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 rep...
Apr 16, 2024•20 min•Ep. 189
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 ...
Apr 09, 2024•18 min•Ep. 188
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 ...
Apr 08, 2024•26 min•Ep. 187
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://l...
Apr 05, 2024•11 min•Ep. 186
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...
Apr 04, 2024•13 min•Ep. 185
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 th...
Apr 02, 2024•23 min•Ep. 184
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 ...
Apr 01, 2024•10 min•Ep. 183
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 subsidiar...
Mar 28, 2024•16 min•Ep. 182
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 ...
Mar 25, 2024•23 min•Ep. 181
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 mo...
Mar 19, 2024•17 min•Ep. 180
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 visit www.jpmm.com/research/disclosures...
Mar 18, 2024•16 min•Ep. 179
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, innov...
Mar 14, 2024•20 min•Ep. 178
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...
Mar 12, 2024•37 min•Ep. 177
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 f...
Mar 08, 2024•10 min•Ep. 176
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 affiliat...
Mar 05, 2024•15 min•Ep. 175
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 techniqu...
Feb 27, 2024•36 min•Ep. 174
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 dri...
Feb 26, 2024•12 min•Ep. 173
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...
Feb 23, 2024•16 min•Ep. 172
“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 pu...
Feb 20, 2024•22 min•Ep. 171
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 D...
Feb 16, 2024•18 min•Ep. 170
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...
Feb 15, 2024•15 min•Ep. 169
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 ad...
Feb 06, 2024•14 min•Ep. 168
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 visit www.jpmm.com/research/disclosures...
Feb 02, 2024•4 min•Ep. 167
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...
Jan 30, 2024•31 min•Ep. 166
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 i...
Jan 26, 2024•11 min•Ep. 165
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 o...
Jan 25, 2024•18 min•Ep. 164
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/o...
Jan 23, 2024•23 min•Ep. 163
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 m...
Jan 19, 2024•22 min•Ep. 162
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 visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase ...
Jan 17, 2024•20 min•Ep. 161
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 ne...
Jan 16, 2024•32 min•Ep. 160
