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 th ... Show More
Jan 29
2026 Asset Allocation Draft
In this episode of the Center for Investment Excellence podcast, David Lebovitz and Jared Gross discuss their annual asset allocation draft. They review last year’s investment picks, share macroeconomic expectations for 2026, and debate opportunities across equities, fixed income ... Show More
40m 4s
Oct 2025
LTCMA’s 30th Anniversary: Shifting landscapes and silver linings
In this episode of the Center for Investment Excellence, host David Lebovitz is joined by Tim Lintern, Research Analyst at J.P. Morgan Asset Management. Together, they unpack the latest findings from the 30th annual edition of Long-Term Capital Market Assumptions. The discussion ... Show More
22m 12s
Oct 2025
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. Morgan Asset Management. Together, they unpack the latest findings from the Strategic Investment Advisory Group, focusing on the ... Show More
27m 39s
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
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