CXO
CXO
Apr 15, 2021
E2: J.P. Morgan. A Guide to Alternatives ft. David Lebovitz
Play • 25 min

In the second installment of CxO, our host, Nic Millikan, sits down with David Lebovitz, Global Market Strategist at J.P. Morgan, who together with his team pens the bank’s highly-acclaimed Guide to the Markets. Join us as David walks us through the latest findings in its sister publication – Guide to Alternatives – covering this quarter’s key highlights in the world of real estate, infrastructure, distressed assets, private equity, and volatility. 

Hear David's views on: 

  • Real Estate: How COVID reinforced headwinds for retail, tailwinds for industrials, and showed the potential future of offices remains in flux
  • Infrastructure: A longtime staple amongst institutional investors in Europe, he believes infrastructure is now emerging as a key asset class in the US – regardless of the Biden administration’s newly-unveiled plans
  • Distressed: Why he believes investors will get another shot at the distressed trade as cracks begin to emerge in a post-pandemic world
  • Private Equity: How IPOs boomed last year – and SPACs became a household name – but neither may play as prominent of a role going into 2021
  • Volatility: Why he believes volatility will continue to lurk in the background, even as we begin to reopen the economy

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