Making Sense

In this episode the team dives into European markets, interviewing Krupa Patel, Head of the International Market Intelligence team within the Data Assets & Alpha Group. Krupa addresses the tactical risk reward for the European region in the context of ongoing gas supply concerns, a new Prime Minister in the U.K., fiscal stimulus announcements across various European countries and growing hawkishness from central banks including the ECB. Krupa is interviewed by Eloise Goulder, Head of the Data Assets & Alpha Group. This episode was recorded on September 14, 2022. 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”), 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 and 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: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer.’ © 2022 JPMorgan Chase & Company. All rights reserved.

In this episode the DA&A Group dive into the very long run, interviewing Fredrik Giertz on his ‘Strategic Index Fundamental Toolkit’, or SIFT data set. This data set, developed by Fredrik and within J.P. Morgan’s Equity Structuring business, leverages data back to the early 1960s, and Fredrik discusses how that data can help contextualize markets today in a regime of elevated inflation and a potential aggressive hiking cycle from Western Central Banks. He also discusses the merits of forecasting market behavior using classical vs machine learning quantitative techniques. Fredrik is interviewed by Eloise Goulder, Head of the Data Assets & Alpha Group. This episode was recorded on September 7, 2022. 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”), 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 and 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: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer.’ © 2022 JPMorgan Chase & Company. All rights reserved.

As part of our What’s The Deal? podcast, we’ve launched “Conversations with Dealmakers,” where colleagues share their journeys in investment banking. In our first episode, Carlos Hernandez, Executive Chair of Investment & Corporate Banking at J.P. Morgan, speaks to Catherine Guan from J.P. Morgan’s Corporate Finance Advisory team about his experiences at J.P. Morgan spanning over three decades. They talk about some of the defining moments along the way and what it takes to become a trusted advisor. This episode was recorded on September 7, 2022. 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 to provide any other products or services to any person or entity. © 2022 JPMorgan Chase & Company. All rights reserved.

In this episode the DA&A Group focus on how much investors have bought the market rally through mid-June to August, assessing their data across different types of Hedge Funds (e.g. quants vs. fundamental equity long/short funds), ETFs, the Retail investor and CTAs.  They also look into the extent to which the rally has been a ‘pain trade’, and what the flows and positioning data points say about near-term market direction.  This episode features Jigar Vakharia and Daniel Landau within the Positioning Intelligence team, interviewed by Eloise Goulder, Head of the Data Assets & Alpha Group.  This follows the team’s previous podcast on positioning with head of Positioning Intelligence, John Schlegel (12th July 2022). This episode was recorded on August 22, 2022. 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”), 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 and 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: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer. © 2022 JPMorgan Chase & Company. All rights reserved.

Join Paul Pirie, JPMorgan's Head of Product Management and Digital Strategy, and Tom Pykett, Product Development Digital Lead, as they dive into the transformative potential of digital assets in collateral markets. They explore the advantages of Distributed Ledger Technology for instant ownership transfer and a wider array of collateral types. The duo also clarifies different types of digital assets, navigates the challenges of regulation, and emphasizes the role of service providers in driving adoption and interoperability in the evolving financial landscape.

With all eyes on the U.S. Treasury market as policy makers look to enhance its resilience, Meridy Cleary from the FICC Market Structure team sits down with Gil Holmes, Head of Global Rates Trading, and Kate Finlayson, Head of Global FICC Market Structure, to break-down the key developments and potential impact on market liquidity. This episode was recorded on August 4, 2022. The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument, are not issued by Research but are a solicitation under CFTC Rule 1.71. 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. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures © 2022 JPMorgan Chase & Company. All rights reserved.

In this episode the DA&A Group focus on whether Asia is still the bright spot in the global economy in light of the recent macro & political newsflow in China; they assess tactical risk-reward within the region.  This follows the team’s previous podcast on the topic (17th June 2022), and features Krupa Patel, Head of International Market Intelligence and Junho Jung, who specializes on Asia within the International Market Intelligence team, interviewed by Eloise Goulder, Head of the Data Assets & Alpha Group.  This episode was recorded on August 5, 2022. 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”), 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 and 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: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer. © 2022 JPMorgan Chase & Company. All rights reserved.

Energy prices are up around 75% year to date — and they’re likely to become even more volatile. Jay Horine, Global Head of Energy, Power and Renewables at J.P. Morgan, and Evan Junek, a Managing Director in J.P. Morgan's Corporate Finance Advisory group, discuss the factors impacting the energy sector today. Topics include the dynamics of commodity pricing, how corporates are adapting to these uncertain times and where strategic growth opportunities lie. This episode was recorded on July 27, 2022. 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 to provide any other products or services to any person or entity. © 2022 JPMorgan Chase & Company. All rights reserved.

Global shareholder activism has returned to pre-pandemic levels, with significant activity happening behind the scenes in 2022. This podcast reflects on global trends and strategies for boards and management, covering market volatility, high interest rate environment, ESG proposals, M&A deals, special purpose vehicle structuring, defense preparedness and more.   J.P. Morgan experts lead this discussion: David Freedman, Global Head of Shareholder Engagement and M&A Capital Markets; Alfredo Porretti, Head of Shareholder Engagement and M&A Capital Markets for North America; and Darren Novak, Head of Shareholder Engagement and M&A Capital Markets for EMEA.  This episode was recorded on July 22, 2022. 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 to provide any other products or services to any person or entity. © 2022 JPMorgan Chase & Company. All rights reserved.

In this episode Edwina Lowe, Product Specialist within the Data Assets & Alpha Group, interviews Eloise Goulder, Head of the Data Assets & Alpha Group, on what proprietary JP Morgan data sets current say about market conditions. The podcast touches on current equity signals ‘Signal from the Noise’, the recent role of the retail investor ‘Through the Retail Lens’ and how data from the 1970s can be helpful today ‘Strategic Index Fundamental Toolkit’. As this is the first Data Assets & Alpha Group podcast with team Head, Eloise Goulder, as interviewee, the podcast also runs through the mandate of the Data Assets & Alpha Group, the rationale for creating a proprietary data-driven insights, and the goal of reducing behavioral biases in the investment process. This episode was recorded on July 25, 2022. 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”), 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 and 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: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer. © 2022 JPMorgan Chase & Company. All rights reserved.