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Our accomplished investment professionals bring you their latest investment and portfolio management ideas in a live, online forum.
U.S. Real Estate Market: Are We There Yet?
September 17, 2009
Michael Giliberto, Director of Portfolio Strategy
Kevin Faxon, Head of Real Estate Americas
Our speakers engage in a discussion around the U.S. real estate market and address the following questions on investors' minds:
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With few comparable sales, how are appraisers factoring market dislocation into property valuations?
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Is the value decline nearly over?
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What signs should we be looking for that it's time to consider "coming back in"?
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Are we there yet?
Second Quarter 2009 Global Economic and Market Outlook
July 14, 2009
Stu Schweitzer, Global Markets Strategist
Ehiwario Efeyini, Associate Global Strategist
Robert Parise, Moderator, Client Advisor
Global Markets Strategists, Stu Schweitzer and Ehiwario Efeyini, share their views on the latest challenges and opportunities impacting the global economy and capital markets. Areas for discussion include:
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Will the recent economic stabilization turn into a sustainable recovery?
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Are today’s policy solutions tomorrow’s problems?
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What are the tactical and strategic considerations for portfolio positioning?
U.S. Equity CIO Roundtable
May 19, 2009
Chris Blum, CIO, U.S. Behavioral
Chris Jones, CIO, U.S. Growth
Paul Quinsee, CIO, U.S. Large Cap Core
John Garibaldi, Moderator, Managing Director, Client Advisor and Head of the Strategic Client Group and Alternative Strategies Group
J.P. Morgan’s U.S. Equity CIOs will provide an update on current opportunities and risks for equity investors.
Our U.S. Equity CIOs provide an update on current opportunities, identify risks for equity investors and address questions such as:
- Does it still make sense for equities to be the largest portfolio allocation?
- What is the catalyst for further growth?
- Given the incredible volatility, is it too dangerous to get into the equity market right now?
Non-normality of Market Returns: A framework for asset allocation decision making
May 5, 2009
Rumi Masih, Head of Strategic Investment Advisory Group
Abdullah Sheikh, Strategic Investment Advisor
Susan Oh, Moderator, Head of the Global Consultant Strategy Group
In our latest research, we explore the non-normality of market returns, as well as their potential impact on portfolio efficiency and the asset allocation process. In our conclusion:
- We find that extreme negative events are observed with much higher frequency than current risk frameworks allow for.
- As a result, we argue that traditional asset allocation frameworks— which are based on assumptions of normality in asset returns—can significantly understate portfolio downside risk.
- However, using advanced statistical methods, we believe risk frameworks can be constructed to better incorporate and account for many types of non-normality.
The Tipping Point: Hospital assets and liabilities in the balance
April 2, 2009
Robert Muller, Head of Municipal Credit Analysis
John Trydahl, Client Advisor, Healthcare Market Council Member
Karin Franceries, CFA, Strategic Investment Advisory Group
Over the past 18 months, hospitals have faced unprecedented strains resulting from current market conditions. Among these challenges have been restructuring of debt, reduced revenue and deteriorating investment portfolio values. Hear from our industry experts as they discuss the following:
- Key issues and challenges facing hospitals in the current market and economic downturn
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Healthcare economic update and rating challenges