Talking Heads – Which long-term themes are se...

The Middle East conflict and the resulting oil price surge have left the global economy – and investors – on a knife-edge. Laurent Clavel, Global Head of Multi-Asset for AXA Investment Managers, part of BNP Paribas Asset Management, talks with Daniel Morris, Chief Market Strategi ...  Show more

What do current events in the Middle East mean for the clean energy sector? How can vulnerability to fossil fuel shocks be reduced? Ulrik Fugmann, Environmental Strategies Group Co-Head, talks to Investment Insights Centre Co-Head Andy Craig about recent ‘tectonic’ shifts such as ...  Show more

After rising in the wake of the US election, valuations of US small-cap stocks have marked a pause. Geoff Dailey, Head of US Equities, tells Chief Market Strategist Daniel Morris he expects the new US administration's focus on manufacturing in the US to boost market sentiment.For ...  Show more

“Tectonic shifts” are reshaping the private markets and spurring consolidation among alternative asset managers, explains TPG CEO Jon Winkelried on Goldman Sachs Exchanges: Great Investors. Winkelried, who also served as the former president and co-chief operating officer at Gold ...  Show more

In this episode, David Lebovitz, Global Strategist, Multi-Asset Solutions, is joined by Stephen Squinto, Chief Investment Officer, J.P. Morgan Life Sciences Private Capital, to discuss the alternative investment landscape, the private biotech market and areas of opportunity in 20 ...  Show more

In this episode of the Center for Investment Excellence, host David Lebovitz is joined by Jared Gross, Head of Institutional Portfolio Strategy at J.P. Morgan Asset Management. Together, they unpack the latest findings from the Strategic Investment Advisory Group, focusing on the ...  Show more