In this episode, the group explore markets through 2022, looking at regional and thematic performance, positioning, sentiment, and the evolving macro narrative from inflation to growth concerns. They also explore the bull / bear case for markets into 2023, and what J.P. Morgan proprietary data sets say about the outlook from here. In this episode, Eloise Goulder, Head of the Data Assets & Alpha Group, is interviewed by Edwina Lowe, Data Product Specialist within the team.
This episode was recorded on December 12, 2022.
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”), 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 and 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: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer
© 2022 JPMorgan Chase & Company. All rights reserved.
