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.

  1. prije 4 d

    A global earnings knockout

    The market is wrapping up a stellar earnings season with growth broadening by geography and sector. No wonder markets keep hitting all-time highs. Karen and Hugh break down the earnings news and discuss what the macro data suggests about the outlook from here.

    A global earnings knockout

  2. 10. kol

    It’s a good time to invest

    In this week’s episode, Karen and Hugh reflect on the outlook for inflation and the Middle East, what the earnings season tells us about the broadening of opportunities, and why it’s a good time to invest despite the geopolitical turmoil.

    It’s a good time to invest

  3. 3. kol

    Where is the interest rate outlook mispriced by markets?

    Following a busy week for central banks, Hugh was joined by Iain Stealey, International CIO for Global Fixed Income, Currency and Commodities, to dissect the recent rate decisions and look at where global government bond markets are offering the best value. The pair also discussed last week’s US earnings reports, as well as why markets may be especially sensitive to this week’s US labour market data.

    Where is the interest rate outlook mispriced by markets?

  4. 27. srp

    Central banks talk tough

    It’s a big week for central banks, with the Federal Reserve, Bank of England and Bank of Japan all meeting. Karen and Hugh expect policymakers to talk tough as they seek to reassure markets that rising oil prices will not lead to another inflationary spiral. They will also discuss the latest learnings from the US earnings season.

    Central banks talk tough

  5. 20. srp

    What new prime minister Andy Burnham means for UK stocks

    This week Hugh was joined by another special guest – Callum Abbot, UK equity portfolio manager and Head of Systematic Active Core Strategies – to discuss last week’s earnings results, which parts of the UK stock market could be most impacted by new political leadership, and whether the European Central Bank might surprise investors later this week.

    What new prime minister Andy Burnham means for UK stocks

  6. 13. srp

    Earnings season is here: What investors need to know

    In this week’s podcast, Hugh welcomed a special guest – Sam Witherow, Head of Global Equity Income Strategies – to tackle re-escalating tensions in the Middle East, the most important things to watch as Q2 earnings season gets into full swing, and what a change of leadership in the UK might mean for UK equity valuations.

    Earnings season is here: What investors need to know

  7. 6. srp

    A true underdog story – European stocks

    In this week’s podcast, Karen and Hugh discuss what the market likes about last week’s US payrolls report and delve into why the surge in the DAX is feeding Karen’s optimism about the prospect for European stock outperformance.

    A true underdog story – European stocks

  8. 29. lip

    Diversifying tech volatility

    With the market having a bit of a tech wobble last week, we talk about how to make sure portfolios aren’t too vulnerable to AI bumps. We also look ahead to US payrolls and what this means for the Fed as well as to the challenges faced by the next UK prime minister.

    Diversifying tech volatility
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Opis

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.

Informacije

  • Autor
    J.P. Morgan Asset Management Market Insights
  • Aktivne godine
    2026.
  • Epizode
    16
  • Ocjena
    Korektno
  • Copyright
    © Copyright 2026 All rights reserved.
  • Web‑stranica emisije
    Markets Explained

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