta achieve the perfect balance in today's environment?

Discipline and Opportunistic: Looking at the Private Equity Landscape from 2019-04-22T01:01

What's going on in the world of late cycle investing, unicorn IPOs, and growth in the private equity market? Visit from 2018-11-08T00:01

Is the gap closing between US equity returns and the rest of the world’s? Visit jpmorgan.com/institutional/investment-excellence.

The future of fixed income from 2018-10-25T01:01

What are the implications of quantitative tightening for the global bond market? Visit jpmorgan.com/institutional/investment-excellence.

Finding opportunities across the alternatives landscape from 2018-10-11T01:01

Is there still value in investing in alternatives? Visit jpmorgan.com/institutional/investment-excellence.

Asset allocation views from 2018-09-27T01:01

As 2019 approaches, how should your portfolio be positioned? Visit jpmorgan.com/institutional/investment-excellence.

Tools to manage risk in portfolios from 2018-09-13T01:01

What tools can help manage risk at the end of the cycle? Visit jpmorgan.com/institutional/investment-excellence.

Real assets in liability-aware portfolios from 2018-08-30T01:01

How can core real assets help improve liability-aware portfolios? Visit jpmorgan.com/institutional/investment-excellence.

Alternatives in multi-asset portfolios from 2018-08-16T01:01

Why consider increasing your alternatives allocation? Visit jpmorgan.com/institutional/investment-excellence.

Factor investing through the cycle from 2018-08-02T01:01

What are the potential investment implications of factor based investing? Visit jpmorgan.com/institutional/investment-excellence.

Factor investing in fixed income from 2018-07-19T01:01

Why consider factor based fixed income investing? Visit jpmorgan.com/institutional/investment-excellence.

Factor investing in alternatives from 2018-07-05T01:01

What value does alternative beta bring to institutional portfolios? Visit jpmorgan.com/institutional/investment-excellence.

An alternative view from 2018-06-07T01:01

Where do we see potential in alternatives? Visit jpmorgan.com/institutional/investment-excellence.

Equity assumptions: Modestly but steadily lower returns from 2018-05-24T01:01

Do we still see promise in emerging market growth? Visit jpmorgan.com/institutional/investment-excellence.

Fixed income: The slow road, low yields from 2018-05-10T01:01

Where do we expect bond yields to go? Visit jpmorgan.com/institutional/investment-excellence.

Macroeconomic assumptions: Mostly stable, mostly moderate from 2018-04-26T01:01

Where are we seeing economic potential? Visit jpmorgan.com/institutional/investment-excellence.

ESG in fixed income from 2018-04-12T01:01

How do your peers embed ESG into portfolios? Visit jpmorgan.com/institutional/investment-excellence.

The macro environment and flexible credit from 2018-03-29T01:01

Approaches to fixed income investing - flexible versus conventional? Visit jpmorgan.com/institutional/investment-excellence.

Rates present opportunities across the risk spectrum from 2018-03-15T01:01

Consensus view is that rates will rise, but how much and how fast? Visit jpmorgan.com/institutional/investment-excellence.

Demystifying private credit from 2018-03-01T00:01

Are you being paid for your additional risk? Visit jpmorgan.com/institutional/investment-excellence.

The impact of global aging from 2018-02-13T00:01

How will global aging impact savings, growth and interest rates? Visit jpmorgan.com/institutional/investment-excellence.

Technology's potential impact on economic growth from 2018-01-31T00:01

How will new technology impact economic growth and market returns? Visit jpmorgan.com/institutional/investment-excellence.

The path of the U.S. dollar from 2018-01-18T00:01

Where is the U.S. dollar headed? Visit jpmorgan.com/institutional/investment-excellence.

Long-term investment considerations for pensions from 2018-01-04T00:00

Where will pension plans find new sources of return? Visit jpmorgan.com/institutional/investment-excellence.

Automate, “Uncomplicate”, Activate: Helping improve participants’ retirement outcomes from 2017-12-20T00:01

How can you achieve a secure retirement? Visit jpmorgan.com/institutional/investment-excellence.

Tackling the retirement dilemma from 2017-12-07T00:01

Can we tackle the retirement dilemma? Visit jpmorgan.com/institutional/investment-excellence.

How averages mislead in DC plans from 2017-11-21T00:01

Why are averages misleading in retirement plans? Visit jpmorgan.com/institutional/investment-excellence.

The benefits of adding private real estate to DC plans from 2017-11-09T00:01

Private Real Estate for DB, but not DC? Visit jpmorgan.com/institutional/investment-excellence.

Understanding the benefits of blend strategies (For US Investors only) from 2017-10-25T01:01

Why are blended TDF strategies becoming so popular? Visit jpmorgan.com/institutional/investment-excellence.

Understanding the global dynamics of e-commerce from 2017-10-12T01:01

What are the growth drivers of global e-commerce? Visit jpmorgan.com/institutional/investment-excellence.

Making allocation decisions across emerging markets from 2017-09-28T01:01

Where is the value in emerging markets equities? Visit jpmorgan.com/institutional/investment-excellence.

The right time for emerging markets equities from 2017-09-14T01:01

What’s driving the EM recovery? Visit jpmorgan.com/institutional/investment-excellence.

Turning behavioral insights into alpha from 2017-08-31T01:01

How does irrational investor behavior impact investment decisions? Visit jpmorgan.com/institutional/investment-excellence.

Maximizing your alpha using beta 1 strategies from 2017-08-18T01:01

How can you utilize tracking error more efficiently? Visit jpmorgan.com/institutional/investment-excellence.

The benefits of active management from 2017-08-03T01:01

Can active management still beat the benchmark? Visit jpmorgan.com/institutional/investment-excellence.

Investing sustainably: ESG in emerging markets from 2017-07-20T01:01

How can you invest sustainably without limiting your investment universe? Visit jpmorgan.com/institutional/investment-excellenc...

Climate change: Risks and opportunities from 2017-07-06T01:01

Will climate change affect how we look at investments? Visit jpmorgan.com/institutional/investment-excellence.

Sustainable investing: Engagement and proxy voting from 2017-06-22T01:01

What does it mean to be an active owner? Visit jpmorgan.com/institutional/investment-excellence.

Journey to ESG integration from 2017-06-08T01:01

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Building a diversifying alternatives portfolio from 2017-05-25T01:01

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The evolution of hedge funds from 2017-05-11T01:01

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Venture growth investing from 2017-04-27T01:01

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The road to infrastructure investing from 2017-04-13T01:01

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Year of core: Opportunistic vs. late cycle real estate investing from 2017-03-30T01:01

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Factor-based investing from 2017-03-22T01:01

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Finding the right multi-asset partner for your investing needs from 2017-03-09T00:01

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Being flexible when markets get volatile from 2017-02-09T00:01

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Alternative strategy assumptions from 2017-02-02T00:01

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CIO perspectives from 2017-01-26T00:01

Regime shift from “lower for longer” toward reflation? Visit jpmorgan.com/institutional/investment-excellence.

Equity market assumptions from 2017-01-19T00:01

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Fixed income assumptions from 2017-01-05T00:01

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An analysis of productivity from 2016-12-22T00:01

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Global credit cycles from 2016-12-08T00:01

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Strengthening your core from 2016-09-28T01:01

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Opportunities in emerging market debt from 2016-09-28T01:01

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Evaluating high yield and leveraged loans from 2016-09-28T01:01

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Deconstructing private credit from 2016-09-28T01:01

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Unconstrained debt: Bonds beyond borders from 2016-09-28T01:01

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Liability-aware investing from 2016-09-28T01:01

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