Center For Investment Excellence – Détails, épisodes et analyse

Détails du podcast

Informations techniques et générales issues du flux RSS du podcast.

Center For Investment Excellence

J.P. Morgan Asset Management

Business & Entrepreneuriat

Fréquence : 1 épisode/20j. Total Éps: 181

The Center for Investment Excellence features educational insights across asset classes and investment themes designed to give you the tools you need to empower better decisions and build stronger portfolios.

Lire plusRéduire

Site

RSS

Apple

Données mises à jour le 07/09/2026

Classements récents

Dernières positions dans les classements Apple Podcasts et Spotify.

Apple Podcasts

🇫🇷 France - Investing
09/09/2026
#65
🇫🇷 France - Investing
07/09/2026
#91
🇬🇧 Grande Bretagne - Investing
31/08/2025
#89
🇩🇪 Allemagne - Investing
10/04/2025
#91
🇫🇷 France - Investing
11/02/2025
#74
🇫🇷 France - Investing
09/02/2025
#87
🇫🇷 France - Investing
30/09/2024
#99
🇫🇷 France - Investing
21/09/2024
#94
🇫🇷 France - Investing
16/09/2024
#95

Spotify

Aucun classement récent disponible

Liens partagés entre épisodes et podcasts

Liens présents dans les descriptions d'épisodes et autres podcasts les utilisant également.

http://www.jpmorgan.com/institutional/investment-excellence
33 partages

Qualité et score du flux RSS

Évaluation technique de la qualité et de la structure du flux RSS.

Qualité du flux RSS

À améliorer

Score global : 37%

Historique des publications

Répartition mensuelle des publications d'épisodes au fil des années.

Year

Derniers épisodes publiés

Liste des épisodes récents, avec titres, durées et descriptions.

Maintaining Conviction Through Disruption

Épisode 182

mardi 26 mai 2026 • Durée 18:16

In this episode of the Center for Investment Excellence podcast, David Lebovitz is joined by Danielle Hines, Director of U.S. Equity Research, to discuss how a long-term, valuation-driven equity research process can help investors maintain conviction amid rapid disruption. They explain the U.S. core equity research framework—anchored by a tenured, career analyst model and a time-tested five-year expected return approach—and how the team differentiates “being early from being wrong” by documenting theses, tracking key signposts, and updating forecasts as facts change. The conversation also examines AI-driven disruption on both sides of the market, including a case study on insurance brokers, the role of cross-sector collaboration in evaluating AI “enablers,” and lessons from past disruption cycles like e-commerce.

Lire plusRéduire

2026 Asset Allocation Draft

Épisode 181

jeudi 29 janvier 2026 • Durée 40:04

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, real assets, and alternatives. Listeners will hear perspectives on inflation, central bank policy, global growth, and the impact of technology and AI on markets.

Podcast recorded December 2025.

Lire plusRéduire

LTCMA’s 30th Anniversary: Shifting landscapes and silver linings

Épisode 180

vendredi 31 octobre 2025 • Durée 22:12

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 covers the key findings of this year’s publication, including the projections that are at the core of our approach to building stronger portfolios and explain how you can use them to inform your own strategic asset allocations.

Lire plusRéduire

U.S. exceptionalism and developed markets

Épisode 179

jeudi 16 octobre 2025 • Durée 27:39

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 theme of U.S. exceptionalism. The discussion covers the key factors behind America’s economic and market leadership, the potential risks to its continued outperformance, and how global trends may shift the investment landscape. Listeners will gain valuable insights into asset allocation, diversification, and the importance of re-evaluating long-held assumptions in today’s evolving markets.

Lire plusRéduire

How Endowments and Foundations are tackling taxes, liquidity, and portfolio construction

Épisode 178

lundi 8 septembre 2025 • Durée 20:49

In this episode of the Center for Investment Excellence podcast, hosted by David Lebovitz, we explore key themes impacting endowments and foundations, from government funding changes and tax policies to the role of alternative investments and liquidity needs. Featuring Mack Kline, Head of Endowments, Foundations, and Healthcare, we provide in-depth discussions on navigating today's complex investment landscape.

Lire plusRéduire

Transportation assets and tariffs: Is bad news good news?

Épisode 177

jeudi 26 juin 2025 • Durée 22:32

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 discussion to explore how macroeconomic factors, such as trade tariffs and geopolitical tensions, are influencing transportation assets like shipping, aviation, and rail. The conversation delves into the implications of recent policy changes, the evolving global trade routes, and the strategic considerations for transportation investments.

Lire plusRéduire

Unpacking policy uncertainty

Épisode 176

jeudi 3 avril 2025 • Durée 24:11

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 the new administration. The conversation also touches on the implications of government efficiency measures and potential tax reforms.

Lire plusRéduire

2025 Asset Allocation Draft

Épisode 175

vendredi 17 janvier 2025 • Durée 36:46

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 comprehensive macroeconomic update and delve into the intricacies of asset allocation for 2025. The discussion covers a range of asset classes, including equities, fixed income, real assets, and financial alternatives, with each host making strategic picks for the upcoming year.

Lire plusRéduire

2025 LTCMAs: Higher starting points but healthier foundations

Épisode 174

jeudi 12 décembre 2024 • Durée 26:36

In this episode, join host David Lebowitz, Global Market Strategist, and special guest Gabriela Santos, Chief Market Strategist for the Americas, as they delve into the optimistic outlook for global markets. Discover how AI, economic growth, and inflation dynamics are shaping investment opportunities for the next decade. Gain valuable insights into asset classes, market trends, and strategies to navigate the evolving financial landscape.

Lire plusRéduire

Across the Great Divide: Public and Private markets reconsidered

Épisode 173

mercredi 13 novembre 2024 • Durée 28:49

In this episode of "Center for Investment Excellence," David Lebovitz, Global Strategist, Multi-Asset Solutions and Jared Gross, Head of Institutional Portfolio Strategy discuss insights from the SIAG Public & Private Markets series. They explore the roles of real estate, credit, and equity in diversified portfolios, highlighting the blend of public and private investments.

Lire plusRéduire

Podcasts et contenus similaires

Autres podcasts ou contenus associés partageant des thèmes ou audiences similaires.

Podcasts Similaires Basées sur le Contenu

Découvrez des podcasts liées à Center For Investment Excellence. Explorez des podcasts avec des thèmes, sujets, et formats similaires. Ces similarités sont calculées grâce à des données tangibles, pas d'extrapolations !

Il n'y a pas de contenu associé à ce podcast.

À propos Méthodologie Contact Me soutenir Politique de confidentialité Mentions légales

Center For Investment Excellence – Détails, épisodes et analyse

Détails du podcast

Classements récents

Apple Podcasts

Spotify

Liens partagés entre épisodes et podcasts

Other1

Qualité et score du flux RSS

Historique des publications

Derniers épisodes publiés

Podcasts et contenus similaires

Podcasts Similaires Basées sur le Contenu

Podcasts Similaires Basées sur le Contenu

Other1

Apple Podcasts

Spotify