Center For Investment Excellence Author: 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. Be a guest on this podcast Language: en Genres: Business, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it Get all podcast data

Listen Now...

2026 Asset Allocation Draft
Episode 181
Thursday, 29 January, 2026

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.

We also recommend:

Lori Klindera, Phoenix Valley Arizona Real Estate Avondale Beauty only $270,000

IR
NIKKEI

The Financial Life Coach Podcast
The Financial Planning Training Academy

EntrepreneurTALK with Adebowalepro
Akinfaderin Adebowale Adebowalepro

Cashflow Investing Secrets
M.C. Laubscher

Talking Cash $h!t
talkingcashpodcast

BEYOND UNICORN: Private Investors' Knowledge Base
Widelia Liu

Laura Molina
Laura Molina

Bienes Raíces Con Jaime Condori
Condori Capital Podcast

The Blockthrasher Morning Brew
Justin Cummins

BILLIONAIRE TRADERS CLUB
BILLIONAIRE TRADERS CLUB