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2026 Asset Allocation Draft

Center For Investment Excellence by J.P. Morgan Asset Management

Jan 29, 202640:04Business

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...

About This Episode

2026 Asset Allocation Draft is an episode from Center For Investment Excellence by J.P. Morgan Asset Management. In this episode of the Center for Investment Excellence podcast, David Lebovitz and Jared Gross discuss their annual asset allo...

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Episode Details

Published Jan 29, 2026, 40:04 long, audio available.

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Questions About This Episode

What is 2026 Asset Allocation Draft about?

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.

Where can I listen to 2026 Asset Allocation Draft?

You can listen to 2026 Asset Allocation Draft online on Radio and Podcast. Open the player on this page to stream the available audio.

Which podcast is 2026 Asset Allocation Draft from?

2026 Asset Allocation Draft is an episode from Center For Investment Excellence by J.P. Morgan Asset Management.

How long is this episode?

This episode is 40:04 long.

When was this episode published?

This episode was published on Jan 29, 2026.

Can I save 2026 Asset Allocation Draft for later?

Yes. Use the heart button on the episode page to add it to your favorite episodes list.

Are there related episodes from Center For Investment Excellence?

Yes. This page shows related episodes from Center For Investment Excellence when more episodes are available from the podcast feed.

Quick Answers About This Episode

Where can I listen to 2026 Asset Allocation Draft?

You can listen to 2026 Asset Allocation Draft on this page when the episode audio is available from the podcast feed.

Which podcast is this episode from?

2026 Asset Allocation Draft is from Center For Investment Excellence by J.P. Morgan Asset Management.

What are the episode details?

Published Jan 29, 2026 and 40:04 long