Center For Investment Excellence
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Center For Investment Excellence
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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U.S. exceptionalism and developed markets
In this episode of the Center for Investment Excellence, host David Lebovitz is joined by Jared Gross, Head of Institutional Portfolio Strategy at J.P...
How Endowments and Foundations are tackling taxes, liquidity, and portfolio construction
In this episode of the Center for Investment Excellence podcast, hosted by David Lebovitz, we explore key themes impacting endowments and foundations,...
Transportation assets and tariffs: Is bad news good news?
In this episode of the Center for Investment Excellence podcast, hosted by David Lebowitz, the focus is on the transportation sector amidst a backdrop...
Unpacking policy uncertainty
This episode hosted by David Lebovitz features a discussion with Dr. David Kelly, chief global strategist at J.P. Morgan. It covers topics such as the...
2025 Asset Allocation Draft
In this episode, join host David Lebowitz, Global Market Strategist, and special guest Jared Gross, Head of Institutional Portfolio Strategy, as they...
2025 LTCMAs: Higher starting points but healthier foundations
In this episode, join host David Lebowitz, Global Market Strategist, and special guest Gabriela Santos, Chief Market Strategist for the Americas, as t...
Across the Great Divide: Public and Private markets reconsidered
In this episode of "Center for Investment Excellence," David Lebovitz, Global Strategist, Multi-Asset Solutions and Jared Gross, Head of Institutional...
The Calm after the cuts
In this episode of the Center for Investment Excellence podcast, host David Lebovitz, Global Market Strategist in Multi-Asset Solutions at JP Morgan A...
Gaining perspective on public and private equity
In this final episode for our Strategic Investment Advisory Group's private and public series, David Lebovitz, Global Market Strategist, Multi-Asset S...
Leading with science: A deep dive on biotech
In this episode, David Lebovitz, Global Strategist, Multi-Asset Solutions, is joined by Stephen Squinto, Chief Investment Officer, J.P. Morgan Life Sc...
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 o...
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...
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. I...
How soft would a 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. Dav...
Investment Outlook for 2024
While 2023 created a challenging macro backdrop of stubborn inflation, heightened geopolitical tensions and sluggish growth, a year-end rally increase...
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...
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 sti...
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 d...
Post-FOMC perspectives and the road ahead
Our experts discuss the September FOMC meeting and long duration fixed income investment opportunities.
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...
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...
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...
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 In...
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 Strateg...
Monetary policy and financial stability
We discuss the March Federal Open Market Committee meeting policy decision and its implication for investors.
Clash of the Credit
In a battle of Investment Grade vs. High Yield, we discuss credit opportunities for institutional investors.
Fixed Income’s Fashionable Again
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
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
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
David Lebovitz and Jack Manley, Global Market Strategists, have a discussion around the next generation of investors and their financial mindset, iden...
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 affe...
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 p...
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 sus...
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 he...
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...
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 Po...
Inflation and monetary policy
David Lebovitz, Global Market Strategist, and Jared Gross, Head of Institutional Portfolio Strategy, discuss the current state of inflation, the react...
Accessing Alternatives in 2022
Pulkit Sharma, Head of Alternatives Investment Strategy and Solutions, joins David Lebovitz, Global Market Strategist, to discuss his framework for in...
Engineering portfolios for climate change
David Lebovitz and Meera Pandit, Global Market Strategists, and Garrett Norman, Investment Specialist, Quantitative Solutions, discuss the latest on g...
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 s...