Andrew Tyler

Andrew Tyler, Global Head of Market Intelligence at J.P. Morgan, and Federico Manicardi, International Head of Market Intelligence, dive into the dynamics of the market as 2025 wraps up. They unpack why global equities have surged, crediting robust macro and earnings growth. The duo spotlights emerging markets' rally, attributing it to dollar weakness and strong earnings. They also detail a strategic investment approach, suggesting a mix of mega-cap tech and cyclicals, while warning of potential risks from geopolitical tensions and shifts in AI valuations.

In this insightful discussion, Andrew Tyler, head of Global Market Intelligence at J.P. Morgan, navigates the complexities of the U.S. equity markets. He discusses the motivations behind recent fluctuations, including macroeconomic indicators and trade policy uncertainties. Andrew also highlights shifts in investor sentiment and sector opportunities, particularly within tech. Additionally, he explores the impact of international equities on growth potential, while examining the seasonal trends that could influence market movements in the coming months.

Join Andrew Tyler, head of Global Market Intelligence at J.P. Morgan, as he dives into the intertwining worlds of macroeconomic shifts and market dynamics. He unpacks recent job reports and inflation factors, discussing their impact on investor confidence. Tyler highlights how the fluctuating U.S. dollar presents unique opportunities in various sectors, such as utilities, while also examining the implications of trade negotiations and the evolving landscape of AI in trading. It's an insightful look at navigating choppy markets with a positive perspective.