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 forecas...
Sep 13, 2022•23 min•Ep. 39
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 a...
Sep 12, 2022•16 min•Ep. 38
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 Posi...
Aug 23, 2022•19 min•Ep. 37
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. ...
Aug 17, 2022•25 min•Ep. 36
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 potential impact on market 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, ...
Aug 10, 2022•16 min•Ep. 35
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 A...
Aug 08, 2022•16 min•Ep. 34
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, 202...
Aug 05, 2022•18 min•Ep. 33
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 ...
Jul 29, 2022•19 min•Ep. 32
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 & ...
Jul 26, 2022•15 min•Ep. 31
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 Tac...
Jul 12, 2022•13 min•Ep. 30
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 corpora...
Jun 29, 2022•11 min•Ep. 29
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 af...
Jun 27, 2022•18 min•Ep. 28
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...
Jun 17, 2022•12 min•Ep. 27
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, 2...
Jun 09, 2022•18 min•Ep. 26
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 ...
May 17, 2022•35 sec
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 subsid...
May 09, 2022•38 sec•Season 1Ep. 1
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 produc...
May 09, 2022•32 sec
In part II of this podcast, Rama Variankaval dives deeper into current market trends, including Fed rate increases, quantitative tightening and carbon transitioning, and how they are influencing corporate decision making. 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 ...
May 09, 2022•19 min•Season 1Ep. 11
In part I of this podcast, Rama Variankaval, global head of J.P. Morgan’s Corporate Finance Advisory and Center for Carbon Transition, shares his views on how geopolitical conflicts, climate change and inflation are impacting corporate strategies. 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...
May 09, 2022•11 min•Season 1Ep. 10
In advance of the final implementation phase of UMR, this episode discusses how the industry is evolving beyond regulatory compliance and towards efficient resource management, highlights how the industry has adapted to date and 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 & ...
May 05, 2022•8 min•Ep. 23
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 th...
Apr 22, 2022•21 min•Ep. 22
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 ...
Mar 28, 2022•19 min•Ep. 21
How can the global food system help address climate change and broader environmental sustainability? Moderator Huw Richards dives into this topic with Erik Oken, former Global Chairman of J.P. Morgan's Investment Bank. This conversation is one of several ways we’re supporting the transition to a lower carbon, more sustainable economy. Listen now. This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research d...
Mar 28, 2022•19 min•Season 1Ep. 7
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 expr...
Mar 25, 2022•7 min•Ep. 20
Focus on UMR is expected to grow as we approach implementation for phase 6 of the segregated initial margin rules and firms begin to analyze the impacts and considerations that will come into play. This episode discusses what firms need to do to prepare, identifying portfolio needs, integrated solutions and lessons learned from previous phases. This episode was recorded on December 16, 2021. This podcast is intended for institutional clients only. The views expressed in this podcast may not nece...
Jan 25, 2022•21 min•Ep. 19
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 &a...
Dec 10, 2021•13 min•Ep. 18
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...
Dec 03, 2021•10 min•Ep. 17
Several drivers, including capital constraints and innovative solutions to mobilize previously hard-to-fund assets, have recently led to increased growth in pledge across the triparty marketplace. This episode discusses the background to pledge, comparison versus title transfer, growth in Asia and what to expect next. 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...
Dec 02, 2021•17 min•Ep. 16
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. Th...
Nov 22, 2021•17 min•Ep. 15
In part II of this podcast, Huw Richards picks back up again with Susan Chapman-Hughes and Rebecca Thornton to dive deeper on executing board strategies from sourcing diverse candidates to measuring outcomes. 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 financ...
Oct 18, 2021•16 min•Season 1Ep. 6
