Making Sense

J.P. Morgan
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Making Sense

“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.

  1. Trading Insights: Long-term investing for a long-term mission, with Wellcome Trust

    قبل ٣ أيام

    Trading Insights: Long-term investing for a long-term mission, with Wellcome Trust

    In this episode we hear from Elaina Elzinga, Principal and Head of Active Manager Selection at Wellcome Trust. Elaina runs through portfolio construction when spanning investments from HFs to LOs to real assets, how use of data and AI in the investment space influences allocation decisions, and how these longer term investment goals interplay with Wellcome Trust’s mission and purpose.  Elaina is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group at J.P. Morgan.     To learn more about Wellcome Trust: www.wellcome.org To learn more about the Data Assets & Alpha Group: https://www.jpmorgan.com/markets/market-data-intelligence   Related podcasts:   Asset Allocation amid Climate risks, with Fidelity International Macroeconomist – January 2024   A Macroeconomic Approach to Investing, with Fulcrum’s Chief Risk Officer – February 2024   Recording date: 17 October 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. © 2024 JPMorgan Chase & Company. All rights reserved.

    ٢٤ من الدقائق
  2. Trading Insights: A post-election rally in U.S. equities

    قبل ٥ أيام

    Trading Insights: A post-election rally in U.S. equities

    In this episode, the Data Assets & Alpha Group review recent U.S. equity strength and discuss the potential for a further rally into year-end.  They discuss implications of the U.S. elections, recent macro and micro data and sectors which look to offer better risk / reward.  They also discuss the relative underperformance of European equities and the risk / reward in China.  Andrew Tyler, head of Global Market Intelligence, and Federico Manicardi, head of International Market Intelligence, are in discussion with Eloise Goulder, head of the Global Data Assets & Alpha Group. Note that this discussion follows episodes released on: July ’24 – US Equities at All-Time Highs Jun ’24 – An Underperformance in European Equities   This episode was recorded on November 19, 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.

    ١٣ من الدقائق
  3. How Trump 2.0 Could Impact the Global Economy and Markets

    ١٣ جمادى الأولى

    How Trump 2.0 Could Impact the Global Economy and Markets

    In this episode of Research Recap, chair of Global Research Joyce Chang and chief economist Bruce Kasman discuss the economic and geopolitical implications of a second Trump presidency. They discuss how Trump 2.0 could impact U.S. growth and inflation, while also considering the broader global effects, particularly around international trade and tariffs. How might these policies play out on the global stage?    This episode was recorded on November 12, 2024. 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 2024, JPMorganChase & Co. All rights reserved.

    ١٣ من الدقائق
  4. Trading Insights: QIS Developments and the Use of LLMs

    ١٠ جمادى الأولى

    Trading Insights: QIS Developments and the Use of LLMs

    In this episode, we hear from Deepak Maharaj, Head of Equities and Cross Asset QIS Structuring at J.P. Morgan. Deepak discusses the rapid development of Equities QIS strategies - from the technology enhancements to the use of LLMs in product development - and where this space is likely to evolve in future. Deepak is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group at J.P. Morgan.   Shownotes: To learn more about the Data Assets & Alpha Group: https://www.jpmorgan.com/markets/market-data-intelligence   Related podcasts: Extending the trend, with JP Morgan’s Lead CTA Structurer Time Traveler: A Look Back in Time with Fredrik Giertz – Part 1 Time Traveler: A Look Back in Time with Fredrik Giertz – Part 2   This episode was recorded on October 7, 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.

    ١٢ من الدقائق
  5. How Hedging Market Risk is Changing

    ٥ جمادى الأولى

    How Hedging Market Risk is Changing

    As electronic trading continues to expand across asset classes, how has this shaped the way market risk is hedged? Do market makers hedge risk differently from buy-side market participants? Kate Finlayson from the FICC Market Structure & Liquidity Strategy team is joined by Eddie Wen, Global Head of Digital Markets and Chi Nzelu, Global Head of FICC eTrading, to discuss changes in the hedging of market risk, the impact of network centric eTrading and how emerging technology continues to shape portfolio management. This podcast was recorded on October 10th, 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. They 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.

    ١٠ من الدقائق
  6. Navigating the Hedge Fund Frontier: Insights on Early-Stage Investing

    ٣ جمادى الأولى

    Navigating the Hedge Fund Frontier: Insights on Early-Stage Investing

    Dive into the world of early-stage hedge fund investing with Kumar Panja, EMEA Head of Capital Advisory Group and Sam Diedrich, Managing Director and Head of Absolute Return at Partners Capital Investment Group. Uncover strategies for emerging managers, the power of SMAs, and the art of probabilistic thinking. Perfect for aspiring managers and savvy investors seeking a competitive edge. This episode was recorded on July 16, 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. To find out more about our services, please contact markets.marketing@jpmorgan.com

    ٢٥ من الدقائق
  7. More questions than answers in the October jobs report

    ٢٩ ربيع الآخر

    More questions than answers in the October jobs report

    Explore the latest insights from the U.S. employment report in this episode of Research Recap on J.P. Morgan's Making Sense podcast. Phoebe White, Head of U.S. Inflation Market Strategy, teams up with Mike Feroli, Chief U.S. Economist, to dissect the October employment data and its implications for the economy and the Federal Reserve. With a disappointing gain in non-farm jobs and the impact of hurricanes and strikes still uncertain, the duo analyzes the broader signals from the labor market, wage growth, and economic momentum as we head into the fourth quarter. They also delve into the potential effects of the upcoming Fed meeting and election on monetary policy and market volatility. This episode was recorded on November 1, 2024. 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 2024, JPMorganChase & Co. All rights reserved.

    ٨ من الدقائق
  8. How bond ETFs are shaping the trading landscape

    ٢٦ ربيع الآخر

    How bond ETFs are shaping the trading landscape

    As innovation in the fixed income landscape continues to evolve, Meridy Cleary from the FICC Market Structure & Liquidity Strategy team is joined by Matt Legg, Global Head of Delta One & ETF Sales, and Julie Abbett, Head of US ETF Sales for Equities and Credit, to discuss the role of ETFs in fixed income, the rise of ETF options, European and U.S. markets, and more.   This episode was recorded on October 22, 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. They 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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“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.

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