Join host Amaury Guzman and Kevin Foley, Global Head of Capital Markets, as they dive into the 2024 market surprises, implications from the U.S. election, and what lies ahead for global capital markets in 2025. Discover insights on refinancing trends, M&A activity, and the opportunities and challenges that could shape the capital markets landscape. Plus, get a sneak peek at the themes to watch at J.P. Morgan's upcoming 30th Global Leveraged Finance Conference.   This episode was recorded on December 4, 2024. This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity. ​ © 2024 JPMorgan Chase & Company. All rights reserved. ​

In this episode, we hear from Debora Kantt, head of Corporate Futurism at J.P. Morgan. Debora discusses the importance of thinking ‘Future Back’, in overcoming behavioral biases and training the human brain to think in a non-linear way.  She also provides examples of ‘weak signals’, or seeds of future trends, across the biocomputing and affective computing fields. Debora is in discussion with Eloise Goulder, head of the Data Assets & Alpha Group at J.P. Morgan.   Shownotes: To learn more about the Data Assets & Alpha Group: https://www.jpmorgan.com/markets/market-data-intelligence   This episode was recorded on October 15, 2024. 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. © 2024 JPMorgan Chase & Company. All rights reserved.

In this episode we hear from Elaina Elzinga, Principal and Head of Active Manager Selection at Wellcome Trust. Elaina runs through portfolio construction when spanning investments from HFs to LOs to real assets, how use of data and AI in the investment space influences allocation decisions, and how these longer term investment goals interplay with Wellcome Trust’s mission and purpose.  Elaina is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group at J.P. Morgan.     To learn more about Wellcome Trust: www.wellcome.org To learn more about the Data Assets & Alpha Group: https://www.jpmorgan.com/markets/market-data-intelligence   Related podcasts:   Asset Allocation amid Climate risks, with Fidelity International Macroeconomist – January 2024   A Macroeconomic Approach to Investing, with Fulcrum’s Chief Risk Officer – February 2024   Recording date: 17 October 2024   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. © 2024 JPMorgan Chase & Company. All rights reserved.

In this episode, the Data Assets & Alpha Group review recent U.S. equity strength and discuss the potential for a further rally into year-end.  They discuss implications of the U.S. elections, recent macro and micro data and sectors which look to offer better risk / reward.  They also discuss the relative underperformance of European equities and the risk / reward in China.  Andrew Tyler, head of Global Market Intelligence, and Federico Manicardi, head of International Market Intelligence, are in discussion with Eloise Goulder, head of the Global Data Assets & Alpha Group. Note that this discussion follows episodes released on: July ’24 – US Equities at All-Time Highs Jun ’24 – An Underperformance in European Equities   This episode was recorded on November 19, 2024.   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.

Bruce Kasman, Chief Economist at J.P. Morgan, offers insights into the potential impact of a second Trump presidency. He discusses how U.S. trade policies and tariffs could affect inflation and growth both domestically and globally. The conversation highlights market reactions and challenges such as currency fluctuations. Kasman also analyzes the implications for U.S.-China trade relations, recent tariff effects on global commodities, and the economic shockwaves that emerging markets may face. It's a deep dive into the future of the global economy.

In this episode, we hear from Deepak Maharaj, Head of Equities and Cross Asset QIS Structuring at J.P. Morgan. Deepak discusses the rapid development of Equities QIS strategies - from the technology enhancements to the use of LLMs in product development - and where this space is likely to evolve in future. Deepak is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group at J.P. Morgan.   Shownotes: To learn more about the Data Assets & Alpha Group: https://www.jpmorgan.com/markets/market-data-intelligence   Related podcasts: Extending the trend, with JP Morgan’s Lead CTA Structurer Time Traveler: A Look Back in Time with Fredrik Giertz – Part 1 Time Traveler: A Look Back in Time with Fredrik Giertz – Part 2   This episode was recorded on October 7, 2024. 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.

In this insightful discussion, Eddie Wen, Global Head of Digital Markets at J.P. Morgan, and Chi Nzelu, Global Head of FICC eTrading at J.P. Morgan, delve into the transformation of hedging market risk in the age of electronic trading. They explore the shift from traditional to network-centric trading models, emphasizing enhanced liquidity and the role of data analytics. The conversation touches on the evolving strategies market makers and buy-side participants use, highlighting the move towards multi-strategy approaches and the future impact of AI on risk management.

Dive into the world of early-stage hedge fund investing with Kumar Panja, EMEA Head of Capital Advisory Group and Sam Diedrich, Managing Director and Head of Absolute Return at Partners Capital Investment Group. Uncover strategies for emerging managers, the power of SMAs, and the art of probabilistic thinking. Perfect for aspiring managers and savvy investors seeking a competitive edge. This episode was recorded on July 16, 2024. 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. To find out more about our services, please contact markets.marketing@jpmorgan.com

The October jobs report reveals only 12,000 new non-farm jobs, stirring discussions about the impact of hurricanes and strikes on the economy. Analysts emphasize declining payroll growth and suggest a stabilizing labor market. The steady 4.1% unemployment rate raises concerns over permanent job losses and hints at a possible rate cut by the Federal Reserve. Upcoming elections and their influence on monetary policy add to the economic uncertainty and market volatility.

Matt Legg, Global Head of Delta One & ETF Sales at J.P. Morgan, and Julie Abbett, Head of US ETF Sales for Equities and Credit, dive into the evolving world of bond ETFs. They discuss how these financial instruments are enhancing liquidity and price discovery, especially during market volatility. The duo highlights the surge in bond ETF popularity and the impact on trading dynamics across the U.S. and Europe. They also touch on actively managed ETFs and the critical need for increased market transparency in this fast-paced trading landscape.