U.S. exceptionalism and developed markets

In this episode of the Center for Investment Excellence, host David Lebovitz is joined by Jared Gross, Head of Institutional Portfolio Strategy at J.P. Morgan Asset Management. Together, they unpack the latest findings from the Strategic Investment Advisory Group, focusing on the theme of U.S. exceptionalism. The discussion covers the key factors behind America’s economic and market leadership, the potential risks to its continued outperformance, and how global trends may shift the investment landscape. Listeners will gain valuable insights into asset allocation, diversification, and the importance of re-evaluating long-held assumptions in today’s evolving markets.

You can listen to U.S. exceptionalism and developed markets online on Radio and Podcast. Open the player on this page to stream the available audio.

U.S. exceptionalism and developed markets is an episode from Center For Investment Excellence by J.P. Morgan Asset Management.

This episode is 27:39 long.

This episode was published on Oct 16, 2025.

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