Center For Investment Excellence

J.P. Morgan Asset Management

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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Center For Investment Excellence

Episodes (180)

Jan 29th 2026 Asset Allocation Draft
Oct 31, 2025 LTCMA’s 30th Anniversary: Shifting landscapes and silver linings
Oct 16, 2025 U.S. exceptionalism and developed markets

Center For Investment Excellence

Jan 29, 2026
40 minutes
55 MB

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.

Center For Investment Excellence

2026 Asset Allocation Draft

J.P. Morgan Asset Management

00:00 -40:04