Federico Manicardi
International Head of Market Intelligence at J.P. Morgan, covering Europe and Asia markets with expertise in regional catalysts, policy dynamics, and sectoral investment themes.
Best podcasts with Federico Manicardi
Ranked by the Snipd community
8 snips
Dec 2, 2025 • 15min
Trading Insights: What to watch in equity markets heading into year-end
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.
4 snips
Jun 25, 2024 • 14min
Data Assets & Alpha Group: An underperformance in European equities
Federico Manicardi and Jigar Vakharia discuss the underperformance of European equities compared to US equities. They delve into macro and political dynamics in Europe, potential risks and rewards in the equity market, and the impact of upcoming elections in France and the UK. The conversation also touches on hedge fund activities, sector preferences, and bullish and bearish views on various sectors.
