“Making Sense,” the podcast channel from J.P. Morgan’s Corporate & Investment Bank, brings you views and analysis from the Investment Banking, Markets and Research businesses. In each episode, experts discuss the latest market outlooks, trends and developments impacting our complex global economy. Subscribe now for insights that will help you navigate the world we live in.
Episodes
3 days ago
3 days ago
In this episode, we hear from Gerard Francis and Ashley Peterson on the evolution of data management to date, and the likely path from here. They discuss how the data landscape has evolved over the last few decades; who the key users of that data are and common pain points they face; how the industry is evolving to address those needs; and how use of AI is likely to drive further change in this space over time. Gerard Francis is Head of Product for Data and AI, and Head of Fusion, and Ashley represents Fusion Sales, here at JP Morgan. Gerard and Ashley are in discussion with Eloise Goulder, Head of the Global Data Assets & Alpha Group.
Shownotes:
For institutional clients of J.P. Morgan, please visit https://fusion.jpmorgan.com/
To learn more about the Data Assets & Alpha Group, please see https://www.jpmorgan.com/markets/market-data-intelligence
Tuesday Apr 09, 2024
What’s The Deal? | Mobilizing Development Finance in Asia Pacific
Tuesday Apr 09, 2024
Tuesday Apr 09, 2024
Progress in Asia Pacific is crucial for achieving the UN's Sustainable Development Goals globally. However, identifying suitable financing opportunities for sustainable development is often seen as a barrier to capital inflow to the region. Join Arsalan Mahtafar, Head of J.P. Morgan Development Finance Institution, and host Matthew Chan, Head of Sustainability and ESG Engagement in APAC, as they discuss strategies to mobilize capital to address climate and development goals while navigating the complexities of sustainable investment.
This episode was recorded on March 14, 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.
Monday Apr 08, 2024
Research Recap | How is the Generative AI Landscape Evolving?
Monday Apr 08, 2024
Monday Apr 08, 2024
Dive into the future of generative AI with Mark Murphy, Head of U.S. Enterprise Software Research, Gokul Hariharan, Co-Head of APAC TMT Research, and Jack Atherton, who covers TMT Specialist Sales. In this episode, they explore the burgeoning generative AI landscape: What are companies spending on? What’s going on with custom silicon programs? And where are we on the adoption curve?
This episode was recorded on March 25, 2024.
This communication is provided for information purposes only. Please read JP Morgan research reports related to its contents for more information including important disclosures. Copyright 2023 JP Morgan Chase & Co. All rights reserved.
Friday Apr 05, 2024
Research Recap | March Jobs Report Underscores Labor Market Tightness
Friday Apr 05, 2024
Friday Apr 05, 2024
Non-farm payrolls increased by 303,000 last month, far exceeding expectations. What’s underpinning the strength in the U.S. labor market? What does this mean for the inflation outlook? And what’s the path forward for the Fed? Mike Feroli, Chief U.S. Economist, sits down with Phoebe White, Head of U.S. Inflation Strategy, to discuss key takeaways from the March jobs report.
If you’re interested in learning more about Generative AI, be sure to check out our previous episode on the topic: https://link.chtbl.com/HdAHO7k9
This episode was recorded on April 5, 2024.
This communication is provided for information purposes only. Please read JP Morgan research reports related to its contents for more information including important disclosures.
Copyright 2024 JP Morgan Chase & Co. All rights reserved.
Thursday Apr 04, 2024
What’s The Deal? | How Can Tax Equity Spur the Energy Transition?
Thursday Apr 04, 2024
Thursday Apr 04, 2024
In this episode, host Evan Junek sits down with Rubiao Song, Head of Energy Tax Equity Investments, to discuss how this structured equity plays a key role in the development of renewable energy in the U.S. Learn about the economic impact of these investments, opportunities associated with the Inflation Reduction Act (IRA), and more.
This episode was recoded on March 18, 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.
Tuesday Apr 02, 2024
Tuesday Apr 02, 2024
In this episode, the group discusses dynamics in APAC equity market structure, including the rise in APAC turnover ratios in recent years (in contrast to the decline in European turnover ratios), the dominance of the APAC retail investor, and key market structure themes to watch through 2024. Clare Witts, Head of Market Structure for APAC, is in discussion with Eloise Goulder, Head of the Global Data Assets & Alpha Group.
This episode was recorded on March 25, 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.
Monday Apr 01, 2024
Research Recap | How are Rising Cocoa Prices Impacting Chocolate Brands?
Monday Apr 01, 2024
Monday Apr 01, 2024
Cocoa prices have soared to an all-time high due to a global supply shortage. What’s the impact on chocolate makers, and what are they doing to adapt? Here, Ken Goldman, Lead Equity Research Analyst for U.S. Food Producers and Food Retailers, and Celine Pannuti, Head of European Staples and Beverages, share their thoughts with Shirley Wang, a credit analyst covering the investment-grade and high-yield consumer and retail sector.
This episode was recorded on March 19, 2024.
This communication is provided for information purposes only. Please read JP Morgan research reports related to its contents for more information including important disclosures.
Copyright 2024 JP Morgan Chase & Co. All rights reserved.
Thursday Mar 28, 2024
Thursday Mar 28, 2024
In this episode, host David Rawlings chats with Dorothee Blessing and Conor Hillery, Co-Heads of Investment Banking for EMEA at J.P. Morgan, on the financial pulse of the EMEA region. They explore the impact of geopolitical influences, regulatory shifts, and the M&A outlook in a rapidly evolving economic and investment banking landscape.
This episode was recorded on March 11, 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 to provide any other products or services to any person or entity.
© 2024 JPMorgan Chase & Company. All rights reserved.
Monday Mar 25, 2024
Monday Mar 25, 2024
Join host Evan Junek and Arsalan Mahtafar, Head of J.P. Morgan Development Finance Institution (DFI), as they explore key findings from the latest annual DFI report, including key transactions assessed for development impact and the success stories behind those numbers. Learn about the importance of impact investing, the role of the Impact Disclosure Taskforce and J.P. Morgan DFI's efforts to mainstream impact across financial products.
This episode was recorded on March 14, 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 to provide any other products or services to any person or entity.
© 2024 JPMorgan Chase & Company. All rights reserved.
Tuesday Mar 19, 2024
Market Matters | Data Assets & Alpha Group: What’s Next for European Equities?
Tuesday Mar 19, 2024
Tuesday Mar 19, 2024
In this episode, the group discuss recent outperformance in European equities - and particularly outperformance in European large caps, via SX5E Index. They run through the fundamental rationale for the European equity rally YTD, the extent to which Hedge Funds and other investors have bought into the rally, and resulting positioning levels and crowding in European stocks. They also discuss pockets within Europe which appear more stretched on valuation and positioning metrics, vs pockets with more opportunity. Daniel Landau, from the Positioning Intelligence team, is in discussion with Eloise Goulder, Head of the Global Data Assets & Alpha Group.
This episode was recorded on March 18, 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.