Center For Investment Excellence – Details, episodes & analysis

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Center For Investment Excellence

J.P. Morgan Asset Management

Business

Frequency: 1 episode/20d. Total Eps: 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.

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http://www.jpmorgan.com/institutional/investment-excellence
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Score global : 37%

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Maintaining Conviction Through Disruption

Episode 182

Tuesday, May 26, 2026 • Duration 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.

Center For Investment Excellence – Details, episodes & analysis

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Center For Investment Excellence – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

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Publication history

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