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 pers...
Jun 29, 2023•19 min•Ep. 99
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 mark...
Jun 23, 2023•37 min•Ep. 98
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....
Jun 22, 2023•24 min
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. F...
Jun 20, 2023•30 min•Ep. 96
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 visit www.jpmm.com/research/disclosures for important disclos...
Jun 16, 2023•17 min•Ep. 95
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 re...
Jun 15, 2023•16 min•Ep. 94
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 &...
Jun 13, 2023•15 min
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 per...
Jun 08, 2023•22 min•Ep. 92
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 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 as...
Jun 02, 2023•5 min•Ep. 91
In this episode, Kathleen Darling picks back up with Brian 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 res...
Jun 01, 2023•6 min•Ep. 90
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 no...
May 31, 2023•7 min•Ep. 89
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 ...
May 30, 2023•24 min•Ep. 88
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 visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries...
May 26, 2023•15 min•Ep. 87
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 J...
May 25, 2023•22 min•Ep. 86
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 ...
May 24, 2023•29 min
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 ref...
May 23, 2023•15 min•Ep. 84
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 Asse...
May 16, 2023•19 min•Ep. 83
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 visit www.jpmm.com/research/disclosures for important disclosures. JPM...
May 11, 2023•17 min•Ep. 82
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 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 a...
May 05, 2023•5 min•Ep. 81
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...
May 04, 2023•18 min•Ep. 80
In this episode, Pierre Chabran, from J.P. Morgan's 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 n...
May 02, 2023•33 min•Ep. 79
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 ...
Apr 27, 2023•16 min•Ep. 78
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 visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its af...
Apr 24, 2023•38 sec•Ep. 77
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 ...
Apr 19, 2023•14 min•Ep. 76
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/ ...
Apr 06, 2023•24 min•Ep. 75
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 episod...
Apr 04, 2023•19 min•Ep. 74
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, 202...
Mar 30, 2023•17 min•Ep. 73
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 ex...
Mar 22, 2023•24 min•Ep. 72
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 ma...
Mar 09, 2023•11 min•Ep. 71
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 how 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. Morga...
Mar 07, 2023•15 min•Ep. 70
