Managing Director, Global Market Strategist J.P. Morgan
During this session, David will begin by reviewing the economic outlook, touching on recession risk, inflation, and monetary policy. From there he will shift gears and discuss what this backdrop means for investors, highlighting risks, opportunities, and the need to embrace a wider array of investment opportunities in order to achieve long-run investment goals. He will conclude with some thoughts on volatility and portfolio construction.
David M. Lebovitz is managing director, global market strategist on the J.P. Morgan Asset Management Global Market Insights Strategy team. In this role, Lebovitz is responsible for delivering timely market and economic insights to clients across the country. Since joining the team, he has helped build the Market Insights program in the United Kingdom and Europe, has appeared on both Bloomberg TV and CNBC and is often quoted in the financial press. Lebovitz joined J.P. Morgan in 2010. Prior to joining the firm, he was a research analyst at Kobren Insight Management. At Kobren, he was responsible for small and mid-cap equity research and worked alongside the chief investment officer and other analysts to construct model portfolios for investors of various risk tolerances. Lebovitz obtained a B.A. in political science and philosophy, with a concentration in leadership studies, from Williams College in 2009. He earned a dual-MBA degree from Columbia University and London Business School in 2015.