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
Yesterday
Closing the defense production gap
Modern warfare has exposed a costly gap between what militaries need and what the industrial base can deliver. General Chris Cavoli (Ret.), former Supreme Allied Commander Europe, and Mark Marengo, head of diversified industries investment banking at J.P. Morgan, discuss why clos ... Show More
9m 42s
Oct 29
Sponsors, spreads and stress testing: Navigating 2026’s rate reset
In volatile markets, trade-offs sharpen: pay for certainty now, or preserve flexibility for later. In this episode of Making Sense, Ben Berkey from the corporate derivatives franchise talks with Brian Tramontozzi, head of North American Leveraged Finance Capital Markets, and Kim ... Show More
14m 47s
Oct 26
The evolution of hedge fund performance: From enhancer to diversifier
How is the role of hedge funds evolving? In this episode of Making Sense, John Schlegel, head of the Global Data Assets and Alpha Group for Prime Financial Services, sits down with Kumar Panja, head of the Capital Advisory Group for EMEA, to unpack what they’re seeing across hedg ... Show More
19m 5s
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