Andrian Dacy, Chief Investment Officer of the Global Transportation Group, discusses why core-plus transport is a welcome environment for investors looking for reliable income protected by long-term leases, low leverage and the financial strength of high quality end users.

Andrian Dacy, Chief Investment Officer of the Global Transportation Group, discusses why core-plus transport is a welcome environment for investors looking for reliable income protected by long-term leases, low leverage and the financial strength of high quality end users.

J.P. Morgan Center for Investment Excellence

In it for the Long Haul: Core-plus transport investing for resilience during turbulent times

What are the investment implications of low yields on private credit?

What are the investment implications of low yields on private credit?

Private credit: Opportunities to generate alpha above public debt

Is there too much money chasing too few deals in infrastructure investing?

Is there too much money chasing too few deals in infrastructure investing?

Concentrating on the Core: Private Infrastructure Equity and Debt

David Lebovitz, Global Market Strategist, discusses the key drivers in equity market performance during the past two years and what investors can expect for 2020.

David Lebovitz, Global Market Strategist, discusses the key drivers in equity market performance during the past two years and what investors can expect for 2020.

Outlook for 2020 Equities

How do J.P. Morgan strategists view the 10- to 15-year investment outlook?

How do J.P. Morgan strategists view the 10- to 15-year investment outlook?

Long-Term Capital Market Assumptions

Hannah Anderson, Global Market Strategist, Global Market Insights Strategy and Sylvia Sheng, Global Strategist, Multi-Asset Solutions explore the significant changes that likely lie ahead for China's financial markets.

Hannah Anderson, Global Market Strategist, Global Market Insights Strategy and Sylvia Sheng, Global Strategist, Multi-Asset Solutions explore the significant changes that likely lie ahead for China's financial markets.

China's growth story

Why is it important for investors to broaden their definition of safe haven assets?

Why is it important for investors to broaden their definition of safe haven assets?

Protecting your portfolio

Lynnette Ferguson and Richard Bersch of our Hedge Fund and Alternative Credit Solutions Group discuss the evolution of quantitative investing and the potential for alpha generation when machine learning is applied to financial markets.

Lynnette Ferguson and Richard Bersch of our Hedge Fund and Alternative Credit Solutions Group discuss the evolution of quantitative investing and the potential for alpha generation when machine learning is applied to financial markets.

Inside the Black Box: Demystifying Machine Learning Investing

Jennifer Wu, Head of Sustainable Investing, and Paul Ryan and Matt LeBlanc, Portfolio Managers from our Infrastructure Investments Fund, discuss the intersection of ESG integration and infrastructure assets in achieving sustainable long-term returns.

Jennifer Wu, Head of Sustainable Investing, and Paul Ryan and Matt LeBlanc, Portfolio Managers from our Infrastructure Investments Fund, discuss the intersection of ESG integration and infrastructure assets in achieving sustainable long-term returns.

ESG & Infrastructure: Investing in the world you live in

As institutional investors seek alternative sources of yield across uncorrelated assets – a transportation strategy may be the portfolio solution they’re looking for. Find out why as David Lebovitz discusses the evolving opportunity set for transportation with Investment Specialist, Anurag Agarwal.

As institutional investors seek alternative sources of yield across uncorrelated assets – a transportation strategy may be the portfolio solution they’re looking for. Find out why as David Lebovitz discusses the evolving opportunity set for transportation with Investment Specialist, Anurag Agarwal.

Transport: the backbone of global trade

Join us this week as Brad Demong, Co- Chief Investment Officer & Portfolio Manager from our Global Special Situations Team explains both the distressed and special situations opportunity set on the Center for Investment Excellence podcast.

Join us this week as Brad Demong, Co- Chief Investment Officer & Portfolio Manager from our Global Special Situations Team explains both the distressed and special situations opportunity set on the Center for Investment Excellence podcast.

Tackling Private Credit: Distressed and Special Situations

Host, David Lebovitz discusses the latest insights on economic growth, the Federal Reserve and whether stocks vs bonds are right for your current asset allocation.

Host, David Lebovitz discusses the latest insights on economic growth, the Federal Reserve and whether stocks vs bonds are right for your current asset allocation.

Growth, the Fed and Stocks vs Bonds

We have all heard that hedge fund investing can benefit investors in times of increased volatility, but how? Join us this week as Global Market Strategist, David Lebovitz and Investment Specialist, Lynnette Ferguson, discuss the latest in hedge funds and portfolio solutions.

We have all heard that hedge fund investing can benefit investors in times of increased volatility, but how? Join us this week as Global Market Strategist, David Lebovitz and Investment Specialist, Lynnette Ferguson, discuss the latest in hedge funds and portfolio solutions.

Hedge Funds: Survival of the Fittest

Instead of being worried about volatility, be prepared. Join us this week as David Lebovitz discusses a game plan for volatility on the Center for Investment Excellence.

Instead of being worried about volatility, be prepared. Join us this week as David Lebovitz discusses a game plan for volatility on the Center for Investment Excellence.

Volatility…Can this be good news?

Have investors been forced to embrace private markets? Find out with David Lebovitz on this week’s episode on the Center for Investment Excellence.

Have investors been forced to embrace private markets? Find out with David Lebovitz on this week’s episode on the Center for Investment Excellence.

Risks and Opportunities across Private Markets

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. www.jpmorgan.com/institutional/podcast

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J.P. Morgan Center for Investment Excellence

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