Making Sense J.P. Morgan

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 read JP Morgan research reports related to it’s contents for more information including important disclosures. Copyright 2024 JP Morgan Chase & Co. All rights reserved.

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 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. 
© 2024 JPMorgan Chase & Company. All rights reserved. 

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 Positioning Intelligence team, are in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group at JP Morgan.
To learn more about the Data Assets & Alpha Group: https://www.jpmorgan.com/markets/market-data-intelligence
This episode was recorded on June 21, 2024.
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.

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 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 provide any other products or services to any person or entity. ​
© 2024 JPMorgan Chase & Company. All rights reserved. 

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 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 provide any other products or services to any person or entity. 
 
© 2024 JPMorgan Chase & Company. All rights reserved. 

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-following in Alternative Markets with David Denison, Deputy CIO, Florin Court - here
The Evolution of Systematic Strategies, with Aspect Capital’s CEO (Part 1) - here
The Evolution of Systematic Strategies, with Aspect Capital’s CEO (Part 2) - here
To learn more about the Data Assets & Alpha Group: https://www.jpmorgan.com/markets/market-data-intelligence
This episode was recorded on June 3, 2024.
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.