Afleveringen
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In this episode, host David Rawlings chats with Dorothee Blessing and Conor Hillery, Co-Heads of Investment Banking for EMEA at J.P. Morgan, on the financial pulse of the EMEA region. They explore the impact of geopolitical influences, regulatory shifts, and the M&A outlook in a rapidly evolving economic and investment banking landscape.
This episode was recorded on March 11, 2024. ââ
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firmâs 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. ââ
© 2024 JPMorgan Chase & Company. All rights reserved.
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Join host Evan Junek and Arsalan Mahtafar, Head of J.P. Morgan Development Finance Institution (DFI), as they explore key findings from the latest annual DFI report, including key transactions assessed for development impact and the success stories behind those numbers. Learn about the importance of impact investing, the role of the Impact Disclosure Taskforce and J.P. Morgan DFI's efforts to mainstream impact across financial products.
This episode was recorded on March 14, 2024.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firmâs 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.
© 2024 JPMorgan Chase & Company. All rights reserved.
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Zijn er afleveringen die ontbreken?
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In this episode, the group discuss recent outperformance in European equities - and particularly outperformance in European large caps, via SX5E Index. They run through the fundamental rationale for the European equity rally YTD, the extent to which Hedge Funds and other investors have bought into the rally, and resulting positioning levels and crowding in European stocks. They also discuss pockets within Europe which appear more stretched on valuation and positioning metrics, vs pockets with more opportunity. Daniel Landau, from the Positioning Intelligence team, is in discussion with Eloise Goulder, Head of the Global Data Assets & Alpha Group.
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Electric vehicles have been getting mixed headlines of late, with consumer demand declining and auto firms cutting back on investments in this area. Whatâs prompting this slowdown, and whatâs the outlook for the EV industry? Jose Asumendi, Head of European Auto Research, and Ryan Brinkman, Head of U.S. Autos and Auto Parts, share their insights.
This episode was recorded on March 8, 2024.
This episode was recoded on February 8, 2024.
This communication is provided for information purposes only. Please read JP Morgan research reports related to its contents for more information including important disclosures.
Copyright 2024 JP Morgan Chase & Co. All rights reserved.
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This episode dives into insights from J.P. Morganâs Clean Tech Stars Conference, exploring opportunities and challenges in the clean tech sector. Host Rama Variankaval, Global Head of Corporate Advisory & Sustainable Solutions, chats with James Janoskey, Co-Head of Global Energy, Power, Renewables and Mining, and Chuka Umunna, Head of Sustainable Solutions & Green Economy Investment Banking in EMEA. They discuss the diverse ecosystem of green companies, evolving investor landscape, innovative financing, the role of public policy in driving green transition and more.
This episode was recorded on March 11, 2024.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firmâs 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.
© 2024 JPMorgan Chase & Company. All rights reserved.
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In this episode we hear from Helen Jewell, EMEA CIO of Fundamental Equities at BlackRock. Helen discusses the evolution of data in the fundamental discretionary stock picking process, how data can be best leveraged in the forecasting process, the relative importance of earnings estimates vs valuation techniques, and how the active equity investing space could evolve from here. Helen is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group.
Shownotes :
https://www.blackrock.com/uk/solutions/stock-market-quarterly-outlook
https://www.blackrock.com/uk/solutions/corporate-earnings-review
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The labor market continues to display remarkable resilience, with 275,000 jobs added in February. However, the U.S. jobless rate hit a two-year high while wage gains slowed, suggesting that conditions might be starting to moderate. Which sectors drove the strength in hiring? Will growth step down in the second quarter? And are we still on track for a rate cut in June? Join Michael Feroli, Chief U.S. Economist, and Phoebe White, Head of U.S. Inflation Strategy, as they discuss the key takeaways from the February jobs report.
This episode was recorded on March 8, 2024.
This communication is provided for information purposes only. Please read JP Morgan research reports related to its contents for more information including important disclosures.
Copyright 2024 JP Morgan Chase & Co. All rights reserved.
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Join Kevin Foley, Global Head of Debt Capital Markets and Tarek Hamid, Head of North American Corporate Credit Research, as they recap highlights from J.P. Morganâs Global High Yield & Leveraged Finance Conference. Discover insights on the macro economy, M&A outlook, private credit trends and more as we look to navigate the debt capital markets in 2024.
This episode was recorded on March 1, 2024.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firmâs 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.
© 2024 JPMorgan Chase & Company. All rights reserved.
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In this episode we hear from Fulcrumâs Chief Research Officer Juan Antolin Diaz. Juan discusses the macroeconomic and advanced econometric approach to investing at Fulcrum, including the integration of both quant and discretionary techniques. He discusses the power of âNowcastingâ to have a better understanding of the current economic backdrop, the benefits and challenges of dynamic asset allocation, the role of data in the investment process and how this has evolved over time, where AI techniques are proving beneficial, where academic research and rigour are additive to the investment process, and conclusions on market dynamics today. Juan is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group.
Shownotes:
https://www.fulcrumasset.com/global/en/
This episode was recorded on January 29, 2024.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together âJ.P. Morganâ), they are not the product of J.P. Morganâs 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.
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Is blockchain still a pipedream? In a world of increasing trading costs and capital constraints, could distributed ledger technology facilitate greater liquidity and efficient risk management? Can DLT realistically help address shortened settlement requirement requirements and cross-border funding challenges? Head of Markets DLT, Scott Lucas joins Kate Finlayson, Global Head of FICC Market Structure & Liquidity Strategy, to consider the changing market conditions and regulatory proposals driving more engagement in distributed ledger technology.
This episode was recorded on January 17, 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 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
© 2024 JPMorgan Chase & Company. All rights reserved.
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Dive into the intricacies of China's economic landscape with Joyce Chang, Chair of Global Research at J.P. Morgan, and Haibin Zhu, Chief China Economist and Head of Greater China Economic Research. In this insightful episode, they tackle the complexities of China's growth trajectory and the nuanced narratives between markets and policymakers. They also discuss the ongoing challenges that China is facing in housing market, the future of China's influence on the global economy, and much more.
This episode was recorded on February 15, 2024.
This communication is provided for information purposes only. Please read JP Morgan research reports related to its contents for more information including important disclosures.
Copyright 2024 JP Morgan Chase & Co. All rights reserved.
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âItâs all about the U.S., for better or for worse.â What are the key themes driving global markets and economies in 2024 and beyond? Will geopolitics, globalization, technology, climate action and more continue to be shaped by U.S. dominance? And how will these factors impact strategic portfolios? Chair of Global Research Joyce Chang and Jan Loeys, who covers long-term strategy, share their insights.
This episode was recorded on February 8, 2024.
This communication is provided for information purposes only. Please read JP Morgan research reports related to its contents for more information including important disclosures.
Copyright 2024 JP Morgan Chase & Co. All rights reserved.
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In this episode the group discuss risk / reward for US equities following an incredibly strong rally over the last 3 months. They discuss strength in recent macro and micro data, implications of the recent âhotterâ CPI, the positioning backdrop for US equities and sectors, and key catalysts to watch to shape the narrative from here. Andrew Tyler, Head of US Market Intelligence, and John Schlegel, Head of Global Positioning Intelligence, are in discussion with Eloise Goulder, Head of the Global Data Assets & Alpha Group.
This discussion follows Making Sense podcast episodes released on:
9th January 2024 - Data Assets & Alpha Group: US Macro & Positioning Views - January 202416th November 2023 - Data Assets & Alpha Group: The Case For Further Near-Term US UpsideThis episode was recorded on February 14, 2024.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together âJ.P. Morganâ), they are not the product of J.P. Morganâs 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.
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Ahead of J.P. Morganâs Global High Yield & Leveraged Finance conference, Brian Tramontozzi, Head of North American Leveraged Finance Capital Markets, hosts Brian Rubin, Head of U.S. Fixed Income Trading at T. Rowe Price, and Michael Schechter, Partner and Head of Credit Trading at Ares Management. They discuss the current activity in the debt capital markets and potential factors that could impact the positive momentum.
This episode was recoded on February 5, 2024.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firmâs 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.
© 2024 JPMorgan Chase & Company. All rights reserved.
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What do traders look for as they navigate market volatility in a dynamic landscape? How can firms utilize emerging technologies to achieve optimum outcomes? This episode explores the factors shaping execution strategies, the challenges in deploying new trading techniques and what current trends tell us about the future of electronic trading. Global Head of FICC e-Trading, Chi Nzelu joins Kate Finlayson, Global Head of FICC Market Structure & Liquidity Strategy, as they discuss cross-asset advancements in e-Trading and what to look out for next.
This episode was recorded on January 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 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
© 2024 JPMorgan Chase & Company. All rights reserved.
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The U.S. labor market continues to outperform expectations, with non-farm payrolls growing by 353,000 in January and wages increasing 4.5%. What does this all mean for inflation and interest rates? Join Michael Feroli, Chief U.S. Economist, and Samantha Azzarello, Head of Content Curation and Strategy, as they discuss the January jobs report.
This episode was recorded on February 2, 2024.
This communication is provided for information purposes only. Please read JP Morgan research reports related to its contents for more information including important disclosures.
Copyright 2024 JP Morgan Chase & Co. All rights reserved.
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In this episode we hear from Anna Stupnytska, Global Macro Economist at Fidelity International. Anna discusses the impact of Climate Change on growth, inflation and interest rates under various policy scenarios, the trade-off between nearer-term âtransition risksâ and longer-term âphysical risksâ, what all this means for asset prices and strategic asset allocation, and distinguishing âsignal from noiseâ across the breadth of ESG data. Anna is in discussion with Eloise Goulder, Head of the Global Data Assets & Alpha Group.
Links for show notes:
From the top down: Capital market assumptions in the climate crisis (fidelity.co.uk)
February-2023-Global-Macro-Insights-Tracking-net-zero-progress.pdf (fidelity.co.uk)
Race to net zero: Seeing the world in an investment portfolio (fidelity.co.uk)
This episode was recorded on January 22, 2024.
The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together âJ.P. Morganâ), they are not the product of J.P. Morganâs 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.
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After hitting record highs in 2023, will gold prices enjoy another glittering year? And will silver prices follow suit? Join Natasha Kaneva, Head of Global Commodities Strategy, and Gregory Shearer, Head of Base and Precious Metals Strategy, as they explore the outlook for precious metals in 2024.
Read the full outlook for gold prices here: https://www.jpmorgan.com/insights/global-research/commodities/gold-prices
This episode was recorded on January 22, 2024.
This communication is provided for information purposes only. Please read JP Morgan research reports related to its contents for more information including important disclosures.
Copyright 2024 JP Morgan Chase & Co. All rights reserved.
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Join this roundtable discussion with Daniel Rudnicki Schlumberger, Head of Leveraged Finance EMEA, Ben Thompson, Head of EMEA Leveraged Finance Capital Markets, and Natalie Netter, Head of EMEA Leveraged Finance Syndicate. Gain insights into factors shaping leveraged finance markets in Europe, from technical drivers and refinancing activities to M&A transactions and the broader market conditions.
This episode was recorded on January 18, 2023.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firmâs 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.
© 2024 JPMorgan Chase & Company. All rights reserved.
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Join host David Rawlings and Michael Cembalest, Chairman of Market and Investment Strategy at J.P. Morgan Asset and Wealth Management, as they discuss the state of the global economy and outlook in 2024. Explore the possibility of a soft landing and market surprises. Dive into topics like the evolving role of regional banks, antitrust risks, global electionsâ implications on markets and more.
Read Michaelâs full outlook: https://privatebank.jpmorgan.com/nam/en/insights/latest-and-featured/eotm/outlook
This episode was recorded on January 9, 2024.
This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firmâs 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.
© 2024 JPMorgan Chase & Company. All rights reserved.
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