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 Strat...
Jul 19, 2024•32 min•Ep. 219
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. T...
Jul 18, 2024•16 min•Ep. 218
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 aff...
Jul 16, 2024•21 min•Ep. 217
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 ...
Jul 12, 2024•21 min•Ep. 216
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 Schleg...
Jul 10, 2024•14 min•Ep. 215
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 visit www.jpmm.c...
Jul 08, 2024•8 min•Ep. 214
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 subsid...
Jul 08, 2024•17 min•Ep. 213
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 ...
Jul 05, 2024•20 min•Ep. 212
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 d...
Jul 02, 2024•25 min•Ep. 211
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 visit www.jpmm....
Jun 28, 2024•17 min•Ep. 210
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 cer...
Jun 27, 2024•19 min•Ep. 209
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 Position...
Jun 25, 2024•14 min•Ep. 208
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 worldwid...
Jun 21, 2024•7 min•Ep. 207
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 f...
Jun 14, 2024•11 min•Ep. 206
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-...
Jun 11, 2024•24 min•Ep. 205
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 pur...
Jun 07, 2024•11 min•Ep. 204
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 mate...
Jun 06, 2024•17 min•Ep. 203
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 visit www.jpmm.com/research/disclosures for important disclosure...
May 31, 2024•14 min•Ep. 202
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-lunc...
May 29, 2024•22 min•Ep. 201
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:...
May 28, 2024•28 min•Ep. 200
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...
May 23, 2024•22 min•Ep. 199
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, an...
May 20, 2024•16 min•Ep. 198
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 ...
May 17, 2024•17 min•Ep. 197
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 mat...
May 16, 2024•11 min•Ep. 196
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 onl...
May 15, 2024•9 min•Ep. 195
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...
May 14, 2024•29 min•Ep. 194
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 visit www.j...
May 03, 2024•9 min•Ep. 193
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 Posit...
Apr 30, 2024•17 min•Ep. 192
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. Chri...
Apr 23, 2024•21 min•Ep. 191
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....
Apr 22, 2024•12 min•Ep. 190
