Making Sense

J.P. Morgan

“Making Sense,” the podcast channel from J.P. Morgan’s Commercial & Investment Bank, brings you views and analysis from the Investment Banking, Markets and Research businesses. In each episode, experts discuss the latest market outlooks, trends and developments impacting our complex global economy.

Subscribe now for insights that will help you navigate the world we live in.

Play

Open in

307 episodes
a few times a week
Avg 18 min
English

Episodes 307

Newest Oldest Longest

All20 Unplayed20 In progress0 Played0

Counted on this page — what you have heard stays on this device, so it is not something the list can be paged by.

#141
Nov 16, 2023 · 19 min
Data Assets & Alpha Group: The Case For Further Near-Term US Upside
In this episode the group discusses US equities in the context of the near 10% S&P500 rally over the last few weeks. They discuss the fundamental backdrop from a macro, micro and policy lens; the positioning perspective and extent to which investor flows turned bearish through September and October; what this could mean for near-term US equity upside and which sectors look most ripe to rally; and finally key risks to watch from here. Eloise Goulder, Head of the Data Assets & Alpha Group, is in discussion with Andrew Tyler, Head of US Market Intelligence, and John Schlegel, Head of Global Positioning Intelligence. This episode was recorded on November 15, 2023. 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”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
#140
Nov 9, 2023 · 17 min
Ready to Navigate Market Windows?
Todd Rothman, Managing Director of North American High Yield and Leveraged Loan Capital Markets, dives into the latest developments in the leverage loan and high yield markets with Kathleen Darling. They shed light on key catalysts influencing market dynamics, including geopolitical conflicts, a precipitous move in treasuries, recent economic data and more. Tune in to discover how companies can seize market windows of opportunity before year-end. This episode was recorded on November 7, 2023. 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 financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity. © 2023 JPMorgan Chase & Company. All rights reserved.
#139
Nov 3, 2023 · 4 min
Signs of Softening in the October Jobs Report
Michael Feroli, Chief US Economist, and Samantha Azzarello, Head of Content Curation and Strategy, discuss the October payrolls report. This episode was recorded on November 3, 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 asset classes that may be discussed in this communication. This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan. Copyright 2023, JPMorganChase & Co. All rights reserved.
#138
Nov 1, 2023 · 37 min
Data Assets & Alpha Group: Trend-following in alternative markets, with Florin Court’s Deputy CIO
In this episode we hear from David Denison, Deputy CIO of Hedge Fund Florin Court Capital, a diversified systematic asset manager. David discusses the philosophy behind trading multiple diversified asset classes across the power / electricity, commodity, interest rate swap and FX markets, the dynamics of a market with fewer speculating players and more producer players, the periods in which trend-following has been particularly successful historically, the benefits of trend-following in mitigating behavioral biases such as anchoring, and the growth in alternative CTAs as a HF asset class. David Denison is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group. Shownotes: To learn more about Florin Court Capital, see https://florincourt.com/ To learn more about David’s book, see: “Bayesian Methods for Nonlinear Classification and Regression”, Wiley, 2002. This episode was recorded on October 16th, 2023. 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”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
#137
Oct 31, 2023 · 10 min
Will Halloween Lead to a Strong Holiday Season?
From giant skeletons to pet costumes, find out what’s been filling Halloween shopping baskets with consumer sector specialist Briggs Barton and Carla Casella, Head of U.S. High Yield Consumer Products, Food and Retail. Consumers are spending around events and holidays but with dwindling savings, student loan repayments and high rates, many are feeling the strain. Can momentum continue into peak holiday season? This episode was recorded on October 24, 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 asset classes that may be discussed in this communication. This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan. Copyright 2023, JPMorganChase & Co. All rights reserved.
#136
Oct 27, 2023 · 20 min
Key Takeaways From the IMF/World Bank Annual Meetings
Resilience. Fragmentation. Divergence. These were just some of the buzzwords that emerged during the investor conference J.P. Morgan hosted at the IMF/World Bank Annual Meetings in October 2023. What else was top of mind for attendees? Join Joyce Chang, Chair of Global Research, Jahangir Aziz, Head of Emerging Market Economics Research, and Jan Loeys, Head of Long-Term Strategy, as they recap the key themes from the conference. This episode was recorded on October 18th, 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 asset classes that may be discussed in this communication. This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan. Copyright 2023, JPMorganChase & Co. All rights reserved.
#135
Oct 26, 2023 · 16 min
Considering an IPO? Themes and Thoughts on the Next Wave
Although the IPO market has been quiet since its 2021 peak, signs of resurgence are emerging. Join Lorenzo Soler, Head of Global Equity Syndicate, and host David Rawlings to explore the current state of the IPO market. Topics include issuer and investor engagement, macroeconomics and geopolitical dynamics, strategies for a successful IPO and a glimpse into the 2024 market landscape. This episode was recorded on October 24th, 2023. 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 financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity. © 2023 JPMorgan Chase & Company. All rights reserved.
#134
Oct 20, 2023 · 14 min
Is The Economy on Track for a Soft Landing?
Fed policy, inflation and jobs growth are top of mind — find out what they mean for the economy as J.P. Morgan experts share their insights and predictions. Join host Phoebe White, Head of U.S. Inflation Strategy as she talks to Michael Feroli, Chief U.S. Economist and Jay Barry, Co-Head of U.S. Rates Strategy. Together, they tackle the hard-hitting questions: Why is the U.S. economy not slowing down? Is a “soft landing” scenario a given? And when will inflation get back to a comfortable place? This episode was recorded on October 16, 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 asset classes that may be discussed in this communication. This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan. Copyright 2023, JPMorganChase & Co. All rights reserved.
#133
Oct 19, 2023 · 7 min
Setting New Standards for Corporate Hybrid Bonds
In light of the proposed updates from Moody’s on corporate hybrids, we dive into the potential changes and implications for financing strategies. In this episode, Jem Gumussoy, an Executive Director of our Investment Grade Finance team, hosted by Tan Hunjan, explores the corporate hybrid bond market and the impact of evolving industry standards. This episode was recorded on October 16, 2023. 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 financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity. © 2023 JPMorgan Chase & Company. All rights reserved.
#132
Oct 18, 2023 · 37 min
Data Assets & Alpha Group: Using Complex AI Techniques to Invest; with HF Founder Renee Yao
In this episode we hear from Renee Yao, Founder and CIO of Hedge Fund Neo Ivy, a firm which uses complex AI techniques in the investment process. Renee discusses the rationale for adopting these AI techniques, the evolution of these methods, and also the pitfalls and challenges of an AI-driven approach. Renee Yao is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group. To read more about Neo Ivy Capital, see https://www.neoivycapital.com/ This episode was recorded on September 12, 2023. 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”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
#131
Oct 17, 2023 · 13 min
FICC Market Structure: Top of Mind Themes for Q4
This episode highlights some of the top market structure themes you need going into Q4 2023, including the focus on Treasury basis trading, Basel III developments, India’s bond market dynamics, T+1 settlement and more. Join Kate Finlayson, Leland Price and Meridy Cleary as they highlight the key policy, trading, and microstructural developments right now. This episode was recorded on October 10, 2023. 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 solicitation to buy or sell any security or financial instrument, are not issued by Research but are a solicitation under CFTC Rule 1.71. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures © 2023 JPMorgan Chase & Company. All rights reserved.
#130
Oct 12, 2023 · 16 min
Are There More Optimistic Times Ahead for Europe?
What are Europe’s economic challenges and opportunities? Join host Louise Bennetts and Karen Ward, Chief Market Strategist EMEA at J.P. Morgan Asset Management, as they take a look back over the last decade to see what it means for Europe’s future. They discuss topics ranging from energy to inflation, capital markets and more. This episode was recorded on October 9, 2023. 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 financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity. © 2023 JPMorgan Chase & Company. All rights reserved.
#129
Oct 10, 2023 · 40 min
Data Assets & Alpha Group: Diving into Social Sentiment, with BUZZ Index Founder Jamie Wise
In this episode we hear from Jamie Wise, Founder, President and CEO of Hedge Fund Periscope Capital and BUZZ Holdings. He discusses the merit of tracking sentiment as an investing factor, the use of social media and online platforms as a discussion tool for retail investors, identifying alphas from those posts, and what those posts say about sentiment right now. Jamie Wise is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group. To read more about Periscope Capital, see https://www.periscopecap.com/ Note that BUZZ Holdings created the BUZZ NextGen AI US Sentiment Leaders Index, which is currently licensed by Van Eck & Associates for use in the VanEck Social Sentiment ETF (NYSE: BUZZ). This episode was recorded on September 12, 2023. 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”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
#128
Oct 9, 2023 · 10 min
What’s Scott Galloway’s Secret to Good Leadership?
What does a former investment banker — and successful entrepreneur — have to say about leadership? During J.P. Morgan’s recent Tech Stars Leadership Forum, Scott Galloway, Professor of Marketing at NYU Stern School of Business, chatted with Alex Watkins, Co-Head of J.P. Morgan’s International Equity Capital Markets. Tune in now to hear Scott’s advice for tech founders and the top three things that make a good CEO, plus the key trends driving the tech industry. This episode was recorded on October 2, 2023. 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 financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity. © 2023 JPMorgan Chase & Company. All rights reserved.
#127
Oct 6, 2023 · 4 min
September Jobs Report Exceeds Expectations
Michael Feroli, Chief US Economist, and Samantha Azzarello, Head of Content Curation and Strategy, discuss the September payrolls report. This episode was recorded on October 6, 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 asset classes that may be discussed in this communication. This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan. Copyright 2023, JPMorganChase & Co. All rights reserved.
#126
Oct 3, 2023 · 28 min
Data Assets & Alpha Group: A Discretionary Investing Lens, with Carmignac’s UK CEO
In this episode, we hear from Maxime Carmignac, CEO and Director of Carmignac UK. Maxime discusses the benefits of the fundamental discretionary investing style, how ESG can most powerfully be captured within this process, research around the benefits of family- and employee- owned businesses, and the rationale for providing financial products direct to the retail investor (both female and male). Maxime is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group. To read more about Carmignac, see https://www.carmignac.com/en_US This episode was recorded September 18, 2023. 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”), they are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.
#125
Sep 28, 2023 · 7 min
Debt Capital Markets Have Turned a New Leaf This Fall
Join Kathleen Darling as she hosts Brian Tramontozzi, Head of North American Leveraged Finance Capital Markets, to discuss the ever-so-active leveraged loan and high yield markets post-Labor Day reopening. In this podcast, they explore the recent uptick in deal activity, technical backdrop and outlook for Q4. Brian explains today’s favorable market conditions and why companies that have a need in the next few years to access capital, in either the leverage loan market or high yield market, should consider going now. This episode was recorded on September 27, 2023. 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 financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity. © 2023 JPMorgan Chase & Company. All rights reserved.
#124
Sep 26, 2023 · 22 min
Data Assets & Alpha Group Podcast: UK – Overlooked but Ripe with Opportunities
In this episode, Krupa Patel dives into the UK economy and markets. She discusses the current UK inflation, growth and policy backdrop, how it differs from the rest of the DM world, and, in Krupa’s view the ripe x-asset investment opportunities currently presenting themselves. Krupa Patel, Head of International Market Intelligence is interviewed by Eloise Goulder, Head of the Data Assets & Alpha Group. This episode was recorded on September 22, 2023. 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”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. For additional disclaimers and regulatory disclosures, please visit: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan. © 2023 JPMorgan Chase & Company. All rights reserved.
#123
Sep 22, 2023 · 25 min
Hollywood Strikes and the Broader Media Industry
From the Hollywood strikes to carriage disputes and cord-cutting, media companies are grappling with several challenges. Join Philip Cusick (U.S. Communications Services, Infrastructure and Media), David Karnovsky (Head of U.S. Media, Entertainment and Advertising) and Jack Atherton (Technology, Media and Telecom Specialist Sales) as they explore the outlook for the media industry. This episode was recorded on September 22, 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 asset classes that may be discussed in this communication. This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan. Copyright 2023, JPMorganChase & Co. All rights reserved.
#122
Sep 21, 2023 · 16 min
What Is Behind the Rise in Shareholder Activism?
As shareholder activism gains momentum worldwide, this podcast sheds light on key trends covering universal proxy rules, the capital allocation debate, M&A activity and the overall global outlook. Learn how boards and management can prepare for activism efforts and navigate the evolving business environment. J.P. Morgan experts lead this discussion, including David Freedman, Global Head of Shareholder Engagement and M&A Capital Markets, Alfredo Porretti, Head of Shareholder Engagement and M&A Capital Markets for North America and Darren Novak, Head of Shareholder Engagement and M&A Capital Markets for EMEA. This episode was recorded on September 15, 2023. 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 financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or to provide any other products or services to any person or entity. © 2023 JPMorgan Chase & Company. All rights reserved.

Showing 281–300 of 307 episodes