DiscoverCenter For Investment Excellence2025 Asset Allocation Draft
2025 Asset Allocation Draft

2025 Asset Allocation Draft

Update: 2025-01-17
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In this episode, join host David Lebowitz, Global Market Strategist, and special guest Jared Gross, Head of Institutional Portfolio Strategy, as they return to the Center for Investment Excellence for their annual Asset Allocation Draft. In this insightful episode, they provide a comprehensive macroeconomic update and delve into the intricacies of asset allocation for 2025. The discussion covers a range of asset classes, including equities, fixed income, real assets, and financial alternatives, with each host making strategic picks for the upcoming year.

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2025 Asset Allocation Draft

2025 Asset Allocation Draft

J.P. Morgan Asset Management