“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 Jun 20, 2023
Tuesday Jun 20, 2023
The first of our two-part series with Fredrik Giertz from the JP Morgan Investible Indices team: In this episode, Fredrik delves into the long-run, discussing why he thinks history is such an important guide to current market dynamics, why he believes longer-term alphas are (comparatively) less exploited by market participants, and the sources of data he is using to track market history, back to the 1960s. Fredrik is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group.
For more information on the content discussed, please see:
fredrik.giertzjonsson@jpmorgan.com
https://www.jpmorgan.com/dataquery
https://www.jpmorgan.com/market-data-intelligence
This episode was recorded on June 19, 2023.
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