SIA recently conducted a virtual discussion with David Lebovitz, Executive Director & Global Market Strategist for J.P. Morgan Asset Management. His firm is one of the world’s premier investment managers with responsibility for $2.5 trillion in assets.
David is responsible for delivering timely market and economic insights to clients across the world. He helped build the “Market Insights” program in the United Kingdom and Europe and appears often on Bloomberg TV, CNBC, and is quoted regularly in the financial press.
With this level of talent at our disposal, SIA’s investment committee was thrilled to be able to speak directly with David and ask specific questions about our investment process. Topics covered included U.S. versus international investing, the recent outperformance of small-cap stocks, and the benefits that alternatives may provide to a diversified portfolio.
Contact with highly regarded and talented investment professionals assists SIA with our due diligence process to ensure that managers with whom we place assets continue to serve in our clients’ best interests. In addition, we leverage information gathered from these meetings to manage our client portfolios most effectively.
If you would like to learn more about David and read his recent insights, please Click Here.