Eloise Goulder speaks with Rui Fernandes, Global Head of Markets Trading Structuring at J.P. Morgan, a pro in trading and structuring. They dive into the evolution of trading, emphasizing innovation and the rise of multi-asset investing. Rui highlights the impact of AI on product design and the necessity of customization at scale amidst market changes. The conversation also touches on client engagement and the complexities of integrating diverse financial strategies to meet evolving demands.
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insights INSIGHT
Bifurcation of Markets
Customized, bespoke solutions are growing alongside e-trading and standardization.
This growth is driven by the "bifurcation of markets," where clients need both standardized and specialized products.
question_answer ANECDOTE
S&P Customization Example
Clients may want S&P exposure but with specific sector overweights or exclusions.
This illustrates the need for customization beyond simple index investing.
insights INSIGHT
Evolving Client Needs
Client needs have evolved with the rise of private credit, increased retail investor sophistication, and multi-asset investing.
Structuring must adapt to service these trends.
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In this episode, Eloise Goulder, head of the Data Assets and Alpha Group at J.P. Morgan, sits down with Rui Fernandes, global head of Markets Trading Structuring at J.P. Morgan, to explore the evolution of the trading and structuring businesses. They delve into the key drivers of success including innovation, customization at scale and platform interoperability. They also touch on the rise of multi-asset investing, the impact of AI on product design and the importance of staying attuned to client needs in a rapidly changing financial landscape.
This episode was recorded on January 29, 2025.
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.
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