Making Sense: Recent Episodes
J.P. Morgan
Our new channel from the Corporate & Investment Bank at J.P. Morgan, “Making Sense,” will bring you insights across our Investment Banking, Markets and Research businesses, plus much more. Each episode will feature leaders from the firm discussing the latest market trends and key developments that impact our fast-moving and increasingly complex global economy. Subscribe today to catch our episodes that will help you navigate the world we live in today.
Hedge funds are back in focus as elevated stock-bond correlations challenge traditional portfolio construction. In this episode, Kumar Panja, EMEA head of Capital Advisory Group at J.P. Morgan, sits down with Joe Dowling, global head of Blackstone’s Multi-Asset Investing business (BXMA), and Riad Abrahams, head of Strategy, Risk and Quant Analytics in BXMA. Together, they discuss how Blackstone evaluates and partners with hedge fund managers, how they think about diversification versus “di-worsification” and why drawdown correlation matters as much as headline performance. They also explore the rise of managed accounts and seeding, the role of leverage and crowded positioning and how data and AI could reshape the next era of hedge fund edge.
This episode was recorded on June 26, 2026.
The podcast’s views do not necessarily reflect those of J.P. Morgan Chase & Co. or its affiliates (together “J.P. Morgan’) and are not from J.P. Morgan’s Research Department. They do not constitute recommendations or offers to buy or sell securities. Intended for institutional and professional investors, not retail use, it is for informational purposes only. Products and services mentioned may not suit all investors or be available in all jurisdictions. The information contained in this podcast shall not form the primary basis of any investment decision. It is the user’s responsibility to independently confirm the information and to obtain any other information deemed relevant to any investment decision. J.P. Morgan makes no representation or warranty (express or implied) regarding the fairness, accuracy, fitness for purpose, correctness or completeness of the statements, opinions, estimates, conclusions and other information contained in this podcast and J.P. Morgan accepts no responsibility whatsoever for any loss, direct or indirect, arising in connection therewith.
J.P. Morgan may make markets and trade in discussed securities and asset classes. Visit www.jpmorgan.com/disclosures/salesandtradingdisclaimer for more disclaimers and regulatory disclosures. External speakers’ opinions are personal and not J.P. Morgan’s views.
@2026 JPMorgan Chase & Company. All rights reserved.
What should we make of a weak payroll print alongside a lower unemployment rate? In this episode of Making Sense, Lauren Brice from the North America Rates Sales team sits down with Mike Feroli, Chief U.S. Economist at J.P. Morgan, to unpack the July jobs report and what it implies for U.S. growth momentum in 2026. They discuss why the headline miss may overstate weakness, what steady-but-low private hiring says about layoffs and labor market “dynamism” and how participation and wage growth are shifting the inflation outlook. The conversation also covers sector signals like leisure and hospitality, the latest read-through from JOLTS, where (if anywhere) AI is showing up in the hard data and what upcoming CPI reports could mean for the next Fed move.
This episode was recorded on August 7, 2026.
This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.
© 2026, JPMorganChase & Co. All rights reserved.
Markets have remained notably risk-on in 2026, even as geopolitical fragmentation, energy chokepoints and intensifying U.S.-China competition continue to raise the stakes for investors and businesses. In this episode of J.P. Morgan’s Making Sense, Joyce Chang, chair of Global Research at J.P. Morgan, is joined by Paul Haenle, head of APAC Policy and Strategic Competitiveness at J.P. Morgan, and Karim Sadjadpour, senior fellow at the Carnegie Endowment for International Peace, to unpack how the Middle East conflict could continue to unfold — and what elevated geopolitical risk means for global markets. They discuss the strategic objectives and end states of the conflict, how ongoing disruptions in the Strait of Hormuz and Bab el-Mandeb could impact global oil and LNG flows, as well as how China weighs the risks of instability against the opportunities of U.S. distraction. The conversation also looks ahead to the September U.S.-China summit and explores how AI competition is reshaping the relationship between the world’s two largest economies.
This episode was recorded on July 22, 2026.
This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication.
This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.
© 2026, JPMorganChase & Co. All rights reserved.
Markets have powered through a volatile first half of 2026, despite geopolitical shocks, commodity swings, a more complex rates backdrop and increased scrutiny on the returns to AI and other growth investments. In this episode of J.P. Morgan’s Making Sense, Evan Junek, global head of Corporate Finance Advisory, and Charlie Bouckaert, global head of Advisory and M&A, discuss the factors underpinning this resilience. They explore why M&A volumes have hit record highs, why corporates are leaning in with speed and scale, as well as how boards are thinking about strategic readiness in a still-receptive capital markets environment. They also dive into the shift from sponsor-led to strategic-led deal dynamics, what cross-border activity signals about geographic growth divergence and how policy uncertainty and antitrust perceptions are shaping timelines.
This episode was recorded on July 21, 2026.
This material was prepared by certain personnel of the investment banking group of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.
© 2026 JPMorgan Chase & Company. All rights reserved.
What's the right price for AI stocks? In this episode of Making Sense, Eloise Goulder, head of the Data Assets and Alpha Group at J.P. Morgan, speaks with Helen Jewell, International CIO of Fundamental Equities at BlackRock, about differentiating within the AI trade, and identifying companies with durable earnings power and high return on capital growth, versus simply those trading with momentum. They discuss where the market is (and isn't) discriminating across semis, memory and software and what to watch as the AI capex cycle evolves.
This episode was recorded on April 6, 2026.
The podcast's views do not necessarily reflect those of J.P. Morgan Chase & Co or its affiliates (together “J.P. Morgan) and are not from J.P. Morgan’s Research Department. They do not constitute recommendations or offers to buy or sell securities. Intended for institutional and professional investors, not retail use, it is for informational purposes only. Products and services mentioned may not suit all investors or be available in all jurisdictions. J.P. Morgan may make markets and trade in discussed securities and asset classes. Visit www.jpmorgan.com/disclosures/salesandtradingdisclaimer for more disclaimers and regulatory disclosures. External speakers' opinions are personal and not J.P. Morgan's views.
© 2026 JPMorgan Chase & Company. All rights reserved.
Gold trading in APAC is evolving quickly, with record volumes, shifting participation and infrastructure upgrades reshaping liquidity and execution. In this episode of J.P. Morgan’s Making Sense, Khushil Nathoo from the FICC Market Structure & Liquidity Strategy team and Ravi Ramakrishnan, senior precious metals trader for Asia, discuss what’s driving heightened activity in gold, how clients are accessing liquidity and where trading could gravitate as new hubs and clearing initiatives take shape.
Nathoo and Ramakrishnan also explore the impact of electronic execution, the interplay between central bank and retail demand in Asia and what tokenization, gold-backed stablecoins and digital platforms may mean for market structure and available free float over time.
This episode was recorded on July 16, 2026.
The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument. They are not issued by Research but are a solicitation under CFTC Rule 1.71. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures
© 2026 JPMorgan Chase & Company. All rights reserved.
Retail participation in Asia is not just significant — in many markets, it’s dominant. In this episode of Making Sense, Eloise Goulder, head of the Data Assets and Alpha Group at J.P. Morgan, sits down with Clare Witts, head of APAC Equity Market Structure, to chart the rise of retail investing and its effect on liquidity and market performance. Witts offers her perspective on concentration in single stocks, retail appetite for ETFs and derivatives, and how Asian exchanges are responding to this powerful phenomenon.
This episode was recorded on June 26, 2026.
The podcast's views do not necessarily reflect those of J.P. Morgan Chase & Co or its affiliates (together “J.P. Morgan) and are not from J.P. Morgan’s Research Department. They do not constitute recommendations or offers to buy or sell securities. Intended for institutional and professional investors, not retail use, it is for informational purposes only. Products and services mentioned may not suit all investors or be available in all jurisdictions. J.P. Morgan may make markets and trade in discussed securities and asset classes. Visit www.jpmorgan.com/disclosures/salesandtradingdisclaimer for more disclaimers and regulatory disclosures. External speakers' opinions are personal and not J.P. Morgan's views.
© 2026 JPMorgan Chase & Company. All rights reserved.
Amid elevated volatility and rapid advances in technology, systematic trading is gaining steam in commodities markets. Join Leland Price from the FICC Market Structure & Liquidity Strategy team alongside commodity traders Max Lee and Biko Agozino as they discuss what’s driving the growth of quantitative strategies across commodities and what it means for market participants today.
Explore how automation is unlocking access to OTC liquidity, alpha opportunities emerging from inefficiency as well as how API connectivity and AI are shaping the modern trader’s toolkit.
This episode was recorded on June 25, 2025.
The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument. They are not issued by Research but are a solicitation under CFTC Rule 1.71. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive them. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures
Copyright 2026 JPMorgan Chase & Co. All rights reserved.
The checkout has become one of the most important moments in the customer journey — where growth, customer experience and digital transformation converge.
In this episode, Patricia Brolly, head of EMEA Merchant Acquiring Product, and Ciaran Walsh, head of Europe Corporate Sales at J.P. Morgan Payments, explore why the checkout has evolved from an operational necessity into a strategic growth engine. They discuss how businesses can reduce friction, localize payment experiences, leverage data and AI, as well as balance innovation with security to drive conversion and scale across EMEA’s diverse markets.
This episode was recorded on May 26, 2026.
J.P. Morgan and third parties listed on this page have not entered into a legal partnership to provide the services described above. Third party trademarks, brand names, and descriptions of products and services that appear on this page are provided by the respective third party. J.P. Morgan is not liable or responsible for such trademarks, brand names, descriptions of products, companies, and/or services. J.P. Morgan may generate profit from the use of any services or products provided by the third parties. Nothing in this material shall be taken as an endorsement of any third party or advice on the suitability of the third party services for the client. You shall make an independent determination for selection of the services provided by the third parties. Neither J.P. Morgan nor its affiliates shall be liable to you for any loss or liability suffered by you from the use of the third party services. The views and opinions expressed herein are those of the author and do not necessarily reflect the views of J.P. Morgan, its affiliates, or its employees. The information set forth herein has been obtained or derived from sources believed to be reliable. Neither the author nor J.P. Morgan makes any representations or warranties as to the information's accuracy or completeness. The information contained herein has been provided solely for informational purposes and does not constitute an offer, solicitation, advice, or recommendation to make any investment decisions or purchase any financial instruments and may not be construed as such. Any future capabilities of mobility payment systems are under development. Features and timelines are subject to change at the bank's sole discretion. Copyright 2026 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase Bank, N.A. Member FDIC. Deposits held in non-US branches are not FDIC-insured. Non-deposit products are not FDIC-insured. The statements herein are confidential and proprietary and not intended to be legally binding. Not all products and services are available in all geographical areas. Visit jpmorgan.com/paymentsdisclosure for further disclosures and disclaimers related to this content.
So far, 2026 has been a year defined by big market moves, shifting expectations for inflation and policy, and persistent geopolitical headwinds. This episode of J.P. Morgan’s Making Sense offers a global check-in: what’s held up so far, what have been the biggest surprises and what matters most for the second half of the year. Join Samantha Azzarello, head of Content Strategy, and other analysts from across J.P. Morgan Global Research as they explore what could drive markets — from equities and rates to FX and commodities — in the months ahead.
In this episode, we hear from:
Bruce Kasman, chief global economist - 2:02
Jay Barry, head of Global Rates Strategy - 5:04
Ben Ramsey, head of Emerging Markets Sovereign Credit Strategy - 12:35
Mislav Matejka, head of International Equity Strategy - 20:00
Stephen Dulake, co-head of Global Fundamental Research - 24:13
Meera Chandan, co-head of Global FX Strategy - 30:42
Greg Shearer, head of Base and Precious Metals Strategy - 35:38
Fabio Bassi, head of Cross-Asset Strategy - 40:17
This episode was recorded between June 15 - June 24, 2026.
This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.
© 2026, JPMorganChase & Co. All rights reserved.
Despite ongoing macro uncertainty, healthcare dealmaking shows no signs of slowing. In this mid-year outlook episode, host Haley Trethaway sits down with Jerry Lee and Nick Richitt, global co-heads of Healthcare Investment Banking at J.P. Morgan, to take stock of the industry’s health. Together, they unpack five themes redefining the healthcare landscape, from biotech’s supercycle to supply chain resiliency and the surge in cross-border M&A. What should investors watch in the second half of the year?
Read the full article here: https://www.jpmorgan.com/insights/banking/investment-banking/healthcare-mid-year-outlook
This episode was recorded on June 16, 2026.
This material was prepared by certain personnel of the investment banking group of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.
© 2026 JPMorgan Chase & Company. All rights reserved.
2026 has been defined by big market moves, shifting expectations for inflation and policy, and persistent geopolitical headwinds. Next week, analysts from across J.P. Morgan Global Research will deliver a global check-in on what’s held up, what have been the biggest surprises and what matters most for the second half — across equities, rates, FX, commodities and more.
Tune in on Monday, June 29, for the full episode.
AI is transforming global economies and revolutionizing industries. In this episode of Security and Resiliency in Action, Kristina Nilsson, global co-head of AI Investment Banking, and Justin Krauss, Security and Resiliency Initiative lead for Defense Tech and Innovation Economy, discuss why prioritizing strategic technology is critical.
This material was prepared by certain personnel at the Investment Banking Group of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide, and not the firm's research department. It is for informational purposes only. It is not intended as an offer or solicitation for the purchase, sale, or tender of any financial instrument and does not constitute a commitment, undertaking offer, or solicitation by any JP Morgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.
Copyright 2026, JPMorgan Chase & Co., all rights reserved.
Emerging market credit is navigating a new landscape shaped by strong fixed-income inflows, shifting investor participation and greater data availability. In this episode, Meridy Cleary from the FICC Market Structure and Liquidity Strategy team sits down with James Banghart, global head of EM Credit Trading at J.P. Morgan. Together, they discuss how recent geopolitical shocks have tested liquidity, how execution is evolving via portfolio trading and ETFs, as well as what new EU and U.K. bond transparency rules could mean for EM credit markets. Tune in to learn more about the state of private credit in emerging markets and the drivers shaping private lending.
This episode was recorded on June 9, 2026.
The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument. They are not issued by Research but are a solicitation under CFTC Rule 1.71. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures
© 2026 JPMorgan Chase & Company. All rights reserved.
Equities have been on a remarkable run — join members of J.P. Morgan's Data Assets and Alpha Group to dig into what’s been behind this outperformance. Eloise Goulder, head of the group, and product specialist Edwina Lowe break down the forces lifting markets, from resilient growth and strong earnings to the sheer scale of AI capex and rising valuations. We then hear from John Schlegel, global head of Positioning Intelligence, and Drew Tyler, global head of Market Intelligence, who explore the near-term outlook for equities — weighing inflation and rates risk, seasonality and positioning across regions.
This episode was recorded on June 1 and June 9, 2026.
The podcast's views do not necessarily reflect those of J.P. Morgan Chase & Co or its affiliates (together “J.P. Morgan) and are not from J.P. Morgan’s Research Department. They do not constitute recommendations or offers to buy or sell securities. Intended for institutional and professional investors, not retail use, it is for informational purposes only. Products and services mentioned may not suit all investors or be available in all jurisdictions. J.P. Morgan may make markets and trade in discussed securities and asset classes. Visit www.jpmorgan.com/disclosures/salesandtradingdisclaimer for more disclaimers and regulatory disclosures. External speakers' opinions are personal and not J.P. Morgan's views.
© 2026 JPMorgan Chase & Company. All rights reserved.
The airline industry is heading into summer travel season under cloudy conditions. In this episode of J.P. Morgan’s Making Sense, Harry Gowers, lead analyst for European Airlines and Travel Retail stocks, and Jamie Baker, U.S. Airline and Aircraft Leasing Equity analyst, break down their expectations for the airline industry. Together, they discuss how geopolitics and fuel prices are affecting supply and demand, why low-cost carriers are finding success in some markets and not in others and what happens to pricing power if fuel prices ease.
This episode was recorded on May 29, 2026.
This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication.
This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.
© 2026, JPMorganChase & Co. All rights reserved.
How has structured financing moved into the private market mainstream? In this episode of Making Sense, Shiny Das from the Vida Portfolio Solutions product team sits down with John Neubauer, Global Head of Structured Equities Financing at J.P. Morgan, to examine the forces reshaping demand for structured financing as investors seek liquidity, flexibility and transparency. Together they look at how subscription lines have expanded, why NAV lending is becoming a core tool, and what aspects of structured financing are primed for further evolution.
To learn more about J.P. Morgan's Vida Financing Connect: https://jpmm.com/portfolio-solutions/financing-connect
This episode was recorded on June 1, 2026.
This communication is provided for information purposes only. Please visit www.jpmorgan.com/disclosures for important disclosures.
© 2026, JPMorganChase & Co. All rights reserved.
The convergence between traditional finance and public blockchain is no longer theoretical. It's live, it's operational, and it's scaling. Oli Harris, Head of Kinexys, and Emma Landriault, Head of Labs from Kinexys by J.P. Morgan discuss what's driving institutional adoption today, why compliance, privacy, and finality are the design requirements that separate what works from what doesn't, how deposit tokens and stablecoins each serve distinct roles, and where the next wave of value creation is headed as friction continues to be removed across the value chain.
This episode was recorded on May 19, 2026.
©2026 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase Bank, N.A. Member FDIC. Deposits held in non-U.S. branches are not FDIC insured. Non-deposit products are not FDIC insured. The statements herein are confidential and proprietary and not intended to be legally binding. Visit jpmorgan.com/payments disclosure for further disclosures and disclaimers related to this content.
This video-podcast/guide is confidential and proprietary to J.P. Morgan and is provided for your general information only. It is subject to change without notice and is not intended to be legally binding. Any services described in this video-podcast/guide are subject to applicable laws and regulations and service terms. Not all products and services are available in all locations. Eligibility for particular products and services will be determined by JPMorgan Chase Bank, N.A. or its affiliates.
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J.P. Morgan and J.P. Morgan Payments are marketing names for certain businesses of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide JPMorgan Chase Bank, N.A., organized under the laws of U.S.A. with limited liability.
The views and opinions expressed herein are those of the author or speakers and do not necessarily reflect the views of J.P. Morgan, its affiliates, or its employees. The information set forth herein has been obtained or derived from sources believed to be reliable. Neither the author or speakers nor J.P. Morgan makes any representations or warranties as to the information’s accuracy or completeness. The information contained herein has been provided solely for informational purposes and does not constitute an offer, solicitation, advice or recommendation, to make any investment decisions or purchase any financial instruments and may not be construed as such.
©2026 JPMorgan Chase & Co. All rights reserved.
Commodities are an investing sphere unto themselves, offering diversification, decorrelation from equities and bonds – and plenty of surprises along the way. In this episode of Making Sense, Eloise Goulder, head of the Data Assets and Alpha Group at J.P. Morgan, sits down with Kranthi Gade, head of Global Macro QIS Product Structuring, to hear how the quantitative strategies group builds and tracks systematic, tailored commodities trading for clients seeking alternative alpha. Tune in to hear the tactics and trends that comprise this fascinating approach to an equally fascinating asset class.
This episode was recorded on May 12, 2026.
The podcast's views do not necessarily reflect those of J.P. Morgan Chase & Co or its affiliates (together “J.P. Morgan) and are not from J.P. Morgan’s Research Department. They do not constitute recommendations or offers to buy or sell securities. Intended for institutional and professional investors, not retail use, it is for informational purposes only. Products and services mentioned may not suit all investors or be available in all jurisdictions. J.P. Morgan may make markets and trade in discussed securities and asset classes. Visit www.jpmorgan.com/disclosures/salesandtradingdisclaimer for more disclaimers and regulatory disclosures. External speakers' opinions are personal and not J.P. Morgan's views.
© 2026 JPMorgan Chase & Company. All rights reserved.
Who is the real Kevin Warsh? Having been sworn in as the Fed's 17th chair, the Warsh era at the FOMC has begun. But with inflation proving sticky and Fed independence under the microscope, how will he balance the committee's dual mandate? What might he do differently than his predecessor, Jerome Powell? And how will he handle President Trump? On this episode of Making Sense, Alexa Hanelin talks to Michael Feroli, J.P. Morgan's chief U.S. Economist, to forecast the path of the Fed and examine what may be in store at the June FOMC meeting and beyond.
This episode was recorded on May 22, 2026.
This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication.
This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.
© 2026, JPMorganChase & Co. All rights reserved.
Record-breaking volumes of activist campaigns, both public and private, are shaking up the investing world as activists flex their muscles, enjoying new voting powers and privileges in the U.S. and abroad. In this episode of J.P. Morgan’s “Making Sense,” Chuka Umunna, global head of Corporate Governance and Sustainable Solutions, is joined by Darren Novak, global head of Shareholder Engagement and M&A Capital Markets, and Lyndon Park, from the U.S. M&A Capital Markets team, to discuss the seismic shifts in shareholder activism.
Their conversation covers how institutional investors are adopting activist tactics and how market volatility is fueling opportunistic moves. It also explores how universal proxy cards, SEC guidance, and political scrutiny of proxy advisory firms are changing the game, plus behind-the-scenes battles in Europe, governance reforms in Japan, and other examples from around the world - and much more.
Tune in for insights on how companies and boards can anticipate, respond and thrive in the "new era of shareholder activism."
This episode was recorded on May 6, 2026.
This material was prepared by certain personnel of the investment banking group of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.
© 2026 JPMorgan Chase & Company. All rights reserved.
In this episode, Dominic Drew from the Trade and Working Capital team is joined by Natasha Condon, global head of Sales for Trade and Working Capital, and Kyle Hutzler from the JPMorganChase Center for Geopolitics to discuss the fundamental repricing of supply chains. The discussion delves into how geopolitics, tariffs, and overlapping disruptions are prompting companies to carry higher inventory levels, build liquidity buffers, and reassess the allocation of resilience costs across complex ecosystems. The conversation highlights why these changes are structural rather than cyclical, identifies emerging pressure points, and examines how capital allocation and financing strategies are adapting to support more resilient supply chains
This episode was recorded on April 20, 2026.
©2026 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase Bank, N.A. Member FDIC. Deposits held in non-U.S. branches are not FDIC insured. Non-deposit products are not FDIC insured. The statements herein are confidential and proprietary and not intended to be legally binding. Visit jpmorgan.com/payments disclosure for further disclosures and disclaimers related to this content.
This video-podcast/guide is confidential and proprietary to J.P. Morgan and is provided for your general information only. It is subject to change without notice and is not intended to be legally binding. Any services described in this video-podcast/guide are subject to applicable laws and regulations and service terms. Not all products and services are available in all locations. Eligibility for particular products and services will be determined by JPMorgan Chase Bank, N.A. or its affiliates.
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J.P. Morgan and J.P. Morgan Payments are marketing names for certain businesses of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide JPMorgan Chase Bank, N.A., organized under the laws of U.S.A. with limited liability.
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Is this a resilient labor market, or a fragile one? In this episode of Making Sense, Mike Feroli, Chief U.S. Economist at J.P. Morgan, joins Lauren Brice from the North America Rates Sales team to break down the April jobs report and discuss what it means for the health of the U.S. economy in 2026. They discuss the data on claims, AI’s impact on construction and other sectors, and what this report might suggest about the projected path of Fed rate cuts going forward.
This episode was recorded on April 8, 2026.
This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication.
This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.
© 2026, JPMorganChase & Co. All rights reserved.
In this episode, three J.P. Morgan executives address the intricate connection between liquidity and collateral management. Eileen Herlihy, Head of Trading Services Sales, chats with O’Delle Burke, Global Head of Margin Services, and Michael Wynn, J.P. Morgan’s Global Head of FX and Liquidity for Securities Services, about the evolution of financing solutions as institutional investors raise and preserve cash. They discuss the importance of intraday liquidity, the rise of non-cash collateral, FX considerations, the increased attention to available cash with a shortened T+1 settlement cycle, and the tokenization of collateral. In this conversation, they explore how increasingly sophisticated firms are innovating to enhance alpha and preserve cash -- protecting it or deploying it as needed.
This episode was recorded on April 16, 2026.
This podcast is intended for institutional clients only. The views expressed in the podcast may not necessarily reflect the views of J.P. Morgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures. Copyright 2026 JPMorgan Chase & Co. All rights reserved.
Global ETF assets have climbed to roughly $20 trillion, and one structure is drawing fresh attention: dual share classes, where a single portfolio can be accessed as both a mutual fund and an ETF. Funmi Osiyale, from J.P. Morgan's ETF sales team, sits down with Dimensional’s Joel Schneider and Lauren Olson to explore how the model works and what benefits investors could see — from potential cost savings and tax efficiency to broader access and simpler product lineups. The conversation also covers day-to-day market mechanics, liquidity considerations and what’s next for Dimensional’s ETF platform.
This episode was recorded on April 14, 2026.
This podcast is intended for institutional clients only. The views expressed in the podcast may not necessarily reflect the views of J.P. Morgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures.
Copyright 2026 JPMorgan Chase & Co. All rights reserved.
In this episode, Eloise Goulder, head of the Data Assets and Alpha Group, is joined by product specialist Edwina Lowe and Luca Rainero, head of Data Intelligence, to unpack how retail investors have influenced equity markets this year. They delve into how investors are staying active through volatility, navigating trends in the silver market and the relative outperformance in semiconductor versus software stocks. They also discuss how retail activity is shaping volumes, turnover and intraday trading patterns. Finally, they explore what social media activity can reveal about retail positioning and intent, and how AI tools are accelerating the retail investment cycle and potentially reshaping market structure.
This episode was recorded on April 13, 2026.
The podcast's views do not necessarily reflect those of J.P. Morgan Chase & Co or its affiliates (together “J.P. Morgan) and are not from J.P. Morgan’s Research Department. They do not constitute recommendations or offers to buy or sell securities. Intended for institutional and professional investors, not retail use, it is for informational purposes only. Products and services mentioned may not suit all investors or be available in all jurisdictions. J.P. Morgan may make markets and trade in discussed securities and asset classes. Visit www.jpmorgan.com/disclosures/salesandtradingdisclaimer for more disclaimers and regulatory disclosures. External speakers' opinions are personal and not J.P. Morgan's views.
© 2026 JPMorgan Chase & Company. All rights reserved.
From geopolitical tensions and energy disruptions to the latest tariff developments, uncertainty was a recurring motif at the IMF–World Bank Spring Meetings 2026. Yet, bullish market sentiment still prevails. What's causing this disconnect? Join Joyce Chang, chair of Global Research, and Derek Chollet, head of the JPMorganChase Center for Geopolitics, as they explore why markets have remained largely resilient despite the uncertain macro backdrop.
This episode was recorded on April 21, 2026.
The views or opinions expressed herein are solely those of the JPMorganChase Center for Geopolitics and may differ from the views and opinions expressed by J.P. Morgan Securities LLC Research Department or other departments or divisions of JPMorgan Chase & Co. or its affiliates. Information has been obtained from sources believed to be reliable, but JPMorganChase does not warrant its completeness or accuracy. Opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. The opinions herein should not be construed as an individual recommendation for any particular client and is not intended as advice or recommendations of particular securities, financial instruments, or strategies for a particular client. The information contained herein has been provided solely for informational purposes and does not constitute an offer, solicitation, advice or recommendation, to make any investment decisions or purchase any financial instruments, and may not be construed as such.
This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication.
This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.
© 2026, JPMorganChase & Co. All rights reserved.
In this episode, Eloise Goulder speaks with Andrew Tyler, head of Global Market Intelligence, and Federico Manicardi, head of International Market Intelligence at J.P. Morgan. They discuss the sharp rebound in global equities, as attention shifts from geopolitical shocks back to macro and earnings fundamentals. They also explore sector and regional leadership (including U.S. tech and financials, and opportunities across Asia and EM), as well as key risks to watch — such as a renewed escalation in Middle East tensions and inflationary concerns stemming from energy shocks and supply chain disruptions.
This episode was recorded on April 20, 2026.
The podcast's views do not necessarily reflect those of J.P. Morgan Chase & Co or its affiliates (together “J.P. Morgan) and are not from J.P. Morgan’s Research Department. They do not constitute recommendations or offers to buy or sell securities. Intended for institutional and professional investors, not retail use, it is for informational purposes only. Products and services mentioned may not suit all investors or be available in all jurisdictions. J.P. Morgan may make markets and trade in discussed securities and asset classes. Visit www.jpmorgan.com/disclosures/salesandtradingdisclaimer for more disclaimers and regulatory disclosures. External speakers' opinions are personal and not J.P. Morgan's views.
© 2026 JPMorgan Chase & Company. All rights reserved.
Nick Adragna (Global Head of Investment Grade & Macro Credit Trading) and Olivier “Caj” Cajfinger (Global Head of IG, Public Finance, and Co Head of Alternative Credit Sales) unpack the evolution of IG credit markets and how J.P. Morgan’s global franchise supports clients. They discuss the creation of unified IG and macro trading units, talent builds, and the surge in portfolio trading, e-trading and ETFs; plus innovations like Vida, J.P. Morgan Direct, and AI-driven analytics. Hear how cross-asset PT (muni, SPG, CLO) and the integration of IG private and alternative credit are reshaping client solutions and what’s ahead for 2026.
This episode was recorded on February 25, 2026.
The views expressed in this podcast may not necessarily reflect the views of JPMorganChase & Co. and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument. They are not issued by research, but are a solicitation under CFTC Rule 1.71. Reference products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principle in securities and other asset classes and financial products that may have been discussed. The FICC market structure publications, or to one, newsletters mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive them. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures.
Copyright 2026 JPMorganChase & Co. All rights reserved.
In this episode of J.P. Morgan’s Making Sense, global economist Maia Crook is joined by senior U.S. economist Mike Hanson to break down the March CPI report. They discuss the energy-driven jump in headline inflation, why core inflation may remain firm and signs of tariff pass-through. The conversation also explores why CPI and the Fed’s preferred Personal Consumption Expenditures (PCE) measure are sending different signals, how that gap could shape Fed policy and how the Iran conflict may influence the global inflation outlook.
This episode was recorded on April 13, 2026.
This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication.
This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.
© 2026, JPMorganChase & Co. All rights reserved.
As data centers and electrification increase power demand, energy resiliency and a diversified energy mix are becoming even more crucial to national security. In this conversation, Dr. Sarah Kapnick, global head of Climate Advisory, and Michael Johnson, Security and Resiliency Initiative lead for Energy and the U.S. Government , discuss the need for new sources of energy, challenges across the supply chain and industry dealmaking trends.
This episode was recorded on February 6, 2026.
This material was prepared by certain personnel of the investment banking group of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.
© 2026 JPMorgan Chase & Company. All rights reserved.
In this episode of Making Sense, Stephen Dulake, co-head of Global Fundamental Research, is joined by Jake Pollack, head of North American Credit Trading and Global Credit Financing, to take stock of where private credit stands today. They unpack the two forces shaping the narrative — investor liquidity in retail vehicles and underlying credit performance — alongside investor focus areas like PIK (payments in kind), software and services exposure, and early markers of AI-related disruption. The conversation closes with views on marking practices, the 2028–2029 maturity wall and ongoing price discovery, and what increased regulatory scrutiny could look like as the market continues to grow.
This episode was recorded on March 31, 2026.
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This podcast is intended for institutional clients only. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures.
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This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.
© 2026, JPMorganChase & Co. All rights reserved.
In this episode of Making Sense, Mike Feroli, Chief U.S. Economist at J.P. Morgan, joins Sam Azzarello, head of Content Strategy, to unpack the March jobs report and what it signals beneath the headline. They discuss the rebound in hiring after February’s data, early signs that AI may be reshaping the labor market, and what higher energy prices could mean for consumer momentum. The conversation closes with Feroli’s outlook on how the data may shape the Fed’s near-term policy stance and his base-case outlook for the U.S. economy.
This episode was recorded on April 3, 2026.
This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.
© 2026, JPMorganChase & Co. All rights reserved.
Shaped by diverse markets, languages, currencies and regulatory frameworks, Europe presents a complex landscape for businesses operating across the region. Understanding that landscape is essential for companies managing treasury, liquidity and cross-border payments. In this episode of EMEA in Conversation, Stew Cofer, EMEA head of Payments Specialists, Commercialization and Embedded Finance and Alison Livesey, head of UK and Europe Subsidiary Banking, examine the forces shaping payments across Europe today. From evolving regulatory environments to the realities of operating across multiple markets, the discussion explores how businesses are managing financial flows, approaching treasury strategy and supporting cross-border commerce across the region.
©2026 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase Bank, N.A. Member FDIC. Deposits held in non-U.S. branches are not FDIC insured. Non-deposit products are not FDIC insured. All rights reserved. The statements herein are confidential and proprietary and not intended to be legally binding. Not all products and services are available in all geographical areas. Visit jpmorgan.com/paymentsdisclosure for further disclosures and disclaimers related to this content.
This video-podcast/guide is confidential and proprietary to J.P. Morgan and is provided for your general information only. It is subject to change without notice and is not intended to be legally binding. Any services described in this video-podcast/guide are subject to applicable laws and regulations and service terms. Not all products and services are available in all locations. Eligibility for particular products and services will be determined by JPMorgan Chase Bank, N.A. or its affiliates.
J.P. Morgan makes no representations as to the legal, regulatory, tax or accounting implications of the matters referred to herein.
Any mentions of third-party trademarks, brand names, products and services are for referential purposes only and any mention thereof is not meant to imply any sponsorship, endorsement, or affiliation.
J.P. Morgan and J.P. Morgan Payments are marketing names for certain businesses of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide JPMorgan Chase Bank, N.A., organized under the laws of U.S.A. with limited liability.
The views and opinions expressed herein are those of the author and do not necessarily reflect the views of J.P. Morgan, its affiliates, or its employees. The information set forth herein has been obtained or derived from sources believed to be reliable. Neither the author nor J.P. Morgan makes any representations or warranties as to the information’s accuracy or completeness. The information contained herein has been provided solely for informational purposes and does not constitute an offer, solicitation, advice or recommendation, to make any investment decisions or purchase any financial instruments and may not be construed as such.
In this episode of Making Sense, Shiny Das, from the Vida Portfolio Solutions product team, sits down with Gustav Vogel, head of Portfolio Trading in Europe, Middle East, and Asia, and Marcus Imbert, head of Portfolio Solutions in North America. Together they explore the rise of portfolio trading and how it is reshaping credit markets globally. They compare how portfolio trading differs across EMEA and North America, from pre-trade pricing and transparency frameworks to the role of local market structure and regulation. The conversation also looks at how ETFs and ETF primary trading support liquidity and risk transfer, the growing demand for thematic and proxy baskets, and the expansion of portfolio trading into cross-currency, cross-asset and bespoke solutions during periods of market volatility.
This episode was recorded on March 16, 2026.
This podcast is intended for institutional clients only. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures.
Copyright 2026 JPMorgan Chase & Company. All rights reserved.
In this episode of Making Sense, Chuka Umunna sits down with Dr. Sarah Kapnick, global head of Climate Advisory, and James Janoskey, global co‑head of Natural Resources Investment Banking, to unpack how clean technologies are reshaping the global energy landscape. They explore surging electricity demand from AI data centers, the modernization of aging grids, the nuclear renaissance and the rise of long‑duration storage beyond lithium. The conversation also explores the intersection of energy security and geopolitics — how has the ongoing situation in the Middle East amplified concerns around grid resilience?
This episode was recorded on March 16, 2026.
This material was prepared by certain personnel of the investment banking group of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.
© 2026 JPMorgan Chase & Company. All rights reserved.
In this episode, Sian Goh, partner and head of Research and Strategy at Dymon Asia, sits down with Eloise Goulder, head of the Data Assets and Alpha Group at J.P. Morgan, to explore evolving market dynamics in Asia, from supply chains and AI to the retail investor and Asian consumer influences. They then discuss how Dymon Asia, an Asia-based multi-strategy fund, bridges bottom-up local market knowledge and micro analysis with macro developments to analyse the global investment universe.
Shownotes:
https://www.dymonasia.com/
This episode was recoded on February 12, 2026.
The podcast's views do not necessarily reflect those of J.P. Morgan Chase & Co or its affiliates (together “J.P. Morgan) and are not from J.P. Morgan’s Research Department. They do not constitute recommendations or offers to buy or sell securities. Intended for institutional and professional investors, not retail use, it is for informational purposes only. Products and services mentioned may not suit all investors or be available in all jurisdictions. J.P. Morgan may make markets and trade in discussed securities and asset classes. Visit www.jpmorgan.com/disclosures/salesandtradingdisclaimer for more disclaimers and regulatory disclosures. External speakers' opinions are personal and not J.P. Morgan's views.
Copyright 2026 JPMorgan Chase & Co. All rights reserved
In this episode of J.P. Morgan's Making Sense, Fawaz Chaudhry, CIO of Horizon Global Partners (the equity thematic team at Fulcrum Asset Management) sits down with Eloise Goulder, head of the Data Assets and Alpha Group. They unpack why value is shifting from software to chips — and why the next three to four years will be key for semis, foundries and tools — as the AI infrastructure buildout accelerates. They also explore the implications of the recent inflationary shocks, from the global pandemic to the European land war to the global trade war, and what this means for bonds and commodities, including gold and silver.
Shownotes:
https://www.horizon.global/
https://fulcrumasset.com/
A Macroeconomic Approach to Investing with Juan Antolin Diaz, Chief Research Officer, Fulcrum – Feb ‘24
This episode was recoded on February 5, 2026.
The podcast's views do not necessarily reflect those of J.P. Morgan Chase & Co or its affiliates (together “J.P. Morgan) and are not from J.P. Morgan’s Research Department. They do not constitute recommendations or offers to buy or sell securities. Intended for institutional and professional investors, not retail use, it is for informational purposes only. Products and services mentioned may not suit all investors or be available in all jurisdictions. J.P. Morgan may make markets and trade in discussed securities and asset classes. Visit www.jpmorgan.com/disclosures/salesandtradingdisclaimer for more disclaimers and regulatory disclosures. External speakers' opinions are personal and not J.P. Morgan's views.
Copyright 2026 JPMorgan Chase & Co. All rights reserved
In this Making Sense episode, host Amaury Guzman is joined by Kevin Foley, global head of Capital Markets, and Tarek Hamid, head of North American Credit Research & Strategy, to unpack takeaways from J.P. Morgan’s 31st annual Global Leveraged Finance Conference in Miami. The trio covers how geopolitics and energy price volatility are filtering into rates and risk, why AI could determine winners and losers, the market’s capacity to absorb new supply, bond vs. loan reception, and the role of M&A in the 2026 issuance outlook. They also discuss issuer readiness in a volatile tape and other themes that could take centerstage at the upcoming European Leveraged Finance Conference.
This episode was recorded on March 5, 2026.
This material was prepared by certain personnel of the investment banking group of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.
© 2026 JPMorgan Chase & Company. All rights reserved.
In this episode of Making Sense, Anthony Paolone, co-head of U.S. Real Estate Stock Research, and John Sim, head of Securitized Products Research, offer their take on the U.S. housing market. They examine current supply-demand dynamics, regional price trends and mortgage rates, which have remained elevated since 2022. Where are home prices headed, and how might new reforms alter the wider outlook? Plus, how are rental markets faring amid growing “rent fatigue”?
This episode was recorded on March 2, 2026.
This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.
© 2026, JPMorganChase & Co. All rights reserved.
In this episode of J.P. Morgan’s Making Sense, Derek Chollet, head of the JPMorganChase Center for Geopolitics, sits down with Clare Kim, global head of Content Strategy and Production for the Commercial and Investment Bank, to discuss how the U.S.–Israel military operation against Iran could play out. What’s next in terms of leadership, and how might this change the balance of power in the Middle East? Longer term, could a resolution unlock opportunities for both the Iranian and the global economy?
This episode was recorded on March 4, 2026.
The views or opinions expressed herein are solely those of the JPMorganChase Center for Geopolitics and may differ from the views and opinions expressed by J.P. Morgan Securities LLC Research Department or other departments or divisions of JPMorgan Chase & Co. or its affiliates. Information has been obtained from sources believed to be reliable, but JPMorganChase does not warrant its completeness or accuracy. Opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. The opinions herein should not be construed as an individual recommendation for any particular client and is not intended as advice or recommendations of particular securities, financial instruments, or strategies for a particular client. The information contained herein has been provided solely for informational purposes and does not constitute an offer, solicitation, advice or recommendation, to make any investment decisions or purchase any financial instruments, and may not be construed as such.
In this episode of Making Sense, Kate Finlayson, Global head of the FICC Market Structure and Liquidity Strategy, is joined by Sandy Kaul, Executive Vice President and Head of Innovation at Franklin Templeton, and Scott Lucas, head of Markets Digital Assets at J.P. Morgan. Together, they explore the rapid advancements in blockchain technology, and discussing what’s changed, what’s credible, and what institutional investors should be thinking about as market structure evolves. Sandy and Scott, who also serve as co-chairs of the CFTC’s Digital Assets Subcommittee, share insights on blockchain adoption milestones, regulatory developments, the convergence of traditional and decentralized finance, and the future of interoperability and market infrastructure.
This episode was recorded on February 10, 2026.
The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument. They are not issued by Research but are a solicitation under CFTC Rule 1.71. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures
Copyright 2026 JPMorgan Chase & Company. All rights reserved.
In this episode of J.P. Morgan’s Making Sense, Phoebe White, a senior U.S. rates strategist and head of U.S. inflation strategy, sits down with senior economist Mike Hanson to unpack the January CPI report and the inflation outlook for 2026. They discuss why inflation may hover near 3% this year, the impact of tariffs, the gradual cooling in rents, and how differences between the CPI and PCE could inform the Fed’s path. The conversation also touches on energy and food prices, data quality concerns at the BLS and much more.
This episode was recorded on February 18, 2026.
This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.
© 2026, JPMorganChase & Co. All rights reserved.
At the crossroads of tradition and transformation, the Middle East is setting a new pace for growth and global connectivity. Join James Fraser, head of EMEA Payments, and Ambar Morshed, head of Subsidiary Payment Sales EMEA, as they unpack the region’s dynamic growth, digital evolution, and the bold moves attracting corporates and multinationals from around the world. Discover how innovative strategies, regulatory reforms, and a thriving business culture are redefining what’s possible in one of the world’s most exciting markets. Whether you’re headquartered in ADGM, entering the region, or establishing a key treasury hub, our experts are on hand to help you realize new opportunities in one of the world’s fastest-growing markets.
Learn more at:
https://www.jpmorgan.com/insights/treasury/treasury-management/trends-middle-east-corporate-treasury
https://www.jpmorgan.com/payments/treasury-middle-east
This episode was recorded on December 3, 2025.
©2026 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase Bank, N.A. Member FDIC. Deposits held in non-U.S. branches are not FDIC insured. Non-deposit products are not FDIC insured. All rights reserved. The statements herein are confidential and proprietary and not intended to be legally binding. Not all products and services are available in all geographical areas. Visit jpmorgan.com/paymentsdisclosure for further disclosures and disclaimers related to this content.
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Silver has been on a volatile ride since the start of last year. In this episode, host Sam Azzarello, head of content strategy for Global Research, is joined by Greg Shearer, head of Base and Precious Metals Strategy, to break down the dramatic changes in silver prices and what could be next for the market. They cover why silver’s price is so volatile compared with gold, policy uncertainty including tariffs, and the evolving role of silver in industrial uses and how that influences demand. What are the key risks and opportunities for the silver market?
This episode was recorded on February 6, 2026.
This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication.
This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.
© 2026, JPMorganChase & Co. All rights reserved.
The January jobs report may be delayed, but there are many other factors shaping the path forward for the U.S. economy. Join Lauren Brice from the North America Rates Sales team and chief U.S. economist Mike Feroli as they unpack recent data including job openings and tech earnings, as well as the latest Fed developments. What do the headline numbers suggest about the economic outlook, and how might the nomination of a new Fed chair influence monetary policy?
This episode was recorded on February 6, 2026.
This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication.
This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.
© 2026, JPMorganChase & Co. All rights reserved.
In this episode of J.P. Morgan’s Making Sense, Jack Atherton from the EMEA Equity Capital Markets (ECM) market intelligence team, is joined by David De Boltz, Managing Director in Technology Leveraged Finance Capital Markets, and Edward Byun, global head of technology ECM, for a deep dive into the rapidly evolving world of tech capital markets. The team explores how the surge in AI infrastructure is reshaping lending and investment strategies, and why investors are rethinking risk across software, semiconductors and cloud platforms.
J.P. Morgan’s leveraged finance and equity capital markets experts discuss the latest market volatility, the split between “AI-proof” and “AI-risk” tech names, and the factors driving investor demand in both debt and equity markets. The conversation also covers the health of the tech IPO pipeline, challenges facing software companies and what it takes to stand out in today’s competitive funding environment.
This episode was recorded on January 30, 2025.
This material was prepared by certain personnel of the investment banking group of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.
© 2026 JPMorgan Chase & Company. All rights reserved.
Earnings season has kicked off, with the Magnificent Seven set to report over the next few weeks. What does the future hold for U.S. equities after their recent underperformance?
Hear from John Schlegel, J.P. Morgan’s global head of Positioning Intelligence, and Andrew Tyler, global head of Market Intelligence, as they dive into the evolving landscape for equities amid headline-driven volatility and robust earnings. Tyler shares why his team remains tactically bullish, anchored by resilient macro data, positive earnings growth and easing trade tensions.
This episode was recorded on January 26, 2026.
The podcast's views do not necessarily reflect those of J.P. Morgan Chase & Co or its affiliates (together “J.P. Morgan) and are not from J.P. Morgan’s Research Department. They do not constitute recommendations or offers to buy or sell securities. Intended for institutional and professional investors, not retail use, it is for informational purposes only. Products and services mentioned may not suit all investors or be available in all jurisdictions. J.P. Morgan may make markets and trade in discussed securities and asset classes. Visit www.jpmorgan.com/disclosures/salesandtradingdisclaimer for more disclaimers and regulatory disclosures. External speakers' opinions are personal and not J.P. Morgan's views.
Copyright 2026 JPMorgan Chase & Co. All rights reserved
How are investors navigating tighter credit spreads and a surge in loan trading activity? In this episode, Brian LaRocca, head of Vida Portfolio Solutions (Americas), and Lou Cerrotta, head of Liquid Credit Financing, unpack the latest trends in loan and bond total return swaps (TRS), new opportunities in asset-based lending and the impact of regulatory changes. Plus, discover how J.P. Morgan’s innovative platforms are helping clients stay ahead of the curve in 2026.
Learn more about J.P. Morgan's Portfolio Solutions: https://markets.jpmorgan.com/portfolio-solutions
This episode was recorded on January 8, 2026.
This communication is provided for information purposes only. Please visit www.jpmorgan.com/disclosures for important disclosures.
© 2026, JPMorganChase & Co. All rights reserved.
Recent events in Venezuela have so far had limited immediate impact on global commodity markets — but the longer-term implications could be significant, especially if Western investment returns to the country. In this episode, analysts from J.P. Morgan Global Research explore the outlook for oil, natural gas and metals.
Speakers:
Natasha Kaneva, Head of Global Commodities Research
Greg Shearer, Head of Base & Precious Metals Research
Otar Dgebuadze, Natural Gas Research
This podcast was recorded on January 9, 2026.
This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.
Copyright 2026, JPMorganChase & Co. All rights reserved.
Non-farm payrolls increased by just 50,000 in December while the unemployment rate dipped to 4.4%, reinforcing the “low-hire, low-fire” theme of the past few months. Does this point to a Fed pause at the January meeting? And how are consumers holding up against this backdrop? Join chief U.S. economist Mike Feroli and Alexa Hanelin from the North America Rate Sales team as they discuss the latest numbers.
This episode was recorded on January 9, 2026.
This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication.
This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.
Copyright 2026, JPMorganChase & Co. All rights reserved.
In this episode of Making Sense, Rama Variankaval, head of Corporate Advisory at J.P. Morgan, is joined by Evan Junek, global head of Corporate Finance Advisory, to discuss the 15th edition of J.P. Morgan’s annual Corporate Compass report. Together, they unpack the key market trends that defined 2025 — from the rollercoaster of tariffs and geopolitical shifts to the transformative impact of AI on capital spending and corporate strategy. The conversation explores the evolving premium for scale, the rise of focused corporate separations and the changing landscape of capital formation in the U.S. and globally. Discover how companies are navigating uncertainty, pursuing growth and preparing for the opportunities and challenges that lie ahead in 2026.
Click here to learn more about the Corporate Compass report: https://www.jpmorgan.com/investment-banking/corporate-finance-advisory#report
This episode was recorded on December 18, 2025.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.
© 2026 JPMorgan Chase & Company. All rights reserved.
The year ahead will likely be driven by three powerful forces: uneven monetary policy, the relentless AI cycle and deepening polarization across markets and economies. What are the key opportunities and risks to watch across equities, commodities, currencies and more? Join analysts from J.P. Morgan Global Research as they explore the outlook for 2026.
In this episode, we hear from:
Bruce Kasman, Chief Global Economist - 01:00
Mislav Matejka, Head of Global Equity Strategy - 05:19
Francis Diamond, Head of European Rate Strategy - 11:50
Meera Chandan, Co-Head of Global FX Strategy - 15:58
Stephen Dulake, Co-Head of Global Fundamental Research - 19:43
Jonathan Goulden, Head of EM Fixed Income Strategy - 25:13
Natasha Kaneva, Global Head of Commodities Research - 30:21
Fabio Bassi, head of Cross-Asset Strategy - 35:25
This episode was recorded between December 9 and December 17, 2025.
This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication.
This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.
Copyright 2025, JPMorganChase & Co. All rights reserved.
In this episode of J.P. Morgan’s Making Sense, Joyce Chang, chair of Global Research, is joined by Sarah Isgur, senior editor at The Dispatch and Supreme Court expert, and Peter Harrell, visiting scholar at Georgetown Law and Fellow at the Carnegie Endowment for International Peace. Together, they unpack the Supreme Court cases challenging President Trump’s use of executive power, focusing on trade, tariffs and presidential authority over independent agencies and the Federal Reserve Bank. The discussion explores the legal and economic implications of these cases, the evolving balance between Congress and the executive branch and the potential consequences for markets, businesses and governance.
This episode was recorded on November 19, 2025.
This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication. This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan. Copyright 2025, JPMorganChase & Co. All rights reserved.
How did investment banking clients navigate a year of uncertainty, and what’s next for dealmaking and capital markets? In this episode, Dorothee Blessing, Global Head of Investment Banking Coverage, is joined by Anu Aiyengar, Global Head of Advisory and M&A, and Kevin Foley, Global Head of Capital Markets. Together, they break down the forces that shaped 2025—from cautious optimism and strategic adaptation to the surge in mega deals and the transformative impact of AI. Looking ahead, they share actionable insights on M&A, IPOs, private capital, and global market trends that will define opportunities and risks in 2026. Tune in for expert perspectives on building resilience, seizing growth, and preparing for the future of investment banking.
This episode was recorded on December 8, 2025.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.
© 2025 JPMorgan Chase & Company. All rights reserved.
In this episode, Brady Leventhal, head of North America FX Sales for Hedge Funds, is joined by Matthew Franklin Lyons, head of Global Rates Trading and Fixed Income Financing, and Stephen Jeffries, head of Currencies in Emerging Markets and FX Services Trading. Together, they recap highlights from J.P. Morgan’s recent 10th annual Global Macro Conference, along with key risks and opportunities for 2026 across global rates, FX and emerging markets.
This episode was recorded on December 8, 2025.
The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument. They are not issued by Research but are a solicitation under CFTC Rule 1.71. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures
© 2025 JPMorgan Chase & Company. All rights reserved.
In this episode, Eloise Goulder speaks with Andrew Tyler, Global head of Market Intelligence, and Federico Manicardi, International head of the Market Intelligence at J.P. Morgan. They discuss strength in equity markets over 2025, from the macro backdrop to corporate earnings and central bank policy. They also explore the relative outperformance in EM, Europe and several APAC markets, as well as the respective drivers for these moves. Finally, they hone in on highest conviction opportunities for equities into year-end, plus key catalysts and risks to watch in the weeks ahead.
This episode was recorded on December 1, 2025.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
© 2025 JPMorgan Chase & Company. All rights reserved.
The U.S. power market is undergoing a dramatic transformation, driven by the explosive growth of AI data centers and evolving priorities. Join Leland Price from the FICC Market Structure & Liquidity Strategy team and Chris Wu, Head of U.S. Power Trading, as they discuss the evolving landscape of power trading in the U.S. This episode explores the surge in electricity demand, capacity constraints, and the impact of policy developments on trading dynamics. The conversation also examines the role of renewables and natural gas, the challenges facing grid infrastructure and the implications of new entrants to the market. Tune in for insights on how market structure is adapting to meet the demands of a new era in U.S. energy.
This episode was recorded on November 7, 2025.
The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co and its affiliates together, JP Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument. They are not issued by JP Morgan's Research Department but are a solicitation under CFTC Rule 1.71. Reference products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. JP Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. The FICC market structure publications or to one, newsletters, mentioned in this podcast are available for JP Morgan clients. Please contact your JP Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan. com/disclosures.
Copyright 2025, JPMorgan Chase & Company, all rights reserved.
In this episode, Arnaud Jobert, co-head of Strategic Indices for Markets and Global Head of Equity Structuring, speaks with Eloise Goulder, head of the Data Assets & Alpha Group here at J.P. Morgan. They discuss the drivers of growth in the QIS business at J.P. Morgan, the types of alphas they look to provide systematic exposure to, from x-asset risk premia, to x-asset trend, to intraday- and vol-based strategies, and the evolution in investing client demand for these products. Finally they discuss further product innovation potential, from leveraging LLMs to expanding investment markets.
Shownotes:
- Intraday options, levered ETFs and the retail investor with Matthieu Boisot, head of Cross-Asset, Volatility and Intraday Product Development for QIS – Jul ‘25
- Evolution of the Markets Structuring business with Rui Fernandes, Head of Structuring - Feb ‘25
- QIS Developments and the use of LLMs with Deepak Maharaj, Head of Equities and Cross Asset QIS Structuring – Nov ‘24
- Extending the trend, with JP Morgan’s Lead CTA Structurer with Jagadish Chalasani, Investible Indices team – Jun ‘24
This episode was recorded on 15th October 2025.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
© 2025 JPMorgan Chase & Company. All rights reserved.
As the U.S. government shutdown drags on, uncertainty continues to build for both investors and everyday Americans. In this episode of J.P. Morgan's Making Sense, Samantha Azzarello, head of Content Strategy, sits down with chief U.S. economist Michael Feroli and Jay Barry, head of Global Rates Strategy, to explore the impacts of the prolonged shutdown. How is it weighing on consumer sentiment and economic growth, and how are markets responding? Plus, have expectations for Fed policy changed as a result?
This episode was recorded on November 7, 2025.
This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication. This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan. Copyright 2025, JPMorganChase & Co. All rights reserved.
In this episode, Nick Richitt, global co-head of Healthcare Services at J.P. Morgan, sits down with Michael Gao, co-founder of Smarter DX and president of Smarter Technologies, to explore how AI is revolutionizing healthcare. Together, they dive into the journey from digitization to true innovation, discussing how AI is transforming clinical reasoning, improving patient records and driving operational efficiency for hospitals and health systems. They also address the challenges of scaling AI responsibly, emphasizing the importance of collaboration and control. What is the future of intelligent healthcare, and how will it amplify the human experience?
This episode was recorded on October 30, 2025.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.
© 2025 JPMorgan Chase & Company. All rights reserved.
In this episode, Veronique Steiner, head of EMEA Innovation Economy, and Lori Schwartz, global head of Treasury Services, sit down at Money20/20 Middle East in Riyadh to discuss the trends shaping the region's financial system. Together, they explore the rapid growth of financial services in the Middle East, the impact of technology on cross-border payments and the importance of striking a balance between security and innovation in a fast-changing landscape. Hear insights on the future of fintech, the role of open banking and how J.P. Morgan Payments is helping clients navigate new opportunities in Saudi Arabia and beyond.
This episode was recorded on September 15, 2025.
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The views and opinions expressed herein are those of the author and do not necessarily reflect the views of J.P. Morgan, its affiliates, or its employees. The information set forth herein has been obtained or derived from sources believed to be reliable. Neither the author nor J.P. Morgan makes any representations or warranties as to the information’s accuracy or completeness. The information contained herein has been provided solely for informational purposes and does not constitute an offer, solicitation, advice or recommendation, to make any investment decisions or purchase any financial instruments, and may not be construed as such.
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In this episode, Kenneth Worthington, a Brokers, Asset Managers and Exchanges equity analyst at J.P. Morgan, is joined by Teresa Ho, head of U.S. Short Duration Strategy, to explore the dynamic world of stablecoins. Together, they break down what stablecoins are, how they work and why they’re gaining so much attention in today’s financial landscape. The discussion covers how stablecoins differ from deposits and money market funds, the impact of recent legislation such as the GENIUS Act, as well as what all this could mean for the future of finance.
This episode was recorded on October 23, 2025.
This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication. This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan. Copyright 2025, JPMorganChase & Co. All rights reserved.
In this episode, Joyce Chang, chair of Global Research at J.P. Morgan, is joined by Jahangir Aziz, head of Emerging Markets Research, and Jay Barry, head of Global Rates Strategy. Together, they explore how AI is reshaping global economic narratives, why tech innovation trumps tariffs, the evolving U.S.–China relationship and more. They also discuss other topics including stagflation risks, shifting trade dynamics and the outlook for U.S. Treasury markets. What does the global economy’s new normal look like?
This episode was recorded on October 21, 2025.
This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.
Copyright 2025, JPMorganChase & Co. All rights reserved.
In this episode, Martin Kallström, CEO of Sweden-based systematic hedge fund Lynx Asset Management, is in conversation with Eloise Goulder, head of the Data Assets & Alpha Group at J.P. Morgan. Together, they explore the evolution of trend-following strategies, the drivers of long-term alpha in trend and the value of trend within a wider portfolio context. They also discuss what sets Lynx apart from other systematic hedge funds, as well as the opportunities AI tools, including LLMs, present for quant managers.
This episode was recorded on September 15, 2025.
Shownotes:
https://www.lynxhedge.se/en/
Systematic investing with Martin Lueck, co-founder, Aspect Capital
Trend-following in Alternative Markets with David Denison, Deputy CIO, Florin Court
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
© 2025 JPMorgan Chase & Company. All rights reserved.
What’s driving record venture capital flows into AI and defense tech? How are public markets and strategic buyers changing the game for tech founders? Host Mose Adigun sits down with Rosh Wijayarathna, co-head of EMEA Innovation Economy, David Bauer, co-head of Americas Equity Capital Markets, and Matt Gehl, co-head of EMEA Tech Investment Banking, to discuss the most exciting technologies and innovation themes from J.P. Morgan's recent Tech Stars Conference in London.
https://www.jpmorgan.com/insights/banking/investment-banking/tech-stars-conference-2025-recap
This episode was recorded on October 14, 2025.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.
© 2025 JPMorgan Chase & Company. All rights reserved.
In this episode, Eloise Goulder sits down with William Tuttle, part of the Global Engagement team at J.P. Morgan, to explore the evolving landscape of U.S. policy and its impact on global markets. From the rise of tariffs and their economic implications to the global race for AI dominance, the duo explore how the U.S. is shifting toward an age of transactionalism in foreign policy.
This episode was recorded on September 22, 2025.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
© 2025 JPMorgan Chase & Company. All rights reserved.
In this episode, Samantha Azzarello, head of Content Strategy, is joined by Jay Barry, head of Global Rates Strategy, chief U.S. economist Mike Feroli and Eben Peck from the Federal Government Relations team to discuss the latest developments surrounding the U.S. government shutdown. They explore the status of negotiations and the economic implications of the impasse, including the effects on Fed policy, GDP and jobs. They also dive into the market response and the impact on the broader financial landscape.
This podcast was originally recorded as a webinar for J.P. Morgan Markets on October 2, 2025.
This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.
Copyright 2025, JPMorganChase & Co. All rights reserved.
In this episode, Greg Shearer, head of Base and Precious Metals Research, is joined by Natasha Kaneva, head of Global Commodities Research. Together, they dive into the key factors currently shaping commodities markets — from the evolving geopolitical landscape to the interest rate environment. How have recent attacks on Russian energy infrastructure impacted global oil supply? And how have Fed cutting cycles historically affected oil prices and broader commodity returns? Tune in for expert insights on supply and demand dynamics, geopolitical risk premiums and more.
This episode was recorded on September 26, 2025.
This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.
Copyright 2025, JPMorganChase & Co. All rights reserved.
In this episode we hear from Ralph Sueppel, Managing Director at Macrosynergy, a London-based macroeconomic research and technology company that co-developed the J.P. Morgan Macrosynergy Quantamental System (“JPMaQS”): a data and analytics product harnessing macroeconomic quantamental point-in-time data for investment strategies. Ralph joins J.P. Morgan’s Eloise Goulder, head of the Data Assets & Alpha Group. They delve into the evolution of systematic strategies using macro quantamental data, and they explore which data sets, asset classes, and analytical techniques have historically yielded the greatest alpha opportunities in this space. Finally, they touch on the future path for macro quantamental investing strategies.
Shownotes:
- https://markets.jpmorgan.com/#jpmaqs
- https://www.jpmorgan.com/markets/jpmaqs
This episode was recorded on August 28, 2025.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
© 2025 JPMorgan Chase & Company. All rights reserved.
In this episode, Fahmi Enam, head of Media Communications and Digital Infrastructure at J.P. Morgan Commercial Banking, is joined by Scott Wilcoxen, global head of Digital Infrastructure Investment Banking at J.P. Morgan. They dive deep into the world of digital infrastructure — exploring the critical role of data centers, fiber, and towers in powering today’s digital economy. The conversation covers the unprecedented scale of capital investment required for AI and cloud growth, the unique challenges and opportunities in assembling funding, and the evolving landscape of connectivity. Scott and Fahmi also discuss the risks of overbuilding, the importance of operational expertise, and how J.P. Morgan is positioned to support clients across the entire capital stack. Whether you’re an industry insider or just curious about the backbone of the internet, this episode offers valuable insights into the future of communications infrastructure.
This episode was recorded on September 10, 2025.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.
© 2025 JPMorgan Chase & Company. All rights reserved.
In this episode, Tina Rathjen, from J.P. Morgan’s Securities Services Regulatory Practice, is joined by Kara Kennedy, co-head of Kinexys at J.P. Morgan, to explore the rapidly evolving world of digital assets and blockchain technology. Together, they discuss the opportunities and challenges presented by distributed ledger technology (DLT) and decentralized finance (DeFi), recent regulatory changes, and J.P. Morgan’s initiatives in the digital asset space. The conversation covers industry trends, regulatory sandboxes, digital identity, and how J.P. Morgan is preparing for the future of finance. Tune in for expert insights on how technology and regulation are shaping the digital asset ecosystem.
This episode was recorded on September 2, 2025.
This podcast is intended for institutional clients only. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures.
© 2025 JPMorgan Chase & Company. All rights reserved.
In this episode, Ben Wilson, head of Natural Resources M&A at J.P. Morgan, is joined by Kevin Colborne, co-head of North American Mining , and Andrew Castaldo, co-head of Mid-Cap M&A. The group recaps J.P. Morgan's involvement in the public-private partnership between the U.S. Department of Defense and MP Materials. They explore the strategic importance of rare earth magnets, the national security implications of the deal, and the unique partnership forged to strengthen America's supply chain in critical mineral commodities.
This episode was recorded on August 25, 2025.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.
© 2025 JPMorgan Chase & Company. All rights reserved.
In this episode, host Daniel Rudnicki Schlumberger, head of Leveraged Finance EMEA at J.P. Morgan, is joined by Andrew Crook, head of Leveraged Finance Sales, and Daniel Lamy, head of European Credit Strategy Research. Together, they unpack the highlights from J.P. Morgan’s 9th European Leveraged Finance Conference, exploring the latest trends, including market resilience, investor sentiment, and the impact of geopolitical and macroeconomic events.
This episode was recorded on September 5, 2025.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.
© 2025 JPMorgan Chase & Company. All rights reserved.
In this episode, Rama Variankaval, global head of Corporate Advisory and Evan Junek, global head of Corporate Finance Advisory, share insights from their newly released report, "Navigating the Future." The report explores how artificial intelligence, energy trends and healthcare innovations are set to reshape the business landscape over the next decade.
Drawing on months of research and scenario planning, the duo offer practical insights for business leaders, board members and anyone interested in the future of the global economy. From the productivity potential of AI to the evolving dynamics of energy markets and breakthroughs in healthcare, this episode provides a clear framework for thinking about strategic decisions in a rapidly changing world.
Read the full "Navigating the Future" report.
This episode was recorded on August 25, 2025.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.
© 2025 JPMorgan Chase & Company. All rights reserved.
The August jobs report came in weaker than expected, with the U.S. economy adding just 22,000 jobs. The unemployment rate also crept up to 4.3% — the highest in nearly four years, suggesting that labor demand is softening more than supply. Does this all point to a larger rate cut in September? And what’s the latest in the Fed’s battle to preserve its independence? Join chief U.S. economist Mike Feroli and Jenny Shen from the Rates Sales team as they explore what lies ahead for the Fed and the U.S. economy.
This episode was recorded on September 5, 2025.
This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication.
This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.
Copyright 2025, JPMorganChase & Co. All rights reserved.
In this episode, join three members of the Data Assets & Alpha Group — group head Eloise Goulder, product specialist Edwina Lowe and head of Data Intelligence Luca Rainero. They discuss the extent to which retail and institutional investor flows and sentiment have diverged, with retail aggressively buying the dip during and after April’s market lows. They also touch on the resurgence in meme stocks this year. To round out, learn about the evolution of sentiment analytics from multiple sources, what recent trends reveal about markets today and how this space is likely to evolve in the future.
This episode was recorded on August 22, 2025.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
© 2025 JPMorgan Chase & Company. All rights reserved.
With the 2025 NFL season right around the corner, Briggs Barton, a specialist for the U.S. Consumer sector, and Dan Politzer, an analyst covering Gaming and Lodging for J.P. Morgan Global Research, delve into the rapidly evolving online sports betting industry. They discuss key trends such as parlay adoption, mobile penetration and micro-betting, as well as the competitive strategies of major players like DraftKings, FanDuel and BetMGM. They also address regulatory challenges and the impact of technology on the industry’s growth. Tune in for an insightful analysis of the current landscape and future prospects of online sports betting.
This episode was recorded on August 11, 2025.
This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.
Copyright 2025, JPMorganChase & Co. All rights reserved.
This episode of What’s The Deal? delves into the dynamic landscape of mergers and acquisitions. Jay Hofmann, head of North American M&A at J.P. Morgan, is joined by his colleagues, Cassander Verwey, co-head of Europe, Middle East and Africa M&A, and Rohit Chatterji, head of Asia Pacific M&A. Together, they explore global trends, regional differences and the impact of economic conditions on M&A activity. They also discuss sector-specific opportunities, cross-border dynamics and the outlook for the remainder of the year.
This episode was recorded on August 18, 2025.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.
© 2025 JPMorgan Chase & Company. All rights reserved.
This episode features Michelle Baddeley, Professor of Economics at Sydney’s University of Technology (UTS) and author of several books on behavioral economics and finance. She sits down with Eloise Goulder, head of the Data Assets & Alpha Group at J.P. Morgan, to discuss the impact of behavioral biases — such as loss aversion, anchoring and confirmation bias — on investing decisions, the meme stock phenomenon and consumer choices. They also explore how the collective impact of these biases is manifested across the economy and markets. How can these biases be avoided in trading? And will AI serve to mitigate or amplify them in the future?
This episode was recorded on July 31, 2025.
Shownotes:
Michelle Baddeley’s work on these topics:
- "Behavioural Economics: A Very Short Introduction" – Michelle Baddeley
- "Copycats and Contrarians: Why We Follow Others... and When We Don't" – Michelle Baddeley
- "Behavioural Economics and Finance" – Michelle Baddeley
For more information about Michelle and her work go to smarteconomics.org
The podcast's views do not necessarily reflect those of J.P. Morgan Chase & Co or its affiliates (together “J.P. Morgan) and are not from J.P. Morgan’s Research Department. They do not constitute recommendations or offers to buy or sell securities. Intended for institutional and professional investors, not retail use, it is for informational purposes only. Products and services mentioned may not suit all investors or be available in all jurisdictions. J.P. Morgan may make markets and trade in discussed securities and asset classes. Visit www.jpmorgan.com/disclosures/salesandtradingdisclaimer for more disclaimers and regulatory disclosures. External speakers' opinions are personal and not J.P. Morgan's views. © 2025 JPMorgan Chase & Company. All rights reserved.
Tariffs are starting to feed into consumer prices; however, falling energy and food costs are offsetting the increase to some degree. In this episode of Research Recap, chief global economist Bruce Kasman and head of U.S. Inflation Strategy Phoebe White unpack the numbers from the July CPI report. Will we see further tariff pass-through in the coming months? What are the implications for the Fed? And what does the inflation picture look like across the rest of the globe?
This episode was recorded on August 12, 2025.
This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.
Copyright 2025, JPMorganChase & Co. All rights reserved.
In this episode, John Schlegel, head of the Global Positioning Intelligence team at J.P. Morgan, is joined by Andrew Tyler, head of the Global Market Intelligence team, to discuss the changing macro landscape and its impact on markets. Together, they explore how the recent jobs report numbers, the inflationary impulse from U.S. tariffs and the fluctuating value of the U.S. dollar. Have these developments shaken investor confidence? And what’s in store for markets?
This episode was recorded on August 4, 2025.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
© 2025 JPMorgan Chase & Company. All rights reserved.
Firms aren't shedding workers, yet the pace of hiring has slowed. What do these mixed labor market signals mean for the broader economy? In this episode, Lauren Brice is joined by Mike Feroli, J.P. Morgan's chief U.S. economist, to unpack the numbers from the latest U.S. jobs report. They discuss the impact of lower immigration, the significance of recent data revisions and the current state of hiring and layoffs. They also cover the recent Fed meeting and what this could mean for future monetary policy.
This episode was recorded on August 1, 2025.
This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication.
This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.
Copyright 2025, JPMorganChase & Co. All rights reserved.
As portfolios increase in complexity, measuring performance can prove all the more difficult. In this episode, Jason Mirsky, head of Data Solutions for Securities Services, chats with Anthony Booth, head of Fusion Analytics and Reporting at J.P. Morgan. They examine the hurdles institutional investors must clear to access high-quality data and the ways in which AI may prove helpful in ascertaining actionable performance analytics to improve their operating model and results.
This episode was recorded on July 10, 2025.
This podcast is intended for institutional clients only. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures.
© 2025 JPMorgan Chase & Company. All rights reserved.
How are Latin American debt capital markets faring? In this episode, host Amaury Guzman from the Leveraged Finance desk speaks with Lisandro Miguens, head of Latin America Debt Capital Markets at J.P. Morgan. They explore how the region compares with the U.S., ways of raising capital, and how to assess market performance and opportunities for borrowers in the region. Find out why market conditions couldn’t be better right now, and hear Lisandro’s words of advice on navigating the year ahead.
This episode was recorded on July 15, 2025.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.
© 2025 JPMorgan Chase & Company. All rights reserved.
In this episode, Matthieu Boisot, head of Cross-Asset, Volatility and Intraday Product Development for Quantitative Investment Strategies (QIS), sits down with Eloise Goulder, head of the Data Assets and Alpha Group at J.P. Morgan. They explore the growth in both shorter-dated options and levered ETFs, as well as the participation of retail investors in these markets. They hence discuss the importance of tracking gamma in order to understand and position for intraday market moves. Finally, they discuss the extent to which intraday and volatility alpha strategies have evolved over time, and what the future could hold.
Shownotes:
- Evolution of the Markets Structuring business with Rui Fernandes, Head of Structuring - here
- QIS Developments and the use of LLMs with Deepak Maharaj, Head of Equities and Cross Asset QIS Structuring – here
- Extending the trend, with JP Morgan’s Lead CTA Structurer with Jagadish Chalasani, Investible Indices team– here
This episode was recorded on July 1, 2025.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
© 2025 JPMorgan Chase & Company. All rights reserved.
In this episode, Martin Lueck, co-Founder and Research Director at Aspect Capital, and formerly co-Founder of AHL, now part of MAN Group, is in discussion with Eloise Goulder, head of the Data Assets and Alpha Group at J.P. Morgan. They touch on why trend has been such a powerful market attribute through time, the power of harvesting these signals across multiple asset classes and where diversified strategies – those not correlated with momentum – still play an important part in the systematic investing process. Martin discusses the impact of machine learning, AI and LLMs on the investing process, and how the systematic investing landscape could evolve from here. Note that this episode follows an interview with Aspect CEO and co-Founder Anthony Todd in January 2024.
Shownotes
The Evolution of Systematic Strategies with Anthony Todd, CEO, Aspect Capital – Part 1
The Evolution of Systematic Strategies with Anthony Todd, CEO, Aspect Capital – Part 2
This episode was recorded on June 9, 2025.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
© 2025 JPMorgan Chase & Company. All rights reserved.
Paul Zummo, Chief Investment Officer of J.P. Morgan Alternative Asset Management, joins Kumar Panja, EMEA head of the Capital Advisory Group at J.P. Morgan, as they celebrate 30 years of investing in hedge funds and other alternative asset classes. Zummo contrasts the early days, characterized by limited data and conventional strategies, with today’s landscape, which features emerging managers along with quantitative and multi-strategy funds. With $33 billion in assets under management following the merger with the Private Bank, Zummo emphasizes the importance of robust risk management, disciplined due diligence, thorough referencing and careful cultural assessments in selecting hedge fund managers.
This episode was recorded on May 22, 2025.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
To find out more about our services, please contact markets.marketing@jpmorgan.com.
© 2025 JPMorgan Chase & Company. All rights reserved.
Following the 2025 J.P. Morgan Board Summit, join Charlie Post, co-head of Media & Communications M&A, Chris Ventresca, global chairman of Investment Banking and M&A and Jessica McIntosh from the Director Advisory Services team, as they delve into the pressing challenges confronting public company directors today. This engaging discussion covers the evolving responsibilities of corporate directors, the critical questions they must address, and the increasing influence of climate uncertainty on boardroom decisions. Gain valuable insights from industry leaders on effective boardroom practices and discover the importance of leveraging collective expertise to navigate complex issues and drive shareholder value.
This episode was recorded on June 17, 2025.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.
© 2025 JPMorgan Chase & Company. All rights reserved.
The U.S. economy added 147,000 jobs in June, roundly beating market expectations. But while the headline numbers seem strong at first glance, much of the increase was attributed to government employment, with private payroll growth showing some moderation. What do these mixed signals mean in the context of the wider economy? And is J.P. Morgan Research adjusting its forecast for rate cuts as a result? Join chief U.S. economist Michael Feroli and Alexa Hanelin from the U.S. Rates Sales team as they discuss the state of the labor market.
This episode was recorded on July 3, 2025.
This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication.
This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.
Copyright 2025, JPMorganChase & Co. All rights reserved.
Will uncertainty continue to shape business cycle dynamics? How might trade tensions, fiscal policy and geopolitical risks play out? And will there be lasting damage to markets and the economy? Join J.P. Morgan Research analysts as they explore the outlook for the second half of 2025.
In this episode, we hear from:
- Bruce Kasman, chief global economist
- Bhupinder Singh, U.S. equity strategist and head of Thematic Research
- Jay Barry, head of Global Rates Strategy
- Meera Chandan, co-head of Global FX Strategy
- Natasha Kaneva, global head of Commodities Research
- Stephen Dulake, co-head of Fundamental Research
- Jonathan Goulden, head of EM Fixed Income Strategy
- Fabio Bassi, head of Cross-Asset Strategy
This episode was recorded between June 23 and June 26, 2024.
This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication.
This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.
Copyright 2025, JPMorganChase & Co. All rights reserved.
Founded in 1987 by Toby Crabel, a former professional tennis player turned commodities trader, Crabel Capital Management has today evolved into a diversified quant manager with over $5 billion in assets. In this episode, Peter Sughrue from J.P. Morgan’s Prime Financial Services Sales team sits down with Michael Pomada, president and CEO of Crabel. They discuss the importance of adapting strategies to thrive in today’s complex market, with a focus on systematic trading, risk management and the growing role of technology.
This episode was recorded on May 6, 2025.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
To find out more about our services, please contact markets.marketing@jpmorgan.com.
© 2025 JPMorgan Chase & Company. All rights reserved.
In this episode, Kumar Panja, EMEA head of the Capital Advisory Group at J.P. Morgan, chats with Kari Vatanen, head of Asset Allocation and Alternatives at Elo, one of the largest pension funds in Finland. They discuss the uncertain market environment, plus the importance of hedge funds and illiquid assets in diversifying portfolios. Vatanen also shares Elo’s current asset allocation strategy and ways managers can engage with institutional investors.
This episode was recorded on May 30, 2025.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
To find out more about our services, please contact markets.marketing@jpmorgan.com.
© 2025 JPMorgan Chase & Company. All rights reserved.
In this episode, Patrick Hargreaves, CEO of AKO Capital and PM of the AKO Capital Global Fund, is in discussion with Eloise Goulder, head of the Data Assets and Alpha Group. Patrick discusses the rationale for the quality investment philosophy at AKO Capital and the 'patterns of quality' the team look to identify to source these companies (as articulated in their 2016 Quality Investing book). He also lays out the five specialized teams who work alongside the analysts on market research, forensic accounting, behavioral analysis, data science and sustainability. Finally, Patrick highlights where machine learning and LLM tools can be additive in their processes, and where the role of the human, and of judgement, remains critical. Shownotes:https://www.akocapital.com/https://www.akocapital.com/quality-investing/ This episode was recorded on June 6, 2025. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.© 2025 JPMorgan Chase & Company. All rights reserved.
In this episode, Eloise Goulder, head of the Data Assets and Alpha Group at J.P. Morgan, is joined by Chris Andrew, head of Market Structure and Regulatory Change in EMEA. Together, they explore the recent pick-up in European equity volumes and turnover ratios, discussing factors including geopolitical shifts, fiscal policy changes and the evolving landscape of European capital markets. Finally, Eloise and Chris delve into the potential for sustained outperformance, and the implications and challenges of achieving greater capital market integration via the Savings and Investments Union across Europe.
Related episodes:
- Equity Concentration Risks and the Retail Investor - April 2024
- An Emerging European Retail Investor - August 2023
- Market Structure and the Decline in European Liquidity - March 2023
This episode was recorded on May 22, 2025.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
© 2025 JPMorgan Chase & Company. All rights reserved.
What is investment-grade private credit, and how does it differ from public credit markets? What are the opportunities and risks for borrowers? And how might the landscape evolve in the coming years? Join head of Debt Solutions Christian O’Donnell and Emily Dzieciatko from the Investment Grade Finance team as they explore this growing subset of the private credit market.
This episode was recorded on June 4, 2025.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.
© 2025 JPMorgan Chase & Company. All rights reserved.
As the private credit market continues to grow, investors are diversifying strategies across various asset classes. However, recent economic uncertainty could reshape the sector’s ongoing evolution. In this episode, Leland Price from the FICC Market Structure and Liquidity Strategy team joins Jake Pollack, head of North America Credit Trading & Global Credit Financing, for a discussion on emerging challenges and opportunities in this space. From direct lending and collateralized loan obligations (CLOs) to private credit ETFs, tune in to better understand the shifting landscape of private credit.
This episode was recorded on May 5, 2025.
The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument. They are not issued by Research but are a solicitation under CFTC Rule 1.71. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures
© 2025 JPMorgan Chase & Company. All rights reserved.
The U.S. continued to add jobs at a steady pace in May, and the unemployment rate remained at 4.2% for the third straight month. Looking ahead however, factors including tariffs and immigration policy could lead to a slowdown in the labor market. What does all this mean for the health of the consumer as well as the wider economy? Join chief U.S. economist Michael Feroli and Lauren Brice from the U.S. Rates Sales team as they unpack the latest numbers.
This episode was recorded on June 6, 2025.
This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication.
This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.
Copyright 2025, JPMorganChase & Co. All rights reserved.
How has the IPO market fared in the first half of 2025? Join Keith Canton, head of Americas Equity Capital Markets, Gaurav Maria, head of U.S. Equity-Linked Capital Markets and Laurel Zhang from the Equity-Linked Capital Markets desk as they explore the dynamics shaping the IPO landscape. The trio discusses the impact of tariffs, geopolitical tensions and market volatility on transaction volumes, as well as potential opportunities in the second half of the year.
This episode was recorded on May 21, 2025.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.
Why is there so much focus on the U.S. Treasury cash-futures basis trade? Kate Finlayson, global head of FICC Market Structure and Liquidity Strategy, breaks it down with Brian Fitzsimmons, head of North America Rates Securities Trading, and John Schwartz, global head of Sovereign Financing Trading. They discuss the intricacies of the basis trade, regulatory concerns amid recent market volatility and various measures to account for leverage in the system.
This episode was recorded on May 27, 2025.
The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument. They are not issued by Research but are a solicitation under CFTC Rule 1.71. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures
© 2025 JPMorgan Chase & Company. All rights reserved.
Join Amaury Guzman from the Leveraged Finance team as he chats with Patrick Griffin, head of Pro-Rata Debt Capital Markets, about the bank loan market. How does it differ from other institutional credit markets, and what has been the impact of recent macro events? Plus, how can CFOs and treasurers looking to raise capital through this channel maximize the likelihood of success?
This episode was recorded on May 19, 2025.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.
© 2025 JPMorgan Chase & Company. All rights reserved.
Analyzing alternative data can be complex and challenging – but it can also be highly rewarding. In this episode, Mark Fleming-Williams, head of Data Sourcing at CFM and creator of “The Alternative Data Podcast,” speaks with Eloise Goulder, head of the Data Assets & Alpha Group at J.P. Morgan. They discuss the value of alt data, how the viability of a data set is assessed and what AI and LLMs mean for the future of the industry.
Shownotes:
https://www.cfm.com/
https://podcasts.apple.com/us/podcast/the-alternative-data-podcast/id1539909575
This episode was recorded on April 29, 2025.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
© 2025 JPMorgan Chase & Company. All rights reserved.
John Burns, head of J.P. Morgan's Mid-Cap Financial Sponsors Group, hosts guests Adam Schwarzschild, co-head of North America Financial Sponsors Group, and Ray Raimondi, head of North America Strategic Investor Group M&A, to discuss the evolving role of financial sponsors in the current economic environment. Discover how recent market changes and tariffs are shaping investment strategies. As the mid-cap and large-cap sponsors ecosystem evolves, how might opportunities in sectors like business services, healthcare and technology be impacted?
This episode was recorded on May 12, 2025.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.
© 2025 JPMorgan Chase & Company. All rights reserved.
Humanoid robots, AI-powered machines resembling humans, are poised to transform automation by addressing labor shortages and revolutionize sectors such as manufacturing and healthcare. How soon can we expect to see these advancements and what is the investment outlook? Join Kelly Wen, head of Hong Kong and China Equity sales and Karen Li, head of Hong Kong Equity Research and Asia Infrastructure, Industrials and Transport Research to explore the key developments and growth prospects for the humanoid robot industry.
This episode was recorded on April 28, 2025.
This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication.
This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.
Copyright 2025, JPMorganChase & Co. All rights reserved.
“Trade is like water — it will flow through whatever is the path of least resistance.” Tariffs are reshaping international trade by disrupting supply chains and impacting business sentiment. How can companies manage the associated risks, both now and in the longer term? In this episode, senior global economist Nora Szentivanyi and Natasha Condon, global head of Trade Sales, share their insights in a conversation moderated by Grace Howie from the Payments, Trade and Working Capital team.
This episode was recorded on April 23, 2025.
This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication.
This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.
Copyright 2025, JPMorganChase & Co. All rights reserved.
In this episode, Gurps Kharaud, head of Equities Digital Markets and Vida Portfolio Solutions, chats with Olivier Cajfinger, head of Investment-Grade Credit, Public Finance, Short-Term Credit, and Alternative Sales, and Peter Grant, co-head of Credit Systematic Trading. They delve into the evolution of credit portfolio trading, examining the impact of recent market volatility on trading volumes, the strategic role of portfolio trading as a liquidity tool, and how J.P. Morgan is differentiating itself through innovative risk management and systematic trading approaches. The discussion also highlights the increasing importance of technology investments in adapting to changing client needs, as well as the trends shaping the future of credit portfolio trading.
This episode was recorded on April 23, 2025.
© 2025 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase Bank N.A. (member of FDIC), J.P. Morgan Securities LLC (member of FINRA, NYSE and SIPC), J.P. Morgan Securities plc (authorized by the Prudential Regulation Authority (PRA) and regulated by the Financial Conduct Authority and the PRA) and J.P. Morgan SE (authorised by the BaFin and regulated by the BaFin, the German Central Bank and the European Central Bank) are principal subsidiaries of JPMorgan Chase & Co. The products and/or services mentioned herein may not be suitable for your particular circumstances and may not be available in all jurisdictions or to all clients. Important disclosures at: www.jpmorgan.com/disclosures.
In this episode, Andrew Tyler, head of Global Market Intelligence, and Federico Manicardi, head of International Market Intelligence, speak with Eloise Goulder, head of the wider Data Assets & Alpha Group. They discuss the case for a further rally in U.S. equities, which could be driven by catalysts, including corporate earnings and tariff negotiations, as well as relatively light positioning. They explain why this view may only be tactical, given risks to medium-term economic growth. And finally, they explore the state of equity markets outside the U.S., including in Europe, China and Japan.
This episode was recorded on May 30, 2025.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
© 2025 JPMorgan Chase & Company. All rights reserved.
Join Mike Feroli, J.P. Morgan's chief U.S. economist, and Alexa Hanelin from the North America Rate Sales team as they discuss the better-than-expected numbers from the April employment report. They break down the implications of trade and tariff policies, the resilience of the U.S. economy and expectations for the Federal Reserve.
This episode was recorded on May 2, 2025.
This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication.
This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.
Copyright 2025, JPMorganChase & Co. All rights reserved.
Explore the securities taxation landscape in Europe from a custodian’s perspective and understand the rapidly transforming tax regulatory environment, requiring a heightened focus on data, technology and risk management. With increased demand for tax services in new jurisdictions given heavier compliance obligations, now is the time to focus efforts and adapt. How can global custodians strengthen their partnerships with both tax authorities and clients to continue delivering an optimal service? Learn more with Rebecca Wilmott from J.P. Morgan’s EMEA Custody Product team and Dennis Burgers, co-head of EMEA Securities Services Sales at J.P. Morgan.
This episode was recorded on March 28, 2025.
This podcast is intended for institutional clients only. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures.
© 2025 JPMorgan Chase & Company. All rights reserved.
In this episode, Edwina Lowe, product specialist in the Data Assets and Alpha Group, speaks with Eloise Goulder, head of the group. Edwina and Eloise discuss the merits of data vs. model in the systematic investing process and the extent to which both are critically important. This episode marks the 100th episode of the Trading Insights series on our Making Sense podcast channel.
This episode was recorded on April 3, 2025.
Shownotes:
To learn more about the Data Assets & Alpha Group: https://www.jpmorgan.com/markets/market-data-intelligence
Related podcasts:
How the Bank of England harnesses AI and data
AI in the macro process, with Balyasny’s head of Macro Research & Chief Economist
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
© 2025 JPMorgan Chase & Company. All rights reserved.
In this episode, host Evan Junek, global head of Corporate Finance Advisory, with Jay Hofmann, head of North America M&A, and Brian Tramontozzi, head of North America Leveraged Finance Capital Markets, explore the current state of M&A and capital markets amid market volatility. They discuss trends, challenges, and opportunities in debt capital markets and private credit, as well as M&A activities, providing valuable insights in today’s uncertain environment.
This episode was recorded on April 21, 2025.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.
As President Trump approaches the 100-day mark of his second term, what has gone as expected and what has left experts surprised? Join Samantha Azzarello, head of content strategy for J.P. Morgan Research as she discusses President Trump’s first 100 days and beyond with:
· Bruce Kasman, chief Global Economist
· Kamal Tamboli, U.S. equity strategist
· Natasha Kaneva, head of Global Commodity Strategy
With heightened trade policy uncertainty stemming from a flurry of tariff activity, what will J.P. Morgan Research be watching in the coming weeks and months?
This episode was recorded on April 16, 2025.
This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication.
This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.
Copyright 2025, JPMorganChase & Co. All rights reserved.
Take a deep dive into the complexities of the U.S. housing market with Anthony Paolone, co-head of U.S. Real Estate Stock Research and John Sim, head of Securitized Products Research. They examine supply-demand dynamics, President Trump’s tariffs, interest rates and other key factors affecting home prices and affordability. Taking stock of the macroeconomic environment, where could rates go next and how would this impact home prices?
This episode was recorded on April 8, 2025.
This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication.
This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.
Copyright 2025, JPMorganChase & Co. All rights reserved.
In this episode, Daniel Rudnicki Schlumberger, head of Leveraged Finance for EMEA, talks with Ben Thompson, head of EMEA Leveraged Finance Capital Markets, and Natalie Day Netter, head of EMEA Leveraged Finance Syndicate. They discuss the latest developments in the EMEA leveraged debt landscape, including historic market moves, changing investor behavior, and expectations for the rest of the year.
This episode was recorded on April 7, 2025.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.
© 2025 JPMorgan Chase & Company. All rights reserved.
In this episode, Eloise Goulder, head of J.P. Morgan’s Data Assets and Alpha Group and James Benford, chief data officer at the Bank of England, discuss the potential for data and AI to transform decision-making both at the Bank of England and across the finance industry more widely. They also discuss the impact of generative AI on market efficiency and financial stability, the balance between the use of AI and human judgement as well as the ethical considerations shaping the future of financial services.
This episode was recorded on March 19, 2025.
Shownotes:
To learn more about James Benford’s role at the Bank of England: James Benford | Bank of England
Further information on the Bank of England’s Data and Analytics Strategy: The Bank’s data and analytics strategy: a three-year roadmap | Bank of England
Disclaimer:
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
© 2025 JPMorgan Chase & Company. All rights reserved.
In this episode, Lauren Brice from the U.S. Rates Sales team and Mike Feroli, J.P. Morgan's chief U.S. economist, unpack the key takeaways from the March U.S. jobs report and explore the economic path ahead. Lauren and Mike discuss the favorable numbers, the impact of immigration policies on labor market growth and the divergence between hard data and sentiment data. They also tackle the hot topic of tariffs, their potential effects on U.S. jobs and the challenges facing the Federal Reserve in balancing inflation and growth impulses.
This episode was recorded on April 4, 2025.
This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication.
This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.
Copyright 2025, JPMorganChase & Co. All rights reserved.
In this episode, Roshan Ahmad, global head of sovereign advisory, sits down with Arsalan Mahtafar, head of the Development Finance Institution (DFI) to discuss insights from the Annual DFI Report. Discover how the development finance landscape is changing, and the DFI’s role in mobilizing $5.6 billion of capital. Arsalan shares insights on expanding into high-income jurisdictions and leveraging AI for impact measurement. How is impact data becoming simpler and more transparent, and what's on the horizon for 2025?
Learn more about the Annual DFI Report here: http://www.jpmorgan.com/dfi/ar2024
This episode was recorded on March 14, 2025.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.
© 2025 JPMorgan Chase & Company. All rights reserved.
In this episode of Making Sense, we delve into the transformative world of in-car payment solutions. Join Bal Ahir, global head of Mobility Payment Solutions, and Abdullah Pandit, Product Strategy and Global Partnerships lead, as they explore the future of connected cars and how they are revolutionizing the way we think about payments on the go. Discover the opportunities and challenges facing the automotive industry as it embraces seamless, frictionless payment experiences. From strategic partnerships to innovative use cases like Mercedes Pay, learn how industry leaders are driving change.
Check out the latest issue of Payments Unbound: https://www.jpmorgan.com/payments/payments-unbound/magazine/articles/next-gen-approaches-payments-privacy-security
This episode was recorded on January 31, 2025.
J.P. Morgan and third parties listed on this page have not entered into a legal partnership to provide the services described above. Third party trademarks, brand names, and descriptions of products and services that appear on this page are provided by the respective third party. J.P. Morgan is not liable or responsible for such trademarks, brand names, descriptions of products, companies and or services. J.P. Morgan may generate profit from the use of any services or products provided by the third parties. Nothing in this material shall be taken as an endorsement of any third party or advice on the suitability of the third party’s services for the client. You shall make an independent determination for selection of the services provided by the third parties. Neither J.P. Morgan, nor its affiliates, shall be liable to you for any loss or liability suffered by you from the use of the third party’s services.
The views and opinions expressed herein are those of the author and do not necessarily reflect the views of J.P. Morgan, its affiliates, or its employees. The information set forth herein has been obtained or derived from sources believed to be reliable. Neither the author nor J.P. Morgan makes any representations or warranties as to the information’s accuracy or completeness. The information contained herein has been provided solely for informational purposes and does not constitute an offer, solicitation, advice or recommendation, to make any investment decisions or purchase any financial instruments, and may not be construed as such.
Any Future capabilities of mobility payment systems are under development; features and timelines are subject to change at the Bank’s sole discretion.
© 2025 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase Bank, N.A. Member FDIC. Deposits held in non-U.S. branches are not FDIC insured. Non-deposit products are not FDIC insured. The statements herein are confidential and proprietary and not intended to be legally binding. Not all products and services are available in all geographical areas. Visit jpmorgan.com/paymentsdisclosure for further disclosures and disclaimers related to this content.
In this episode of Making Sense, Bal Ahir, global head of Mobility Payment Solutions, and Suela Rossberg, EMEA head of Payments for Energy, Power and Renewables, explore the rapidly evolving landscape of electric vehicles and their impact on the energy ecosystem. From the increasing demand for electricity to the role of smart energy solutions, discover how electric vehicles are reshaping infrastructure and energy management. Learn how EVs could support grid operators and the importance of strategic partnerships in bolstering innovation.
Read the EV Charging White Paper: https://www.jpmorgan.com/content/dam/jpmorgan/documents/payments/ev-charging-providers-europe-report.pdf
This episode was recorded on January 31, 2025.
The views and opinions expressed herein are those of the author and do not necessarily reflect the views of J.P. Morgan, its affiliates, or its employees. The information set forth herein has been obtained or derived from sources believed to be reliable. Neither the author nor J.P. Morgan makes any representations or warranties as to the information’s accuracy or completeness. The information contained herein has been provided solely for informational purposes and does not constitute an offer, solicitation, advice or recommendation, to make any investment decisions or purchase any financial instruments, and may not be construed as such.
Any Future capabilities of mobility payment systems are under development; features and timelines are subject to change at the Bank’s sole discretion.
© 2025 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase Bank, N.A. Member FDIC. Deposits held in non-U.S. branches are not FDIC insured. Non-deposit products are not FDIC insured. The statements herein are confidential and proprietary and not intended to be legally binding. Not all products and services are available in all geographical areas. Visit jpmorgan.com/paymentsdisclosure for further disclosures and disclaimers related to this content.
In this episode, Eloise Goulder, head of the Data Assets and Alpha Group, and Lauren Anderson, head of Government Relations for EMEA, discuss the global geopolitical backdrop following a record elections year. They then dive into Europe, given the sharp outperformance of European equities year to date, addressing the extent to which geopolitical, fiscal, defense and growth developments could mark a structural shift for the region. In addition, they address challenges including tariffs, as well as the medium-term outlook for countries in the Gulf Cooperation Council (GCC).
This episode was recorded on March 6, 2025.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
© 2025 JPMorgan Chase & Company. All rights reserved.
In this episode of J.P. Morgan’s “Making Sense,” Joyce Chang is joined by Sam Saperstein and Chi Mac to discuss the eighth annual report on gender parity, highlighting record-high female labor force participation, the gender pay gap and women’s representation in leadership roles. Learn about the challenges women face in the workforce and effective policies to tackle them, such as child care subsidies. How can public policy and financial institutions support gender equality and empower women in business?
This episode was recorded on March 5, 2025.
This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication. This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan. Copyright 2025, JPMorganChase & Co. All rights reserved.
In this episode, we delve into the complexities of fraud prevention and security in the evolving world of payments. Join Mike Frost, Product Solutions Director with Trust and Safety at J.P. Morgan, and his colleague Vince Meluzio, Product Solutions Director, as they explore innovative strategies to combat fraud. Discover the challenges businesses face in maintaining security while providing seamless payment experiences and learn about the latest technological advancements, including AI and deepfakes, that are reshaping the fraud landscape. Mike and Vince discuss the importance of a holistic approach to fraud prevention, emphasizing the need for a strong organizational culture and comprehensive controls. Gain insights into the five dimensions of fraud prevention: prevention, detection, investigation, remediation, and containment. As the conversation unfolds, you'll find practical advice for businesses looking to protect themselves and their customers in an increasingly digital world.
Read more in the latest issue of Payments Unbound to learn more: https://www.jpmorgan.com/payments/payments-unbound/magazine/articles/next-gen-approaches-payments-privacy-security
This episode was recorded on October 7, 2024.
The views and opinions expressed herein are those of the author and do not necessarily reflect the views of J.P. Morgan, its affiliates, or its employees. The information set forth herein has been obtained or derived from sources believed to be reliable. Neither the author nor J.P. Morgan makes any representations or warranties as to the information’s accuracy or completeness. The information contained herein has been provided solely for informational purposes and does not constitute an offer, solicitation, advice or recommendation, to make any investment decisions or purchase any financial instruments, and may not be construed as such.
© 2025 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase Bank, N.A. Member FDIC. Deposits held in non-U.S. branches are not FDIC insured. Non-deposit products are not FDIC insured. The statements herein are confidential and proprietary and not intended to be legally binding. Not all products and services are available in all geographical areas. Visit jpmorgan.com/paymentsdisclosure for further disclosures and disclaimers related to this content.
In this episode, host Amaury Guzman from the Leveraged Finance desk is joined by Kevin Foley, global head of Capital Markets, to discuss key insights from the 30th annual Global Leveraged Finance Conference in Miami. Together, they explore the current market sentiment and delve into the impact of tariffs, inflation and regulatory changes on the financial landscape. They also discuss the resurgence of M&A activity and J.P. Morgan's increased commitment to direct lending.
This episode was recorded on February 27, 2025.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.
© 2025 JPMorgan Chase & Company. All rights reserved.
In this episode, John Schlegel, head of Global Positioning Intelligence at J.P. Morgan, sits down with Andrew Tyler, head of the Global Market Intelligence team, to discuss the current state of the U.S. equity markets amid recent fluctuations. They examine the underlying factors contributing to the recent drawdown, including macroeconomic data, trade policy uncertainties and valuation concerns. The conversation also explores potential sector opportunities, the impact of international equities and the role of seasonality in market movements.
This episode was recorded on March 3, 2025.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
© 2025 JPMorgan Chase & Company. All rights reserved.
In this episode, host Meridy Cleary from the FICC Market Structure team and senior rates trader Roxane Blanc delve into one of the most pressing market structure themes: EMIR 3.0. They explore the implications of the new EU clearing rules on euro derivatives, liquidity and trading strategies across Europe. With the active account requirement front-and-center, they discuss the operational and representativeness requirements, and the strategic decisions firms face as they prepare for the June implementation date. Tune in to understand how these regulatory changes, alongside the Dutch pension reform, are reshaping the financial landscape.
This episode was recorded on February 19, 2025.
The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument. They are not issued by Research but are a solicitation under CFTC Rule 1.71. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures
© 2025 JPMorgan Chase & Company. All rights reserved.
In this episode, Eloise Goulder, head of the Data Assets & Alpha Group at J.P. Morgan, chats with Andrew Howard, head of Sustainable Investing at Schroders Asset Management. They discuss the recent drivers of sustainable investing -- from a regulatory, industry concentration, macro landscape, and data availability perspective. They also explore changes in underlying sustainability risks facing the economy, and how these trends can be incorporated into the underlying investment thesis.
This episode was recorded on November 7, 2024.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
© 2025 JPMorgan Chase & Company. All rights reserved.
In this episode, Eloise Goulder, head of the Data Assets and Alpha Group at J.P. Morgan, sits down with Rui Fernandes, global head of Markets Trading Structuring at J.P. Morgan, to explore the evolution of the trading and structuring businesses. They delve into the key drivers of success including innovation, customization at scale and platform interoperability. They also touch on the rise of multi-asset investing, the impact of AI on product design and the importance of staying attuned to client needs in a rapidly changing financial landscape.
This episode was recorded on January 29, 2025.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
© 2025 JPMorgan Chase & Company. All rights reserved.
In this episode, Amaury Guzman from J.P. Morgan's Leveraged Finance desk is joined by Dan Pombo, head of the Restructuring and Debt Advisory Practice at J.P. Morgan. Together, they explore the evolving landscape of debt restructuring, focusing on recent trends and challenges in the market. Learn more about the rise of out-of-court restructurings, the impact of permissive covenants, the shifting dynamics between loan and bond markets, and more.
This episode was recorded on February 10, 2025.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.
© 2025 JPMorgan Chase & Company. All rights reserved.
In this episode, the team delves into the risk and reward dynamics of U.S. equities compared to the rest of the world, following the recent comparative underperformance from the U.S. They discuss recent investor flows and positioning, and whether the recent underperformance in U.S. equities presents a “buy the dip” opportunity. They also touch on the macroeconomic environment, corporate earnings and geopolitical factors, assessing how these elements impact U.S. exceptionalism relative to Europe and the rest of the world. John Schlegel, head of Global Positioning Intelligence, and Ellen Wang, from the U.S. Market Intelligence team, are joined by Eloise Goulder, head of the wider Global Data Assets & Alpha Group.
This episode was recorded on February 11, 2025.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
© 2025 JPMorgan Chase & Company. All rights reserved.
In this episode, Patrick Whelan, head of FICC Digital Markets at J.P. Morgan, and Gergana Thiel, Global co-head of Macro Sales, delve into the latest insights from J.P. Morgan's annual e-Trading survey.
Discover the key themes and predictions shaping the future of trading, including the impact of inflation and tariffs, the role of AI and machine learning, and the importance of real-time data. Tune in on the evolving landscape of electronic trading, with 100% of survey respondents anticipating growth in this space, and gain insights on the significance of client connectivity, particularly in volatile markets.
Stay informed, stay connected, and prepare for the future of electronic trading with us.
Learn more about J.P. Morgan’s annual e-Trading survey: https://www.jpmorgan.com/markets/etrading-trends
This episode was recorded on January 30, 2025.
The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument. They are not issued by Research but are a solicitation under CFTC Rule 1.71. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures
© 2025 JPMorgan Chase & Company. All rights reserved.
Join Mike Feroli, J.P. Morgan's chief U.S. Economist, and Lauren Brice from the U.S. Rates Sales team, as they delve into the January jobs report. Discover key insights and implications for the labor market, including job growth trends, unemployment rate shifts and the impact of recent weather events. Lauren and Mike also discuss the potential effects of immigration policies and tariff developments on economic sentiment and inflation expectations. How might these factors influence the Fed's future actions? Tune in for an engaging analysis of the current economic landscape and what it means for the path ahead.
This episode was recorded on February 7, 2025.
This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication.
This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.
Copyright 2025, JPMorganChase & Co. All rights reserved.
Join host Louise Bennetts, head of J.P. Morgan's board advisory team in EMEA, as she delves into the European dealmaking outlook for 2025. In this insightful episode, Louise is joined by Conor Hillery, Deputy CEO and head of Investment Banking for EMEA, to explore the factors driving a resurgence in dealmaking across EMEA.
Despite the geopolitical and economic uncertainties of 2024, the dealmaking landscape has shown remarkable resilience. Conor shares his expert insights on the key drivers behind this trend, including improving economic confidence, a more favorable regulatory environment, and the normalization of debt financing markets. Discover how cross-border deals, private equity trends, and IPOs are shaping the future of EMEA transactions.
Tune in to understand the challenges and opportunities that lie ahead for companies in EMEA as they navigate a complex landscape of inflation concerns, global conflicts and competitions. Whether you're a corporate leader, investor, or simply interested in the dynamics of the EMEA markets, this episode offers valuable insights on how to seize opportunities in a rapidly evolving environment.
This episode was recorded on January 29, 2025.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.
© 2025 JPMorgan Chase & Company. All rights reserved.
In this episode of J.P. Morgan’s Making Sense, host Meridy Cleary from the FICC Market Structure team engages in an insightful discussion with Clare Witts, head of Equity APAC Market Structure. They delve into the evolving trading landscape across Asia's fixed income, FX, and equities markets. They also explore the significant regulatory changes and execution trends impacting both developed and emerging markets, with a particular focus on Japan, Korea and India.
Meridy and Clare highlight the ongoing efforts to improve foreign investor access, liquidity and overall market efficiency, while also examining the implications of index inclusions for India’s government bonds and Korea’s market structure reforms. The conversation further touches on the challenges of trade execution in a fragmented market and the rise of electronic trading across various asset classes in the region.
Listeners will gain valuable insights into how market participants are adapting to the rapid changes and what to expect in the upcoming year.
This episode was recorded on January 22, 2025.
The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument. They are not issued by Research but are a solicitation under CFTC Rule 1.71. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures
© 2025 JPMorgan Chase & Company. All rights reserved.
In this episode, Federico Manicardi, Head of International Market Intelligence, and Victoria Campos, a team member, delve into the risk and reward dynamics for European equities following a robust year-to-date rally (with SXXP and SX5E indices up 5-7% YTD and 6-10% from November lows). They explore the factors driving this rally, from depressed technicals to stronger consumer data, while identifying sectors with the most favorable risk/reward profiles moving forward. The discussion also covers the European macroeconomic landscape, corporate earnings potential, political dynamics, and the potential impact of US tariffs. Federico and Victoria are joined by Eloise Goulder, Head of the wider Data Assets & Alpha Group.
This episode was recorded on January 22, 2025.
This podcast is intended for institutional clients only. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures.
© 2025 JPMorgan Chase & Company. All rights reserved.
In this episode, Kumar Panja, EMEA head of the Capital Advisory Group at J.P. Morgan, engages in a compelling conversation with Amy Flikerski, Managing Director and head of the External Portfolio Management at CPP Investments. Delve into the intricacies of hedge fund management for both emerging and established hedge funds with a particular focus on how to approach CPP Investments – including team structure, the investment model and strategy preferences. This episode offers a wealth of knowledge for hedge fund managers seeking to understand how to engage with CPP Investments and how to navigate the current market dynamics.
To learn more about CPP Investments:
https://www.cppinvestments.com/about-us/our-investment-teams/team-capital-markets/external-portfolio-management/
This episode was recorded on November 12th, 2024.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
To find out more about our services, please contact markets.marketing@jpmorgan.com.
© 2025 JPMorgan Chase & Company. All rights reserved.
In this episode, Sunny Potharaju from the Positioning Intelligence team is joined by John Schlegel, head of the Global Positioning Intelligence team at J.P. Morgan. Their discussion focuses on the strong performance of hedge funds, particularly in crowded stocks, and the potential for continued performance into 2025. John and Sunny examine the setup for U.S. equities, noting a possible upcoming "buy the dip" opportunity, while acknowledging a more uncertain medium-term outlook. The episode concludes with broader insights into the positioning landscape in Europe and Asia. The Positioning Intelligence team sits within the wider Data Assets & Alpha Group.
This discussion follows episodes released on:
- November ’24 – A Post-Election Rally in U.S. Equities
- October ’24 – How High is Positioning in U.S. Equities
This episode was recorded on January 13, 2025.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
© 2025 JPMorgan Chase & Company. All rights reserved.
In this episode, hosts Rama Variankaval, Global Head of Corporate Advisory, and Evan Junek, Global Head of Corporate Finance Advisory, explore the insights from J.P. Morgan’s 2025 Corporate Compass report. They highlight key economic trends and opportunities, examining the effects of global political shifts, anticipated growth and inflation, and the transformative potential of AI. The discussion also covers the impact of deregulation on smaller companies and M&A activity. Additionally, they address potential risks like geopolitical tensions and supply chain vulnerabilities, offering strategic insights for corporate leaders to navigate the rapid changes and uncertainties of 2025.
Click here to learn more about the Corporate Compass report: jpmorgan.com/CFA
This episode was recorded on December 19, 2024.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.
© 2025 JPMorgan Chase & Company. All rights reserved.
In this episode, Fabio Bassi, head of Cross-Asset Strategy, hosts a comprehensive discussion with J.P. Morgan Research experts on the market and economic outlook for 2025. With a focus on inflation, geopolitical uncertainty and policy changes, the team provides insights into the expected trends in equities, currencies, commodities and more.
0:51 - Hussein Malik, head of Global Research
2:04 - Bruce Kasman, chief global economist
5:54 - Dubravko Lakos-Bujas, head of Global Market Strategy
10:36 - Jay Barry, head of Global Rates Strategy
15:53 - Meera Chandan, co-head of Global FX Strategy
21:11 - Stephen Dulake, co-head of Fundamental Research
24:57 - Luis Oganes, head of Global Macro Research
30:16 - Natasha Kaneva head of Global Commodities Strategy
34:57 - Fabio Bassi, head of Cross-Asset Strategy
This episode was recorded between November 29 - December 16, 2024.
This material (Material) is provided for your information only and does not constitute: (i) an offer to sell, a solicitation of an offer to buy, or a recommendation for any investment product or strategy, or (ii) any investment, legal or tax advice. The information contained herein is as of the date and time referenced in the Material and J.P. Morgan does not undertake any obligation to update such information. J.P. Morgan disclaims any responsibility or liability, whether in contract, tort (including, without limitation, negligence), equity or otherwise, for the quality, accuracy or completeness of the information contained in this Material, and for any reliance on, or uses to which, this Material, is put, and you are solely responsible for any use to which you put such information. Without limiting any of the foregoing, to the fullest extent permitted by applicable law, in no event shall J.P. Morgan have any liability for any special, punitive, indirect, or consequential damages (including lost profits or lost opportunity), in connection with the information contained in this Material, even if notified of the possibility of such damages. Any comments or statements made herein do not necessarily reflect those of J.P. Morgan, its subsidiaries or its affiliates.
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In this episode, we hear from Chris Pulman, head of Macro Research and Chief Economist at Balyasny Asset Management. Chris discusses the role of Macro Research and Economics in creating value within the investment process; use of data, models, tech systems and generative AI within the macroeconomic space; the benefits of marrying fundamental expertise with technological processes; and the skillsets required to excel in this area. Chris is in discussion with Eloise Goulder, head of the Data Assets & Alpha Group at J.P. Morgan.
This episode was recorded on June 26th, 2024.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
© 2024 JPMorgan Chase & Company. All rights reserved.
Join host Amaury Guzman and Kevin Foley, Global Head of Capital Markets, as they dive into the 2024 market surprises, implications from the U.S. election, and what lies ahead for global capital markets in 2025. Discover insights on refinancing trends, M&A activity, and the opportunities and challenges that could shape the capital markets landscape. Plus, get a sneak peek at the themes to watch at J.P. Morgan's upcoming 30th Global Leveraged Finance Conference.
This episode was recorded on December 4, 2024.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.
© 2024 JPMorgan Chase & Company. All rights reserved.
In this episode, we hear from Debora Kantt, head of Corporate Futurism at J.P. Morgan. Debora discusses the importance of thinking ‘Future Back’, in overcoming behavioral biases and training the human brain to think in a non-linear way. She also provides examples of ‘weak signals’, or seeds of future trends, across the biocomputing and affective computing fields. Debora is in discussion with Eloise Goulder, head of the Data Assets & Alpha Group at J.P. Morgan.
Shownotes:
To learn more about the Data Assets & Alpha Group: https://www.jpmorgan.com/markets/market-data-intelligence
This episode was recorded on October 15, 2024.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
© 2024 JPMorgan Chase & Company. All rights reserved.
In this episode we hear from Elaina Elzinga, Principal and Head of Active Manager Selection at Wellcome Trust. Elaina runs through portfolio construction when spanning investments from HFs to LOs to real assets, how use of data and AI in the investment space influences allocation decisions, and how these longer term investment goals interplay with Wellcome Trust’s mission and purpose. Elaina is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group at J.P. Morgan.
To learn more about Wellcome Trust: www.wellcome.org
To learn more about the Data Assets & Alpha Group: https://www.jpmorgan.com/markets/market-data-intelligence
Related podcasts:
Asset Allocation amid Climate risks, with Fidelity International Macroeconomist – January 2024
A Macroeconomic Approach to Investing, with Fulcrum’s Chief Risk Officer – February 2024
Recording date: 17 October 2024
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
© 2024 JPMorgan Chase & Company. All rights reserved.
In this episode, the Data Assets & Alpha Group review recent U.S. equity strength and discuss the potential for a further rally into year-end. They discuss implications of the U.S. elections, recent macro and micro data and sectors which look to offer better risk / reward. They also discuss the relative underperformance of European equities and the risk / reward in China. Andrew Tyler, head of Global Market Intelligence, and Federico Manicardi, head of International Market Intelligence, are in discussion with Eloise Goulder, head of the Global Data Assets & Alpha Group.
Note that this discussion follows episodes released on:
- July ’24 – US Equities at All-Time Highs
- Jun ’24 – An Underperformance in European Equities
This episode was recorded on November 19, 2024.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
In this episode of Research Recap, chair of Global Research Joyce Chang and chief economist Bruce Kasman discuss the economic and geopolitical implications of a second Trump presidency. They discuss how Trump 2.0 could impact U.S. growth and inflation, while also considering the broader global effects, particularly around international trade and tariffs. How might these policies play out on the global stage?
This episode was recorded on November 12, 2024.
This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication.
This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.
Copyright 2024, JPMorganChase & Co. All rights reserved.
In this episode, we hear from Deepak Maharaj, Head of Equities and Cross Asset QIS Structuring at J.P. Morgan. Deepak discusses the rapid development of Equities QIS strategies - from the technology enhancements to the use of LLMs in product development - and where this space is likely to evolve in future. Deepak is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group at J.P. Morgan.
Shownotes:
To learn more about the Data Assets & Alpha Group: https://www.jpmorgan.com/markets/market-data-intelligence
Related podcasts:
Extending the trend, with JP Morgan’s Lead CTA Structurer
Time Traveler: A Look Back in Time with Fredrik Giertz – Part 1
Time Traveler: A Look Back in Time with Fredrik Giertz – Part 2
This episode was recorded on October 7, 2024.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
As electronic trading continues to expand across asset classes, how has this shaped the way market risk is hedged? Do market makers hedge risk differently from buy-side market participants? Kate Finlayson from the FICC Market Structure & Liquidity Strategy team is joined by Eddie Wen, Global Head of Digital Markets and Chi Nzelu, Global Head of FICC eTrading, to discuss changes in the hedging of market risk, the impact of network centric eTrading and how emerging technology continues to shape portfolio management.
This podcast was recorded on October 10th, 2024.
The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument. They are not issued by Research but are a solicitation under CFTC Rule 1.71. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures
© 2024 JPMorgan Chase & Company. All rights reserved.
Dive into the world of early-stage hedge fund investing with Kumar Panja, EMEA Head of Capital Advisory Group and Sam Diedrich, Managing Director and Head of Absolute Return at Partners Capital Investment Group. Uncover strategies for emerging managers, the power of SMAs, and the art of probabilistic thinking. Perfect for aspiring managers and savvy investors seeking a competitive edge.
This episode was recorded on July 16, 2024.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
To find out more about our services, please contact markets.marketing@jpmorgan.com
Explore the latest insights from the U.S. employment report in this episode of Research Recap on J.P. Morgan's Making Sense podcast. Phoebe White, Head of U.S. Inflation Market Strategy, teams up with Mike Feroli, Chief U.S. Economist, to dissect the October employment data and its implications for the economy and the Federal Reserve. With a disappointing gain in non-farm jobs and the impact of hurricanes and strikes still uncertain, the duo analyzes the broader signals from the labor market, wage growth, and economic momentum as we head into the fourth quarter. They also delve into the potential effects of the upcoming Fed meeting and election on monetary policy and market volatility.
This episode was recorded on November 1, 2024.
This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication.
This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.
Copyright 2024, JPMorganChase & Co. All rights reserved.
As innovation in the fixed income landscape continues to evolve, Meridy Cleary from the FICC Market Structure & Liquidity Strategy team is joined by Matt Legg, Global Head of Delta One & ETF Sales, and Julie Abbett, Head of US ETF Sales for Equities and Credit, to discuss the role of ETFs in fixed income, the rise of ETF options, European and U.S. markets, and more.
This episode was recorded on October 22, 2024
The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument. They are not issued by Research but are a solicitation under CFTC Rule 1.71. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures
© 2024 JPMorgan Chase & Company. All rights reserved.
What’s behind the ETF market’s dramatic growth and what are the trends to watch? Join Bram Kaplan, head of Americas Equity Derivatives Strategy, to find out. Bram sits down with Tom Salopek from Cross Asset Strategy to explore the surge in ETF popularity, the move from active to passive funds and the impact of the economy on investor flows. Plus, could there be a replay of 2018’s “Volmageddon”?
Find out more in the ETF market guide from J.P. Morgan Research.
This episode was recorded on October 10, 2024.
This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication.
This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.
Copyright 2024, JPMorganChase & Co. All rights reserved.
Get insights from the J.P. Morgan Tech Stars Conference in London. Join Katharina Ochs from the EMEA Equity Capital Markets team as she chats with Aloke Gupte, Co-Head of International Equity Capital Markets, and Matt Gehl, Co-Head of EMEA Technology Investment Banking. They explore the tech industry's outlook into 2025, focusing on rising US interest in European companies, the state of the tech IPO market, and the recovery of private capital deals.
This episode was recored on October 17, 2024.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.
© 2024 JPMorgan Chase & Company. All rights reserved.
In part 2 of our T+1 deep dive, we explore the initiatives driving the much-anticipated move to T+1 settlement in the U.K., the E.U., and parts of Asia. The discussion addresses the current timeline for this transition, as well as the legislative and operational hurdles that need to be overcome to make T+1 a reality in these regions. Tune in for a lively conversation as we assess T+1 settlement in these markets. Joining us are Emma Johnson, Executive Director on J.P. Morgan’s EMEA Custody Product team; Sahil Shah, Executive Director on J.P. Morgan’s APAC Custody Product team; and Jack Parker, Executive Director on J.P. Morgan’s U.S. Custody Product team. And if you haven’t already, be sure to listen to part 1 of this episode which covers T+1 in the U.S. and neighboring markets. Listen to Part 1 here: https://www.jpmorgan.com/insights/podcast-hub/market-matters/t-plus-one-deep-dive-lessons-learned-from-us-rollout
This episode was recorded on October 1, 2024.
This podcast is intended for institutional clients only. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures.
© 2024 JPMorgan Chase & Company. All rights reserved.
In part 1 of our T+1 deep dive, we unpack the move to T+1 settlement in the U.S. and neighboring markets. Our discussion covers why the U.S. transitioned to T+1 settlement in May 2024 and examines the factors behind its largely successful implementation. Along the way, the industry has learned valuable lessons that can be leveraged by other markets considering accelerated settlement. Joining us are Jack Parker, Executive Director on J.P. Morgan’s U.S. Custody Product team; Emma Johnson, Executive Director on J.P. Morgan’s EMEA Custody Product team; and Sahil Shah, Executive Director on J.P. Morgan’s APAC Custody Product team. Tune in for a wide-ranging conversation on the U.S. experience, and don’t miss part 2 of this episode, which focuses on T+1 settlement in the E.U., the U.K., and APAC.
This episode was recorded on October 1, 2024.
This podcast is intended for institutional clients only. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures.
© 2024 JPMorgan Chase & Company. All rights reserved.
Explore the pressing issue of global food insecurity in this episode of Research Recap on J.P. Morgan's Making Sense podcast. Join Tracey Allen, Head of Agricultural Commodities Strategy, and Joyce Chang, Chair of Global Research, as they delve into the structural factors driving food insecurity, such as war, weather, waste, and water. With 282 million people experiencing acute hunger in 2023, an increase of 24 million from the previous year, the discussion highlights the complex interplay of geopolitical instability, climate change, and resource management on food security. Discover how these factors impact global markets and the potential solutions to mitigate these challenges.
This episode was recorded on October 10, 2024.
This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication.
This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.
Copyright 2024, JPMorganChase & Co. All rights reserved.
In this episode we hear from John Schlegel regarding how high positioning looks post the stellar rally in US equities. John discusses the recent drivers of US equity strength, the main buyers of the rally so far, where this leaves positioning, and the risk / reward for equities from here. John also touches on equity positioning across Europe and APAC. John Schlegel, Head of Global Positioning Intelligence is in discussion with Eloise Goulder, Head of the Global Data Assets & Alpha Group.
This episode was recorded on October 14, 2024
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
In this episode we hear from Matt Jones, Global Portfolio Manager at Fidelity International. Matt discusses the intersection of quant techniques with the fundamental investment process, the benefits and challenges of this approach and the evolution data use in this strategy over the last two decades. Matt Jones is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group at JP Morgan.
This episode was recorded on September 9, 2024.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
Join Leana Ferguson, Payment Sales and Relationship Manager for Financial Institutions at J.P. Morgan, as she delves into the future of cross-border payments with Vijay Lulla, EMEA Head of Cross-Currency Payments at J.P. Morgan. This episode expands on the Payments Unbound series, available on jpmorgan.com, exploring the challenges and technological advancements shaping the landscape of cross-border transactions. From the complexities of real-time payments across 195 countries to the transformative potential of blockchain technology, Leana and Vijay discuss the current state and future prospects of global payments. Discover how innovations like tokenized commercial bank deposits, virtual accounts, and APIs are paving the way for a more efficient, secure, and transparent payment ecosystem.
Learn more about cross-border payments here: https://www.jpmorgan.com/payments/payments-unbound/volume-3/cross-border-payment-modernization
Sources:
- How many countries are there in the world? (2024) - Total & List | Worldometer (worldometers.info)
- https://www.volt.io/real-time-payments-world-map/
- Cross-border payment modernization | J.P. Morgan (jpmorgan.com)
- Bridging ASEAN through regional payment connectivity | UOB Insights (uobgroup.com)
- PayNow Singapore (abs.org.sg)
- Project Nexus to transform global payments, going live in 2026 - The Asian Banker
- Project Nexus: enabling instant cross-border payments (bis.org)
- Terms and conditions of use (bis.org)
The views and opinions expressed herein are those of the author and do not necessarily reflect the views of J.P. Morgan, its affiliates, or its employees. The information set forth herein has been obtained or derived from sources believed to be reliable. Neither the author nor J.P. Morgan makes any representations or warranties as to the information’s accuracy or completeness. The information contained herein has been provided solely for informational purposes and does not constitute an offer, solicitation, advice or recommendation, to make any investment decisions or purchase any financial instruments, and may not be construed as such.
© 2024 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase Bank, N.A. Member FDIC. Deposits held in non-U.S. branches are not FDIC insured. Non-deposit products are not FDIC insured. The statements herein are confidential and proprietary and not intended to be legally binding. Not all products and services are available in all geographical areas. Visit jpmorgan.com/paymentsdisclosure for further disclosures and disclaimers related to this content.
The U.S. labor market exceeded expectations in September, adding 254,000 nonfarm payrolls and surpassing all forecasts. Join Phoebe White, Head of U.S. Inflation Strategy at J.P. Morgan, and Mike Feroli, Chief U.S. Economist, as they break down the latest employment report and its far-reaching implications. In this episode, Phoebe and Mike analyze the surprising resilience of the labor market, the interplay between labor data and consumer spending, and the impact of rising average hourly earnings. They also discuss the Federal Reserve's potential responses, balancing the dual mandates of controlling inflation and maintaining employment. Tune in for an in-depth exploration of the current economic landscape and what it could mean for the future.
This episode was recorded on October 4, 2024.
This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication.
This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.
Copyright 2024, JPMorganChase & Co. All rights reserved.
Join host John Richert, Head of Mid-Cap Investment Banking, to explore the pivotal role founders play in driving innovation and shaping today’s economy with John Simmons, Head of Commercial Banking, and Melissa Smith, Co-Head of Innovation Economy and Head of Specialized Industries for Commercial Banking. This episode explores the opportunities founders encounter at each stage of growth, from expanding their businesses to adapting to market shifts, while highlighting strategies for long-term success.
For sources - 2023 Annual Report
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.
© 2024 JPMorgan Chase & Company. All rights reserved.
Join host John Richert, Head of Mid-Cap Investment Banking team, to explore the pivotal role founders play in driving innovation and shaping today’s economy with John Simmons, Head of Commercial Banking, and Melissa Smith, Co-Head of Innovation Economy & Head of Industries for Commercial Banking. This episode explores the opportunities founders encounter at each stage of growth, from expanding their businesses to adapting to market shifts, while highlighting strategies for long-term success.
For sources - 2023 Annual Report and Doug Petno's 2024 Letter to Shareholders
This episode was recorded on August 27, 2024.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.
© 2024 JPMorgan Chase & Company. All rights reserved.
Join Kelsey Warkentin, Vice President of Global Private Market Sales at J.P. Morgan; Dennis Cristallo, Head of Wealth Management for Onyx by J.P. Morgan; and Nikhil Sharma, Head of Growth at Onyx Digital Assets by J.P. Morgan as they explore trends in private asset tokenization in the alternative investment space. In this episode, they unpack the broadening accessibility of alts to individual investors, how private funds are creating structures to court this cohort, and how blockchain technology can facilitate the transfer of assets, streamline how assets are recorded, and lend transparency into holdings and exposures. But many of the capabilities are lesser understood. Listen as our panel decouples myth from reality.
Read More:
How Tokenization Can Fuel a $400 Billion Opportunity in Distributing Alternative Investments to Individuals
The Future of Wealth Management: Ultra-Efficient Portfolios of Traditional and Alternative Investments Powered by Tokenization
This episode was recorded on August 27, 2024.
This podcast is intended for institutional clients only. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures.
© 2024 JPMorgan Chase & Company. All rights reserved.
Join host Emma Zederfeldt for a post-summer deep dive into the state of debt capital markets with John Servidea, Global co-Head of Investment Grade Finance, Bob LoBue, Head of Global Fixed Income Syndicate, and Todd Rothman, Managing Director in the Leveraged Finance Capital Markets group. This episode covers trends in the investment grade bond market, leveraged loans, and high yield bonds. Discover the key drivers, market conditions, and future outlook for issuers and investors as we head into the rest of 2024.
This episode was recorded on Sept 11, 2024.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.
© 2024 JPMorgan Chase & Company. All rights reserved.
In this episode we hear from Chris Andrew, Head of Market Structure and Regulatory Change (EMEA) at J.P. Morgan. Chris discusses the evolution of ETF markets, the rapid rise in the issuance of new instruments (particularly actively managed ETFs) and the way in which retail investors are using these products. Chris is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group at J.P. Morgan.
Shownotes
Related podcasts:
- Equity Concentration Risks and the Retail Investor with Chris Andrew, Head of Market Structure and Regulatory Change (EMEA) – April 2024
- An Emerging European Retail Investor with Chris Andrew, Head of Market Structure and Regulatory Change (EMEA) – August 2023
- Market Structure and the Decline in European Liquidity with Chris Andrew, Head of Market Structure and Regulatory Change (EMEA) – March 2023
This episode was recorded on September 12th 2024
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan. Copyright 2024. All rights reserved.
Join Daniel Rudnicki Schlumberger, Head of Leveraged Finance in EMEA, Andrew Crook, Head of Leveraged Finance Sales, and Daniel Lamy, Head of European Credit Strategy Research, to explore the world of leveraged finance. They provide a snapshot of the latest insights and trends from the European High Yield and Leveraged Finance Conference, diving into market dynamics, supply and demand, private equity, interest rates, strategies for navigating today's market volatility and more.
This episode was recorded on Sept 6, 2024.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.
© 2024 JPMorgan Chase & Company. All rights reserved.
The rapid growth of the private credit market has fundamentally altered the corporate lending landscape in recent years, blurring the lines between clients and competitors. What comes next in the evolution of private credit, and how does J.P. Morgan participate in the market to offer innovative financing solutions to clients? Leland Price from the FICC Market Structure & Liquidity Strategy team speaks to Jake Pollack, Global Head of Credit Financing, CLOs and Direct Lending, to discuss the rise of middle market lending, how banks partner with non-bank market participants, navigating potential risks, and investment opportunities going forward.
This episode was recorded on August 8, 2024.
The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument, are not issued by Research but are a solicitation under CFTC Rule 1.71. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures
© 2024 JPMorgan Chase & Company. All rights reserved.
India has emerged as a top market for global private equity firms in the last decade, but what’s been driving this growth? Join Abhinav Bharti, Head of India Equity Capital Markets and Nitin Maheshwari, Head of India M&A and APAC Strategic Investors Group M&A as they discuss the significant expansion and transformation of India's private equity market. Learn about the macroeconomic themes, market maturity and regulatory changes attracting global investors to India.
This episode was recorded on August 26, 2024
This material was prepared by the Investment Banking Group of J.P. Morgan Securities LLC and not the Firm’s Research Department. It is for informational purposes only and is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument.
© 2024 JPMorgan Chase & Company. All rights reserved.
In this episode we hear from Edwina Lowe, Product Specialist within the Data Assets & Alpha Group and Luca Rainero, Head of the Data Intelligence team within the broader group. They discuss the evolution of retail investor behavior post Covid, and how social media data can be leveraged to understand retail investor views and impact on markets. Edwina and Luca are in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group.
To learn more about the Data Assets & Alpha Group: https://www.jpmorgan.com/markets/market-data-intelligence
Related podcasts:
- Equity Concentration Risks and the Retail Investor with Chris Andrew, Head of Market Structure and Regulatory Change (EMEA)
- APAC Equity Market Structure & the Liquidity Landscape with Clare Witts, Head of APAC Market Structure
- An Emerging European Retail Investor with Chris Andrew, Head of Market Structure and Regulatory Change (EMEA)
- Diving into Social Sentiment with Jamie Wise, BUZZ Index Founder, Periscope Capital
This episode was recorded on August 19, 2024
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
Copyright 2024, JPMorganChase & Co. All rights reserved.
Ben Thompson, Head of EMEA Leveraged Finance Capital Markets, hosts Jonathan Butler, Head of European Leveraged Finance and Co-Head of Global High Yield Strategy at PGIM Fixed Income, to unpack the global leveraged finance market. They discuss central bank policies, geopolitical risks, and private credit trends, offering insights into strategies for navigating market volatility. Plus, they discuss themes from the upcoming J.P. Morgan European High Yield and Leveraged Finance Conference.
This episode was recorded on Aug 20, 2024.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.
© 2024 JPMorgan Chase & Company. All rights reserved.
How are U.S. policy developments driving infrastructure investment activity in the public finance market? As financing strategies evolve, trends are emerging across tax exempt and taxable issuance. Leland Price from the FICC Market Structure & Liquidity Strategy team speaks to Annie Marinaro from Public Finance Debt Capital Markets and Isaac Sine from Public Finance Investment Banking, to discuss issuer dynamics, innovation in primary and secondary markets, private credit and infrastructure investment opportunities.
This episode was recorded on July 25, 2024.
The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument, are not issued by Research but are a solicitation under CFTC Rule 1.71. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures
© 2024 JPMorgan Chase & Company. All rights reserved.
The back-to-school shopping season is one of the most important times of the year for both retailers and consumers alike. What are sales expected to look like against a backdrop of slowing economic growth? And are stores doing anything differently to attract shoppers? Join Matt Boss and Amanda Douglas from J.P. Morgan’s Department Stores and Specialty Softlines team as they dive into the latest trends.
This episode was recorded on August 21, 2024.
This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication.
This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.
Copyright 2024, JPMorganChase & Co. All rights reserved.
In this episode, John Zimmerman and Nadine Yang from our Equity Capital Markets team discuss the dramatic start to August across the global markets. They dive into key trends in the tech sector including AI's continued influence, robust private capital markets, IPO activity and more.
This episode was recorded on Aug 19, 2024.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.
© 2024 JPMorgan Chase & Company. All rights reserved.
With power markets sparking increased investor interest, this episode explores the shifting competitive dynamics, global trading themes, and policy developments impacting further growth in the energy sector. Leland Price from the FICC Market Structure & Liquidity Strategy team speaks to commodity traders Chris Wu and Suvad Kapic, about the evolution of electric power markets across the U.S. and Europe.
This episode was recorded on July 26, 2024.
The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument, are not issued by Research but are a solicitation under CFTC Rule 1.71. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures
© 2024 JPMorgan Chase & Company. All rights reserved.
Join Claudia Jury, Global Co-Head of Sales & Research at J.P. Morgan and Robyn Grew, CEO of Man Group, for a discussion on the intricate landscape of alternative investments. Robyn shares insights on the evolution of the alternatives market, the impact of increasing complexity on portfolio construction and the importance of technology in investment management. Explore everything from AI's role in investment management to the nuances of maintaining a competitive edge in a dynamic market environment.
This episode was recorded on June 27, 2024.
Advancing Alternatives delivers thought leadership on the Alternatives sector via engaging discussions between J.P. Morgan and industry leaders.
To find out more about our services, please contact markets.marketing@jpmorgan.com
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
Join host Amaury Guzman and Jeff Bracchitta, Co-Head of Direct Lending, as they explore the rapid growth and future potential of private credit. This episode provides a comprehensive overview of the direct lending market, from its historical context to its current $1.7 trillion valuation. Gain insights into how J.P. Morgan is leading the charge in providing product-agnostic solutions for clients.
This episode was recorded on Aug 13, 2024.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.
© 2024 JPMorgan Chase & Company. All rights reserved.
Join Montserrat Serra-Janer, Global Head of Private Market Sales at Securities Services and Prime Finance Sales at J.P. Morgan, and Afrim Zeka, Head of Product at Fusion J.P. Morgan, as they explore trends in the private market space and its evolution. In this episode, they delve into the shift from cookie-cutter strategies to hybrid approaches, the race for alpha, and the merging of liquid and illiquid assets. Discover the challenges in data management, the importance of standardizing data, and the role of technology in overcoming these hurdles. In addition, learn how innovations in data aggregation and management are transforming the industry and what the future holds for private markets.
This episode was recorded on July 22, 2024.
This communication is provided for information purposes only. It is not intended as an offer or solicitation for the purchase, sale or tender of any financial instruments.
Please visit jpmorgan.com for more information including important disclosures.
In this episode we hear from Gurps Kharaud, Global Head of Equities Digital Markets, and Franc Chioccola, Head of Vida Portfolio Solutions and a member of the same team, here at J.P. Morgan. Gurps and Franc run through the digitization of portfolio management, how investing client demands have evolved as a result, where banks and J.P. Morgan are stepping in to provide value, and where the industry is likely to evolve from here. Gurps and Franc are in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group at J.P. Morgan.
To learn more about Vida: https://markets.jpmorgan.com/portfolio-solutions/portfolio-solutions
To learn more about the Data Assets & Alpha Group: https://www.jpmorgan.com/markets/market-data-intelligence
This episode was recorded on July 25, 2024.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
Thibaud De Maria, Head of Green Economy Banking for EMEA, hosts Mazen Rizk, Founder and CEO of Infinite Roots, to explore the fascinating world of mycelium-based food technology. Discover how Infinite Roots is revolutionizing sustainable food production to tackle global food security, and navigating the challenges of scaling innovative biotech solutions. Mazen also discusses the power of collaboration among other startups and partners at events like J.P. Morgan's Clean Tech Stars conference that are fueling their success.
This episode was recorded on July 31, 2024.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.
© 2024 JPMorgan Chase & Company. All rights reserved.
Meridy Cleary from the FICC Market Structure & Liquidity Strategy team speaks to Juan Badia, Head of Local Markets in Mexico, to discuss key execution trends as the dust settles from the historic presidential election in June.
This episode was recorded on July 24, 2024.
The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument, are not issued by Research but are a solicitation under CFTC Rule 1.71. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures
© 2024 JPMorgan Chase & Company. All rights reserved.
In today’s episode, we dive into the latest U.S. employment report. Join Mike Feroli, Chief U.S. Economist, and Phoebe White, Head of U.S. Inflation Strategy, as they discuss the July employment data, its implications for the labor market and what it means for the Federal Reserve's future actions.
This episode was recorded on August 2, 2024.
This communication is provided for information purposes only. Please read JP Morgan research reports related to it’s contents for more information including important disclosures. Copyright 2024 JP Morgan Chase & Co. All rights reserved.
From the key regional markets of Japan, India and China to trending sectors, join host Mark Fiteny and Paul Uren, Head of Asia Pacific Investment Banking to get the update on where the bright spots in investment banking activity are in Asia Pacific. Hear the latest on private equity and financial sponsor activity, M&A and how to capitalize on current market opportunities across the region.
This episode was recorded on July 16, 2024.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.
© 2024 JPMorgan Chase & Company. All rights reserved.
In this episode, the Data Assets & Alpha Group discuss the drivers of the recent sell-off and rotation in US equities, as well as the early takeaways from the current earnings season. They also discuss how much positioning has changed, which macro data points should be critical for the path ahead, and key views from here. Andrew Tyler, Head of US Market Intelligence, and Ellen Wang, member of the US Market Intelligence team, are in discussion with John Schlegel, Head of Global Positioning Intelligence.
In this episode, we hear from Chris Pulman, Head of Macro Research and Chief Economist at Balyasny Asset Management. Chris discusses the role of Macro Research and Economics in creating value within the investment process; use of data, models, tech systems and generative AI within the macroeconomic space; the benefits of marrying fundamental expertise with technological processes; and the skillsets required to excel in this area. Chris is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group at JP Morgan.
Shownotes:
https://www.bamfunds.com/
To learn more about the Data Assets & Alpha Group: https://www.jpmorgan.com/markets/market-data-intelligence
This episode was recorded on June 26th, 2024.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
How will the election results and a new coalition government shape the outlook for economic policy and financial markets in India? Join Jahangir Aziz, Head of Emerging Markets Economic Research and Sajjid Chinoy, Chief India Economist as they unpack what’s next for the Indian economy, corporate profits, financial markets and more.
This episode was recorded on July 16, 2024.
This communication is provided for information purposes only. Please read J.P. Morgan research reports related to it’s contents for more information including important disclosures. Copyright 2024 JP Morgan Chase & Co. All rights reserved.
In this special episode, host David Rawlings catches up with J.P. Morgan employees who have made the leap from world champions to global finance. Mohamed Sbihi and Jessica Eddie discuss their professional athletic careers, the challenges of transitioning to a new industry, and the transferable skills and support systems that have facilitated their journey to J.P. Morgan.
This episode was recorded on July 8, 2024.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.
© 2024 JPMorgan Chase & Company. All rights reserved.
Join J.P. Morgan’s Research analysts as they explore what lies ahead for markets in the second half of 2024. Will stock market concentration continue? What's the forecast for U.S. and international rates? And will commodity prices go up?
00:33 – Global growth with Bruce Kasman, Chief Global Economist
4:42 – Equities with Mislav Matejka, Head of Global Equity Strategy
7:40 – Currencies with Meera Chandan, Co-Head of Global FX Strategy
10:22 – U.S. rates with Jay Barry, Co-Head of U.S. Rates Strategy
13:42 – International rates with Fabio Bassi, Head of International Rates Strategy
16:58 – Commodities with Natasha Kaneva, Head of Global Commodities Strategy
19:55 – Credit markets with Stephen Dulake, Global Head of Credit, Securitized Products and Public Finance Research
24:56 – Emerging Markets with Luis Oganes, Head of Global Macro Research
28:04 – Cross-asset strategy with Tom Salopek, Head of Global Cross-Asset Strategy
Join host Dania Chehab from EMEA Healthcare Investment Banking team and Mike Gaito, Global Head of Healthcare Investment Banking, as they recap J.P. Morgan's second European Healthcare Symposium. Discover how innovation is revolutionizing healthcare, from biotech and med tech advancements to the impact of AI and machine learning. See how financing trends across capital markets and M&A are driving innovation and shaping the future of healthcare.
This episode was recorded on July 9, 2024.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.
© 2024 JPMorgan Chase & Company. All rights reserved.
Host Evan Junek is joined by James Robinson, Head of UK and Ireland M&A, and Dwayne Lysaght, Head of EMEA M&A, to unpack the revitalization of the M&A market in the UK and EMEA. From increased overall confidence to global strategic deals, financial sponsors' opportunities and cross-border trends, get an in-depth look at what’s driving the market forward.
This episode was recorded on June 28, 2024.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.
© 2024 JPMorgan Chase & Company. All rights reserved.
In this episode, host John Richert, Head of J.P. Morgan’s Mid-Cap Investment Banking Team, discusses current and future state of mid-cap finance with John Burns, Head of J.P. Morgan’s Mid-Cap Financial Sponsors Group. Their insightful conversation highlights the strength of their partnership and explores mid-cap trends in financing, M&A and sponsor-backed transactions.
This episode was recorded on June 12, 2024.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.
© 2024 JPMorgan Chase & Company. All rights reserved.
In this episode, the group discuss risk / reward for US equities following a further leg higher and S&P500 hitting fresh all time highs (ATHs). They discuss fundamental drivers of the rally, market leadership, and the extent to which investor positioning has risen. They also discuss risk / reward for equities as we head into Q2 earnings season, and sectors where the fundamental and positioning backdrop are looking more compelling. Andrew Tyler, Head of US Market Intelligence, and John Schlegel, Head of Global Positioning Intelligence, are in discussion with Eloise Goulder, Head of the Global Data Assets & Alpha Group.
This episode was recorded on July 9, 2024.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
Nonfarm payrolls increased by 206,000 in June — broadly in line with expectations — while the unemployment rate ticked up to 4.1%. Does this spell good news for the Fed? Join Mike Feroli, Chief U.S. Economist, and Phoebe White, Head of U.S. Inflation Strategy, as they discuss the implications for rate cuts, the health of the consumer, corporate balance sheets and more.
This episode was recorded on July 8, 2024.
This communication is provided for information purposes only. Please read JP Morgan research reports related to it’s contents for more information including important disclosures. Copyright 2024 JP Morgan Chase & Co. All rights reserved.
Join host Amaury Guzman and Kevin Foley, Global Head of Capital Markets, as they dive into the current state of global capital markets. Explore economic dynamics, IPO activity, M&A green shoots and private credit trends. Gain insights into how CEOs are navigating economic uncertainties and what lies ahead for the second half of 2024 and beyond.
This episode was recorded on June 28, 2024.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.
© 2024 JPMorgan Chase & Company. All rights reserved.
In this episode, we hear from Kate Finlayson, Head of FICC Market Structure & Liquidity Strategy at J. P. Morgan. Kate discusses the complexities of FICC markets, how regulation and microstructural dynamics are shaping execution trends, and the likely path from here. Kate is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group.
To learn more about the Data Assets & Alpha Group: https://www.jpmorgan.com/markets/market-data-intelligence
This episode was recorded on June 24, 2024.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
In this episode, we hear from Jae Lee, CIO and CEO of Korean hedgefund Timefolio’s Singapore business. Jae discusses the importance of analyzing the supply chain to identify edge and alpha in stocks, components of the AI supply chain which are benefitting from greater barriers to entry and pricing power, use of data in this analysis, the extent to which Asian product segments will continue to grow in US and European markets, and how AI will increasingly impact our everyday lives. Jae Lee is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group at JP Morgan.
Shownotes:
To learn more about the Data Assets & Alpha Group: https://www.jpmorgan.com/markets/market-data-intelligence
This episode was recorded on June 11, 2024.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
While inflation has eased in recent months, rent costs are still running above pre-pandemic norms. What’s driving the strength in rental markets, and what are the implications for inflation going forward? Join Phoebe White, Head of U.S. Inflation Strategy, and Anthony Paolone, Co-Head of U.S. Real Estate Stock Research, as they explore the latest rent inflation trends.
This episode was recorded on June 21, 2024.
This communication is provided for information purposes only. Please read JP Morgan research reports related to it’s contents for more information including important disclosures. Copyright 2024 JP Morgan Chase & Co. All rights reserved.
In this episode, host Pankaj Goel, Co-Head of J.P. Morgan's Technology Investment Banking for North America, delves into the dynamic technology landscape with Drago Rajkovic, Vice Chairman and Head of Technology M&A, and Greg Chamberlain, Co-Head of Technology Equity Capital Markets. They discuss current market performance, M&A and IPO activity and trends, and the outlook for the rest of the year and into 2025.
This episode was recorded on June 11, 2024.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.
© 2024 JPMorgan Chase & Company. All rights reserved.
In this episode the group explore the risk / reward for European equities following a sharp period of underperformance vs US equities in recent weeks. They discuss recent macro and political dynamics across Europe, including upcoming elections in France and the UK, the extent to which investors have been selling European equities, and equity pockets where risk / reward is looking most compelling. Federico Manicardi, Head of International Market Intelligence, and Jigar Vakharia, from the Positioning Intelligence team, are in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group at JP Morgan.
To learn more about the Data Assets & Alpha Group: https://www.jpmorgan.com/markets/market-data-intelligence
This episode was recorded on June 21, 2024.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
Join host Amaury Guzman and Brian Tramontozzi, Head of North American Leveraged Finance Capital Markets, as they dive into the high yield and leveraged loan markets. With increased issuance volumes and heightened borrowing activity, learn about the trends shaping this dynamic sector from M&A green shoots to fund flows and more.
This episode was recorded on June 5, 2024.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.
© 2024 JPMorgan Chase & Company. All rights reserved.
In this episode, host Rebecca Thornton and Charlie Post, Co-Head of Media & Communications M&A, recap the key takeaways from J.P. Morgan’s 13th Annual Board Summit. From succession planning to AI, climate literacy and the 2024 election insights, discover what board directors are prioritizing for 2024 and beyond.
This episode was recorded on June 5, 2024.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.
© 2024 JPMorgan Chase & Company. All rights reserved.
In this episode we hear from Jagadish Chalasani, lead structurer for CTA strategies at J.P. Morgan. Jagadish runs through the benefits but also challenges of leveraging trend as an alpha strategy, and the means by which trend can be extended across regions, asset classes, time horizons and alternative signals – in order to diversify, enhance performance and ‘extend the trend’. Jagadish is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group at JP Morgan.
Shownotes:
Trend-following in Alternative Markets with David Denison, Deputy CIO, Florin Court - here
The Evolution of Systematic Strategies, with Aspect Capital’s CEO (Part 1) - here
The Evolution of Systematic Strategies, with Aspect Capital’s CEO (Part 2) - here
To learn more about the Data Assets & Alpha Group: https://www.jpmorgan.com/markets/market-data-intelligence
This episode was recorded on June 3, 2024.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
Despite signs of an economic slowdown, nonfarm payrolls increased by 272,000 in May, far surpassing expectations. In this episode, Phoebe White, Head of US Inflation Strategy, and Mike Feroli, Chief US Economist, discuss insights from the May US employment report, future economic trends, the Fed's actions, and the impact of immigration policies on the economy. Tune in for expert analysis and forecasts.
This episode was recorded on June 7, 2024.
This communication is provided for information purposes only. Please read JP Morgan research reports related to it’s contents for more information including important disclosures. Copyright 2024 JP Morgan Chase & Co. All rights reserved.
Join host David Rawlings and Keith Canton, Head of Americas Equity Capital Markets, as they explore the resurgent IPO market in 2024. Discover key trends, from market participation to sector performance, and strategic considerations for companies going public. Learn about the crucial balance between profitability and growth, the importance of after-market performance, and how private equity and venture capital are adapting to the new landscape.
This episode was recorded on May 8, 2024.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.
© 2024 JPMorgan Chase & Company. All rights reserved.
2024 is a watershed year for elections, with 77 contests across the globe. How will the possible outcomes shape the macro outlook, and what are the ramifications for trade, investment and foreign policy? Join Chair of Global Research Joyce Chang and Chief Economist Bruce Kasman as they discuss these implications and more.
This episode was recorded on May 28, 2024.
This communication is provided for information purposes only. Please read JP Morgan research reports related to it’s contents for more information including important disclosures. Copyright 2024 JP Morgan Chase & Co. All rights reserved.
In this episode we hear from Dr Amadeo Alentorn, Head of Systematic Equities at Jupiter Asset Management. In Part 2 Amadeo discusses competitive dynamics within the systematic equity space, navigating the impact of investor behavioural biases in markets, and avoiding crowding in the portfolio. Amadeo is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group at JP Morgan.
Shownotes:
https://www.jupiteram.com/
https://www.jupiteram.com/uk/en/professional/insights/no-free-lunch-is-a-science-of-the-stock-market-possible/
This episode was recorded on May 9, 2024.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
In this episode we hear from Dr Amadeo Alentorn, Head of Systematic Equities at Jupiter Asset Management. In Part 2 Amadeo discusses competitive dynamics within the systematic equity space, navigating the impact of investor behavioural biases in markets, and avoiding crowding in the portfolio. Amadeo is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group at JP Morgan.
Shownotes:
https://www.jupiteram.com/
https://www.jupiteram.com/uk/en/professional/insights/no-free-lunch-is-a-science-of-the-stock-market-possible/
This episode was recorded on May 9, 2024.
This communication is provided for information purposes only. Please read JP Morgan research reports related to it’s contents for more information including important disclosures. Copyright 2024 JP Morgan Chase & Co. All rights reserved.
In this episode we hear from Dr Amadeo Alentorn, Head of Systematic Equities at Jupiter Asset Management. In Part 1 Amadeo discusses the evolution of systematic equity investing over the last 20 years, the intersection of harnessing fundamental finance with data science techniques, and the evolution of data and compute methods (including use of AI) in the investment process. Amadeo is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group at JP Morgan.
Shownotes:
https://www.jupiteram.com/
https://www.jupiteram.com/uk/en/professional/insights/no-free-lunch-is-a-science-of-the-stock-market-possible/
This episode was recorded on May 9, 2024.
This communication is provided for information purposes only. Please read JP Morgan research reports related to it’s contents for more information including important disclosures. Copyright 2024 JP Morgan Chase & Co. All rights reserved.
Join host Rebecca Thornton and guest Jan Singer, former CEO and current Board Director, as they explore the complexities of boardroom dynamics, the evolving role of CEOs and the impact of consumer trends on corporate strategy. Get a sneak peek at the key themes shaping the upcoming J.P. Morgan Board Summit.
This episode was recorded on May 8, 2024.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.
© 2024 JPMorgan Chase & Company. All rights reserved.
Which asset classes are next to be electronified and how is the network effect driving trading trends? Head of Digital Markets, Eddie Wen joins Kate Finlayson, Head of FICC Market Structure & Liquidity Strategy, to discuss automation in trading, the blurring lines between retail and institutional markets and how data can work to optimize business.
This episode was recorded on May 2, 2024.
The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument, are not issued by Research but are a solicitation under CFTC Rule 1.71. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures
© 2024 JPMorgan Chase & Company. All rights reserved.
In this episode of Research Recap, Jack Atherton, who covers Technology, Media and Telecom Specialist Sales, delves into the latest trends shaping the streaming industry with Doug Anmuth, Head of the U.S. Internet Research Team, and David Karnovsky, Head of U.S. Media, Entertainment, and Advertising. The discussion covers the current state of the streaming market, the impact of price increases and platform partnerships, and the evolving strategies of major players like Netflix and Disney+. They also explore the increasing role of sports content in streaming, the significance of global reach, the potential for industry consolidation, and more.
This episode was recorded on May 10, 2024.
This communication is provided for information purposes only. Please read JP Morgan research reports related to it’s contents for more information including important disclosures. Copyright 2024 JP Morgan Chase & Co. All rights reserved.
In this episode, host Matthew Chan, head of J.P. Morgan Sustainability and ESG Engagement in Asia Pacific, sits down with Greg Zdun, Head of Asia Pacific Energy, Power, Renewables and Metal & Mining at J.P. Morgan, to unpack energy transition with a focus on renewables across the region. They dive into the acceleration of renewables investment in recent years and discuss the latest developments and opportunities across the sector and region.
This episode was recorded on May 9, 2024.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity. Some of the datapoints referenced in this podcast are sourced from Det Norske Veritas (DNV) report titled “Energy Transition Outlook China 2024”.
© 2024 JPMorgan Chase & Company. All rights reserved.
Brent Crude has traded roughly 20% higher since the start of the year due to a combination of strong demand growth and production cuts. Looking ahead, could oil prices reach close to $100 by September? Join Natasha Kaneva, Global Head of Commodities Research, and David Levi, Global Head of Commodity Institutional Sales, as they discuss the outlook for oil prices, supply-demand dynamics and more.
This episode was recorded on May 13 2024.
This communication is provided for information purposes only. Please read JP Morgan research reports related to it’s contents for more information including important disclosures. Copyright 2023 JP Morgan Chase & Co. All rights reserved.
In this episode, we hear from Mubashir Mukadam, Blantyre Capital’s Founder and CIO. Mubashir discusses the investment philosophy behind Blantyre’s special situations fund, the intersection between providing capital as a Hedge Fund, Private Equity vs Private Credit, the benefits of providing balance sheet and/ or operational support to certain companies, the competitive landscape in this space, and the extent to which this form of alpha generation is likely to evolve or adopt automation in future. Mubashir is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group at JP Morgan.
Shownotes:
To learn more about Blantyre Capital: https://blantyrecapital.com/
To learn more about the Data Assets & Alpha Group: https://www.jpmorgan.com/markets/market-data-intelligence
This episode was recorded on April 24, 2024.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
According to the April jobs report, the U.S. labor market is showing signs of cooling. Nonfarm payrolls were softer than anticipated increasing by 175,000 last month, while the unemployment rate rose to 3.9%. Does this all spell good news for the Fed? Join Mike Feroli, Chief U.S. Economist, and Phoebe White, Head of U.S. Inflation Strategy, as they unpack the latest numbers.
This episode was recorded on May 3, 2024.
This communication is provided for information purposes only. Please read JP Morgan research reports related to its contents for more information including important disclosures. Copyright 2023 JP Morgan Chase & Co. All rights reserved.
In this episode the group discuss risk / reward for US equities following the dip through April. They discuss possible reasons for recent equity weakness, the macro and micro backdrop - including recent hotter inflation prints and Q1 corporate earnings trends, the extent to which positioning levels have fallen amid market weakness, resulting market and sector opportunities, and key catalysts to watch from here. Andrew Tyler, Head of US Market Intelligence, and John Schlegel, Head of Global Positioning Intelligence, are in discussion with Eloise Goulder, Head of the Global Data Assets & Alpha Group.
This episode was recorded on April 29, 2024.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
In this episode, we hear from Chris Andrew, Head of EMEA Market Structure at JP Morgan. Chris runs through the evolution of equity turnover ratios across Europe and the US, the extent to which turnover ratios in the US have become increasingly concentrated in a limited set of stocks and sectors, the likely involvement of the retail investor in driving this trend (and intersection between the retail and institutional investor), and the possible path in equity markets and liquidity from here. Chris is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group.
Shownotes:
To learn more about the Data Assets & Alpha Group, please visit https://www.jpmorgan.com/markets/market-data-intelligence
How are financial markets in Asia attracting increased foreign investor participation? Leland Price and Meridy Cleary from the FICC Market Structure & Liquidity Strategy team discuss some of the most impactful developments contributing to the growing demand and liquidity in fixed income and FX markets in the region.
This episode was recorded on March 22, 2024.
The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument, are not issued by Research but are a solicitation under CFTC Rule 1.71. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures
© 2024 JPMorgan Chase & Company. All rights reserved.
In this episode, we hear from Gerard Francis and Ashley Peterson on the evolution of data management to date, and the likely path from here. They discuss how the data landscape has evolved over the last few decades; who the key users of that data are and common pain points they face; how the industry is evolving to address those needs; and how use of AI is likely to drive further change in this space over time. Gerard Francis is Head of Product for Data and AI, and Head of Fusion, and Ashley represents Fusion Sales, here at JP Morgan. Gerard and Ashley are in discussion with Eloise Goulder, Head of the Global Data Assets & Alpha Group.
Shownotes:
For institutional clients of J.P. Morgan, please visit https://fusion.jpmorgan.com/
To learn more about the Data Assets & Alpha Group, please see https://www.jpmorgan.com/markets/market-data-intelligence
Progress in Asia Pacific is crucial for achieving the UN's Sustainable Development Goals globally. However, identifying suitable financing opportunities for sustainable development is often seen as a barrier to capital inflow to the region. Join Arsalan Mahtafar, Head of J.P. Morgan Development Finance Institution, and host Matthew Chan, Head of Sustainability and ESG Engagement in APAC, as they discuss strategies to mobilize capital to address climate and development goals while navigating the complexities of sustainable investment.
This episode was recorded on March 14, 2024.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.
© 2024 JPMorgan Chase & Company. All rights reserved.
Dive into the future of generative AI with Mark Murphy, Head of U.S. Enterprise Software Research, Gokul Hariharan, Co-Head of APAC TMT Research, and Jack Atherton, who covers TMT Specialist Sales. In this episode, they explore the burgeoning generative AI landscape: What are companies spending on? What’s going on with custom silicon programs? And where are we on the adoption curve?
This episode was recorded on March 25, 2024.
This communication is provided for information purposes only. Please read JP Morgan research reports related to its contents for more information including important disclosures. Copyright 2023 JP Morgan Chase & Co. All rights reserved.
Non-farm payrolls increased by 303,000 last month, far exceeding expectations. What’s underpinning the strength in the U.S. labor market? What does this mean for the inflation outlook? And what’s the path forward for the Fed? Mike Feroli, Chief U.S. Economist, sits down with Phoebe White, Head of U.S. Inflation Strategy, to discuss key takeaways from the March jobs report.
If you’re interested in learning more about Generative AI, be sure to check out our previous episode on the topic: https://link.chtbl.com/HdAHO7k9
This episode was recorded on April 5, 2024.
This communication is provided for information purposes only. Please read JP Morgan research reports related to its contents for more information including important disclosures.
Copyright 2024 JP Morgan Chase & Co. All rights reserved.
In this episode, host Evan Junek sits down with Rubiao Song, Head of Energy Tax Equity Investments, to discuss how this structured equity plays a key role in the development of renewable energy in the U.S. Learn about the economic impact of these investments, opportunities associated with the Inflation Reduction Act (IRA), and more.
This episode was recoded on March 18, 2024.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.
© 2024 JPMorgan Chase & Company. All rights reserved.
In this episode, the group discusses dynamics in APAC equity market structure, including the rise in APAC turnover ratios in recent years (in contrast to the decline in European turnover ratios), the dominance of the APAC retail investor, and key market structure themes to watch through 2024. Clare Witts, Head of Market Structure for APAC, is in discussion with Eloise Goulder, Head of the Global Data Assets & Alpha Group.
This episode was recorded on March 25, 2024.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
Cocoa prices have soared to an all-time high due to a global supply shortage. What’s the impact on chocolate makers, and what are they doing to adapt? Here, Ken Goldman, Lead Equity Research Analyst for U.S. Food Producers and Food Retailers, and Celine Pannuti, Head of European Staples and Beverages, share their thoughts with Shirley Wang, a credit analyst covering the investment-grade and high-yield consumer and retail sector.
This episode was recorded on March 19, 2024.
This communication is provided for information purposes only. Please read JP Morgan research reports related to its contents for more information including important disclosures.
Copyright 2024 JP Morgan Chase & Co. All rights reserved.
In this episode, host David Rawlings chats with Dorothee Blessing and Conor Hillery, Co-Heads of Investment Banking for EMEA at J.P. Morgan, on the financial pulse of the EMEA region. They explore the impact of geopolitical influences, regulatory shifts, and the M&A outlook in a rapidly evolving economic and investment banking landscape.
This episode was recorded on March 11, 2024.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.
© 2024 JPMorgan Chase & Company. All rights reserved.
Join host Evan Junek and Arsalan Mahtafar, Head of J.P. Morgan Development Finance Institution (DFI), as they explore key findings from the latest annual DFI report, including key transactions assessed for development impact and the success stories behind those numbers. Learn about the importance of impact investing, the role of the Impact Disclosure Taskforce and J.P. Morgan DFI's efforts to mainstream impact across financial products.
This episode was recorded on March 14, 2024.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.
© 2024 JPMorgan Chase & Company. All rights reserved.
In this episode, the group discuss recent outperformance in European equities - and particularly outperformance in European large caps, via SX5E Index. They run through the fundamental rationale for the European equity rally YTD, the extent to which Hedge Funds and other investors have bought into the rally, and resulting positioning levels and crowding in European stocks. They also discuss pockets within Europe which appear more stretched on valuation and positioning metrics, vs pockets with more opportunity. Daniel Landau, from the Positioning Intelligence team, is in discussion with Eloise Goulder, Head of the Global Data Assets & Alpha Group.
This episode was recorded on March 18, 2024.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
Electric vehicles have been getting mixed headlines of late, with consumer demand declining and auto firms cutting back on investments in this area. What’s prompting this slowdown, and what’s the outlook for the EV industry? Jose Asumendi, Head of European Auto Research, and Ryan Brinkman, Head of U.S. Autos and Auto Parts, share their insights.
This episode was recorded on March 8, 2024.
This communication is provided for information purposes only. Please read JP Morgan research reports related to its contents for more information including important disclosures.
Copyright 2024 JP Morgan Chase & Co. All rights reserved.
This episode dives into insights from J.P. Morgan’s Clean Tech Stars Conference, exploring opportunities and challenges in the clean tech sector. Host Rama Variankaval, Global Head of Corporate Advisory & Sustainable Solutions, chats with James Janoskey, Co-Head of Global Energy, Power, Renewables and Mining, and Chuka Umunna, Head of Sustainable Solutions & Green Economy Investment Banking in EMEA. They discuss the diverse ecosystem of green companies, evolving investor landscape, innovative financing, the role of public policy in driving green transition and more.
This episode was recorded on March 11, 2024.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.
© 2024 JPMorgan Chase & Company. All rights reserved.
In this episode we hear from Helen Jewell, EMEA CIO of Fundamental Equities at BlackRock. Helen discusses the evolution of data in the fundamental discretionary stock picking process, how data can be best leveraged in the forecasting process, the relative importance of earnings estimates vs valuation techniques, and how the active equity investing space could evolve from here. Helen is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group.
Shownotes :
https://www.blackrock.com/uk/solutions/stock-market-quarterly-outlook
https://www.blackrock.com/uk/solutions/corporate-earnings-review
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
The labor market continues to display remarkable resilience, with 275,000 jobs added in February. However, the U.S. jobless rate hit a two-year high while wage gains slowed, suggesting that conditions might be starting to moderate. Which sectors drove the strength in hiring? Will growth step down in the second quarter? And are we still on track for a rate cut in June? Join Michael Feroli, Chief U.S. Economist, and Phoebe White, Head of U.S. Inflation Strategy, as they discuss the key takeaways from the February jobs report.
This episode was recorded on March 8, 2024.
This communication is provided for information purposes only. Please read JP Morgan research reports related to its contents for more information including important disclosures.
Copyright 2024 JP Morgan Chase & Co. All rights reserved.
Join Kevin Foley, Global Head of Debt Capital Markets and Tarek Hamid, Head of North American Corporate Credit Research, as they recap highlights from J.P. Morgan’s Global High Yield & Leveraged Finance Conference. Discover insights on the macro economy, M&A outlook, private credit trends and more as we look to navigate the debt capital markets in 2024.
This episode was recorded on March 1, 2024.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.
© 2024 JPMorgan Chase & Company. All rights reserved.
In this episode we hear from Fulcrum’s Chief Research Officer Juan Antolin Diaz. Juan discusses the macroeconomic and advanced econometric approach to investing at Fulcrum, including the integration of both quant and discretionary techniques. He discusses the power of ‘Nowcasting’ to have a better understanding of the current economic backdrop, the benefits and challenges of dynamic asset allocation, the role of data in the investment process and how this has evolved over time, where AI techniques are proving beneficial, where academic research and rigour are additive to the investment process, and conclusions on market dynamics today. Juan is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group.
Shownotes:
https://www.fulcrumasset.com/global/en/
This episode was recorded on January 29, 2024.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
Is blockchain still a pipedream? In a world of increasing trading costs and capital constraints, could distributed ledger technology facilitate greater liquidity and efficient risk management? Can DLT realistically help address shortened settlement requirement requirements and cross-border funding challenges? Head of Markets DLT, Scott Lucas joins Kate Finlayson, Global Head of FICC Market Structure & Liquidity Strategy, to consider the changing market conditions and regulatory proposals driving more engagement in distributed ledger technology.
This episode was recorded on January 17, 2024.
The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument, are not issued by Research but are a solicitation under CFTC Rule 1.71. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures
© 2024 JPMorgan Chase & Company. All rights reserved.
Dive into the intricacies of China's economic landscape with Joyce Chang, Chair of Global Research at J.P. Morgan, and Haibin Zhu, Chief China Economist and Head of Greater China Economic Research. In this insightful episode, they tackle the complexities of China's growth trajectory and the nuanced narratives between markets and policymakers. They also discuss the ongoing challenges that China is facing in housing market, the future of China's influence on the global economy, and much more.
This episode was recorded on February 15, 2024.
This communication is provided for information purposes only. Please read JP Morgan research reports related to its contents for more information including important disclosures.
Copyright 2024 JP Morgan Chase & Co. All rights reserved.
“It’s all about the U.S., for better or for worse.” What are the key themes driving global markets and economies in 2024 and beyond? Will geopolitics, globalization, technology, climate action and more continue to be shaped by U.S. dominance? And how will these factors impact strategic portfolios? Chair of Global Research Joyce Chang and Jan Loeys, who covers long-term strategy, share their insights.
This episode was recorded on February 8, 2024.
This communication is provided for information purposes only. Please read JP Morgan research reports related to its contents for more information including important disclosures.
Copyright 2024 JP Morgan Chase & Co. All rights reserved.
In this episode the group discuss risk / reward for US equities following an incredibly strong rally over the last 3 months. They discuss strength in recent macro and micro data, implications of the recent ‘hotter’ CPI, the positioning backdrop for US equities and sectors, and key catalysts to watch to shape the narrative from here. Andrew Tyler, Head of US Market Intelligence, and John Schlegel, Head of Global Positioning Intelligence, are in discussion with Eloise Goulder, Head of the Global Data Assets & Alpha Group.
This discussion follows Making Sense podcast episodes released on:
- 9th January 2024 - Data Assets & Alpha Group: US Macro & Positioning Views - January 2024
- 16th November 2023 - Data Assets & Alpha Group: The Case For Further Near-Term US Upside
This episode was recorded on February 14, 2024.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
Ahead of J.P. Morgan’s Global High Yield & Leveraged Finance conference, Brian Tramontozzi, Head of North American Leveraged Finance Capital Markets, hosts Brian Rubin, Head of U.S. Fixed Income Trading at T. Rowe Price, and Michael Schechter, Partner and Head of Credit Trading at Ares Management. They discuss the current activity in the debt capital markets and potential factors that could impact the positive momentum.
This episode was recoded on February 5, 2024.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.
© 2024 JPMorgan Chase & Company. All rights reserved.
What do traders look for as they navigate market volatility in a dynamic landscape? How can firms utilize emerging technologies to achieve optimum outcomes? This episode explores the factors shaping execution strategies, the challenges in deploying new trading techniques and what current trends tell us about the future of electronic trading. Global Head of FICC e-Trading, Chi Nzelu joins Kate Finlayson, Global Head of FICC Market Structure & Liquidity Strategy, as they discuss cross-asset advancements in e-Trading and what to look out for next.
This episode was recorded on January 24, 2024.
The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument, are not issued by Research but are a solicitation under CFTC Rule 1.71. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures
© 2024 JPMorgan Chase & Company. All rights reserved.
The U.S. labor market continues to outperform expectations, with non-farm payrolls growing by 353,000 in January and wages increasing 4.5%. What does this all mean for inflation and interest rates? Join Michael Feroli, Chief U.S. Economist, and Samantha Azzarello, Head of Content Curation and Strategy, as they discuss the January jobs report.
This episode was recorded on February 2, 2024.
This communication is provided for information purposes only. Please read JP Morgan research reports related to its contents for more information including important disclosures.
Copyright 2024 JP Morgan Chase & Co. All rights reserved.
In this episode we hear from Anna Stupnytska, Global Macro Economist at Fidelity International. Anna discusses the impact of Climate Change on growth, inflation and interest rates under various policy scenarios, the trade-off between nearer-term ‘transition risks’ and longer-term ‘physical risks’, what all this means for asset prices and strategic asset allocation, and distinguishing ‘signal from noise’ across the breadth of ESG data. Anna is in discussion with Eloise Goulder, Head of the Global Data Assets & Alpha Group.
Links for show notes:
From the top down: Capital market assumptions in the climate crisis (fidelity.co.uk)
February-2023-Global-Macro-Insights-Tracking-net-zero-progress.pdf (fidelity.co.uk)
Race to net zero: Seeing the world in an investment portfolio (fidelity.co.uk)
This episode was recorded on January 22, 2024.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
After hitting record highs in 2023, will gold prices enjoy another glittering year? And will silver prices follow suit? Join Natasha Kaneva, Head of Global Commodities Strategy, and Gregory Shearer, Head of Base and Precious Metals Strategy, as they explore the outlook for precious metals in 2024.
Read the full outlook for gold prices here: https://www.jpmorgan.com/insights/global-research/commodities/gold-prices
This episode was recorded on January 22, 2024.
This communication is provided for information purposes only. Please read JP Morgan research reports related to its contents for more information including important disclosures.
Copyright 2024 JP Morgan Chase & Co. All rights reserved.
Join this roundtable discussion with Daniel Rudnicki Schlumberger, Head of Leveraged Finance EMEA, Ben Thompson, Head of EMEA Leveraged Finance Capital Markets, and Natalie Netter, Head of EMEA Leveraged Finance Syndicate. Gain insights into factors shaping leveraged finance markets in Europe, from technical drivers and refinancing activities to M&A transactions and the broader market conditions.
This episode was recorded on January 18, 2023.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.
© 2024 JPMorgan Chase & Company. All rights reserved.
Join host David Rawlings and Michael Cembalest, Chairman of Market and Investment Strategy at J.P. Morgan Asset and Wealth Management, as they discuss the state of the global economy and outlook in 2024. Explore the possibility of a soft landing and market surprises. Dive into topics like the evolving role of regional banks, antitrust risks, global elections’ implications on markets and more.
Read Michael’s full outlook: https://privatebank.jpmorgan.com/nam/en/insights/latest-and-featured/eotm/outlook
This episode was recorded on January 9, 2024.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.
© 2024 JPMorgan Chase & Company. All rights reserved.
As the 42nd J.P. Morgan Healthcare Conference wraps up, host David Rawlings and Mike Gaito, Global Head of Healthcare Investment Banking, explore the recent M&A trends and the impact of economic factors on healthcare investments. Dive into the latest developments from innovation in AI and machine learning to data management and outcomes-driven healthcare services. How can boards and management teams navigate the healthcare sector in 2024?
This episode was recorded on January 12, 2024.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.
© 2024 JPMorgan Chase & Company. All rights reserved.
Inflation slowed across the globe in 2023, raising hopes of a soft landing. Looking ahead, will it decline further or will it prove to be sticky above central banks’ targets? Join Chief Economist Bruce Kasman and Senior Economist Nora Szentivanyi as they discuss the global inflation outlook for 2024.
This episode was recorded on January 11, 2024.
This communication is provided for information purposes only. Please read JP Morgan research reports related to its contents for more information including important disclosures.
Copyright 2024 JP Morgan Chase & Co. All rights reserved.
In this episode, the group discuss the key surprises that emerged through 2023, how they played out from a positioning perspective and key catalysts to monitor for the year ahead. Eloise Goulder, Head of the Data Assets & Alpha Group (DA&A) and Jigar Vakharia, a member of the group’s Positioning Intelligence team are in conversation with Edwina Lowe, Product Specialist within the DA&A Group.
This episode was recorded on January 15, 2024.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
In this podcast, Rama Variankaval, Global Head of Corporate Advisory & Sustainable Solutions, regroups with his teammate Evan Junek to introduce their latest “Corporate Compass” report, which outlines how corporate clients can proactively de-risk their financial needs to be well-positioned for navigating 2024 and beyond. Rama and Evan dive into the challenges and opportunities arising from these key themes – today’s interest rates and cost of capital, value of scale and overall market risks – providing actionable strategies for boards, CEOs and senior management.
Read the full “Corporate Compass” report: https://www.jpmorgan.com/corporate-compass-report
Some of the datapoints referenced in this podcast are sourced from FactSet as of year-end 2023.
This episode was recorded on January 4, 2024.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.
© 2024 JPMorgan Chase & Company. All rights reserved.
In this episode, Andrew Tyler (Head of US Market Intelligence) and John Schlegel (Head of Global Positioning Intelligence) discuss the tactical view for US Equities, post the strong rally into the end of 2023. They touch on upcoming catalysts, risks, and how much positioning has shifted. Sector and thematic views are mentioned as well.
This episode was recorded on January 8, 2024.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
The pace of hiring in the U.S. continues apace, with the economy adding 216,000 jobs in December — significantly more than expected. At the same time however, the labor force participation rate dipped to its lowest in nearly a year. Against this backdrop, is the Fed still expected to cut rates in 2024? Join Michael Feroli, Chief U.S. Economist, and Samantha Azzarello, Head of Content Curation and Strategy, as they discuss the December payrolls report.
This episode was recoded on January 5, 2024.
This communication is provided for information purposes only. Please read JP Morgan research reports related to its contents for more information including important disclosures.
Copyright 2024 JP Morgan Chase & Co. All rights reserved.
In this 2-part episode, we hear from Anthony Todd, CEO of Hedge Fund Aspect Capital, a diversified systematic asset manager which Anthony Co-Founded more than 25 years ago. In Part 2, Anthony discusses why he believes trend-following techniques will remain durable investment strategies over the longer term, use of AI and machine learning in the investment process, and how he expects the industry to evolve from here. Anthony Todd is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group.
Show notes:
https://www.aspectcapital.com/
This episode was recorded on November 22, 2023.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
With more attention on emerging market interest rate derivatives than ever before, this episode delves into key trading dynamics. Meridy Cleary from the FICC Market Structure team speaks to Avi Berkowicz, the Head of CEEMEA Local Rates Trading on trading protocols, electronification trends, the road ahead for local risk-free rate transitions, and which markets our traders have their eyes on.
This episode was recorded on December 13, 2023.
The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument, are not issued by Research but are a solicitation under CFTC Rule 1.71. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures
© 2024 JPMorgan Chase & Company. All rights reserved.
In this 2-part episode we hear from Anthony Todd, CEO of Hedge Fund Aspect Capital, a diversified systematic asset manager which Anthony Co-Founded more than 25 years ago. In Part 1, Anthony discusses the evolution of the industry over the last 25 years, and the investment philosophy behind setting up and developing Aspect Capital over that period. Anthony Todd is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group.
Show notes:
https://www.aspectcapital.com/
This episode was recorded on November 22, 2023.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
Ongoing inflation, high interest rates and diminishing excess savings are pressurizing consumer confidence this holiday shopping season. Against this uncertain macro backdrop, are consumers still willing and able to spend this year? Join Matthew Boss, Head of Department Stores, Specialty Softlines and Leisure, and Georgina Johanan, Head of European General Retail, as they discuss the outlook for holiday shopping.
This episode was recorded on December 15, 2023.
This communication is provided for information purposes only. Please read JP Morgan research reports related to its contents for more information including important disclosures.
Copyright 2023 JP Morgan Chase & Co. All rights reserved.
In this 2-part episode, we delve into 5 major AI / ML models and 40+ associated keywords, running through the merits and differences between those models, the drawbacks from each, and use cases in applying these models to alpha generation and investing. We also cover which areas may be most ripe for further development and adoption within the industry. Peng Cheng, Head of Big Data and AI Strategies within J.P. Morgan’s Research division, and Emma Wu, a member of the same team, are in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group.
Websites referenced throughout this episode:
https://arxiv.org/
https://www.ssrn.com/index.cfm/en/
https://www.kaggle.com/
https://developers.google.com/machine-learning/glossary
This episode was recorded on November 30, 2023.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
In this year-end episode, host Kathleen Darling leads a roundtable discussion with Kevin Foley, Global Head of Debt Capital Markets, and Achintya Mangla, Global Head of Equity Capital Markets. Dive into the forces that have shaped capital markets in 2023 and the factors driving a resilient economy to date. Explore the challenges and opportunities that lie ahead in 2024, from broad themes such as geopolitics and potential rate cuts to market specifics including IPO pipelines, M&A activity and more.
This episode was recorded on December 11, 2023.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.
© 2023 JPMorgan Chase & Company. All rights reserved.
In this 2-part episode, we delve into 5 major AI / ML models and 40+ associated keywords, running through the merits and differences between those models, the drawbacks from each, and use cases in applying these models to alpha generation and investing. We also cover which areas may be most ripe for further development and adoption within the industry. Peng Cheng, Head of Big Data and AI Strategies within J.P. Morgan’s Research division, and Emma Wu, a member of the same team, are in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group.
Websites referenced throughout this episode:
https://arxiv.org/
https://www.ssrn.com/index.cfm/en/
https://www.kaggle.com/
https://developers.google.com/machine-learning/glossary
This episode was recorded on November 30, 2023.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
What is Basel III and how might the recent US proposals impact markets? Kate Finlayson, Global Head of FICC Market Structure, and Meridy Cleary in FICC Market Structure, break down the key considerations around proposed capital requirements and explores what they could mean for market functioning and liquidity.
This episode was recorded on November 30, 2023.
The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument, are not issued by Research but are a solicitation under CFTC Rule 1.71. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures
© 2023 JPMorgan Chase & Company. All rights reserved.
In November, the U.S. economy added 199,000 jobs — boosted by workers returning from strikes — while the unemployment rate fell to 3.7%. What does this all mean for the Fed’s soft landing narrative? Join Michael Feroli, Chief U.S. Economist, and Samantha Azzarello, Head of Content Curation and Strategy, as they discuss the November payrolls report.
This episode was recorded on December 8th, 2023.
This communication is provided for information purposes only. Please read JP Morgan research reports related to its contents for more information including important disclosures.
Copyright 2023 JP Morgan Chase & Co. All rights reserved.
As we wrap up 2023, David Rawlings hosts Jay Horine, North America Head of Investment Banking and Co-Head of Global Energy, Power, Renewables and Mining, for a conversation about what’s ahead for investment banking. They explore market dynamics, the U.S. and global economy, sector trends and the outlook for deal-making in 2024. Jay also shares insights into industry innovation and how CEOs and boards can navigate the evolving investment banking landscape.
This episode was recorded on November 30, 2023.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.
© 2023 JPMorgan Chase & Company. All rights reserved.
Recent high-profile data breaches and geopolitically motivated cyber-attacks are driving awareness around the importance of risk mitigation. What’s the overall health of the cybersecurity sector? Will enterprise spend on security continue to grow? And what role does AI play? Join Brian Essex, who covers U.S. Software Equity Research, and Jack Atherton, who covers Technology, Media and Telecom Specialist Sales, as they discuss the state of cybersecurity.
This episode was recorded on November 21, 2023.
This communication is provided for information purposes only. Please read JP Morgan research reports related to its contents for more information including important disclosures.
Copyright 2023 JP Morgan Chase & Co. All rights reserved.
The market for GLP-1s — also commonly known as obesity drugs — is projected to exceed $100 bn globally by 2030. Why are these drugs growing in popularity, and could they lead to a paradigm shift in health care? Elif Korkmaz, who covers Health Care Specialist Sales, sits down with Chris Schott, Senior Analyst covering U.S. Diversified Biopharma, and Richard Vosser, Head of European Pharma & Biotech, to discuss the latest developments in this space.
This episode was recorded on Wednesday, November 29th.
This communication is provided for information purposes only. Please read JP Morgan research reports related to its contents for more information including important disclosures.
Copyright 2023 JP Morgan Chase & Co. All rights reserved.
In this episode, host Evan Junek welcomes back Faheen Allibhoy, Global Head of Development Banks and Multilateral Institutions. They spotlight sustainable finance, dive into the new Impact Disclosure Guidance, discuss the challenges facing multilateral development banks and focus on the COP28 conference.
This episode was recorded on October 31st, 2023.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.
© 2023 JPMorgan Chase & Company. All rights reserved.
Join Todd Marr, Head of Debt Private Placements at J.P. Morgan, as he unpacks the growth in the debt private placement market. Hosted by Tan Hunjan, they address the key benefits and considerations for issuers venturing into private placements, while uncovering recurrent marketplace themes and supply trends.
This episode was recorded on November 20th, 2023.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.
© 2023 JPMorgan Chase & Company. All rights reserved.
On the back of J.P. Morgan’s recent Global Energy Conference, Christyan Malek, Global Head of Energy Strategy and Head of EMEA Oil & Gas Equity Research, and Shikha Chaturvedi, Head of Global Natural Gas and Natural Gas Liquids Strategy, explore the 2024 outlook for their respective sectors. How will supply and demand fundamentals play out? Can we expect price volatility? And are we entering the next wave of the energy supercycle?
This episode was recorded on November 14, 2023.
This communication is provided for information purposes only. Please read JP Morgan research reports related to its contents for more information including important disclosures.
Copyright 2023 JP Morgan Chase & Co. All rights reserved.
In this episode the group discusses US equities in the context of the near 10% S&P500 rally over the last few weeks. They discuss the fundamental backdrop from a macro, micro and policy lens; the positioning perspective and extent to which investor flows turned bearish through September and October; what this could mean for near-term US equity upside and which sectors look most ripe to rally; and finally key risks to watch from here. Eloise Goulder, Head of the Data Assets & Alpha Group, is in discussion with Andrew Tyler, Head of US Market Intelligence, and John Schlegel, Head of Global Positioning Intelligence.
This episode was recorded on November 15, 2023.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
Todd Rothman, Managing Director of North American High Yield and Leveraged Loan Capital Markets, dives into the latest developments in the leverage loan and high yield markets with Kathleen Darling. They shed light on key catalysts influencing market dynamics, including geopolitical conflicts, a precipitous move in treasuries, recent economic data and more. Tune in to discover how companies can seize market windows of opportunity before year-end.
This episode was recorded on November 7, 2023.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.
© 2023 JPMorgan Chase & Company. All rights reserved.
Michael Feroli, Chief US Economist, and Samantha Azzarello, Head of Content Curation and Strategy, discuss the October payrolls report.
This episode was recorded on November 3, 2023.
This communication is provided for information purposes only. Please read JP Morgan research reports related to its contents for more information including important disclosures. Copyright 2023 JP Morgan Chase & Co. All rights reserved.
In this episode we hear from David Denison, Deputy CIO of Hedge Fund Florin Court Capital, a diversified systematic asset manager. David discusses the philosophy behind trading multiple diversified asset classes across the power / electricity, commodity, interest rate swap and FX markets, the dynamics of a market with fewer speculating players and more producer players, the periods in which trend-following has been particularly successful historically, the benefits of trend-following in mitigating behavioral biases such as anchoring, and the growth in alternative CTAs as a HF asset class. David Denison is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group.
Shownotes:
To learn more about Florin Court Capital, see https://florincourt.com/
To learn more about David’s book, see: “Bayesian Methods for Nonlinear Classification and Regression”, Wiley, 2002.
This episode was recorded on October 16th, 2023.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
From giant skeletons to pet costumes, find out what’s been filling Halloween shopping baskets with consumer sector specialist Briggs Barton and Carla Casella, Head of U.S. High Yield Consumer Products, Food and Retail. Consumers are spending around events and holidays but with dwindling savings, student loan repayments and high rates, many are feeling the strain. Can momentum continue into peak holiday season?
This episode was recorded on October 24, 2023.
This communication is provided for information purposes only. Please read JP Morgan research reports related to its contents for more information including important disclosures.
Copyright 2023 JP Morgan Chase & Co. All rights reserved.
Resilience. Fragmentation. Divergence. These were just some of the buzzwords that emerged during the investor conference J.P. Morgan hosted at the IMF/World Bank Annual Meetings in October 2023. What else was top of mind for attendees? Join Joyce Chang, Chair of Global Research, Jahangir Aziz, Head of Emerging Market Economics Research, and Jan Loeys, Head of Long-Term Strategy, as they recap the key themes from the conference.
This episode was recorded on October 18th, 2023.
This communication is provided for information purposes only. Please read JP Morgan research reports related to its contents for more information including important disclosures.
Copyright 2023 JP Morgan Chase & Co. All rights reserved.
Although the IPO market has been quiet since its 2021 peak, signs of resurgence are emerging. Join Lorenzo Soler, Head of Global Equity Syndicate, and host David Rawlings to explore the current state of the IPO market. Topics include issuer and investor engagement, macroeconomics and geopolitical dynamics, strategies for a successful IPO and a glimpse into the 2024 market landscape.
This episode was recorded on October 24th, 2023.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.
© 2023 JPMorgan Chase & Company. All rights reserved.
Fed policy, inflation and jobs growth are top of mind — find out what they mean for the economy as J.P. Morgan experts share their insights and predictions. Join host Phoebe White, Head of U.S. Inflation Strategy as she talks to Michael Feroli, Chief U.S. Economist and Jay Barry, Co-Head of U.S. Rates Strategy. Together, they tackle the hard-hitting questions: Why is the U.S. economy not slowing down? Is a “soft landing” scenario a given? And when will inflation get back to a comfortable place?
This episode was recorded on October 16, 2023.
This communication is provided for information purposes only. Please read JP Morgan research reports related to its contents for more information including important disclosures.
Copyright 2023 JP Morgan Chase & Co. All rights reserved.
In light of the proposed updates from Moody’s on corporate hybrids, we dive into the potential changes and implications for financing strategies. In this episode, Jem Gumussoy, an Executive Director of our Investment Grade Finance team, hosted by Tan Hunjan, explores the corporate hybrid bond market and the impact of evolving industry standards.
This episode was recorded on October 16, 2023.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.
© 2023 JPMorgan Chase & Company. All rights reserved.
In this episode we hear from Renee Yao, Founder and CIO of Hedge Fund Neo Ivy, a firm which uses complex AI techniques in the investment process. Renee discusses the rationale for adopting these AI techniques, the evolution of these methods, and also the pitfalls and challenges of an AI-driven approach. Renee Yao is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group.
To read more about Neo Ivy Capital, see https://www.neoivycapital.com/
This episode was recorded on September 12, 2023.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
This episode highlights some of the top market structure themes you need going into Q4 2023, including the focus on Treasury basis trading, Basel III developments, India’s bond market dynamics, T+1 settlement and more. Join Kate Finlayson, Leland Price and Meridy Cleary as they highlight the key policy, trading, and microstructural developments right now.
This episode was recorded on October 10, 2023.
The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument, are not issued by Research but are a solicitation under CFTC Rule 1.71. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures
© 2023 JPMorgan Chase & Company. All rights reserved.
What are Europe’s economic challenges and opportunities? Join host Louise Bennetts and Karen Ward, Chief Market Strategist EMEA at J.P. Morgan Asset Management, as they take a look back over the last decade to see what it means for Europe’s future. They discuss topics ranging from energy to inflation, capital markets and more.
This episode was recorded on October 9, 2023.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.
© 2023 JPMorgan Chase & Company. All rights reserved.
In this episode we hear from Jamie Wise, Founder, President and CEO of Hedge Fund Periscope Capital and BUZZ Holdings. He discusses the merit of tracking sentiment as an investing factor, the use of social media and online platforms as a discussion tool for retail investors, identifying alphas from those posts, and what those posts say about sentiment right now. Jamie Wise is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group.
To read more about Periscope Capital, see https://www.periscopecap.com/
Note that BUZZ Holdings created the BUZZ NextGen AI US Sentiment Leaders Index, which is currently licensed by Van Eck & Associates for use in the VanEck Social Sentiment ETF (NYSE: BUZZ).
This episode was recorded on September 12, 2023.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
What does a former investment banker — and successful entrepreneur — have to say about leadership? During J.P. Morgan’s recent Tech Stars Leadership Forum, Scott Galloway, Professor of Marketing at NYU Stern School of Business, chatted with Alex Watkins, Co-Head of J.P. Morgan’s International Equity Capital Markets. Tune in now to hear Scott’s advice for tech founders and the top three things that make a good CEO, plus the key trends driving the tech industry.
This episode was recorded on October 2, 2023.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.
© 2023 JPMorgan Chase & Company. All rights reserved.
Michael Feroli, Chief US Economist, and Samantha Azzarello, Head of Content Curation and Strategy, discuss the September payrolls report.
This episode was recorded on October 6, 2023.
This communication is provided for information purposes only. Please read JP Morgan research reports related to its contents for more information including important disclosures. Copyright 2023 JP Morgan Chase & Co. All rights reserved.
In this episode, we hear from Maxime Carmignac, CEO and Director of Carmignac UK. Maxime discusses the benefits of the fundamental discretionary investing style, how ESG can most powerfully be captured within this process, research around the benefits of family- and employee- owned businesses, and the rationale for providing financial products direct to the retail investor (both female and male). Maxime is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group.
To read more about Carmignac, see https://www.carmignac.com/en_US
This episode was recorded September 18, 2023.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
Join Kathleen Darling as she hosts Brian Tramontozzi, Head of North American Leveraged Finance Capital Markets, to discuss the ever-so-active leveraged loan and high yield markets post-Labor Day reopening. In this podcast, they explore the recent uptick in deal activity, technical backdrop and outlook for Q4. Brian explains today’s favorable market conditions and why companies that have a need in the next few years to access capital, in either the leverage loan market or high yield market, should consider going now.
This episode was recorded on September 27, 2023.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.
© 2023 JPMorgan Chase & Company. All rights reserved.
In this episode, Krupa Patel dives into the UK economy and markets. She discusses the current UK inflation, growth and policy backdrop, how it differs from the rest of the DM world, and, in Krupa’s view the ripe x-asset investment opportunities currently presenting themselves. Krupa Patel, Head of International Market Intelligence is interviewed by Eloise Goulder, Head of the Data Assets & Alpha Group.
This episode was recorded on September 22, 2023.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
© 2023 JPMorgan Chase & Company. All rights reserved.
From the Hollywood strikes to carriage disputes and cord-cutting, media companies are grappling with several challenges. Join Philip Cusick (U.S. Communications Services, Infrastructure and Media), David Karnovsky (Head of U.S. Media, Entertainment and Advertising) and Jack Atherton (Technology, Media and Telecom Specialist Sales) as they explore the outlook for the media industry.
This episode was recorded on September 22, 2023.
This communication is provided for information purposes only. Please read JP Morgan research reports related to it’s contents for more information including important disclosures. Copyright 2023 JP Morgan Chase & Co. All rights reserved.
As shareholder activism gains momentum worldwide, this podcast sheds light on key trends covering universal proxy rules, the capital allocation debate, M&A activity and the overall global outlook. Learn how boards and management can prepare for activism efforts and navigate the evolving business environment.
J.P. Morgan experts lead this discussion, including David Freedman, Global Head of Shareholder Engagement and M&A Capital Markets, Alfredo Porretti, Head of Shareholder Engagement and M&A Capital Markets for North America and Darren Novak, Head of Shareholder Engagement and M&A Capital Markets for EMEA.
This episode was recorded on September 15, 2023.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.
© 2023 JPMorgan Chase & Company. All rights reserved.
In this episode, we hear from Peng Cheng, Head of Big Data and AI Strategies in the Global Research department of J.P. Morgan. Peng runs through two ways in which his team are leveraging ML/ AI techniques to forecast stock returns: on the one hand, using cross-sectional AI to assess corporate sentiment at the stock level (‘Smartbuzz’), and on the other hand, using time series machine learning techniques to forecast future returns. Peng also discusses what these toolkits say about markets today. Peng is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group.
This episode was recorded on September 13, 2023.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
© 2023 JPMorgan Chase & Company. All rights reserved.
In this episode, the group delves into investor positioning, discussing the extent to which equities have positioning headroom for a further rally from here. They look into positioning from a host of investor sources, including Hedge Funds, CTAs, the retail investor, ETFs and mutual funds, and across the US, Europe and Asia. Eloise Goulder, Head of the Data Assets & Alpha Group, is in discussion with John Schlegel, Head of the Global Positioning Intelligence team.
This episode was recorded on September 11, 2023.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
© 2023 JPMorgan Chase & Company. All rights reserved.
As J.P. Morgan’s European High Yield and Leveraged Finance conference concludes, Daniel Rudnicki Schlumberger, Head of Leveraged Finance EMEA, discusses key insights with Daniel Lamy, Head of European Credit Strategy Research and Andrew Crook, Head of EMEA Leveraged Finance Sales. They explore European leveraged finance markets’ short-term resilience and potential challenges on the horizon, from default rate expectations and corporate performance to the refinancing landscape. How will evolving dynamics impact investor sentiment and decision-making?
This episode was recorded on September 8, 2023.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.
© 2023 JPMorgan Chase & Company. All rights reserved.
China’s EV industry is experiencing exponential growth. Why is this so, and how is EV battery technology key to this revolution? Find out more from Nick Lai, Head of China Equity Research and Head of APAC Auto Research, and Rebecca Wen, who covers the China EV battery and auto parts sector at J.P. Morgan.
This episode was recorded on September 5, 2023.
This communication is provided for information purposes only. Please read JP Morgan research reports related to its contents for more information including important disclosures. Copyright 2023 JP Morgan Chase & Co. All rights reserved.
With carbon markets growing exponentially, this episode delves into how emissions trading works, opportunities across regions, and policy initiatives helping to drive further market participation.
Meridy Cleary from J.P. Morgan’s FICC Market Structure team speaks to emissions trader, Jose Cubria, on the fundamental drivers of compliance and voluntary carbon markets.
This episode was recorded on August 24, 2023.
The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument, are not issued by Research but are a solicitation under CFTC Rule 1.71. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures
© 2023 JPMorgan Chase & Company. All rights reserved.
Michael Feroli, Chief US Economist, and Samantha Azzarello, Head of Content Curation and Strategy, discuss the August payrolls report.
This episode was recorded on September 1, 2023.
This communication is provided for information purposes only. Please read JP Morgan research reports related to its contents for more information including important disclosures. Copyright 2023 JP Morgan Chase & Co. All rights reserved.
In this episode, Ben Thompson, Head of EMEA Leveraged Finance Capital Markets, hosts Martin Horne, Global Head of Public Assets at Barings. Ahead of J.P. Morgan’s European High Yield and Leveraged Finance conference, they discuss the current state of the debt capital markets and outlook for next year, diving into global and regional trends, portfolio positionings, the private credit market and more.
This episode was recorded on August 29, 2023.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.
© 2023 JPMorgan Chase & Company. All rights reserved.
In this episode, the group delves into European market structure, discussing firstly the context of still lackluster European turnover and liquidity, and secondly the emergence of the European retail investor. They discuss the European countries in which the retail investor has been most active, the characteristics of the stocks which have been most traded, and the possible market impact of these European retail flows. Eloise Goulder, Head of the Data Assets & Alpha Group, is joined Chris Andrew, Head of Market Structure and Regulatory Change (EMEA). This is the second podcast conversation on the topic between Eloise and Chris. You can listen to their first episode here: https://link.chtbl.com/DzU9lJtG
This episode was recorded on August 23, 2023.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
© 2023 JPMorgan Chase & Company. All rights reserved.
From vehicle electrification to autonomous driving, what does the road ahead look like for the automotive industry? Jose Asumendi, Head of European Automotive Research, and Ryan Brinkman, Head of U.S. Autos & Auto Parts, discuss the key trends shaping the future of mobility.
This episode was recorded on August 17, 2023.
This communication is provided for information purposes only. Please read JP Morgan research reports related to its contents for more information including important disclosures. Copyright 2023 JP Morgan Chase & Co. All rights reserved.
In this episode, King Ho, Co-head for Product for Depositary Receipts, Asia Pacific and MENA markets at J.P. Morgan, is joined by Braedon Lehman, Senior Associate for Corporate Governance and M&A at S&P Global Market Intelligence, and Prerna Divecha, Climate and ESG Credit and Risk Solutions business at S&P Global Market Intelligence, to discuss the value of sustainability and related corporate governance practices and how this may connect to climate risk based on case studies of companies in Asia Pacific and Latin America. Braedon and Prerna will highlight some of the main findings from the S&P's study commissioned by J.P. Morgan and suggests practical implications for companies considering this as part of their corporate strategy.
This episode was recorded on August 11, 2023.
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This podcast has been created and prepared for informational purposes only and should not be relied upon as financial, investment, and/or legal advice. The content of this podcast may not be reproduced or used for any other purpose without the prior written consent of J.P. Morgan. The views expressed in the podcast are those of the speakers’ and do not necessarily constitute J.P. Morgan’s endorsement of the same.
The statements in this podcast are not intended to be legally binding. In preparing this podcast, J.P. Morgan has relied upon and assumed, without independent verification, the accuracy and completeness of all information available from public sources. Neither J.P. Morgan nor any of its directors, officers, employees or agents shall incur any responsibility or liability whatsoever to any other party in respect of the contents of this podcast or any matters referred to in, or discussed as a result of, this podcast. J.P. Morgan makes no representations as to the legal, regulatory, tax or accounting implications of the matters referred to in this podcast.
The products and services described in this podcast (if any) are offered by JPMorgan Chase Bank, N.A. or its affiliates subject to applicable laws and regulations and service terms. Not all products and services are available in all locations. Eligibility for particular products and services will be determined by JPMorgan Chase Bank, N.A. and/or its affiliates.
©2023 JPMorgan Chase & Co. All rights reserved.
What are the top long-term risks for global markets, and how can investors prepare? Join Joyce Chang, Chair of Global Research, and Jan Loeys, who covers Long-Term Strategy, as they discuss the key factors that will shape the investment landscape over the next 10 years.
This episode was recorded on July 28, 2023.
This communication is provided for information purposes only. Please read JP Morgan research reports related to its contents for more information including important disclosures. Copyright 2023 JP Morgan Chase & Co. All rights reserved.
In this episode, Andrew Tyler, Head of US Market Intelligence, and John Schlegel, Head of Global Positioning Intelligence, discuss how views on US markets have shifted for the near term, post the strong performance in prior months and a view that US macro data is “goldilocks.” They cover how much of the good news might be priced in and diverging views around the Fed. From a positioning angle, they discuss the large amount of short covering by Hedge Funds and what typically follows, alongside what the current “pain trade” might be.
This episode was recorded on August 14, 2023.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
© 2023 JPMorgan Chase & Company. All rights reserved.
What is El Niño, and how will it impact weather patterns and crop yields across the globe? Are there implications for the wider commodity complex? Get answers from Tracey Allen, Agricultural Commodities Strategist, and Natasha Kaneva, Head of Global Commodities Strategy.
This episode was recorded on July 26, 2023.
This communication is provided for information purposes only. Please read JP Morgan research reports related to its contents for more information including important disclosures. Copyright 2023 JP Morgan Chase & Co. All rights reserved.
In this episode, the team discuss the investment case for US vs. international equities post strong outperformance of US markets YTD. They run through the fundamental, valuation, and sentiment differentials between the regions, and while they see further scope for US markets to outperform international markets (especially Europe and China), they do remain positive on Japan and the economy’s structural transformation. Krupa Patel, Head of International Market Intelligence, is interviewed by Edwina Lowe, Product Specialist within the Data Assets & Alpha Group.
This episode was recorded on August 7, 2023.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
© 2023 JPMorgan Chase & Company. All rights reserved.
Michael Feroli, Chief US Economist, and Samantha Azzarello, Head of Content Curation and Strategy, discuss the July payrolls report.
This episode was recorded on August 4th, 2023.
This communication is provided for information purposes only. Please read JP Morgan research reports related to its contents for more information including important disclosures. Copyright 2023 JP Morgan Chase & Co. All rights reserved.
Join Kathleen Darling as she hosts David de Boltz, Managing Director of Leveraged Finance Capital Markets, to discuss the tech sector's current financing activities and trends. They dive into drivers and challenges, from macroeconomic dynamics, institutional demand to the market technicals. Find out why tech financing is in a “Goldilocks” scenario, and how the resurgent M&A and AI wave could turn up the heat.
This episode was recorded on July 24, 2023.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.
© 2023 JPMorgan Chase & Company. All rights reserved.
Are house prices going to fall in the U.S.? Could another crash lie ahead? Or will tight supply keep the housing market in a healthier place? Find out from John Sim, Head of Securitized Products Research, Anthony Paolone, Co-head of U.S. Real Estate Stock Research and Michael Rehaut, Head of U.S. Homebuilding and Building Products Equity Research. Join them for an insightful discussion as they answer key questions about the state of the U.S. housing market.
This episode was recorded on Wednesday, July 12, 2023.
This communication is provided for information purposes only. Please read JP Morgan research reports related to its contents for more information including important disclosures. Copyright 2023 JP Morgan Chase & Co. All rights reserved
In this episode, the team dives into US equities - post the strong YTD rally - and discuss whether equities can push even higher through Q3. They run through the health of the US consumer, the rates path from here (post this week’s lower CPI print), and the extent to which investors are now heavily positioned in US markets. Andrew Tyler (Head of US Market Intelligence) and John Schlegel (Head of Global Positioning Intelligence) are in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group.
This episode was recorded on July 12, 2023.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
© 2023 JPMorgan Chase & Company. All rights reserved.
Host Rebecca Thornton chats with Tony Lewis, CEO of Aumni, and Mike Elanjian, Head of Digital Private Markets at J.P. Morgan, about how data has the potential to transform the venture capital market. With the firm’s recent acquisition of data company Aumni, hear how this cutting-edge platform is teaming up with J.P. Morgan’s Capital Connect to facilitate market transparency and alignment between startups and investors.
This episode was recorded on July 6, 2023.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.
© 2023 JPMorgan Chase & Company. All rights reserved.
In this episode, the Data Assets & Alpha Group look back on H1 2023 with a focus on x-asset, regional and thematic performance. They discuss the evolution of the macro narrative from inflation concerns to the rise in use of AI, what positioning looks like now and the outlook for the remainder of the year. Eloise Goulder, Head of the Data Assets & Alpha Group, is interviewed by Edwina Lowe, Product Specialist within the team.
This episode was recorded on July 10, 2023.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
© 2023 JPMorgan Chase & Company. All rights reserved.
Michael Feroli, Chief US Economist, and Samantha Azzarello, Head of Content Curation and Strategy, discuss the June payrolls report.
This episode was recorded on June 7, 2023.
This communication is provided for information purposes only. Please read JP Morgan research reports related to its contents for more information including important disclosures. Copyright 2023 JP Morgan Chase & Co. All rights reserved.
Host Kathleen Darling and Todd Rothman, Managing Director of North American High Yield and Leveraged Loan Capital Markets, discuss activity across leveraged capital markets against the current backdrop. They dive into the financing trends for M&A and LBO transactions, and the implications for structuring and documentation strategies and more.
This episode was recorded on June 28, 2023.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.
© 2023 JPMorgan Chase & Company. All rights reserved.
Join host Rebecca Thornton in an engaging conversation with Lisa Wardell, former CEO and Executive Chair of Adtalem Global Education. Having experience across 15+ public and private boards including current positions at American Express and Adtalem, hear Lisa’s first-hand insights on effective governance strategies, from successful management partnerships to board mentorship, diversity and succession planning.
This episode was recorded on June 14, 2023.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.
© 2023 JPMorgan Chase & Company. All rights reserved.
What lies ahead for markets in the second half of the year? In this episode of “Research Recap,” J.P. Morgan Research analysts take stock of what has happened so far in 2023 and explore the outlook for global growth, equities, rates, commodities, currencies and more.
00:35 – Global growth with Bruce Kasman, Chief Global Economist
05:08 – U.S. rates with Jay Barry, Co-Head of U.S. Rates Strategy
07:22 – International rates with Fabio Bassi, Head of International Rates Strategy
10:28 – Credit markets with Stephen Dulake, Global Head of Credit, Securitized Products and Public Finance Research
15:32 – Currencies with Meera Chandan, Co-Head of Global FX Strategy
18:38 – Commodities with Natasha Kaneva, Head of Global Commodities Strategy
22:22 – Emerging markets with Jonny Goulden, Head of EM Local Markets and Sovereign Debt Strategy
27:59 – Cross-asset strategy with Tom Salopek, Head of Global Cross-Asset Strategy
32:54 – Equities with Mislav Matejka, Head of Global Equity Strategy
This episode was recorded on June 14 - June 21, 2023.
This communication is provided for information purposes only. Please read JP Morgan research reports related to its contents for more information including important disclosures. Copyright 2023 JP Morgan Chase & Co. All rights reserved.
DATA DEEP-DIVE: The second of our two-part series with Fredrik Giertz from the JP Morgan Investible Indices team: In this episode, Fredrik hones into his Time Traveller data set, discussing what it is, why it matters, how it is differentiated vs classical quant frameworks, and what it says about market conditions today. Fredrik is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group.
For more information on the content discussed, please see:
fredrik.giertzjonsson@jpmorgan.com
https://www.jpmorgan.com/dataquery
https://www.jpmorgan.com/market-data-intelligence
This episode was recorded on June 19, 2023.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
© 2023 JPMorgan Chase & Company. All rights reserved.
The first of our two-part series with Fredrik Giertz from the JP Morgan Investible Indices team: In this episode, Fredrik delves into the long-run, discussing why he thinks history is such an important guide to current market dynamics, why he believes longer-term alphas are (comparatively) less exploited by market participants, and the sources of data he is using to track market history, back to the 1960s. Fredrik is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group.
This episode was recorded on June 19, 2023.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
© 2023 JPMorgan Chase & Company. All rights reserved.
Are consumers still willing and able to travel? How are airlines faring? And will flight prices drop this summer? Get answers to these questions and more in our latest episode of “Research Recap,” featuring Jamie Baker, U.S. Airlines and Aircraft Leasing Analyst, and Harry Gowers, European Airlines and Travel Retail Analyst.
This episode was recorded on June 7, 2023.
This communication is provided for information purposes only. Please read JP Morgan research reports related to its contents for more information including important disclosures. Copyright 2023 JP Morgan Chase & Co. All rights reserved.
The municipal bond market has been gaining the attention of investors, not only in the U.S. but across the globe. Kate Finlayson, Global Head of FICC Market Structure speaks to Mike Cassidy, Head of Taxable Municipal Bonds Trading, and Marshall Kitain, Head of Municipal Credit Analysis and Investor Marketing, on the growing appeal of taxable munis, electronic trading developments, and much more.
This episode was recorded on June 6, 2023.
The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument, are not issued by Research but are a solicitation under CFTC Rule 1.71. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures
© 2023 JPMorgan Chase & Company. All rights reserved.
In this episode the team dives into Chinese equities, discussing the potential for a tactical rebound given depressed performance and valuations in the region. The team also explore the risk / reward for European equities. Krupa Patel, Head of International Market Intelligence, is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group.
This episode was recorded on June 12, 2023.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
© 2023 JPMorgan Chase & Company. All rights reserved.
Join host David Rawlings in a conversation with Michael Cembalest, Chairman of Market and Investment Strategy of J.P. Morgan Asset and Wealth Management, as they analyze the latest economic trends, including the U.S. economy, deglobalization implications, currency diversification, decarbonization transition and more. Hear Michael’s insights on the opportunities and challenges in today’s dynamic global landscape.
This episode was recorded on May 31, 2023.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.
© 2023 JPMorgan Chase & Company. All rights reserved.
Michael Feroli, Chief US Economist, and Samantha Azzarello, Head of Content Curation and Strategy, discuss the May payrolls report.
This episode was recorded on June 2, 2023.
This communication is provided for information purposes only. Please read JP Morgan research reports related to its contents for more information including important disclosures. Copyright 2023 JP Morgan Chase & Co. All rights reserved.
In this episode, Kathleen Darling picks back up with Brain Tramontozzi as they dig into the high yield market, exploring the latest trends and opportunities. From primary issuance activity to demand for higher rated issuers, hear how investors are reacting to market volatility and pricing a potential recession.
This episode was recorded on May 24, 2023.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.
© 2023 JPMorgan Chase & Company. All rights reserved.
Join Kathleen Darling from J.P. Morgan's Debt Capital Markets team as she sits down with Brian Tramontozzi, Head of North American Leveraged Finance Capital Markets, to discuss the latest trends and outlook in the leveraged loan market this year. Gain deeper insights into market dynamics, refinancings, interest rates and more.
This episode was recorded on May 24, 2023.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.
© 2023 JPMorgan Chase & Company. All rights reserved.
In this episode, the team dives into US equities, focusing on the growth / inflation / policy backdrop and what this could mean for market direction in the near-term. They discuss scenarios around the debt ceiling, recent equity factor rotations, and how investors are positioned for the more bearish outcomes. Andrew Tyler (Head of US Market Intelligence) and John Schlegel (Head of Global Positioning Intelligence) are interviewed by Eloise Goulder, Head of the Data Assets & Alpha Group.
This episode was recorded on May 25, 2023.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
© 2023 JPMorgan Chase & Company. All rights reserved.
Join our Greater China economists Haibin Zhu and Grace Ng for a discussion on China’s reopening and the latest economic developments. Explore key markets and topics including real estate, inflation and consumer behavior. Will the economy continue to rebound?
This episode was recorded on May 18, 2023.
This communication is provided for information purposes only. Please read JP Morgan research reports related to its contents for more information including important disclosures. Copyright 2023 JP Morgan Chase & Co. All rights reserved.
Join host Evan Junek as he catches up with Chris Grose, Co-Head of Technology Investment Banking for North America, to uncover the key themes and insights shared at J.P. Morgan’s 51st Annual Technology, Media and Communications Conference. They explore the latest market challenges and opportunities shaping the tech banking sector, including IPO pipelines, M&A trends, activism efforts, AI and more.
This episode was recorded on May 17, 2023.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.
© 2023 JPMorgan Chase & Company. All rights reserved.
In this episode, Anna Stupnytska, Global Macroeconomist at Fidelity International, is in conversation with Eloise Goulder, Head of the Data Assets & Alpha Group. Anna runs through key risks facing the global economy, from rising interest rates and credit tightening to persistent inflation headwinds. She also touches on the recent evolution of data use within the macroeconomic process, from the rise in higher frequency activity data to more sophisticated climate modeling.
To learn more about the topics discussed today:
https://professionals.fidelity.co.uk/articles/expert-opinions/2023-03-09-tracking-net-zero-progress-too-little-not-too-late-1678357283576
https://professionals.fidelity.co.uk/articles/expert-opinions/2023-05-05-top-down-capital-market-assumptions-climate-crisis-1683281608356
This episode was recorded on May 22, 2023.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
© 2023 JPMorgan Chase & Company. All rights reserved.
It's official – the U.S. and Canada have decided to shorten the standard settlement cycle from two days after trade date (T+2) to T+1, scheduled to go live in May 2024. How might this shift impact day-to-day trading? And what will firms need to consider? Kate Finlayson and Meridy Cleary discuss the scope of products, cross-border dynamics, knock-on impacts, a potential T+0 future, and much more.
This episode was recorded on May 16, 2023
The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument, are not issued by Research but are a solicitation under CFTC Rule 1.71. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures
© 2023 JPMorgan Chase & Company. All rights reserved.
Recent activity data in China suggests a loss in momentum vs the re-opening recovery seen earlier this year. As such, in this episode the team discuss recent developments in China and the implications for risk-reward for Chinese equities; they also turn to European equities which have arguably been amongst the greatest beneficiaries of the China recovery theme in the DM world year-to-date. Krupa Patel, Head of International Market Intelligence, is interviewed by Eloise Goulder, Head of Data Assets & Alpha Group.
This episode was recorded on May 15, 2023.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
© 2023 JPMorgan Chase & Company. All rights reserved.
In this episode of Research Recap, Mark Murphy, Head of U.S. Enterprise Software Research, and Gokul Hariharan, Co-Head of Asia Pacific Technology, Media and Telecom Research, discuss the rise of generative AI. What are the benefits and drawbacks of the technology, and how will it transform the way companies work?
This episode was recorded on April 24, 2023.
This communication is provided for information purposes only. Please read JP Morgan research reports related to its contents for more information including important disclosures. Copyright 2023 JP Morgan Chase & Co. All rights reserved.
Michael Feroli, Chief US Economist, and Samantha Azzarello, Head of Content Curation and Strategy, discuss the April payrolls report.
This episode was recorded on May 5, 2023.
This communication is provided for information purposes only. Please read JP Morgan research reports related to its contents for more information including important disclosures. Copyright 2023 JP Morgan Chase & Co. All rights reserved.
Evan Junek, host of What’s The Deal?, interviews Mark Pinsky, Global Head of Auto and Equipment Investment Banking, to discuss the latest developments in the auto industry. They analyze the auto supply chain, technology evolution and general sector dynamics. Mark also shares his thoughts on the trends steering the industry in the back half of the year, including consolidation and vertical integration.
This episode was recorded on April 25, 2023.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.
© 2023 JPMorgan Chase & Company. All rights reserved.
In this episode, Pierre Chabran, Managing Director within J.P. Morgan Asset Management’s Hedge Fund Solutions Group, runs through the evolution in landscape of quantitative investment strategies; also discussing how he looks to identify successful HF managers in terms of their background and processes, and what the outlook looks like for this space. Pierre is interviewed by Eloise Goulder, Head of Data Assets & Alpha Group.
This episode was recorded on April 24, 2023.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
© 2023 JPMorgan Chase & Company. All rights reserved.
In the inaugural episode of “Research Recap,” learn more about the headwinds Big Tech firms are experiencing, the opportunities they can lean into and the overall outlook for the industry. Doug Anmuth, Head of the U.S. Internet research team, and Samik Chatterjee, Head of the Telecom & Networking Equipment/IT Hardware research team, are interviewed by Jack Atherton, who covers Technology, Media and Telecom (TMT) Specialist Sales at J.P. Morgan.
This episode was recorded April 12, 2023.
This communication is provided for information purposes only. Please read JP Morgan research reports related to its contents for more information including important disclosures. Copyright 2023 JP Morgan Chase & Co. All rights reserved.
We’re excited to introduce Research Recap, our newest podcast series on Making Sense. Every two weeks, we’ll bring you the latest news and views from our award-winning Research analysts, who will cover everything from sector-specific trends to the overall state of the global economy.
This episode was recorded on March 21, 2023.
This communication is provided for information purposes only. Please read JP Morgan research reports related to its contents for more information including important disclosures. Copyright 2023 JP Morgan Chase & Co. All rights reserved.
In this episode, the DA&A Group discuss the investment case for Japanese equities post recent positive comments from Warren Buffett, based on the team’s proprietary data and fundamental analysis. Krupa Patel, Head of International Market Intelligence, is interviewed by Edwina Lowe, Product Specialist within the team.
This episode was recorded on April 17, 2023
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
© 2023 JPMorgan Chase & Company. All rights reserved.
In this episode, Man Group’s Chief Risk Officer, Darrel Yawitch, is in conversation with Eloise Goulder, Head of the Data Assets & Alpha Group. Darrel discusses how data is critical to both discretionary and systematic investors, the importance of centralizing data ingestion and analytics processes and the key risks he is monitoring amid current market volatility.
This episode was recorded on April 3, 2023
To learn more from Man Group:
Websites:
· https://www.man.com/
· https://arcticdb.io/
Twitter:
· @mangroup https://twitter.com/ManGroup
· @manquanttech https://twitter.com/ManQuantTech
LinkedIn:
· @Man Group
Instagram:
· @thisismangroup https://www.instagram.com/thisismangroup/
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
© 2023 JPMorgan Chase & Company. All rights reserved.
In this episode, we discuss the continued development of derivative and cash Secured Overnight Financing Rate (SOFR) markets, the progress of contract remediation across products and the impact of legislative efforts to reduce the potential for market disruption at U.S. Dollar London Interbank Offered Rate (LIBOR) cessation. As we enter the final months of transition, our presenters provide a final call to action ahead of the permanent cessation of USD LIBOR at the end of June, 2023.
This episode was recorded on March 7, 2023.
The views in this podcast do not necessarily reflect the views of JPMorgan Chase and Co or its affiliates. Collectively JP Morgan. This communication is provided for information purposes only. JP Morgan normally makes a market and trades as principal insecurities, other financial products and other asset classes that may be discussed in this for additional disclaimers and regulatory disclosures. For additional disclaimers and regulatory disclosures, please consult: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For further information about benchmark reform and the transition away from LIBOR, please visit https://www.jpmorgan.com/solutions/cib/markets/leaving-libor
Join David Rawlings, host of What’s The Deal?, as he chats with innovation entrepreneur, Marc Borrett, Co-Founder and CEO of Reactive Technologies. They dive into clean technology and the path to decarbonization, as Marc shares how Reactive Technologies is helping grids get smarter to meet the increasing demand for renewable energy. Hear Marc’s insights on today’s market challenges and opportunities, as well as his advice for other green tech companies.
This episode was recorded on March 15, 2023.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.
© 2023 JPMorgan Chase & Company. All rights reserved.
In this episode, the group delves into market structure dynamics, assessing the rise in turnover and liquidity in US markets over the last c.7yrs, vs the decline in Europe. They also discuss the evolution of market participants in both regions, and the presence of the retail investor in EMEA and the UK. Eloise Goulder, Head of the Data Assets & Alpha Group, is joined Chris Andrew, Head of Market Structure and Regulatory Change (EMEA).
This episode was recorded on March 20, 2023.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer
© 2023 JPMorgan Chase & Company. All rights reserved.
Dana Weinstein, Head of Consumer, Retail and Business Services Investment Banking, talks to Evan Junek from the Corporate Finance Advisory group about the dynamics of people-enabled businesses. They cover the latest trends in the business services sector, including labor challenges, digital transformation, consolidation strategies and more. They explore what’s top of mind for these companies and what’s ahead for this rapidly evolving sector.
This episode was recorded on February 24, 2023
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.
© 2023 JPMorgan Chase & Company. All rights reserved.
In this episode, the DA&A Group dive into Asian markets, focusing on the extent to which Chinese equities are still benefitting from re-opening tailwinds, and Japanese equities could fare in the context of the new BoJ Governor. Krupa Patel, Head of International Market Intelligence, is interviewed by Eloise Goulder, Head of the Data Assets & Alpha Group.
This episode was recorded on March 6, 2023.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer
© 2023 JPMorgan Chase & Company. All rights reserved.
In this episode, the DA&A Group focus on US markets, discussing the Fed, inflation, and tactical views across sectors/factors. They also discuss what positioning and flows suggest for markets and thematic baskets, looking at positioning across the Prime book (i.e. from Hedge Fund clients) as well as investor types such as Retail, CTAs, and in ETFs. This episode features John Schlegel, Head of Positioning Intelligence and Andrew Tyler, Head of US Market Intelligence.
This episode was recorded on February 27, 2023.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer
© 2023 JPMorgan Chase & Company. All rights reserved.
In this episode, Peng Cheng, Head of Big Data and AI Strategies, explores US retail trading activity. He covers the extent to which retail investors have been buying equities amid the January market rally, the way in which they have shifted activity recently by sector and trade structure, and the market microstructure dynamics created as a result of this activity. Peng also describes the content and data sets he makes available to institutional investors through his research. Peng is interviewed by Eloise Goulder, Head of the Data Assets & Alpha Group.
This episode was recorded on February 22, 2023.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer
© 2023 JPMorgan Chase & Company. All rights reserved.
The passage of recent U.S. legislation, including the Bipartisan Infrastructure Law, Inflation Reduction Act, and CHIPS and Science Act, is expected to transform how the world creates and uses energy. Join Rama Variankaval, Global Head of Corporate Finance Advisory and Center for Carbon Transition, and Heather Zichal, Head of Global Sustainability at JPMorgan Chase & Co., as they explore how mobilizing capital at scale could reshape sectors like clean tech, startups to enterprise companies and the broader economy.
This episode was recorded on February 16, 2023
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.
© 2023 JPMorgan Chase & Company. All rights reserved.
One of the biggest drivers of market structure change has been the growth of electronic trading. In this podcast, Kate Finlayson, Head of FICC Market Structure, Chi Nzelu, Head of FICC eTrading, and Andreas Koukorinis, Head of Credit and Public Finance eTrading, discuss the emerging themes surrounding electronification across asset classes.
This episode was recorded on January 31, 2023.
The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument, are not issued by Research but are a solicitation under CFTC Rule 1.71. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures
© 2023 JPMorgan Chase & Company. All rights reserved.
In this episode, the group provides a deep-dive into their Signal from the Noise framework, explaining the context, framework and methodology. They also explain their recent expansion of the framework to cover Europe, China and Japan indices, and regional variations in the signals. Eloise Goulder, Head of the Data Assets & Alpha Group, is interviewed by Edwina Lowe, Data Product Specialist within the team.
This episode was recorded on February 8, 2023.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer
© 2023 JPMorgan Chase & Company. All rights reserved.
In this episode, the group dig into the YTD rally in global equities, looking at the extent to which it has been a pain trade, with shorts squeezing and popular ‘momentum’ equities underperforming. They then dive into their Global Signal from the Noise framework to assess equity signals from here. Eloise Goulder, Head of the Data Assets & Alpha Group, is interviewed by Edwina Lowe, Data Product Specialist within the team.
This episode was recorded on February 6, 2023.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer
© 2023 JPMorgan Chase & Company. All rights reserved.
This podcast explores some of the key themes and drivers of market structure change that are top of mind for both buy- and sell-side market participants. Kate Finlayson, Penn Nee Chow and Meridy Cleary discuss themes in the annual watchlist, including EU’s post-Brexit market strategy, developments in U.S. Treasury market structure, the trading venue perimeter, commodity market dynamics and much more.
This episode was recorded on January 31, 2023.
The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument, are not issued by Research but are a solicitation under CFTC Rule 1.71. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures
© 2023 JPMorgan Chase & Company. All rights reserved.
How does a self-professed “accidental banker” from Australia become a Global Chair of Investment Banking at J.P. Morgan’s New York headquarters?
In this episode, Jennifer Nason speaks to Catherine Guan from J.P. Morgan’s Corporate Finance Advisory team. Jennifer led J.P. Morgan’s Technology, Media and Telecommunications global client practice for more than two decades and is now a member of our Investment Banking Executive Committee. She reflects on the rapid industry changes and navigating challenging times, from the tech bubble to COVID-19. Plus, hear about Jennifer’s proudest moments while at J.P. Morgan and her advice for the next generation of female investment bankers.
This episode was recorded on October 4, 2022.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.
© 2023 JPMorgan Chase & Company. All rights reserved.
In this episode the DA&A Group focus on European equity markets, following the tremendous rally since September ‘22 in which the Stoxx600 has regained c.2/3rds of 2022 losses. They hone-in on reasons for the rally, sentiment in the region, and possible impediments to further market strength. In this episode Eloise Goulder, Head of the Data Assets and Alpha Group, interviews Krupa Patel, Head of International Market Intelligence.
This episode was recorded on January 23, 2023.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer
© 2023 JPMorgan Chase & Company. All rights reserved.
Stimulus, value, capital and investment — these are the four key themes that emerged from the 2023 “10 Striking Facts” report from our Corporate Finance Advisory team and captured in our latest podcast. Rama Variankaval, Global Head of J.P. Morgan’s Corporate Finance Advisory and Center for Carbon Transition, catches up with Evan Junek from the Corporate Finance Advisory team to unpack these themes for boards, CEOs and senior management and discuss how will they impact corporate decision-making in the year ahead.
This episode was recorded on January 13, 2023.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.
© 2023 JPMorgan Chase & Company. All rights reserved.
In this episode, the DA&A Group focus on US markets, discussing the macro landscape, economic expectations around recessionary risks, and inflation implications. They also discuss what positioning and flows suggest for markets and sectors, looking at positioning across the Prime book (i.e. from Hedge Fund clients) as well as investor types such as Retail, CTAs, and in ETFs. This episode features John Schlegel, head of Positioning Intelligence and Andrew Tyler, head of US Market Intelligence.
This episode was recorded on January 9, 2023.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer
© 2023 JPMorgan Chase & Company. All rights reserved.
What does it mean to be a values-driven leader? In this episode, David Rawlings, CEO for JPMorgan Chase & Co. in Canada, sits down with Johnson & Johnson’s former Chairman and CEO, Alex Gorsky. They discuss how Alex’s values-driven leadership has influenced his career, from his military service to his roles as Chairman and CEO of J&J. Ahead of the 41st J.P. Morgan Healthcare Conference, Alex shares how he led J&J by driving innovation especially during the COVID-19 pandemic. Alex also talks about his experiences as a board member and advises CEOs and directors on navigating market uncertainty and advocating for businesses to have a broader impact on society.
00:05 - Intro
02:26 – Growing Up in the Midwest
04:36 – From West Point to the West Coast
07:55 – Becoming a Leader at J&J
11:48 – COVID-19 – A Seminal Career Experience
17:25 – Making Big Strategic Moves
19:42 – Industry Collaboration at J.P. Morgan’s Healthcare Conference
21:16 – Healthcare Trends and Insights
25:48 – Advice for CEOs and Board Directors
This episode was recorded on December 14, 2022.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.
© 2023 JPMorgan Chase & Company. All rights reserved.
In this episode, the group explore markets through 2022, looking at regional and thematic performance, positioning, sentiment, and the evolving macro narrative from inflation to growth concerns. They also explore the bull / bear case for markets into 2023, and what J.P. Morgan proprietary data sets say about the outlook from here. In this episode, Eloise Goulder, Head of the Data Assets & Alpha Group, is interviewed by Edwina Lowe, Data Product Specialist within the team.
This episode was recorded on December 12, 2022.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer
© 2022 JPMorgan Chase & Company. All rights reserved.
Robbie Huffines, Global Chair of Investment Banking at J.P. Morgan, speaks to Catherine Guan from the Corporate Finance Advisory team about his career. Robbie first set foot in the investment banking world in 1987 and went on to lead J.P Morgan’s health care banking practice for nearly a decade. He shares the heartfelt story of why he decided to focus on this sector, how a blank tombstone can be the right move for some clients, and what’s next in the year ahead.
This episode was recorded on October 10, 2022.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.
© 2022 JPMorgan Chase & Company. All rights reserved.
How are countries and individual firms balancing climate goals amid the ongoing energy crisis? In this episode, Chuka Umunna (EMEA Head of ESG) speaks to Kate Finlayson (Global Head of FICC Market Structure) about the drivers behind ESG demand, policy to help investors decide what is “green,” emerging themes post COP27, and much more.
This episode was recorded on November 1, 2022.
The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument, are not issued by Research but are a solicitation under CFTC Rule 1.71. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures
© 2022 JPMorgan Chase & Company. All rights reserved.
J.P. Morgan has long been an advisor to large-cap companies, but what about the middle market? John Richert, Head of Regional Investment Banking, talks to Evan Junek from the Corporate Finance Advisory team about the unique challenges and opportunities facing mid-cap companies. From valuation and capital raising to monetization and M&A strategy, how does J.P. Morgan’s regional investment banking model support clients through macroeconomic headwinds?
This episode was recorded on November 21, 2022.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.
© 2022 JPMorgan Chase & Company. All rights reserved.
In this episode, the team focus on the strong rally in European equities from the late September lows, and whether it is sustainable. Krupa Patel, Head of International Market Intelligence, discusses the key drivers of this rally, how investor positioning has evolved and why it may be challenging for European equities to continue outperforming against a backdrop of growing recession & inflation headwinds. Krupa is interviewed by Eloise Goulder, Head of the Data Assets & Alpha Group.
This episode was recorded on November 28, 2022.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer.
© 2022 JPMorgan Chase & Company. All rights reserved.
In this episode, Elizabeth Myers, Global Chair of Investment Banking, Equity Capital Markets, speaks to Catherine Guan from J.P. Morgan’s Corporate Finance Advisory team, about her journey from analyst to seasoned dealmaker at J.P. Morgan. Hear from Elizabeth about the deals that transformed her career, the industry’s evolution through the dot-com bubble, the financial crisis and pandemic, and her advocacy for women in the workplace.
This episode was recorded on October 10, 2022.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.
© 2022 JPMorgan Chase & Company. All rights reserved.
In this episode, Peng Cheng dives into retail investor behavior and recent retail trading activity. Retail activity has grown enormously since the start of COVID, which begs the questions: why did this happen? what can we learn from the retail investor? And most importantly, what is the retail investor doing right now amid weak YTD performance but a recent rebound in equity markets. Peng is Head of Big Data & AI Strategies in the J.P. Morgan Research department. He is interviewed by Eloise Goulder, Head of the Data Assets & Alpha Group.
This episode was recorded on November 10, 2022.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer.
© 2022 JPMorgan Chase & Company. All rights reserved.
Why is SA-CCR often referenced when it comes to FX swaps and forwards? With the first year of mandatory SA-CCR application by US banks almost behind us, Kate Finlayson, Global Head of FICC Market Structure and Scott Wacker, Global Head of FICC eSales discuss the implications and opportunities of this rule with Meridy Cleary from the FICC Market Structure team.
This episode was recorded on November 1, 2022.
The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument, are not issued by Research but are a solicitation under CFTC Rule 1.71. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures
© 2022 JPMorgan Chase & Company. All rights reserved.
In this podcast, Rama Variankaval, Global Head of Corporate Finance Advisory and Center for Carbon Transition, talks to Faheen Allibhoy, Head of the J.P. Morgan Development Finance Institution (DFI). They discuss the role of the JPM DFI in mobilizing capital for economic development in emerging markets and how it supports the firm’s overall ESG efforts. Faheen and Rama also cover COP27 from climate adaptation to private and public sector engagement.
This episode was recorded on October 21, 2022.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.
© 2022 JPMorgan Chase & Company. All rights reserved.
In this episode, the DA&A Group discusses investor positioning amid recessionary fears and potential timing of an economic downturn. They also discuss the Fed’s direction and what positioning and flows suggest for market direction. Positioning assesses the data across the team’s Prime book (i.e. from Hedge Fund clients) as well as other investor types such as Retail, CTAs, and in ETFs. The episode features John Schlegel, head of Positioning Intelligence and Andrew Tyler, head of US Market Intelligence. This follows the team’s previous podcast on post-CPI print results with Eloise Goulder, Head of Data Assets & Alpha Group, and Krupa Patel, Head of International Market Intelligence.
This episode was recorded on October 31, 2022.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer.
© 2022 JPMorgan Chase & Company. All rights reserved.
Michael Millman, Global Chair of Investment Banking, and Carly Roddy, Head of West Coast Private Capital Markets, discuss trends driving capital formation across public and private equity markets. Michael and Carly touch on factors impacting the IPO market, share insights on buyside investor sentiment, and examine how private companies are raising capital in the current market environment. They also offer their perspectives on how to navigate the current environment and tools to raise public and private capital, including Capital Connect – J.P. Morgan's new digital platform to help founders and investors in early-stage private markets. There are a number of liquidity paths available to companies and shareholders and being ready to access the market is key in a volatile environment.
This episode was recorded on October 13, 2022.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.
© 2022 JPMorgan Chase & Company. All rights reserved.
In this episode, the team focus on inflation in the US and the UK, and discuss whether yesterday’s market rally post the hotter than expected September US CPI print could be the start of a sustainable market rebound. Krupa Patel, Head of International Market Intelligence, and author of many Global Data Intelligence products, runs through the latest message from the team’s data toolkits including Signal from the Noise and Tactical Positioning Monitor, and also provides an update on the latest political developments in the UK & market implications. Krupa is interviewed by Eloise Goulder, Head of the Data Assets & Alpha Group.
This episode was recorded on the morning of October 14, 2022 (BST).
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer.
© 2022 JPMorgan Chase & Company. All rights reserved.
“The media and communications sector is like the NFL of investment banking.” Fred Turpin, Global Head of Media and Communications Investment Banking at J.P. Morgan, speaks to Evan Junek from the Corporate Finance Advisory group, about key trends driving this capital-intensive sector. They also cover evolving market dynamics and potential opportunities and challenges ahead.
Want to know more about media and communications trends? Subscribe to our sector-focused newsletters: https://www.surveymonkey.co.uk/r/jpmorganmediaandcommunications
This episode was recorded on September 21, 2022.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.
© 2022 JPMorgan Chase & Company. All rights reserved.
In this episode the team focus on trends in market sentiment across the globe, and assess what current sentiment says about market conditions today, in light of the regular incoming question of ‘how low is sentiment and positioning right now’. Eloise Goulder, Head of the Data Assets & Alpha Group, runs through the team’s new proprietary Bull / Bear Buzz sentiment data set, what it says about sentiment right now, how that sentiment differs by region, and what the possible implications are for market conditions today. She also runs through current readings from the wider team data toolkits, including Signal from the Noise and the Tactical Positioning Monitor. Eloise is interviewed by Edwina Lowe, Product Specialist within the Data Assets & Alpha Group.
This episode was recorded on October 6, 2022.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer.
© 2022 JPMorgan Chase & Company. All rights reserved.
In this episode the team dives into the UK, post the new government’s mini-budget announcement and subsequent market volatility. Krupa Patel, Head of International Market Intelligence, runs through the events of the last week and assesses: the possible path forward for the UK economy, implications for UK assets, and how we can contextualize this with the DA&A Group positioning and sentiment data toolkits. Krupa is interviewed by Eloise Goulder, Head of the Data Assets & Alpha Group.
This episode was recorded on October 3, 2022.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer.
© 2022 JPMorgan Chase & Company. All rights reserved.
In this special episode of “What’s The Deal?” we hear about the journey of tech startup, Celonis and how it went from college startup in 2011 to reach a valuation of almost $13 billion today. The company recently raised $1 billion in funding and is now a global leader in the so-called “process mining” tech space.
Ahead of the annual J.P. Morgan Tech Stars Conference in London, Stefan Povaly, Head of J.P. Morgan in Germany sits down with Bastian Nominacher, the co-founder and co-CEO of Celonis to discuss how they got started, recent financing and plans for the future, as well as some top tips for new tech founders.
This episode was recorded on September 23, 2022.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.
© 2022 JPMorgan Chase & Company. All rights reserved.
In this episode, the DA&A Group discusses how investors were positioned heading into the CPI print and the key near-term catalysts going forward. They also discuss what positioning and flows suggest for market direction. Positioning assesses the data across the team’s Prime book (i.e. from Hedge Fund clients) as well as other investor types such as Retail, CTAs, and in ETFs. The episode features John Schlegel, head of Positioning Intelligence and Andrew Tyler, head of US Market Intelligence. This follows the team’s previous podcast on investor behavior amid the rally with Eloise Goulder, Head of Data Assets & Alpha Group, and the Positioning Intelligence team.
This episode was recorded on September 19, 2022.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer.
© 2022 JPMorgan Chase & Company. All rights reserved.
In this episode the team dives into European markets, interviewing Krupa Patel, Head of the International Market Intelligence team within the Data Assets & Alpha Group. Krupa addresses the tactical risk reward for the European region in the context of ongoing gas supply concerns, a new Prime Minister in the U.K., fiscal stimulus announcements across various European countries and growing hawkishness from central banks including the ECB. Krupa is interviewed by Eloise Goulder, Head of the Data Assets & Alpha Group.
This episode was recorded on September 14, 2022.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer.’
© 2022 JPMorgan Chase & Company. All rights reserved.
In this episode the DA&A Group dive into the very long run, interviewing Fredrik Giertz on his ‘Strategic Index Fundamental Toolkit’, or SIFT data set. This data set, developed by Fredrik and within J.P. Morgan’s Equity Structuring business, leverages data back to the early 1960s, and Fredrik discusses how that data can help contextualize markets today in a regime of elevated inflation and a potential aggressive hiking cycle from Western Central Banks. He also discusses the merits of forecasting market behavior using classical vs machine learning quantitative techniques. Fredrik is interviewed by Eloise Goulder, Head of the Data Assets & Alpha Group.
This episode was recorded on September 7, 2022.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer.’
© 2022 JPMorgan Chase & Company. All rights reserved.
As part of our What’s The Deal? podcast, we’ve launched “Conversations with Dealmakers,” where colleagues share their journeys in investment banking.
In our first episode, Carlos Hernandez, Executive Chair of Investment & Corporate Banking at J.P. Morgan, speaks to Catherine Guan from J.P. Morgan’s Corporate Finance Advisory team about his experiences at J.P. Morgan spanning over three decades. They talk about some of the defining moments along the way and what it takes to become a trusted advisor.
This episode was recorded on September 7, 2022.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.
© 2022 JPMorgan Chase & Company. All rights reserved.
In this episode the DA&A Group focus on how much investors have bought the market rally through mid-June to August, assessing their data across different types of Hedge Funds (e.g. quants vs. fundamental equity long/short funds), ETFs, the Retail investor and CTAs. They also look into the extent to which the rally has been a ‘pain trade’, and what the flows and positioning data points say about near-term market direction. This episode features Jigar Vakharia and Daniel Landau within the Positioning Intelligence team, interviewed by Eloise Goulder, Head of the Data Assets & Alpha Group. This follows the team’s previous podcast on positioning with head of Positioning Intelligence, John Schlegel (12th July 2022).
This episode was recorded on August 22, 2022.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer.
© 2022 JPMorgan Chase & Company. All rights reserved.
Digital assets have the potential to transform the way the collateral markets operate. This episode discusses how the adoption of digital assets into the collateral ecosystem will likely play out and common misconceptions of the blockchain and digital assets.
This episode was recorded on June 27, 2022.
This podcast is intended for institutional clients only. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures.
© 2022 JPMorgan Chase & Company. All rights reserved.
With all eyes on the U.S. Treasury market as policy makers look to enhance its resilience, Meridy Cleary from the FICC Market Structure team sits down with Gil Holmes, Head of Global Rates Trading, and Kate Finlayson, Head of Global FICC Market Structure, to break down the key developments and their the potential impact on liquidity.
This episode was recorded on August 4, 2022.
The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument, are not issued by Research but are a solicitation under CFTC Rule 1.71. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures
© 2022 JPMorgan Chase & Company. All rights reserved.
In this episode the DA&A Group focus on whether Asia is still the bright spot in the global economy in light of the recent macro & political newsflow in China; they assess tactical risk-reward within the region. This follows the team’s previous podcast on the topic (17th June 2022), and features Krupa Patel, Head of International Market Intelligence and Junho Jung, who specializes on Asia within the International Market Intelligence team, interviewed by Eloise Goulder, Head of the Data Assets & Alpha Group.
This episode was recorded on August 5, 2022.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer.
© 2022 JPMorgan Chase & Company. All rights reserved.
Energy prices are up around 75% year to date — and they’re likely to become even more volatile. Jay Horine, Global Head of Energy, Power and Renewables at J.P. Morgan, and Evan Junek, a Managing Director in J.P. Morgan's Corporate Finance Advisory group, discuss the factors impacting the energy sector today. Topics include the dynamics of commodity pricing, how corporates are adapting to these uncertain times and where strategic growth opportunities lie.
This episode was recorded on July 27, 2022.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.
© 2022 JPMorgan Chase & Company. All rights reserved.
Global shareholder activism has returned to pre-pandemic levels, with significant activity happening behind the scenes in 2022. This podcast reflects on global trends and strategies for boards and management, covering market volatility, high interest rate environment, ESG proposals, M&A deals, special purpose vehicle structuring, defense preparedness and more.
J.P. Morgan experts lead this discussion: David Freedman, Global Head of Shareholder Engagement and M&A Capital Markets; Alfredo Porretti, Head of Shareholder Engagement and M&A Capital Markets for North America; and Darren Novak, Head of Shareholder Engagement and M&A Capital Markets for EMEA.
This episode was recorded on July 22, 2022.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.
© 2022 JPMorgan Chase & Company. All rights reserved.
In this episode Edwina Lowe, Product Specialist within the Data Assets & Alpha Group, interviews Eloise Goulder, Head of the Data Assets & Alpha Group, on what proprietary JP Morgan data sets current say about market conditions. The podcast touches on current equity signals ‘Signal from the Noise’, the recent role of the retail investor ‘Through the Retail Lens’ and how data from the 1970s can be helpful today ‘Strategic Index Fundamental Toolkit’. As this is the first Data Assets & Alpha Group podcast with team Head, Eloise Goulder, as interviewee, the podcast also runs through the mandate of the Data Assets & Alpha Group, the rationale for creating a proprietary data-driven insights, and the goal of reducing behavioral biases in the investment process.
This episode was recorded on July 25, 2022.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer.
© 2022 JPMorgan Chase & Company. All rights reserved.
In this episode of the Data Assets & Alpha Group podcast series, Eloise Goulder, Head of Data Assets & Alpha Group, is joined by John Schlegel, Head of Positioning Intelligence. The pair assess equity positioning leveraging Hedge Fund flows data from the JPM Prime business, plus data from the Retail investor, CTAs and ETFs. The pair focus on the extent of a positioning unwind, performance, exposure & leverage and Growth vs. Value factor tilts. They tie this analysis to the team’s Tactical Positioning Monitor and discuss implications for equity markets.
This episode was recorded on July 11, 2022.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer.
© 2022 JPMorgan Chase & Company. All rights reserved.
In this episode of the Data Assets & Alpha Group podcast series, Eloise Goulder, Head of Data Assets & Alpha Group, is joined by Andrew Tyler, Head of US Market Intelligence, to assess the risk/reward in US equity markets ahead of a number of macro catalysts through July, including Q2 corporate earnings, June US CPI and the next Fed rates decision. The pair explore the drivers behind recent market volatility, the extent to which the market is pricing in weaker macro growth and/or corporate earnings, implications for the Fed’s tightening path, and the sectors which could stand to outperform in the second half of the year.
This episode was recorded on June 27, 2022.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer.
© 2022 JPMorgan Chase & Company. All rights reserved.
The recent market movements are driving issuers and investors to reassess their financing needs from a capital markets perspective. Kevin Foley, Global Head of Debt Capital Markets unpacks liability structures, market pricing, capital raising strategies and more, as interviewed by Stephen Dulake, Global Head of Credit, Securitized Product and Public Finance Research.
This episode was recorded on June 23, 2022.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.
© 2022 JPMorgan Chase & Company. All rights reserved.
In this inaugural episode of the Data Assets & Alpha Group podcast series, Eloise Goulder, Head of Data Assets & Alpha Group, is joined by Krupa Patel, Head of International Market Intelligence, to assess the near-term risk-reward for equities through the lens of high-frequency trading data and proprietary signals from J.P. Morgan’s markets business. The pair focus their attention on European and Asian markets in particular, given a number of pertinent themes currently playing out in the regions, including an evolving ECB policy, China re-opening and Japanese yen weakness.
This episode was recorded on June 13, 2022.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer.
© 2022 JPMorgan Chase & Company. All rights reserved.
Rama Variankaval, our Global Head of Corporate Finance Advisory and Center for Carbon Transition, talks with Fernando Rivas, Head of North America Investment Banking. They unpack the current market environment covering Fed’s quantitative tightening, recessionary risks and more. Rama and Fernando also explore the potential opportunities for corporates from M&A to capital structure strategies to build better and stronger companies in these volatile times.
This episode was recorded on June 8, 2022.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.
Copyright 2022 JPMorgan Chase & Company. All rights reserved.
Unveiling our new podcast channel which will bring you regular episodes from J.P. Morgan’s Corporate & Investment Bank.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures.
Later this month, we’ll move our show to a newly created channel called "Making Sense" by J.P. Morgan, where we’ll continue the conversation with our executives across the firm and global business leaders. If you’re a current subscriber of What’s the Deal, be sure to head over to "Making Sense" and subscribe today to catch the latest episodes from J.P. Morgan’s Corporate and Investment Bank.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity.
Copyright 2022 JPMorgan Chase & Company. All rights reserved.
Later this month, we will change our show name to Making Sense, where you can still listen to future episodes of our show as well as other podcasts produced by the Corporate and Investment Bank.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures.
In advance of the final implementation phase of UMR, Amy Caruso, head of Collateral Initiatives at ISDA, joins Maddie Parmar, vice president in J.P. Morgan Collateral Services, to discuss how the industry is evolving beyond regulatory compliance and towards efficient resource management. Caruso highlights how the industry has adapted to date, and Parmar shares best practices that buy side firms have developed through the cycle.
This episode was recorded on April 6, 2022.
This podcast is intended for institutional clients only. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures.
In this podcast episode, Kumar Panja, head of J.P. Morgan’s EMEA Capital Advisory Group discusses applying machine learning to aspects of ESG, SDG and Natural Language Processing with three experts. Amir Amel-Zadeh ,an associate professor of accounting at the side business school at the University of Oxford, George Mussalli, CIO of equity investments at PanAgora Asset Management and Michael Weinberg, who is a managing director and head of hedge funds and alternative alpha at APG.
The views in this podcast do not necessarily reflect the views of JPMorgan Chase & Co. or its affiliates. This communication is provided for information purposes only. JPMorgan Chase & Co. or its affiliates (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication. For additional disclaimers and regulatory disclosures, please consult: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer.
This communication is provided for informational purposes only. JP Morgan Chase or its affiliates, collectively J.P. Morgan, normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication.
Join us to hear about the latest on LIBOR transition as the Secured Overnight Financing Rate overtakes USD LIBOR traded volume for the first time. We discuss all the key areas Firms should be aware of as we look ahead to USD LIBOR cessation on 30 June, 2023.
This podcast was recorded on March 11, 2021.
The views in this podcast do not necessarily reflect the views of JPMorgan Chase and Co or its affiliates. Collectively JP Morgan. This communication is provided for information purposes only. JP Morgan normally makes a market and trades as principal insecurities, other financial products and other asset classes that may be discussed in this for additional disclaimers and regulatory disclosures. For additional disclaimers and regulatory disclosures, please consult: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For further information about benchmark reform and the transition away from LIBOR, please visit https://www.jpmorgan.com/global/markets/libor-sofr.
It seems automation has seeped into many aspects of our daily lives – from the ways we communicate, to the ways we shop and travel – but how have financial markets embraced these efficiencies? Kate Finlayson, Global Head of FICC Market Structure sits down with Chi Nzelu, Global Head of Macro eTrading and Andreas Koukorinis, Global Head of Credit eTrading, on the drivers behind electronic trading across FX, Rates, Commodities and Credit.
This episode was recorded on March 17, 2022.
The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument, are not issued by Research but are a solicitation under CFTC Rule 1.71. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures.
In this issue of the Collateral Insights podcast, we cover uncleared margin rules (UMR). Focus on UMR is expected to grow as we near phase 6 implementation of the segregated initial margin rules and firms begin to analyze the associated impacts and key considerations that will come into play in September 2022.
In this episode, Katie Emerson, EMEA head of Agency Securities Finance & Collateral Management Sales, Sagar Patel, Americas head of Triparty Product and Rob Evans, Americas head of Collateral Management Product, discuss what firms need to do to prepare, identifying particular portfolio needs, setting up integrated solutions and lessons learned from previous phases of the regulation.
This episode was recorded on December 16, 2021.
This podcast is intended for institutional clients only. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures.
With 2021 quickly wrapping up, the FICC Market Structure team outlines some of the topics front-and-center going into the New Year. Meridy Cleary sits down with Kate Finlayson and Barnaby Hodgkins to discuss a few of the team’s agenda items including digital asset regulation, the ongoing MiFID II review, the pick-up in portfolio trading and ESG ratings.
This episode was recorded on December 7, 2021.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. C clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures.
What are some of the drivers behind potential shifts in derivatives clearing activity? This question continues to be top of mind for many buy-side clients. Kate Finlayson, Global Head of FICC Market Structure, sits down with Emma Richardson and Paul Davidson to discuss themes that could shape derivatives clearing in 2022 and beyond, including the uncleared margin requirements, post-Brexit dynamics, and sustainable finance.
The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. The FICC market structure publications, (Q1, newsletters), mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures.
In recent years, several drivers, including capital constraints and innovative solutions to mobilize previously hard-to-fund assets, have led to an increase in the popularity and growth in pledge across the triparty marketplace.
In this Collateral Insights episode, Graham Gooden, EMEA head of Collateral Services Product, O’Delle Burke, APAC head of Collateral Services Product and Russell Pudney, sales executive representing the Collateral Services business, discuss the background to pledge, comparison versus title transfer, growth in Asia and what to expect next.
In this podcast episode, we discuss the latest developments in Secured Overnight Financing Rate (SOFR) markets and drivers for improvements in liquidity in the second half of the year. Thomas Pluta, J.P. Morgan’s global head of linear rates trading, and Chris Palmer, head of J.P. Morgan’s LIBOR transition program, join J.P. Morgan’s Greg Geffen to discuss what to expect as the industry approaches the end of 2021 and the regulatory guidance to cease initiation of new use of USD LIBOR products.
This podcast was recorded on November 16th 2021.
The views in this podcast do not necessarily reflect the views of JPMorgan Chase and Co or its affiliates. Collectively JP Morgan. This communication is provided for information purposes only. JP Morgan normally makes a market and trades as principal insecurities, other financial products and other asset classes that may be discussed in this for additional disclaimers and regulatory disclosures. For additional disclaimers and regulatory disclosures, please consult: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For further information about benchmark reform and the transition away from LIBOR, please visit https://www.jpmorgan.com/global/markets/libor-sofr.
In this podcast episode, Chloé Wachter, part of J.P. Morgan’s Global Liquidity Solutions team, hosts a conversation with global equities leaders including Simon Wade, APAC Head of Global Liquidity Solutions, Alex Gorodetsky, Head of Americas Liquidity Products and Equities Market Structure, and Chris Andrew, EMEA Head of Equities Market Structure.
In this session, the team highlights the main trends and events taking place in the market structure space during the third quarter of 2021, including the continued growth in retail participation and its implications, as well as broader global regulatory initiatives which are expected to reshape the execution landscape across regions.
This podcast is intended for Institutional clients only, and the views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase and Company, and its affiliates, together J.P. Morgan, and do not constitute research, OR recommendation, advice or an offer or a solicitation to buy or sell any security or financial instrument. Reference products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal, in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures.
With the third phase of the EU Central Securities Depositories Regulation (CSDR) set to go live in February 2022, trading counterparties and market infrastructures within the EU are preparing for the settlement discipline regime.
In this Collateral Insights episode, Rickie Smith, Collateral Services Product Manager and Julie-Anne Atkins, Collateral Services Sales Executive, discuss the background and overall aim of the regulation, the impact on the securities financing and collateral space, as well as the industry challenges and recent advocacy efforts.
This communication is provided for information purposes only. It is not intended as an offer or solicitation for the purchase, sale or tender of any financial instruments. Please visit jpmorgan.com for more information including important disclosures. ©2021, J.P. Morgan Chase & Co. All rights reserved. This episode was recorded on September, 28th 2021.
As the global focus on ESG gains momentum, it’s essential for investors to have access to sustainable investing and securities lending solutions that support their ESG objectives as well as their performance goals.
In this Collateral Insights episode, Harpreet Bains, Global Head of Product Management for Agency Securities Lending, and Rickie Smith, Collateral Services Product Manager, discuss ESG in relation to important securities lending topics, including transparency, sustainable fund labels, stewardship, EU regulation and recent policy developments in the U.S.
This communication is provided for information purposes only. It is not intended as an offer or solicitation for the purchase, sale or tender of any financial instruments. Please visit jpmorgan.com for more information including important disclosures. ©2021, J.P. Morgan Chase & Co. All rights reserved. This episode was recorded on July, 27th 2021.
Kate Finlayson, global head of FICC Market Structure, has a conversation with Scott Lucas, head of Markets DLT, and Tyrone Lobban, head of Blockchain Launch, Onyx, to discuss how blockchain technology has the potential to transform financial markets through innovation and new product opportunities.
The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures.
In this podcast episode, we discuss the latest developments in the transition away from the London Interbank Offered Rate (LIBOR) to the Secured Overnight Financing Rate (SOFR) and SOFR First, the upcoming July 26th date in which interdealer trading conventions switch from LIBOR to SOFR for USD linear interest rate swaps. Thomas Pluta, J.P. Morgan’s global head of linear rates trading, and Chris Palmer, head of J.P. Morgan’s LIBOR transition program, join J.P. Morgan’s Luis Asturizaga to discuss what to expect as we approach SOFR First and what’s next for SOFR Term Rates and the Credit Sensitive Rate.
This podcast was recorded on June 21st 2021.
The views in this podcast do not necessarily reflect the views of JPMorgan Chase and Co or its affiliates. Collectively JP Morgan. This communication is provided for information purposes only. JP Morgan normally makes a market and trades as principal insecurities, other financial products and other asset classes that may be discussed in this for additional disclaimers and regulatory disclosures. For additional disclaimers and regulatory disclosures, please consult: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For further information about benchmark reform and the transition away from LIBOR, please visit https://www.jpmorgan.com/global/markets/libor-sofr.
The availability of liquidity remains the top concern for traders according to the 2021 J.P. Morgan FICC e-Trading survey. Which macro-structural developments, execution trends and regulatory initiatives could shape how market participants interact and access liquidity? In this podcast episode, Kate Finlayson, global head of FICC Market Structure, sits down with her team, Barnaby Hodgkins and Meridy Cleary, to discuss a few of these key drivers, including ESMA’s final report on organized trading facilities, liquidity dynamics post Brexit, US Treasury market structure reform and the development of digital assets.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase and Company and its affiliates (together “J.P. Morgan”), and do not constitute research, a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. The FICC Market Structure publications (Q1, newsletters) mentioned in this podcast are available for JP Morgan clients. Please contact your JP Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures.
In this podcast episode, Joanna Martin, head of Global Liquidity Solutions and co-Head of EMEA Equities Execution Services sales hosts a conversation with our global equities market structure specialists in the United States, Asia and EMEA.
In this session, the team highlights the main trends and events taking place in the market structure space during the first quarter of 2021, including the global growth in retail participation, Brexit, and some of the key regulatory initiatives that are expected to reshape the execution landscape across the various regions.
The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase and Company, and its affiliates, together J.P. Morgan, and do not constitute research, or recommendation, advice or an offer or a solicitation to buy or sell any security or financial instrument. Reference products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principle, in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures.
77% of managers said they didn’t know or didn’t think that ESG provided any alpha opportunities, according to a recent client study on ESG by the Capital Advisory Group.
In this podcast episode, Kumar Panja, head of J.P. Morgan’s EMEA Capital Advisory Group discusses application and future of ESG investing with guest-speakers Jason Mitchell, the co-head of Responsible Investment at Man Group plc, and Michael Weinberg, head of Hedge Funds and Alternative Alpha Hedge Fund Investments at APG Asset Management US Inc. Mitchell and Weinberg share their insights on where we are headed with ESG investing and the potential for alpha opportunities.
The views in this podcast do not necessarily reflect the views of JPMorgan Chase & Co. or its affiliates. This communication is provided for information purposes only. JPMorgan Chase & Co. or its affiliates (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication. For additional disclaimers and regulatory disclosures, please consult: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer.
How have U.S. Public Pensions’ investments into alternatives shifted in recent years? In this podcast episode, Danielle Kaul from our Capital Advisory Group explores this recent shift with guest-speakers Laura Lincoln, senior portfolio manager at Utah Retirement Systems (URS), and Jason Rector, senior analyst at State of Wisconsin Investment Board (SWIB). Lincoln and Rector discuss their asset allocation and share their insights on recent industry trends.
The views in this podcast do not necessarily reflect the views of JPMorgan Chase & Co. or its affiliates. This communication is provided for information purposes only. JPMorgan Chase & Co. or its affiliates (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication. For additional disclaimers and regulatory disclosures, please consult: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer.
This communication is provided for informational purposes only. JP Morgan Chase or its affiliates, collectively J.P. Morgan, normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication.
Our Capital Advisory Group speaks with over 180 endowments and foundations across the globe with an average of $5.6 billion in assets under management. Monica Issar, global head of J.P. Morgan Wealth Management’s Multi-Asset and Portfolio Solutions, leads an in-depth discussion on the endowment model and how it has evolved over time. Monica is joined by Meredith Jenkins, chief investment officer for Trinity Wall Street, and Kim Lew, vice president and chief investment officer for Carnegie Corporation of New York, to share their experiences.
This podcast was recorded on July 10th, 2019.
The views in this podcast do not necessarily reflect the views of JPMorgan Chase & Co. or its affiliates. This communication is provided for information purposes only. JPMorgan Chase & Co. or its affiliates (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication. For additional disclaimers and regulatory disclosures, please consult: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer.
The transition away from the London Interbank Offered Rate (LIBOR) is a global phenomenon that has the financial industry mobilizing ahead of a looming 2021 deadline. In aggregate, $400 trillion in assets across currencies including the British pound, Japanese yen, Swiss franc, euro and U.S. dollar need to migrate towards new benchmarks for short-term borrowing costs.
In this episode, we cover benchmark reform in Europe, the United Kingdom, Switzerland and Japan. When is LIBOR actually going away? What actions are being taken across the globe? What approaches are different regions taking and will this lead to market fragmentation? To discuss: J.P. Morgan’s Charles Bristow, global head of Rates, Fixed Income Financing, Credit Portfolio Trading, and Markets Resource Management, Chris Palmer, who leads the firm-wide LIBOR transition program and Cyprien Decoux, head of Rates Structuring EMEA.
This podcast was recorded on May 23rd, 2019.
The views in this podcast do not necessarily reflect the views of JPMorgan Chase & Co. or its affiliates (collectively, J.P. Morgan). This communication is provided for information purposes only. J.P. Morgan normally makes a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication. For additional disclaimers and regulatory disclosures, please consult: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For further information about benchmark reform and the transition away from LIBOR, please visit https://www.jpmorgan.com/global/markets/libor-sofr.
© 2019 JPMorgan Chase & Co. All rights reserved.
Our Capital Advisory Group brings you their latest podcast episode following the results of our 2019 Institutional Investor Survey, Kenny King, Head of J.P. Morgan’s Americas Capital Advisory Group, leads an in-depth discussion on hedge fund trends we expect to see in 2019. Kenny is joined by Paul Zummo, Chief Investment Officer at J.P. Morgan Alternative Asset Management, and Michael Gubenko, Global Head of Hedge Fund Due Diligence for J.P. Morgan Global Wealth Management.
This podcast was recorded on March 14th, 2019.
The views in this podcast do not necessarily reflect the views of JPMorgan Chase & Co. or its affiliates. This communication is provided for information purposes only. JPMorgan Chase & Co. or its affiliates (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication. For additional disclaimers and regulatory disclosures, please consult: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer.
The London Interbank Offered Rate (LIBOR) is set to be phased out within three years, creating arguably the biggest challenge facing global finance today. Moving away from a benchmark referenced in everything from consumer loans and mortgages to $190 trillion of interest rate derivatives has far reaching consequences. In the United States, J.P. Morgan has been providing leadership to develop a market around a new dollar reference rate called the Secured Overnight Financing Rate, or SOFR.
In this episode, we unpack the challenges ahead with guest-speaker Nadine Bates, mortgage-finance firm Fannie Mae’s Treasurer, and Sandie O’Connor, who has worked at J.P. Morgan for over 30 years and chaired the Alternative Reference Rates Committee (ARRC). O’Connor and Bates discuss why the ARRC selected SOFR as the U.S. dollar alternative reference rate, how to prepare for 2022, and issuance to date. Fannie Mae pioneered the market’s first ever SOFR securities.
This podcast was recorded on February 15th, 2019.
The views in this podcast do not necessarily reflect the views of JPMorgan Chase & Co. or its affiliates. This communication is provided for information purposes only. JPMorgan Chase & Co. or its affiliates (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication. For additional disclaimers and regulatory disclosures, please consult: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For further information about benchmark reform and the transition away from LIBOR, please visit https://www.jpmorgan.com/global/markets/libor-sofr
© 2019 JPMorgan Chase & Co. All rights reserved.