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.

Center For Investment Excellence
Claim This Podcastby J.P. Morgan Asset Management
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Podcast Overview
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.
Language
🇺🇲
Publishing Since
9/28/2016
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Recent Episodes

May 22, 2026
Maintaining Conviction Through Disruption
David Lebovitz interviews Danielle Hines, Director of US Equity Research, on how a valuation-driven process helps investors maintain conviction through disruption, using AI and past cycles as examples.

January 29, 2026
2026 Asset Allocation Draft
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. Podcast recorded December 2025.

October 31, 2025
LTCMA’s 30th Anniversary: Shifting landscapes and silver linings
In this episode of the Center for Investment Excellence, host David Lebovitz is joined by Tim Lintern, Research Analyst at J.P. Morgan Asset Management. Together, they unpack the latest findings from the 30th annual edition of Long-Term Capital Market Assumptions. The discussion covers the key findings of this year’s publication, including the projections that are at the core of our approach to building stronger portfolios and explain how you can use them to inform your own strategic asset allocations.
181 total episodes available with 1 transcripts
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Frequently asked questions
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- What is Center For Investment Excellence?
- How often does this podcast release new episodes?
This podcast updates bi-weekly.
- Where can I listen to this podcast?
This podcast is available on 10 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
No, this podcast does not typically feature guests.
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