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.
156 Available Episodes (156 Total)Average duration: 00:29:11
Apr 24, 2023
The case for international equities
00:18:38
Recent trends have shown international equities performing as well, if not better, than their U.S. counterparts. David Lebovitz, Global Market Strategist, Anjali Balani, Investment Specialist, International Equity Group and Tim Morris, Investment Specialist, Emerging Market and Asia Pacific Equities Group, discuss pressures on the U.S. dollar, the impact of China's re-opening and what investors need to know about investing overseas.
Mar 29, 2023
Monetary policy and financial stability
00:22:01
We discuss the March Federal Open Market Committee meeting policy decision and its implication for investors.
Feb 23, 2023
Clash of the Credit
00:25:06
In a battle of Investment Grade vs. High Yield, we discuss credit opportunities for institutional investors.
Jan 26, 2023
Fixed Income’s Fashionable Again
00:22:10
After a year of higher interest rates and rising recession risks, what should bond investors focus on in 2023?
Dec 13, 2022
The Asset Allocation Draft for 2023
00:28:19
A review of our 2023 asset allocation recommendations across fixed income, equities, and illiquid and liquid alternatives.
Nov 23, 2022
2023 Long-Term Capital Market Assumptions: Back to basics
00:20:36
As asset return forecasts move closer to equilibrium, we discuss how today’s market offers the best returns in over a decade.
Oct 25, 2022
The next generation of investors
00:21:47
David Lebovitz and Jack Manley, Global Market Strategists, have a discussion around the next generation of investors and their financial mindset, identifying how their investment decisions are made and where institutional investors can find the most promising opportunities to reach them.
Oct 04, 2022
Macro pressures affecting private markets
00:27:17
David Lebovitz, Global Market Strategist, and Jared Gross, Head of Institutional Portfolio Strategy, have a discussion around the macro pressures affecting private markets – across real assets, private equity, private credit and hedge funds – and where institutional investors can find the most promising investment opportunities.
Aug 24, 2022
Is this the time for offense or defense in portfolios?
00:27:46
David Lebovitz, Global Market Strategist, and Jared Gross, Head of Institutional Portfolio Strategy, discuss whether investors should be positioning portfolios offensively or defensively to preserve capital against a backdrop of elevated volatility and recession concerns.
Jul 22, 2022
A framework for investing in climate technology
00:14:57
David Lebovitz, Global Market Strategist, and Tanya Barnes, Co-Managing Partner of Sustainable Growth Private Equity, discuss the latest trends in sustainable investing, including climate change and how institutional investors should evaluate climate technology companies and solutions.
Apr 24 | 00:18:38
The case for international equities
Mar 29 | 00:22:01
Monetary policy and financial stability
Feb 23 | 00:25:06
Clash of the Credit
Jan 26 | 00:22:10
Fixed Income’s Fashionable Again
Dec 13 | 00:28:19
The Asset Allocation Draft for 2023
Nov 23 | 00:20:36
2023 Long-Term Capital Market Assumptions: Back to basics
Oct 25 | 00:21:47
The next generation of investors
Oct 04 | 00:27:17
Macro pressures affecting private markets
Aug 24 | 00:27:46
Is this the time for offense or defense in portfolios?
Jul 22 | 00:14:57
A framework for investing in climate technology
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