Across the Great Divide: Public and Private markets reconsidered

Across the Great Divide: Public and Private m...

J.P. Morgan Asset ManagementJ.P. Morgan Asset Management

Up next

Maintaining Conviction Through Disruption

In this episode of the Center for Investment Excellence podcast, David Lebovitz is joined by Danielle Hines, Director of U.S. Equity Research, to discuss how a long-term, valuation-driven equity research process can help investors maintain conviction amid rapid disruption. They e ...  Show more

 . 18min 16sec
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 ...  Show more

 . 40min 4sec

Recommended Episodes

Bain Capital’s David Gross on global opportunities and private equity’s evolution
Exchanges

In this episode of Goldman Sachs Exchanges: Great Investors, Alison Mass, chairman of investment banking in Goldman Sachs Global Banking & Markets, sits down with David Gross, co-managing partner of Bain Capital, to explore the evolving global landscape of private equity and alte ...  Show more

 . 35min 30sec
Mid-year outlook: diversify and hedge
Exchanges

Goldman Sachs’ Christian Mueller-Glissmann, head of asset allocation research in Goldman Sachs Research, and Alexandra Wilson-Elizondo, co-head and co-chief investment officer of the Multi-Asset Solutions business in Goldman Sachs Asset Management, examine the dynamics driving ma ...  Show more

 . 25min 49sec
Both Sides, Now: Principal Asset Management on debt and equity opportunities
The Weekly Take from CBRE

Principal Asset Management’s Rod Vogel, a private equity investor, and Chris Duey, a debt specialist, share different perspectives on the current real estate market and identify sectors where they find common ground. Debt and equity investors often see the market differently.Rod ...  Show more

 . 35min 49sec
The Insight: Conversations – Walking into the Unknown with Howard Marks, David Rosenberg, and Aman Kumar
The Memo by Howard Marks

What is a “normal” investment environment? What might a recession in 2024 mean for liquid credit? What’s happening in life sciences lending today? Find out by listening to the latest episode of The Insight: Conversations with Howard Marks (Co-Chairman), David Rosenberg (Co-Portfo ...  Show more

 . 35min 13sec