Eloise Goulder, Head of the Data Assets & Alpha Group, discusses European turnover and liquidity, retail activity in European markets, advantages of retail investors, and the influence of retail investors on market momentum in Europe. Lear about the need for research on European retail investors and the value of JP Morgan's data set.

Guests Dr Amadeo Alentorn and Eloise Goulder discuss the evolution of systematic equity investing, the intersection of finance with data science techniques, and the role of AI in the investment process. They explore stock selection, factor timing for alpha generation, and the application of machine learning in stock picking. Part one ends with a hint at exploring the competitive landscape of systematic investing in part two.

Clare Witts and Eloise Goulder discuss the dynamics of APAC equity markets, focusing on the rise in turnover ratios, dominance of retail investors, and key market structure themes for 2024. They explore factors behind the growth in trading volumes in countries like Japan, India, Korea, and Taiwan, as well as the impact of systematic trading and retail trader participation. The discussion also covers retail trading trends, market structure changes, and complexities in the APAC market.