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.
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Language: en

Genres: Business, Investing

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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.