Making Sense

Pivotal Themes in Public Finance

How are U.S. policy developments driving infrastructure investment activity in the public finance market? As financing strategies evolve, trends are emerging across tax exempt and taxable issuance. Leland Price from the FICC Market Structure & Liquidity Strategy team speaks to Annie Marinaro from Public Finance Debt Capital Markets and Isaac Sine from Public Finance Investment Banking, to discuss issuer dynamics, innovation in primary and secondary markets, private credit and infrastructure investment opportunities.

This episode was recorded on July 25, 2024. 

The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument, are not issued by Research but are a solicitation under CFTC Rule 1.71. 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. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures

© 2024 JPMorgan Chase & Company. All rights reserved.

What’s in Store for Back-To-School Spending?

The back-to-school shopping season is one of the most important times of the year for both retailers and consumers alike. What are sales expected to look like against a backdrop of slowing economic growth? And are stores doing anything differently to attract shoppers? Join Matt Boss and Amanda Douglas from J.P. Morgan’s Department Stores and Specialty Softlines team as they dive into the latest trends.

This episode was recorded on August 21, 2024.

 

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.

Copyright 2024, JPMorganChase & Co. All rights reserved.

Market Recap: Key Takeaways from August's Volatility​

In this episode, John Zimmerman and Nadine Yang from our Equity Capital Markets team discuss the dramatic start to August across the global markets. They dive into key trends in the tech sector including AI's continued influence, robust private capital markets, IPO activity and more.​

This episode was recorded on Aug 19, 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. 

Power Trading Amps Up

With power markets sparking increased investor interest, this episode explores the shifting competitive dynamics, global trading themes, and policy developments impacting further growth in the energy sector. Leland Price from the FICC Market Structure & Liquidity Strategy team speaks to commodity traders Chris Wu and Suvad Kapic, about the evolution of electric power markets across the U.S. and Europe. 

This episode was recorded on July 26, 2024.

The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument, are not issued by Research but are a solicitation under CFTC Rule 1.71. 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. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures

© 2024 JPMorgan Chase & Company. All rights reserved.

Advancing Alternatives: Robyn Grew, CEO of Man Group

Join Claudia Jury, Global Co-Head of Sales & Research at J.P. Morgan and Robyn Grew, CEO of Man Group, for a discussion on the intricate landscape of alternative investments. Robyn shares insights on the evolution of the alternatives market, the impact of increasing complexity on portfolio construction and the importance of technology in investment management. Explore everything from AI's role in investment management to the nuances of maintaining a competitive edge in a dynamic market environment.

This episode was recorded on June 27, 2024.

Advancing Alternatives delivers thought leadership on the Alternatives sector via engaging discussions between J.P. Morgan and industry leaders.

To find out more about our services, please contact markets.marketing@jpmorgan.com

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.

Private Credit in Focus: A Deep Dive into Direct Lending​

Join host Amaury Guzman and Jeff Bracchitta, Co-Head of Direct Lending, as they explore the rapid growth and future potential of private credit. This episode provides a comprehensive overview of the direct lending market, from its historical context to its current $1.7 trillion valuation. Gain insights into how J.P. Morgan is leading the charge in providing product-agnostic solutions for clients.​

This episode was recorded on Aug 13, 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. 

Technology's Role in the New Private Market Landscape

Join Montserrat Serra-Janer, Global Head of Private Market Sales at Securities Services and Prime Finance Sales at J.P. Morgan, and Afrim Zeka, Head of Product at Fusion J.P. Morgan, as they explore trends in the private market space and its evolution. In this episode, they delve into the shift from cookie-cutter strategies to hybrid approaches, the race for alpha, and the merging of liquid and illiquid assets. Discover the challenges in data management, the importance of standardizing data, and the role of technology in overcoming these hurdles. In addition, learn how innovations in data aggregation and management are transforming the industry and what the future holds for private markets.

This episode was recorded on July 22, 2024.

This podcast is intended for institutional clients only. 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, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument. 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.

© 2024 JPMorgan Chase & Company. All rights reserved.

Digitization of Portfolio Management and J.P. Morgan’s Vida Platform

In this episode we hear from Gurps Kharaud, Global Head of Equities Digital Markets, and Franc Chioccola, Head of Vida Portfolio Solutions and a member of the same team, here at J.P. Morgan.  Gurps and Franc run through the digitization of portfolio management, how investing client demands have evolved as a result, where banks and J.P. Morgan are stepping in to provide value, and where the industry is likely to evolve from here.  Gurps and Franc are in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group at J.P. Morgan.

 

To learn more about Vida: https://markets.jpmorgan.com/portfolio-solutions/portfolio-solutions

 

To learn more about the Data Assets & Alpha Group: https://www.jpmorgan.com/markets/market-data-intelligence

 

This episode was recorded on July 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.

The Future of Food: A Conversation with Infinite Roots​

Thibaud De Maria, Head of Green Economy Banking for EMEA, hosts Mazen Rizk, Founder and CEO of Infinite Roots, to explore the fascinating world of mycelium-based food technology. Discover how Infinite Roots is revolutionizing sustainable food production to tackle global food security, and navigating the challenges of scaling innovative biotech solutions. Mazen also discusses the power of collaboration among other startups and partners at events like J.P. Morgan's Clean Tech Stars conference that are fueling their success.​

This episode was recorded on July 31, 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. 

Standout Themes in Mexico’s FX and Rates Markets

Meridy Cleary from the FICC Market Structure & Liquidity Strategy team speaks to Juan Badia, Head of Local Markets in Mexico, to discuss key execution trends as the dust settles from the historic presidential election in June.

This episode was recorded on July 24, 2024.

The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument, are not issued by Research but are a solicitation under CFTC Rule 1.71. 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. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures

© 2024 JPMorgan Chase & Company. All rights reserved.