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 ... Show More
Nov 18
AI, policy and the future of US power trading
<p>The U.S. power market is undergoing a dramatic transformation, driven by the explosive growth of AI data centers and evolving priorities. Join Leland Price from the FICC Market Structure & Liquidity Strategy team and Chris Wu, Head of U.S. Power Trading, as they discuss th ... Show More
20m 14s
Nov 11
Trading Insights: Unpacking innovations in quantitative investment strategies (QIS)
<p>In this episode, Arnaud Jobert, co-head of Strategic Indices for Markets and Global Head of Equity Structuring, speaks with Eloise Goulder, head of the Data Assets & Alpha Group here at J.P. Morgan. They discuss the drivers of growth in the QIS business at J.P. Morgan, the ... Show More
19m 12s
Nov 7
Uncharted territory: Unpacking the longest government shutdown on record
<p style="margin: 0in; font-family: Aptos; font-size: 12.0pt;">As the U.S. government shutdown drags on, uncertainty continues to build for both investors and everyday Americans. In this episode of J.P. Morgan's Making Sense, Samantha Azzarello, head of Content Strategy, sits dow ... Show More
12m 47s
Nov 2023
Global Data Pod: UK economy and markets outlook after the Autumn Statement
Ravi Balakrishnan, Allan Monks, Francis Diamond discuss their thoughts on the recent Autumn Statement in the UK. They talk through its economic impact, what it reveals about the fiscal and broader policy landscape in the UK, and the implications for markets
This podcast was rec ... Show More
20m 25s