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 Produc...
Oct 22, 2024•10 min•Ep. 251
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, Executiv...
Oct 18, 2024•8 min•Ep. 250
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 ge...
Oct 16, 2024•19 min•Ep. 249
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. Thi...
Oct 15, 2024•14 min•Ep. 248
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 n...
Oct 11, 2024•20 min•Ep. 247
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 transformat...
Oct 10, 2024•15 min•Ep. 246
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 earning...
Oct 04, 2024•7 min•Ep. 245
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 suc...
Oct 03, 2024•22 min•Ep. 244
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 ...
Sep 19, 2024•25 min•Ep. 242
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 Chri...
Sep 17, 2024•20 min•Ep. 241
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 ...
Sep 12, 2024•19 min•Ep. 240
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 r...
Sep 10, 2024•19 min•Ep. 239
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 recor...
Sep 05, 2024•17 min•Ep. 238
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 Grou...
Aug 30, 2024•15 min•Ep. 237
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 ep...
Aug 29, 2024•12 min•Ep. 236
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 ...
Aug 27, 2024•21 min•Ep. 235
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 p...
Aug 23, 2024•12 min•Ep. 234
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 f...
Aug 22, 2024•19 min•Ep. 233
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 ne...
Aug 20, 2024•21 min•Ep. 232
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 envir...
Aug 16, 2024•30 min•Ep. 231
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 JPM...
Aug 15, 2024•16 min•Ep. 230
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...
Aug 13, 2024•20 min•Ep. 229
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 D...
Aug 13, 2024•18 min•Ep. 228
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...
Aug 08, 2024•20 min•Ep. 227
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 solicita...
Aug 06, 2024•13 min•Ep. 226
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 visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase &...
Aug 02, 2024•7 min•Ep. 225
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...
Aug 01, 2024•13 min•Ep. 224
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 In...
Jul 30, 2024•11 min•Ep. 223
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 visit www.jpmm.com/research/disclosures for importa...
Jul 26, 2024•25 min•Ep. 221
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 i...
Jul 25, 2024•26 min•Ep. 220
