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Center For Investment Excellence
J.P. Morgan Asset Management
179 episodes
2 weeks ago
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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Investing
Business
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All content for Center For Investment Excellence is the property of J.P. Morgan Asset Management and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
Show more...
Investing
Business
https://is1-ssl.mzstatic.com/image/thumb/Podcasts116/v4/e5/ac/ef/e5acef9b-0739-7894-4f21-1b156354a562/mza_1734505978872163921.png/600x600bb.jpg
The Calm after the cuts
Center For Investment Excellence
20 minutes 21 seconds
1 year ago
The Calm after the cuts
In this episode of the Center for Investment Excellence podcast, host David Lebovitz, Global Market Strategist in Multi-Asset Solutions at JP Morgan Asset Management, is joined by Kay Herr, US Chief Investment Officer for the Global Fixed Income Currency and Commodities team at JP Morgan Asset Management. David and Kay discuss the implications of the upcoming US elections on fiscal policy and market dynamics, and they provide a deep dive into duration management and spread product opportunities in the current market environment. Tune in for a comprehensive analysis of the macroeconomic outlook, investment strategies, and market opportunities in this insightful episode.
Center For Investment Excellence
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.