logo
episode-header-image
Apr 2025
24m 38s

Top of the Morning: What role can privat...

CLIENT STRATEGY OFFICE
About this episode
A roundtable discussion around the kind of that role can private assets play in a longer-term investment plan, including a performance update and outlook for private equity, private credit, real estate, and hedge funds. Featured are Jennifer Liu, Private Markets Strategist Americas, Leslie Falconio, Head of Taxable Fixed Income Strategy Americas, Jon Wolosh ... Show More
Up next
Apr 2025
Viewpoints with Burkhard Varnholt - A global markets podcast (Ep. 32)
How much longer will uncertainty last, and where might it all settle? Burkhard weighs in as investors continue to navigate everything from policy pivots to Fed independence to inflation, and much more. Plus, thoughts on how investors should react to a market recovery (or a deeper ... Show More
11m 53s
Dec 2023
Top of the Morning: Year Ahead - Equities edition
Our series of year ahead conversations continues as we focus on an outlook for equities and where opportunity can be found. Featured is David Lefkowitz, Head of Equities Americas, UBS Chief Investment Office. Host: Daniel Cassidy 
17m 36s
Nov 2023
Macro Monthly Podcast with UBS Asset Management
Hear from top investment professionals from the UBS Asset Management’s Multi-Asset Team, this month featuring Evan Brown, Portfolio Manager and Head of Multi-Asset Strategy, and Enrique Davila, Multi-Asset Investment Specialist. 
19m 14s
Recommended Episodes
May 2024
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 of real estate as an investable asset class, including the expansion of the real estate market from traditional core to a wide rang ... Show More
21m 56s
Aug 2025
Private Equity in a Changing World
The Beyond Markets podcast channel is wrapping up on a high note at the end of 2025. But do not worry! The conversation continues on our podcast Moving Markets by Julius Baer, where we'll be sharing fresh insights and analysis on current market developments. Subscribe to Moving M ... Show More
19m 16s
Jul 2021
Ready, steady, pitch! Analysts on their most exciting investment trends
In this month's Rich Pickings three of Fidelity's equity analysts pitch what they think is the most exciting investment opportunity in their sector to a critical panel of portfolio managers. Richard Edgar adjudicates as analysts Johnny Tseng, Emma Newey, and Alex Laing as they pr ... Show More
39m 36s
Jul 2021
Ready, steady, pitch! Analysts on their most exciting investment trends
<p>In this month's Rich Pickings three of Fidelity's equity analysts pitch what they think is the most exciting investment opportunity in their sector to a critical panel of portfolio managers.&nbsp;</p> <p><strong>Richard Edgar</strong> adjudicates as analysts <strong>Johnny Tse ... Show More
39m 36s
Feb 2024
Jamie Dimon Exclusive Interview 2/26/24
<p>Scott Wapner and the Investment committee are joined by CNBC’s Leslie Picker and JPM CEO Jamie Dimon to discuss the market, real estate, lending and more. Plus, stocks are on track for their fourth positive month in a row, can the market keep climbing higher? The Committee wei ... Show More
47m 33s
Apr 2024
The long-term themes challenging investors
What are the big themes that will shape the investment world in the years ahead? For this final episode of the current series of Rich Pickings, Editor in Chief Richard Edgar is joined by Fidelity's Head of Equities for Europe Ilga Haubelt, and Portfolio Managers Kris Atkinson and ... Show More
41m 35s
Nov 2023
Good Real Estate Assets With Bad Capital Structures
Margaret McKnight, Head of Real Estate Portfolio Solutions at StepStone Group, discusses opportunities for investors specializing in real estate recapitalizations. Hosts: Carol Massar and Jess Menton. Producer: Paul Brennan.See omnystudio.com/listener for privacy information. 
9m 20s
Oct 2025
Financial Influencers on Wealth and Work
In a conversation taped at The Journal live event, entrepreneurs and influencers Vivian Tu, Haley Sacks, and Brian Kelly sat down with Jessica Mendoza to explore personal finance in the social media era; exploring everything from generational wealth to how much crypto people shou ... Show More
27m 17s
May 2023
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 Investment Excellence podcast episode, featuring David Lebovitz, Global Market Strategist, and J.P. Morgan Asset Management's Global ... Show More
27m 16s
Nov 2021
Catch 2022: What's in store for the year ahead
Chief investment officers and economists assess the policy dilemmas and big investment themes of 2022. Richard Edgar is joined by Steve Ellis, Global Chief Investment Officer for Fixed Income, Romain Boscher, Global Chief Investment Officer for Equities, Anna Stupnytska, Chief Ec ... Show More
54m 16s