Making Sense

India has emerged as a top market for global private equity firms in the last decade, but what’s been driving this growth? Join Abhinav Bharti, Head of India Equity Capital Markets and Nitin Maheshwari, Head of India M&A and APAC Strategic Investors Group M&A as they discuss the significant expansion and transformation of India's private equity market. Learn about the macroeconomic themes, market maturity and regulatory changes attracting global investors to India. This episode was recorded on August 26, 2024 This material was prepared by the Investment Banking Group of J.P. Morgan Securities LLC and not the Firm’s Research Department. It is for informational purposes only and is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument. © 2024 JPMorgan Chase & Company. All rights reserved.

Edwina Lowe, a Product Specialist in Data Assets, and Luca Rainero, Head of Data Intelligence, share insights on the evolving behavior of retail investors post-COVID. They discuss how social media data provides a window into retail investor sentiment and its market impacts. The conversation highlights the dramatic shift in trading volumes and engagement, particularly during events like the meme stock surge. Strategies for analyzing retail investor behavior during quieter market periods are explored, along with regional trends in retail investing across Europe, the U.S., and Asia.

Ben Thompson, Head of EMEA Leveraged Finance Capital Markets, hosts Jonathan Butler, Head of European Leveraged Finance and Co-Head of Global High Yield Strategy at PGIM Fixed Income, to unpack the global leveraged finance market. They discuss central bank policies, geopolitical risks, and private credit trends, offering insights into strategies for navigating market volatility. Plus, they discuss themes from the upcoming J.P. Morgan European High Yield and Leveraged Finance Conference.​   This episode was recorded on Aug 20, 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. 

Leland Price, part of the FICC Market Structure & Liquidity Strategy team, joins Annie Marinaro from Public Finance Debt Capital Markets and Isaac Sine from Public Finance Investment Banking. They dive into how U.S. policy changes are steering infrastructure investment in public finance. Topics include innovative financing strategies like public-private partnerships, the impact of blockchain technology on municipal bonds, and the role of domestic and international investors in funding projects. They also highlight emerging trends in high-yield and private credit sectors.

Join Amanda Douglas and Matt Boss from J.P. Morgan’s Department Stores and Specialty Softlines team as they unravel the intricacies of the back-to-school shopping season. They discuss how economic pressures shape consumer spending, especially for lower-income households. Forecasts suggest modest growth for apparel and footwear sales, while denim emerges as a pivotal trend. They also explore retailers' strategies, emphasizing the shift towards quality and innovation to meet evolving shopper demands.

Join John Zimmerman and Nadine Yang from the Equity Capital Markets team as they dissect August's dramatic market shifts. They explore how AI is reshaping the tech sector and driving robust private capital activity. The duo highlights a 200% rise in IPOs, revealing strategies for mid to late-stage private firms aiming for public equity. They also discuss the volatility in global markets due to economic fluctuations, and how upcoming elections might impact future investment strategies. It's a deep dive into navigating today’s financial landscape!

Chris Wu, an expert in electric power markets, and Suvad Kapic, a global energy trader, delve into the dynamic world of power trading. They discuss the evolution of European electricity markets influenced by LNG and gas, highlighting sophisticated trading strategies amid increased volatility. The conversation focuses on the challenges of energy transition, emphasizing the role of AI and the modernization of infrastructure. Regulatory changes and the implications for future energy demand are also examined, revealing a complex landscape for traders and investors alike.

Robyn Grew, CEO of Man Group and expert in alternative investments, joins Claudia Jury for an illuminating conversation. They delve into the evolution of the alternatives market, exploring how technology and AI are shaping portfolio management. Robyn emphasizes the need for adaptive strategies amid inflation and geopolitical tensions, while also discussing how an engaging organizational culture attracts top talent. With rapid-fire insights, they highlight the importance of self-investment and the balance of leadership traits for effective management.

Jeff Bracchitta, Co-Head of Direct Lending at J.P. Morgan, dives into the booming private credit industry, now valued at $1.7 trillion. He highlights the transformation from niche funding to essential capital sources, particularly in M&A activities. The discussion covers the advantages of direct lending, such as quicker access to capital and beneficial lender relationships. Bracchitta also emphasizes J.P. Morgan's role in offering flexible solutions and the evolving landscape of financial services.

Montserrat Serra-Janer, Global Head of Private Market Sales at J.P. Morgan, and Afrim Zeka, Head of Product at Fusion J.P. Morgan, share insights into the evolving private market landscape. They discuss the shift towards hybrid strategies, the merging of liquid and illiquid assets, and the pressing challenges of data management. The duo emphasizes the importance of a unified data model for improved decision-making and highlights how Fusion's no-code platform empowers users. They also explore the future role of AI and technology in transforming financial markets.