ESG: Anchoring Returns for Alternatives| Listen on Anghami

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

Apr 2022

Changes at the Top: Spinoffs, Separations and Restructurings

Against a challenging macroeconomic backdrop, a growing number of companies are turning to spinoffs, separations and carve-outs in an effort to create value for shareholders. In the latest episode of Exchanges at Goldman Sachs, Ben Snider, senior strategist on the U.S. Portfolio ... Show More

20m 2s

Mar 2023

Top of the Morning: Emerging Markets - Investing in a multi-speed world

Against a challenging macro backdrop, our conversation outlines why CIO believes adding emerging markets to the opportunity set can help to achieve returns and manage portfolio risk. Featured is Alejo Czerwonko, Chief Investment Officer for Emerging Markets Americas, UBS Chief In ... Show More

8m 1s

Oct 2023

Sustainable Investing Perspectives with Martin Grosskopf (AGF) and Amantia Muhedini (UBS CIO)

Achieving circularity in order avoid material waste is not a one-size-fits all approach for companies - we discuss how companies are effectively achieving circularity, the hurdles that exist, and the scope of global demand for alternative materials, most notably plastic alternati ... Show More

14m 7s

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

Feb 2022

Piloting Through: Why Investors Should Stay the Course

In the latest episode of Exchanges at Goldman Sachs, Sharmin Mossavar-Rahmani, Head of the Investment Strategy Group and Chief Investment Officer for the Consumer and Wealth Management Division, discusses the investment themes outlined in ISG’s 14th annual investment outlook and ... Show More

22m 16s

Feb 2021

Markets Update: The Rise of Retail Investing

Joe Duran, head of Personal Financial Management, a Goldman Sachs company, discusses the rise in retail investing and what it means for individual investors’ portfolio strategies. Learn more about your ad choices. Visit megaphone.fm/adchoices

12m 55s

Apr 2022

The ABC's of ESG

CNBC's Bob Pisani spoke with Mona Naqvi, Global Head of ESG Capital Markets Strategy at S&P Global and Larry Swedroe, Chief Research Officer at Buckingham Strategic Wealth – and author of the new book “Your Essential Guide to Sustainable Investing.” They discussed the ABC’s of ES ... Show More

39m 18s

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