“Making Sense,” the podcast channel from J.P. Morgan’s Commercial & 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
Tuesday Sep 19, 2023
Market Matters | Data Assets & Alpha Group: AI in the Investment Process
Tuesday Sep 19, 2023
Tuesday Sep 19, 2023
In this episode, we hear from Peng Cheng, Head of Big Data and AI Strategies in the Global Research department of J.P. Morgan. Peng runs through two ways in which his team are leveraging ML/ AI techniques to forecast stock returns: on the one hand, using cross-sectional AI to assess corporate sentiment at the stock level (‘Smartbuzz’), and on the other hand, using time series machine learning techniques to forecast future returns. Peng also discusses what these toolkits say about markets today. Peng is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group.
This episode was recorded on September 13, 2023.
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