Orbiting the Paper Moon: A conversation on alternative investments with Michael Cembalest

While the 60/40 portfolio has seen a renewed focus, allocations to private markets continue to play an important role in diversification and growth. In this episode, David Lebovitz, Global Market Strategist, talks with Michael Cembalest, Chairman of Market and Investment Strategy, about the key insights featured in his biennial review of alternative investments, It's Mostly a Paper Moon.

You can listen to Orbiting the Paper Moon: A conversation on alternative investments with Michael Cembalest online on Radio and Podcast. Open the player on this page to stream the available audio.

Orbiting the Paper Moon: A conversation on alternative investments with Michael Cembalest is an episode from Center For Investment Excellence by J.P. Morgan Asset Management.

This episode is 34:58 long.

This episode was published on Mar 7, 2024.

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

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