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Sep 2025
18m 22s

The data center surge: Building the back...

J.P. Morgan
About this episode
In this episode, Fahmi Enam, head of Media Communications and Digital Infrastructure at J.P. Morgan Commercial Banking, is joined by Scott Wilcoxen, global head of Digital Infrastructure Investment Banking at J.P. Morgan. They dive deep into the world of digital infrastructure — exploring the critical role of data centers, fiber, and towers in powering today ... Show More
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Yesterday
Equities update at mid-year: What drove the recent rally and what’s next?
Equities have been on a remarkable run — join members of J.P. Morgan's Data Assets and Alpha Group to dig into what’s been behind this outperformance. Eloise Goulder, head of the group, and product specialist Edwina Lowe break down the forces lifting markets, from resilient growt ... Show More
24m 5s
Jun 9
Airline industry outlook: Fuel, fares and demand shifts heading into summer
The airline industry is heading into summer travel season under cloudy conditions. In this episode of J.P. Morgan’s Making Sense, Harry Gowers, lead analyst for European Airlines and Travel Retail stocks, and Jamie Baker, U.S. Airline and Aircraft Leasing Equity analyst, break do ... Show More
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Unlocking liquidity: The evolution of structured financing in private markets
How has structured financing moved into the private market mainstream? In this episode of Making Sense, Shiny Das from the Vida Portfolio Solutions product team sits down with John Neubauer, Global Head of Structured Equities Financing at J.P. Morgan, to examine the forces reshap ... Show More
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