Markets Explained

J.P. Morgan Asset Management Market Insights
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In this increasingly tumultuous world, what should investors see as a signal? And what should they dismiss as noise? In this weekly podcast, Karen Ward, Chief Market Strategist for EMEA, and Hugh Gimber, Global Market Strategist, do exactly that - they digest the newsflow and work out what it means for global investors.

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  1. Hopes of a deal in Iran calms bond markets

    4 pv sitten

    Hopes of a deal in Iran calms bond markets

    In this week’s podcast Karen and Hugh discuss the latest developments in the negotiations between the US and Iran, some feedback from J. P. Morgan Asset Management’s global shipping team about how quickly energy markets could normalise when the Strait reopens, and why we all need to keep an eye on developments in Japan.

    16 min
  2. Market jitters build

    18.5.

    Market jitters build

    In this week’s podcast Karen and Hugh discuss how markets are getting more jittery about a prolonged conflict in Iran, how the summit between Xi and Trump fits into the narrative, and what the latest uncertainty in UK politics means for the Gilt market.

    15 min
  3. Middle East, inflation and UK politics

    11.5.

    Middle East, inflation and UK politics

    On this week’s podcast Karen and Hugh discuss whether markets are looking through the Middle East conflict, what higher oil prices might mean for US inflation due out this week and what the gilt market makes of the latest developments in UK politics. Visit our homepage to learn more about the Market Insights programme.

    16 min

  4. 1.5.

    New Podcast launching 11 May: Markets Explained

    In this increasingly tumultuous world, what should investors see as a signal? And what should they dismiss as noise? In this weekly podcast Karen and Hugh do exactly that – they digest the newsflow and work out what it means for global investors.

    20 s

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In this increasingly tumultuous world, what should investors see as a signal? And what should they dismiss as noise? In this weekly podcast, Karen Ward, Chief Market Strategist for EMEA, and Hugh Gimber, Global Market Strategist, do exactly that - they digest the newsflow and work out what it means for global investors.

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    J.P. Morgan Asset Management Market Insights
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    4
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    Markets Explained

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