Making Sense

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“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

Monday Apr 24, 2023

Introducing Research Recap

Monday Apr 24, 2023

We’re excited to introduce Research Recap, our newest podcast series on Making Sense. Every two weeks, we’ll bring you the latest news and views from our award-winning Research analysts, who will cover everything from sector-specific trends to the overall state of the global economy.

This episode was recorded on March 21, 2023.

This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication.

This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan.

Wednesday Apr 19, 2023

Data Assets and Alpha Group: A New Dawn For Japanese Equities?

Wednesday Apr 19, 2023

In this episode, the DA&A Group discuss the investment case for Japanese equities post recent positive comments from Warren Buffett, based on the team’s proprietary data and fundamental analysis. Krupa Patel, Head of International Market Intelligence, is interviewed by Edwina Lowe, Product Specialist within the team.

This episode was recorded on April 17, 2023

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. 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.

Thursday Apr 06, 2023

Data Assets & Alpha Group: A Conversation with Man Group’s Chief Risk Officer Darrel Yawitch

Thursday Apr 06, 2023

In this episode, Man Group’s Chief Risk Officer, Darrel Yawitch, is in conversation with Eloise Goulder, Head of the Data Assets & Alpha Group. Darrel discusses how data is critical to both discretionary and systematic investors, the importance of centralizing data ingestion and analytics processes and the key risks he is monitoring amid current market volatility.

This episode was recorded on April 3, 2023

To learn more from Man Group:

Websites:

· https://www.man.com/

· https://arcticdb.io/

Twitter:

· @mangroup https://twitter.com/ManGroup

· @manquanttech https://twitter.com/ManQuantTech

LinkedIn:

· @Man Group

Instagram:

· @thisismangroup https://www.instagram.com/thisismangroup/

Tuesday Apr 04, 2023

Leaving LIBOR Part VI: The End Is In Sight

Tuesday Apr 04, 2023

In this episode, we discuss the continued development of derivative and cash Secured Overnight Financing Rate (SOFR) markets, the progress of contract remediation across products and the impact of legislative efforts to reduce the potential for market disruption at U.S. Dollar London Interbank Offered Rate (LIBOR) cessation. As we enter the final months of transition, our presenters provide a final call to action ahead of the permanent cessation of USD LIBOR at the end of June, 2023.

This episode was recorded on March 7, 2023.

The views in this podcast do not necessarily reflect the views of JPMorgan Chase and Co or its affiliates. Collectively JP Morgan. This communication is provided for information purposes only. JP Morgan normally makes a market and trades as principal insecurities, other financial products and other asset classes that may be discussed in this for additional disclaimers and regulatory disclosures. For additional disclaimers and regulatory disclosures, please consult: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For further information about benchmark reform and the transition away from LIBOR, please visit https://www.jpmorgan.com/solutions/cib/markets/leaving-libor

Thursday Mar 30, 2023

The Power of Clean Technology: A Conversation with Marc Borrett

Thursday Mar 30, 2023

Join David Rawlings, host of What’s The Deal?, as he chats with innovation entrepreneur, Marc Borrett, Co-Founder and CEO of Reactive Technologies. They dive into clean technology and the path to decarbonization, as Marc shares how Reactive Technologies is helping grids get smarter to meet the increasing demand for renewable energy. Hear Marc’s insights on today’s market challenges and opportunities, as well as his advice for other green tech companies.

This episode was recorded on March 15, 2023.

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.

Wednesday Mar 22, 2023

Data Assets & Alpha Group: Market Structure and the Decline in European Liquidity

Wednesday Mar 22, 2023

In this episode, the group delves into market structure dynamics, assessing the rise in turnover and liquidity in US markets over the last c.7yrs, vs the decline in Europe. They also discuss the evolution of market participants in both regions, and the presence of the retail investor in EMEA and the UK. Eloise Goulder, Head of the Data Assets & Alpha Group, is joined Chris Andrew, Head of Market Structure and Regulatory Change (EMEA).

This episode was recorded on March 20, 2023.

Thursday Mar 09, 2023

Unlocking the Power of People-Enabled Businesses Post-Pandemic

Thursday Mar 09, 2023

Dana Weinstein, Head of Consumer, Retail and Business Services Investment Banking, talks to Evan Junek from the Corporate Finance Advisory group about the dynamics of people-enabled businesses. They cover the latest trends in the business services sector, including labor challenges, digital transformation, consolidation strategies and more. They explore what’s top of mind for these companies and what’s ahead for this rapidly evolving sector.

This episode was recorded on February 24, 2023

Tuesday Mar 07, 2023

Data Assets & Alpha Group: Assessing Risk / Reward for Asian Equities Post a Modest Pullback

Tuesday Mar 07, 2023

In this episode, the DA&A Group dive into Asian markets, focusing on the extent to which Chinese equities are still benefitting from re-opening tailwinds, and how Japanese equities could fare in the context of the new BoJ Governor. Krupa Patel, Head of International Market Intelligence, is interviewed by Eloise Goulder, Head of the Data Assets & Alpha Group.

This episode was recorded on March 6, 2023.

Tuesday Feb 28, 2023

Data Assets & Alpha Group: Macro and Positioning Views – Feb 2023

Tuesday Feb 28, 2023

In this episode, the DA&A Group focus on macro developments across US markets, discussing the Fed, inflation / growth data, and tactical views across sectors/factors. They also discuss what positioning and flows suggest for markets, looking at positioning across the Prime book (i.e. from Hedge Fund clients) as well as investor types such as Retail, CTAs, and in ETFs. This episode features John Schlegel, Head of Positioning Intelligence and Andrew Tyler, Head of US Market Intelligence.

This episode was recorded on February 27, 2023.

Monday Feb 27, 2023

Data Assets & Alpha Group: Retail Activity Amid The January Equity Rally

Monday Feb 27, 2023

In this episode, Peng Cheng, Head of Big Data and AI Strategies, explores US retail trading activity. He covers the extent to which retail investors have been buying equities amid the January market rally, the way in which they have shifted activity recently by sector and trade structure, and the market microstructure dynamics created as a result of this activity. Peng also describes the content and data sets he makes available to institutional investors through his research. Peng is interviewed by Eloise Goulder, Head of the Data Assets & Alpha Group.

This episode was recorded on February 22, 2023.