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 types of alphas they look to provide systematic exposure to, from x-asset risk pre ... Show More
Today
Navigating credit markets in 2026: “Don’t let the macro narrative overwhelm the micro”
As Treasury yields stay elevated and spreads remain historically tight, rates appear to be bleeding directly into credit — and investors are increasingly viewing credit through a rates lens. In this episode of Making Sense, Brian LaRocca, head of Vida Portfolio Solutions, America ... Show More
19m 48s
Sep 11
The future of treasury: From back office to strategic forefront
Treasury is no longer a back-office function. As businesses navigate increasing complexity, it has become a strategic driver of resilience, decision-making and growth. In this episode, Roxana Montazerian, EMEA Head of Broker Dealer and Specialty Finance Sales and Sara Castelhano, ... Show More
24m 19s
Sep 8
How is automation shaping emerging markets?
In this episode of J.P. Morgan's Making Sense, Meridy Cleary from the FICC Market Structure and Liquidity Strategy team sits down with Carlos Gomez-Gascón, head of EM Rates e-Trading, to explore how automation is reshaping emerging market rates trading. They unpack the key differ ... Show More
14m 56s
Jun 2025
Mid-year outlook: diversify and hedge
Goldman Sachs’ Christian Mueller-Glissmann, head of asset allocation research in Goldman Sachs Research, and Alexandra Wilson-Elizondo, co-head and co-chief investment officer of the Multi-Asset Solutions business in Goldman Sachs Asset Management, examine the dynamics driving ma ... Show More
25m 49s
Jun 2024
Leading with science: A deep dive on biotech
In this episode, David Lebovitz, Global Strategist, Multi-Asset Solutions, is joined by Stephen Squinto, Chief Investment Officer, J.P. Morgan Life Sciences Private Capital, to discuss the alternative investment landscape, the private biotech market and areas of opportunity in 20 ... Show More
17m 43s
<p class="MsoNormal"><a id="_Hlk128493165" name= "_Hlk128493165"></a><span style= "font-size: 11.0pt; font-family: 'AvenirNext LT Com Regular',sans-serif; mso-bidi-font-family: Calibri; mso-fareast-language: EN-GB;">Capital Group portfolio managers Jody Jonsson and Chris Buchbind ... Show More
