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 institutional portfolio.

J.P. Morgan Center for Investment Excellence

Crypto: To buy, or not to buy?

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, and the value that a PE allocation can provide for institutional investors in the decades to come.

Private Equity: Braced for a turn in rates?

Vaccination progress, a constructive economic backdrop, and the Fed’s reaction function to inflation all indicate that 2021 could be the best year for economic growth since the early 1950s.

The reopening story

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 Corporate Credit Team, discuss the current market environment--from ratings migration to fallen angels and rising stars--and the evolution of pension hedging strategy in LDI portfolios.

The evolution of pension hedging

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 increase returns and long-term portfolio performance.

Improve the tradeoffs between risk and reward with capital efficient investing

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 driven re-opening of the economy and how this will effect inflation and interest rates in the months ahead.

Too big to ignore: interest rates and inflation

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 2021, and what notable impacts COVID-19 has had on the asset class.

Panoramic Views: Emerging Markets in 2021

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

Fixed income market views and outlook

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 levels of debt persistent in today’s global markets and their impact across asset classes.

2021 Long Term Capital Market Assumptions: Debt Load

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.

2021 Long Term Capital Market Assumptions: Fiscal Stimulus

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 Specialist, have a conversation on current market themes, and the risks and opportunities in fixed income sectors.

Navigating the fixed income markets in 2020 and beyond

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 the shift to a low carbon economy and the implications for institutional investors.

Weighing the investment implications of climate change policy

Anurag Agarwal, Head of Portfolio Management, Global Transportation Group, Nicola Rawlinson, Head of Investment Specialists for Macro Strategies, Nick Moller, Investment Specialist, Infrastructure Investments Group and Karen Roberton, Global Head of Consultant Sales, discuss their thoughts on the importance of ESG factors within alternative strategies and the return enhancements it can provide.

ESG: Anchoring Returns for Alternatives

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 operational benefits and consistent stream of capital investors can find in allocating to a range of traditional and alternative strategies to help meet income objectives.

Make Income an Objective

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

China: A source for growth opportunities

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. www.jpmorgan.com/institutional/podcast

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J.P. Morgan Center for Investment Excellence

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