Jun 26

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 of global economic uncertainty. Andy Dacey, CEO and CIO of J.P. Morgan Asset Management's Global Transportation Group, joins the ... Show More

22m 32s

Apr 3

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 economic outlook for 2025, the impact of U.S. immigration and trade policies, and potential fiscal and regulatory changes under t ... Show More

24m 11s

Jan 2025

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 return to the Center for Investment Excellence for their annual Asset Allocation Draft. In this insightful episode, they provide a ... Show More

36m 46s

Feb 2020

Capital Advisory Group Part IV: The Future of ESG Investing

77% of managers said they didn’t know or didn’t think that ESG provided any alpha opportunities, according to a recent client study on ESG by the Capital Advisory Group. In this podcast episode, Kumar Panja, head of J.P. Morgan’s EMEA Capital Advisory Group discusses application ... Show More

14m 57s

Nov 2019

Capital Advisory Group Part III: A View From U.S. Public Pensions On Alternative Investments

How have U.S. Public Pensions’ investments into alternatives shifted in recent years? In this podcast episode, Danielle Kaul from our Capital Advisory Group explores this recent shift with guest-speakers Laura Lincoln, senior portfolio manager at Utah Retirement Systems (URS), an ... Show More

16m 26s

Apr 2024

Data Assets & Alpha Group: An equities dip to be bought?

In this episode the group discuss risk / reward for US equities following the dip through April. They discuss possible reasons for recent equity weakness, the macro and micro backdrop - including recent hotter inflation prints and Q1 corporate earnings trends, the extent to whic ... Show More

17m 22s

Feb 2023

Data Assets & Alpha Group: A YTD Short Squeeze – Assessing Global Equity Signals From Here

In this episode, the group dig into the YTD rally in global equities, looking at the extent to which it has been a pain trade, with shorts squeezing and popular ‘momentum’ equities underperforming. They then dive into their Global Signal from the Noise framework to assess equity ... Show More

16m 49s

Jan 2023

374: Private Equity: Passive, Profitable Investments You’ve Probably Never Heard Of

Private equity is a term often left undefined. Ask most people if they’ve heard of private equity, and they’ll say yes. But ask them to explain what it is or how it works, and most Americans will struggle to come up with even a sentence. The industry of private equity investing i ... Show More

58m 59s

Apr 2024

201. Seven CEO insights from private equity

Private equity firms have a well-earned reputation for elevating the performance of the companies they invest in. A cornerstone of their strategy is a relentless pursuit of operational excellence to drive efficiency and productivity. In this episode, we analyze what public compan ... Show More

43m 7s

Oct 2021

Global Equities Market Structure: Q3 2021 Update

In this podcast episode, Chloé Wachter, part of J.P. Morgan’s Global Liquidity Solutions team, hosts a conversation with global equities leaders including Simon Wade, APAC Head of Global Liquidity Solutions, Alex Gorodetsky, Head of Americas Liquidity Products and Equities Market ... Show More

21m 46s

Feb 2024

Andrew Slimmon on Quantitative Factors in Markets

Bloomberg Radio host Barry Ritholtz speaks to Andrew Slimmon, managing director at Morgan Stanley Investment Management. He is also the lead senior portfolio manager on all long equity strategies for the applied equity advisors team, as well as a member of the Morgan Stanley Weal ... Show More

51m 45s

Oct 2023

House Call: Talking Equity Markets with UBS Asset Management

A monthly check on US equity market performance and positioning considerations with Adam Scheiner, Senior Portfolio Manager, Private Client US Equity Team and Portfolio Manager on the UBS Tactical US Themes portfolio, and Dominic Schagar, Lead Equity Investment Specialist with UB ... Show More

10m 46s

Jul 2023

How institutional investors are navigating market crosscurrents

Explaining how crosscurrents in financial markets are impacting how institutional investors allocate assets, Elizabeth Burton, client investment strategist in the Client Solutions Group in Goldman Sachs Asset Management, joins our latest episode of The Markets, a new weekly podca ... Show More

10m 35s

Opportunities in private equity