Making Sense

J.P. Morgan
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. -6 H

    The Surge in ETFs: A Great Growth Story

    What’s behind the ETF market’s dramatic growth and what are the trends to watch? Join Bram Kaplan, head of Americas Equity Derivatives Strategy, to find out. Bram sits down with Tom Salopek from Cross Asset Strategy to explore the surge in ETF popularity, the move from active to passive funds and the impact of the economy on investor flows. Plus, could there be a replay of 2018’s “Volmageddon”? Find out more in the ETF market guide from J.P. Morgan Research. This episode was recorded on October 10, 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.

    14 min
  2. T+1 Deep Dive, Part 2: Future Outlook for Asia and Europe

    -3 J

    T+1 Deep Dive, Part 2: Future Outlook for Asia and Europe

    In part 2 of our T+1 deep dive, we explore the initiatives driving the much-anticipated move to T+1 settlement in the U.K., the E.U., and parts of Asia. The discussion addresses the current timeline for this transition, as well as the legislative and operational hurdles that need to be overcome to make T+1 a reality in these regions. Tune in for a lively conversation as we assess T+1 settlement in these markets. Joining us are Emma Johnson, Executive Director on J.P. Morgan’s EMEA Custody Product team; Sahil Shah, Executive Director on J.P. Morgan’s APAC Custody Product team; and Jack Parker, Executive Director on J.P. Morgan’s U.S. Custody Product team. And if you haven’t already, be sure to listen to part 1 of this episode which covers T+1 in the U.S. and neighboring markets. Listen to Part 1 here: https://www.jpmorgan.com/insights/podcast-hub/market-matters/t-plus-one-deep-dive-lessons-learned-from-us-rollout This episode was recorded on October 1, 2024.  This podcast is intended for institutional clients only. 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, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument. 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. © 2024 JPMorgan Chase & Company. All rights reserved.

    10 min
  3. T+1 Deep Dive, Part 1: Lessons Learned from the U.S. Rollout

    18 OCT.

    T+1 Deep Dive, Part 1: Lessons Learned from the U.S. Rollout

    In part 1 of our T+1 deep dive, we unpack the move to T+1 settlement in the U.S. and neighboring markets. Our discussion covers why the U.S. transitioned to T+1 settlement in May 2024 and examines the factors behind its largely successful implementation. Along the way, the industry has learned valuable lessons that can be leveraged by other markets considering accelerated settlement. Joining us are Jack Parker, Executive Director on J.P. Morgan’s U.S. Custody Product team; Emma Johnson, Executive Director on J.P. Morgan’s EMEA Custody Product team; and Sahil Shah, Executive Director on J.P. Morgan’s APAC Custody Product team. Tune in for a wide-ranging conversation on the U.S. experience, and don’t miss part 2 of this episode, which focuses on T+1 settlement in the E.U., the U.K., and APAC. This episode was recorded on October 1, 2024. This podcast is intended for institutional clients only. 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, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument. 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. © 2024 JPMorgan Chase & Company. All rights reserved.

    8 min
  4. The four Ws driving food insecurity: War, weather, waste and water

    16 OCT.

    The four Ws driving food insecurity: War, weather, waste and water

    Explore the pressing issue of global food insecurity in this episode of Research Recap on J.P. Morgan's Making Sense podcast. Join Tracey Allen, Head of Agricultural Commodities Strategy, and Joyce Chang, Chair of Global Research, as they delve into the structural factors driving food insecurity, such as war, weather, waste, and water. With 282 million people experiencing acute hunger in 2023, an increase of 24 million from the previous year, the discussion highlights the complex interplay of geopolitical instability, climate change, and resource management on food security. Discover how these factors impact global markets and the potential solutions to mitigate these challenges.   This episode was recorded on October 10, 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.

    19 min
  5. Trading Insights: How High is Positioning in U.S. Equities?

    15 OCT.

    Trading Insights: How High is Positioning in U.S. Equities?

    In this episode we hear from John Schlegel regarding how high positioning looks post the stellar rally in US equities.  John discusses the recent drivers of US equity strength, the main buyers of the rally so far, where this leaves positioning, and the risk / reward for equities from here.  John also touches on equity positioning across Europe and APAC.  John Schlegel, Head of Global Positioning Intelligence is in discussion with Eloise Goulder, Head of the Global Data Assets & Alpha Group.   This episode was recorded on October 14, 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.

    14 min
  6. Trading Insights: An Intersection Between Quant and Fundamental Investing, with Matt Jones, Global PM at Fidelity

    11 OCT.

    Trading Insights: An Intersection Between Quant and Fundamental Investing, with Matt Jones, Global PM at Fidelity

    In this episode we hear from Matt Jones, Global Portfolio Manager at Fidelity International. Matt discusses the intersection of quant techniques with the fundamental investment process, the benefits and challenges of this approach and the evolution data use in this strategy over the last two decades. Matt Jones is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group at JP Morgan.   This episode was recorded on September 9, 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.

    20 min
  7. 10 OCT.

    Payments Unbound: The Future of Cross-Border Payments

    Join Leana Ferguson, Payment Sales and Relationship Manager for Financial Institutions at J.P. Morgan, as she delves into the future of cross-border payments with Vijay Lulla, EMEA Head of Cross-Currency Payments at J.P. Morgan. This episode expands on the Payments Unbound series, available on jpmorgan.com, exploring the challenges and technological advancements shaping the landscape of cross-border transactions. From the complexities of real-time payments across 195 countries to the transformative potential of blockchain technology, Leana and Vijay discuss the current state and future prospects of global payments. Discover how innovations like tokenized commercial bank deposits, virtual accounts, and APIs are paving the way for a more efficient, secure, and transparent payment ecosystem.   Learn more about cross-border payments here: https://www.jpmorgan.com/payments/payments-unbound/volume-3/cross-border-payment-modernization   Sources: How many countries are there in the world? (2024) - Total & List | Worldometer (worldometers.info) https://www.volt.io/real-time-payments-world-map/ Cross-border payment modernization | J.P. Morgan (jpmorgan.com) Bridging ASEAN through regional payment connectivity | UOB Insights (uobgroup.com) PayNow Singapore (abs.org.sg) Project Nexus to transform global payments, going live in 2026 - The Asian Banker Project Nexus: enabling instant cross-border payments (bis.org) Terms and conditions of use (bis.org)   The views and opinions expressed herein are those of the author and do not necessarily reflect the views of J.P. Morgan, its affiliates, or its employees. The information set forth herein has been obtained or derived from sources believed to be reliable. Neither the author nor J.P. Morgan makes any representations or warranties as to the information’s accuracy or completeness.  The information contained herein has been provided solely for informational purposes and does not constitute an offer, solicitation, advice or recommendation, to make any investment decisions or purchase any financial instruments, and may not be construed as such. © 2024 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase Bank, N.A. Member FDIC. Deposits held in non-U.S. branches are not FDIC insured.  Non-deposit products are not FDIC insured. The statements herein are confidential and proprietary and not intended to be legally binding. Not all products and services are available in all geographical areas. Visit jpmorgan.com/paymentsdisclosure for further disclosures and disclaimers related to this content.

    15 min

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À propos

“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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