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Center For Investment Excellence
25 minutes | Oct 12, 2021
Reaching a net-zero world through carbon offsets
Why are carbon markets developing and what are the scientific limits and standards around them?
30 minutes | Sep 23, 2021
The case for greater China exposure in institutional portfolios
Jared Gross, Head of Institutional Portfolio Strategy, and Gabriela Santos, Global Market Strategist, discuss the maturation of China's economy since the early 1990s and the increased importance of integrating Chinese assets in portfolios.
24 minutes | Aug 19, 2021
Alts for Income
David Lebovitz, Global Market Strategist, and Anton Pil, Global Head of Alternatives, debate alternative asset classes as sources of income, explore how alternative asset classes faired during the pandemic, and discuss the management of liquidity.
27 minutes | Jul 29, 2021
Crypto: To buy, or not to buy?
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.
25 minutes | Jun 25, 2021
Private Equity: Braced for a turn in rates?
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.
28 minutes | Jun 24, 2021
The reopening story
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.
30 minutes | Jun 10, 2021
The evolution of pension hedging
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.
29 minutes | Apr 20, 2021
Improve the tradeoffs between risk and reward with capital efficient investing
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.
37 minutes | Apr 1, 2021
Too big to ignore: interest rates and inflation
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.
34 minutes | Feb 12, 2021
Panoramic Views: Emerging Markets in 2021
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.
40 minutes | Jan 21, 2021
Fixed income market views and outlook
Bob Michele discusses first quarter views--from inflation risks to preferences for certain fixed income sectors --and implications for 2021 investors.
48 minutes | Dec 24, 2020
2021 Long Term Capital Market Assumptions: Debt Load
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.
39 minutes | Dec 4, 2020
2021 Long Term Capital Market Assumptions: Fiscal Stimulus
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.
20 minutes | Dec 2, 2020
Navigating the fixed income markets in 2020 and beyond
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.
37 minutes | Nov 24, 2020
Weighing the investment implications of climate change policy
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.
36 minutes | Nov 4, 2020
ESG: Anchoring Returns for Alternatives
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.
40 minutes | Oct 29, 2020
Make Income an Objective
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.
29 minutes | Oct 26, 2020
China: A source for growth opportunities
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.
30 minutes | Oct 20, 2020
The REIT Market: Past, Present & Future
Kevin Bedell and Bob Culver of Security Capital Research & Management address emerging trends in the REIT market and the effects of social distancing and COVID-19 on commercial real estate investment opportunities.
31 minutes | Oct 14, 2020
Retirement Income: Trends & Considerations
Katherine Roy, Chief Retirement Strategist, and Dan Oldroyd, Head of Target Date Strategies, discuss retirement income, including the important role participant behavior plays in an effective withdrawal strategy and surprising trends that suggest it may be time to re-examine popular replacement income strategies.
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