In this episode, Man Group’s Chief Risk Officer, Darrel Yawitch, is in conversation with Eloise Goulder, Head of the Data Assets &amp; Alpha Group. Darrel discusses how data is critical to both discretionary and systematic investors, the importance of centralizing data ingestion and analytics processes and the key risks he is monitoring amid current market volatility. This episode was recorded on April 3, 2023 To learn more from Man Group: Websites: ·         https://www.man.com/ ·         https://arcticdb.io/ Twitter: ·         @mangroup https://twitter.com/ManGroup ·         @manquanttech  https://twitter.com/ManQuantTech LinkedIn: ·         @Man Group Instagram: ·         @thisismangroup https://www.instagram.com/thisismangroup/   The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase &amp; Co and its affiliates (together “J.P. Morgan”), 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 and 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: https://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. © 2023 JPMorgan Chase &amp; Company. All rights reserved.

In this episode, Man Group’s Chief Risk Officer, Darrel Yawitch, is in conversation with Eloise Goulder, Head of the Data Assets &amp; Alpha Group. Darrel discusses how data is critical to both discretionary and systematic investors, the importance of centralizing data ingestion and analytics processes and the key risks he is monitoring amid current market volatility. This episode was recorded on April 3, 2023 To learn more from Man Group: Websites: ·         <a href="https://secureweb.jpmchase.net/readonly/https:/www.man.com/" rel="nofollow" target="_blank">https://www.man.com/</a> ·         <a href="https://secureweb.jpmchase.net/readonly/https:/arcticdb.io/" rel="nofollow" target="_blank">https://arcticdb.io/</a> Twitter: ·         @mangroup <a href="https://secureweb.jpmchase.net/readonly/https:/twitter.com/ManGroup" rel="nofollow" target="_blank">https://twitter.com/ManGroup</a> ·         @manquanttech  <a href="https://secureweb.jpmchase.net/readonly/https:/twitter.com/ManQuantTech" rel="nofollow" target="_blank">https://twitter.com/ManQuantTech</a> LinkedIn: ·         @Man Group Instagram: ·         @thisismangroup <a href="https://www.instagram.com/thisismangroup/" rel="nofollow" target="_blank">https://www.instagram.com/thisismangroup/</a> The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase &amp; Co and its affiliates (together “J.P. Morgan”), 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 and 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: <a href="https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer" rel="nofollow" target="_blank">https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer</a>. 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. © 2023 JPMorgan Chase &amp; Company. All rights reserved.

Market Matters | Data Assets & Alpha Group: A Conversation with Man Group’s Chief Risk Officer Darrel Yawitch

In this episode, we discuss the continued development of derivative and cash Secured Overnight Financing Rate (SOFR) markets, the progress of contract remediation across products and the impact of legislative efforts to reduce the potential for market disruption at U.S. Dollar London Interbank Offered Rate (LIBOR) cessation. As we enter the final months of transition, our presenters provide a final call to action ahead of the permanent cessation of USD LIBOR at the end of June, 2023. This episode was recorded on March 7, 2023. The views in this podcast do not necessarily reflect the views of JPMorgan Chase and Co or its affiliates. Collectively JP Morgan. This communication is provided for information purposes only. JP Morgan normally makes a market and trades as principal insecurities, other financial products and other asset classes that may be discussed in this for additional disclaimers and regulatory disclosures. For additional disclaimers and regulatory disclosures, please consult: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer.  For further information about benchmark reform and the transition away from LIBOR, please visit  https://www.jpmorgan.com/solutions/cib/markets/leaving-libor

In this episode, we discuss the continued development of derivative and cash Secured Overnight Financing Rate (SOFR) markets, the progress of contract remediation across products and the impact of legislative efforts to reduce the potential for market disruption at U.S. Dollar London Interbank Offered Rate (LIBOR) cessation. As we enter the final months of transition, our presenters provide a final call to action ahead of the permanent cessation of USD LIBOR at the end of June, 2023. This episode was recorded on March 7, 2023. The views in this podcast do not necessarily reflect the views of JPMorgan Chase and Co or its affiliates. Collectively JP Morgan. This communication is provided for information purposes only. JP Morgan normally makes a market and trades as principal insecurities, other financial products and other asset classes that may be discussed in this for additional disclaimers and regulatory disclosures. For additional disclaimers and regulatory disclosures, please consult: <a href="https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer" rel="nofollow" target="_blank">https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer</a>.  For further information about benchmark reform and the transition away from LIBOR, please visit  <a href="https://www.jpmorgan.com/solutions/cib/markets/leaving-libor" rel="nofollow" target="_blank">https://www.jpmorgan.com/solutions/cib/markets/leaving-libor</a>

Market Matters | Leaving LIBOR Part VI: The End Is In Sight

Join David Rawlings, host of What’s The Deal?, as he chats with innovation entrepreneur, Marc Borrett, Co-Founder and CEO of Reactive Technologies. They dive into clean technology and the path to decarbonization, as Marc shares how Reactive Technologies is helping grids get smarter to meet the increasing demand for renewable energy. Hear Marc’s insights on today’s market challenges and opportunities, as well as his advice for other green tech companies. This episode was recorded on March 15, 2023.  This material was prepared by certain personnel of JPMorgan Chase &amp; 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 to provide any other products or services to any person or entity. © 2023 JPMorgan Chase &amp; Company. All rights reserved.

Join David Rawlings, host of What’s The Deal?, as he chats with innovation entrepreneur, Marc Borrett, Co-Founder and CEO of Reactive Technologies. They dive into clean technology and the path to decarbonization, as Marc shares how Reactive Technologies is helping grids get smarter to meet the increasing demand for renewable energy. Hear Marc’s insights on today’s market challenges and opportunities, as well as his advice for other green tech companies. This episode was recorded on March 15, 2023.  This material was prepared by certain personnel of JPMorgan Chase &amp; 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 to provide any other products or services to any person or entity. © 2023 JPMorgan Chase &amp; Company. All rights reserved.

What’s The Deal? | The Power of Clean Technology: A Conversation with Marc Borrett

In this episode, the group delves into market structure dynamics, assessing the rise in turnover and liquidity in US markets over the last c.7yrs, vs the decline in Europe. They also discuss the evolution of market participants in both regions, and the presence of the retail investor in EMEA and the UK.  Eloise Goulder, Head of the Data Assets &amp; Alpha Group, is joined Chris Andrew, Head of Market Structure and Regulatory Change (EMEA). This episode was recorded on March 20, 2023. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase &amp; Co and its affiliates (together “J.P. Morgan”), 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 and 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: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer © 2023 JPMorgan Chase &amp; Company. All rights reserved.

In this episode, the group delves into market structure dynamics, assessing the rise in turnover and liquidity in US markets over the last c.7yrs, vs the decline in Europe. They also discuss the evolution of market participants in both regions, and the presence of the retail investor in EMEA and the UK.  Eloise Goulder, Head of the Data Assets &amp; Alpha Group, is joined Chris Andrew, Head of Market Structure and Regulatory Change (EMEA). This episode was recorded on March 20, 2023. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase &amp; Co and its affiliates (together “J.P. Morgan”), 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 and 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: <a href="https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer" rel="nofollow" target="_blank">https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer</a> © 2023 JPMorgan Chase &amp; Company. All rights reserved.

Market Matters | Data Assets & Alpha Group: Market Structure and the Decline in European Liquidity

Dana Weinstein, Head of Consumer, Retail and Business Services Investment Banking, talks to Evan Junek from the Corporate Finance Advisory group about the dynamics of people-enabled businesses. They cover the latest trends in the business services sector, including labor challenges, digital transformation, consolidation strategies and more. They explore what’s top of mind for these companies and what’s ahead for this rapidly evolving sector.  This episode was recorded on February 24, 2023 This material was prepared by certain personnel of JPMorgan Chase &amp; 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 to provide any other products or services to any person or entity. © 2023 JPMorgan Chase &amp; Company. All rights reserved.

Dana Weinstein, Head of Consumer, Retail and Business Services Investment Banking, talks to Evan Junek from the Corporate Finance Advisory group about the dynamics of people-enabled businesses. They cover the latest trends in the business services sector, including labor challenges, digital transformation, consolidation strategies and more. They explore what’s top of mind for these companies and what’s ahead for this rapidly evolving sector.  This episode was recorded on February 24, 2023 This material was prepared by certain personnel of JPMorgan Chase &amp; 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 to provide any other products or services to any person or entity. © 2023 JPMorgan Chase &amp; Company. All rights reserved.

What’s The Deal? | Unlocking the Power of People-Enabled Businesses Post-Pandemic

In this episode, the DA&amp;A Group dive into Asian markets, focusing on the extent to which Chinese equities are still benefitting from re-opening tailwinds, and how Japanese equities could fare in the context of the new BoJ Governor.  Krupa Patel, Head of International Market Intelligence, is interviewed by Eloise Goulder, Head of the Data Assets &amp; Alpha Group. This episode was recorded on March 6, 2023. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase &amp; Co and its affiliates (together “J.P. Morgan”), 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 and 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: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer © 2023 JPMorgan Chase &amp; Company. All rights reserved.

In this episode, the DA&amp;A Group dive into Asian markets, focusing on the extent to which Chinese equities are still benefitting from re-opening tailwinds, and how Japanese equities could fare in the context of the new BoJ Governor.  Krupa Patel, Head of International Market Intelligence, is interviewed by Eloise Goulder, Head of the Data Assets &amp; Alpha Group. This episode was recorded on March 6, 2023. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase &amp; Co and its affiliates (together “J.P. Morgan”), 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 and 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: <a href="https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer" rel="nofollow" target="_blank">https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer</a> © 2023 JPMorgan Chase &amp; Company. All rights reserved.

Market Matters | Data Assets & Alpha Group: Assessing Risk / Reward for Asian Equities Post a Modest Pullback

In this episode, the DA&amp;A Group focus on macro developments across US markets, discussing the Fed, inflation / growth data, and tactical views across sectors/factors. They also discuss what positioning and flows suggest for markets, looking at positioning across the Prime book (i.e. from Hedge Fund clients) as well as investor types such as Retail, CTAs, and in ETFs. This episode features John Schlegel, Head of Positioning Intelligence and Andrew Tyler, Head of US Market Intelligence. This episode was recorded on February 27, 2023. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase &amp; Co and its affiliates (together “J.P. Morgan”), 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 and 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: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer © 2023 JPMorgan Chase &amp; Company. All rights reserved.

In this episode, the DA&amp;A Group focus on macro developments across US markets, discussing the Fed, inflation / growth data, and tactical views across sectors/factors. They also discuss what positioning and flows suggest for markets, looking at positioning across the Prime book (i.e. from Hedge Fund clients) as well as investor types such as Retail, CTAs, and in ETFs. This episode features John Schlegel, Head of Positioning Intelligence and Andrew Tyler, Head of US Market Intelligence. This episode was recorded on February 27, 2023. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase &amp; Co and its affiliates (together “J.P. Morgan”), 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 and 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: <a href="https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer" rel="nofollow" target="_blank">https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer</a> © 2023 JPMorgan Chase &amp; Company. All rights reserved.

Market Matters | Data Assets & Alpha Group: Macro and Positioning Views – Feb 2023

In this episode, Peng Cheng, Head of Big Data and AI Strategies, explores US retail trading activity.  He covers the extent to which retail investors have been buying equities amid the January market rally, the way in which they have shifted activity recently by sector and trade structure, and the market microstructure dynamics created as a result of this activity.  Peng also describes the content and data sets he makes available to institutional investors through his research.  Peng is interviewed by Eloise Goulder, Head of the Data Assets &amp; Alpha Group. This episode was recorded on February 22, 2023. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase &amp; Co and its affiliates (together “J.P. Morgan”), 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 and 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: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer © 2023 JPMorgan Chase &amp; Company. All rights reserved.

In this episode, Peng Cheng, Head of Big Data and AI Strategies, explores US retail trading activity.  He covers the extent to which retail investors have been buying equities amid the January market rally, the way in which they have shifted activity recently by sector and trade structure, and the market microstructure dynamics created as a result of this activity.  Peng also describes the content and data sets he makes available to institutional investors through his research.  Peng is interviewed by Eloise Goulder, Head of the Data Assets &amp; Alpha Group. This episode was recorded on February 22, 2023. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase &amp; Co and its affiliates (together “J.P. Morgan”), 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 and 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: <a href="https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer" rel="nofollow" target="_blank">https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer</a> © 2023 JPMorgan Chase &amp; Company. All rights reserved.

Market Matters | Data Assets & Alpha Group: Retail Activity Amid The January Equity Rally

The passage of recent U.S. legislation, including the Bipartisan Infrastructure Law, Inflation Reduction Act, and CHIPS and Science Act, is expected to transform how the world creates and uses energy. Join Rama Variankaval, Global Head of Corporate Finance Advisory and Center for Carbon Transition, and Heather Zichal, Head of Global Sustainability at JPMorgan Chase &amp; Co., as they explore how mobilizing capital at scale could reshape sectors like clean tech, startups to enterprise companies and the broader economy.  This episode was recorded on February 16, 2023 This material was prepared by certain personnel of JPMorgan Chase &amp; 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 to provide any other products or services to any person or entity. © 2023 JPMorgan Chase &amp; Company. All rights reserved.

The passage of recent U.S. legislation, including the Bipartisan Infrastructure Law, Inflation Reduction Act, and CHIPS and Science Act, is expected to transform how the world creates and uses energy. Join Rama Variankaval, Global Head of Corporate Finance Advisory and Center for Carbon Transition, and Heather Zichal, Head of Global Sustainability at JPMorgan Chase &amp; Co., as they explore how mobilizing capital at scale could reshape sectors like clean tech, startups to enterprise companies and the broader economy.  This episode was recorded on February 16, 2023 This material was prepared by certain personnel of JPMorgan Chase &amp; 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 to provide any other products or services to any person or entity. © 2023 JPMorgan Chase &amp; Company. All rights reserved.

What’s The Deal? | U.S. Inflation Reduction Act: Mobilizing for an Opportunity of a Lifetime

One of the biggest drivers of market structure change has been the growth of electronic trading. In this podcast, Kate Finlayson, Head of FICC Market Structure, Chi Nzelu, Head of FICC eTrading, and Andreas Koukorinis, Head of Credit and Public Finance eTrading, discuss the emerging themes surrounding electronification across asset classes. This episode was recorded on January 31, 2023. The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase &amp; 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 © 2023 JPMorgan Chase &amp; Company. All rights reserved.

One of the biggest drivers of market structure change has been the growth of electronic trading. In this podcast, Kate Finlayson, Head of FICC Market Structure, Chi Nzelu, Head of FICC eTrading, and Andreas Koukorinis, Head of Credit and Public Finance eTrading, discuss the emerging themes surrounding electronification across asset classes. This episode was recorded on January 31, 2023. The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase &amp; 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 <a href="http://www.jpmorgan.com/disclosures" rel="nofollow" target="_blank">www.jpmorgan.com/disclosures</a> © 2023 JPMorgan Chase &amp; Company. All rights reserved.

Market Matters | FICC Market Structure: The Electronic Trading Evolution

“Making Sense,” the podcast channel from J.P. Morgan’s Corporate &amp; Investment Bank, brings you views and analysis from the Investment Banking, Markets and Research businesses. In each episode, experts discuss the latest market outlooks, trends and developments impacting our complex global economy. Subscribe now for insights that will help you navigate the world we live in.

In this episode, the group provides a deep-dive into their Signal from the Noise framework, explaining the context, framework and methodology. They also explain their recent expansion of the framework to cover Europe, China and Japan indices, and regional variations in the signals. Eloise Goulder, Head of the Data Assets &amp; Alpha Group, is interviewed by Edwina Lowe, Data Product Specialist within the team. This episode was recorded on February 8, 2023. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase &amp; Co and its affiliates (together “J.P. Morgan”), 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 and 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: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer © 2023 JPMorgan Chase &amp; Company. All rights reserved.

In this episode, the group provides a deep-dive into their Signal from the Noise framework, explaining the context, framework and methodology. They also explain their recent expansion of the framework to cover Europe, China and Japan indices, and regional variations in the signals. Eloise Goulder, Head of the Data Assets &amp; Alpha Group, is interviewed by Edwina Lowe, Data Product Specialist within the team. This episode was recorded on February 8, 2023. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase &amp; Co and its affiliates (together “J.P. Morgan”), 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 and 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: <a href="https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer" rel="nofollow" target="_blank">https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer</a> © 2023 JPMorgan Chase &amp; Company. All rights reserved.

Market Matters | Data Assets & Alpha Group: DATA DEEP-DIVE: Signal from the Noise Framework

In this episode, the group dig into the YTD rally in global equities, looking at the extent to which it has been a pain trade, with shorts squeezing and popular ‘momentum’ equities underperforming.  They then dive into their Global Signal from the Noise framework to assess equity signals from here.  Eloise Goulder, Head of the Data Assets &amp; Alpha Group, is interviewed by Edwina Lowe, Data Product Specialist within the team. This episode was recorded on February 6, 2023. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase &amp; Co and its affiliates (together “J.P. Morgan”), 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 and 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: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer © 2023 JPMorgan Chase &amp; Company. All rights reserved.

In this episode, the group dig into the YTD rally in global equities, looking at the extent to which it has been a pain trade, with shorts squeezing and popular ‘momentum’ equities underperforming.  They then dive into their Global Signal from the Noise framework to assess equity signals from here.  Eloise Goulder, Head of the Data Assets &amp; Alpha Group, is interviewed by Edwina Lowe, Data Product Specialist within the team. This episode was recorded on February 6, 2023. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase &amp; Co and its affiliates (together “J.P. Morgan”), 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 and 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: <a href="https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer" rel="nofollow" target="_blank">https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer</a> © 2023 JPMorgan Chase &amp; Company. All rights reserved.

Market Matters | Data Assets & Alpha Group: A YTD Short Squeeze – Assessing Global Equity Signals From Here

This podcast explores key themes and drivers of market structure change that are likely to be top of mind for buy- and sell-side market participants. Kate Finlayson, Penn Nee Chow and Meridy Cleary discuss the FICC Market Structure team’s annual watchlist, including EU clearing dynamics, the move to T+1 settlement, the trading venue perimeter, energy markets and much more. This episode was recorded on January 31, 2023.  The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase &amp; 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 © 2023 JPMorgan Chase &amp; Company. All rights reserved.

This podcast explores key themes and drivers of market structure change that are likely to be top of mind for buy- and sell-side market participants. Kate Finlayson, Penn Nee Chow and Meridy Cleary discuss the FICC Market Structure team’s annual watchlist, including EU clearing dynamics, the move to T+1 settlement, the trading venue perimeter, energy markets and much more. This episode was recorded on January 31, 2023.  The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase &amp; 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 <a href="http://www.jpmorgan.com/disclosures" rel="nofollow" target="_blank">www.jpmorgan.com/disclosures</a> © 2023 JPMorgan Chase &amp; Company. All rights reserved.

Market Matters | FICC Market Structure: Our Watchlist for 2023

Jennifer Nason

How does a self-professed “accidental banker” from Australia become a Global Chair of Investment Banking at J.P. Morgan’s New York headquarters?    In this episode, Jennifer Nason speaks to Catherine Guan from J.P. Morgan’s Corporate Finance Advisory team. Jennifer led J.P. Morgan’s Technology, Media and Telecommunications global client practice for more than two decades and is now a member of our Investment Banking Executive Committee. She reflects on the rapid industry changes and navigating challenging times, from the tech bubble to COVID-19. Plus, hear about Jennifer’s proudest moments while at J.P. Morgan and her advice for the next generation of female investment bankers.  This episode was recorded on October 4, 2022. This material was prepared by certain personnel of JPMorgan Chase &amp; 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 to provide any other products or services to any person or entity. © 2023 JPMorgan Chase &amp; Company. All rights reserved.

How does a self-professed “accidental banker” from Australia become a Global Chair of Investment Banking at J.P. Morgan’s New York headquarters?    In this episode, Jennifer Nason speaks to Catherine Guan from J.P. Morgan’s Corporate Finance Advisory team. Jennifer led J.P. Morgan’s Technology, Media and Telecommunications global client practice for more than two decades and is now a member of our Investment Banking Executive Committee. She reflects on the rapid industry changes and navigating challenging times, from the tech bubble to COVID-19. Plus, hear about Jennifer’s proudest moments while at J.P. Morgan and her advice for the next generation of female investment bankers.  This episode was recorded on October 4, 2022. This material was prepared by certain personnel of JPMorgan Chase &amp; 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 to provide any other products or services to any person or entity. © 2023 JPMorgan Chase &amp; Company. All rights reserved.

What’s The Deal? | Conversations with Dealmakers: Jennifer Nason

In this episode the DA&amp;A Group focus on European equity markets, following the tremendous rally since September ‘22 in which the Stoxx600 has regained c.2/3rds of 2022 losses. They hone-in on reasons for the rally, sentiment in the region, and possible impediments to further market strength. In this episode Eloise Goulder, Head of the Data Assets and Alpha Group, interviews Krupa Patel, Head of International Market Intelligence. This episode was recorded on January 23, 2023. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase &amp; Co and its affiliates (together “J.P. Morgan”), 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 and 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: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer © 2023 JPMorgan Chase &amp; Company. All rights reserved.

In this episode the DA&amp;A Group focus on European equity markets, following the tremendous rally since September ‘22 in which the Stoxx600 has regained c.2/3rds of 2022 losses. They hone-in on reasons for the rally, sentiment in the region, and possible impediments to further market strength. In this episode Eloise Goulder, Head of the Data Assets and Alpha Group, interviews Krupa Patel, Head of International Market Intelligence. This episode was recorded on January 23, 2023. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase &amp; Co and its affiliates (together “J.P. Morgan”), 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 and 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: <a href="https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer" rel="nofollow" target="_blank">https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer</a> © 2023 JPMorgan Chase &amp; Company. All rights reserved.

Market Matters | Data Assets & Alpha Group: A Focus on European Equities Post a Strong Rally

Stimulus, value, capital and investment — these are the four key themes that emerged from the 2023 “10 Striking Facts” report from our Corporate Finance Advisory team and captured in our latest podcast. Rama Variankaval, Global Head of J.P. Morgan’s Corporate Finance Advisory and Center for Carbon Transition, catches up with Evan Junek from the Corporate Finance Advisory team to unpack these themes for boards, CEOs and senior management and discuss how will they impact corporate decision-making in the year ahead. This episode was recorded on January 13, 2023. This material was prepared by certain personnel of JPMorgan Chase &amp; 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 to provide any other products or services to any person or entity. © 2023 JPMorgan Chase &amp; Company. All rights reserved.

Stimulus, value, capital and investment — these are the four key themes that emerged from the 2023 “10 Striking Facts” report from our Corporate Finance Advisory team and captured in our latest podcast. Rama Variankaval, Global Head of J.P. Morgan’s Corporate Finance Advisory and Center for Carbon Transition, catches up with Evan Junek from the Corporate Finance Advisory team to unpack these themes for boards, CEOs and senior management and discuss how will they impact corporate decision-making in the year ahead. This episode was recorded on January 13, 2023. This material was prepared by certain personnel of JPMorgan Chase &amp; 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 to provide any other products or services to any person or entity. © 2023 JPMorgan Chase &amp; Company. All rights reserved.

What’s The Deal? | Striking Facts That Will Impact Corporate Decision Making in 2023

In this episode, the DA&amp;A Group focus on US markets, discussing the macro landscape, economic expectations around recessionary risks, and inflation implications. They also discuss what positioning and flows suggest for markets and sectors, looking at positioning across the Prime book (i.e. from Hedge Fund clients) as well as investor types such as Retail, CTAs, and in ETFs. This episode features John Schlegel, head of Positioning Intelligence and Andrew Tyler, head of US Market Intelligence. This episode was recorded on January 9, 2023. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase &amp; Co and its affiliates (together “J.P. Morgan”), 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 and 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: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer © 2023 JPMorgan Chase &amp; Company. All rights reserved.

In this episode, the DA&amp;A Group focus on US markets, discussing the macro landscape, economic expectations around recessionary risks, and inflation implications. They also discuss what positioning and flows suggest for markets and sectors, looking at positioning across the Prime book (i.e. from Hedge Fund clients) as well as investor types such as Retail, CTAs, and in ETFs. This episode features John Schlegel, head of Positioning Intelligence and Andrew Tyler, head of US Market Intelligence. This episode was recorded on January 9, 2023. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase &amp; Co and its affiliates (together “J.P. Morgan”), 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 and 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: <a href="https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer" rel="nofollow" target="_blank">https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer</a> © 2023 JPMorgan Chase &amp; Company. All rights reserved.

Market Matters | Data Assets & Alpha Group: Macro and Positioning Views – Jan 2023

Alex Gorsky

What does it mean to be a values-driven leader? In this episode, David Rawlings, CEO for JPMorgan Chase &amp; Co. in Canada, sits down with Johnson &amp; Johnson’s former Chairman and CEO, Alex Gorsky. They discuss how Alex’s values-driven leadership has influenced his career, from his military service to his roles as Chairman and CEO of J&amp;J. Ahead of the 41st J.P. Morgan Healthcare Conference, Alex shares how he led J&amp;J by driving innovation especially during the COVID-19 pandemic. Alex also talks about his experiences as a board member and advises CEOs and directors on navigating market uncertainty and advocating for businesses to have a broader impact on society. 00:05 - Intro 02:26 – Growing Up in the Midwest 04:36 – From West Point to the West Coast 07:55 – Becoming a Leader at J&amp;J 11:48 – COVID-19 – A Seminal Career Experience 17:25 – Making Big Strategic Moves 19:42 – Industry Collaboration at J.P. Morgan’s Healthcare Conference 21:16 – Healthcare Trends and Insights 25:48 – Advice for CEOs and Board Directors This episode was recorded on December 14, 2022. This material was prepared by certain personnel of JPMorgan Chase &amp; 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 to provide any other products or services to any person or entity. © 2023 JPMorgan Chase &amp; Company. All rights reserved.

What does it mean to be a values-driven leader? In this episode, David Rawlings, CEO for JPMorgan Chase &amp; Co. in Canada, sits down with Johnson &amp; Johnson’s former Chairman and CEO, Alex Gorsky. They discuss how Alex’s values-driven leadership has influenced his career, from his military service to his roles as Chairman and CEO of J&amp;J. Ahead of the 41st J.P. Morgan Healthcare Conference, Alex shares how he led J&amp;J by driving innovation especially during the COVID-19 pandemic. Alex also talks about his experiences as a board member and advises CEOs and directors on navigating market uncertainty and advocating for businesses to have a broader impact on society. 00:05 - Intro 02:26 – Growing Up in the Midwest 04:36 – From West Point to the West Coast 07:55 – Becoming a Leader at J&amp;J 11:48 – COVID-19 – A Seminal Career Experience 17:25 – Making Big Strategic Moves 19:42 – Industry Collaboration at J.P. Morgan’s Healthcare Conference 21:16 – Healthcare Trends and Insights 25:48 – Advice for CEOs and Board Directors This episode was recorded on December 14, 2022. This material was prepared by certain personnel of JPMorgan Chase &amp; 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 to provide any other products or services to any person or entity. © 2023 JPMorgan Chase &amp; Company. All rights reserved.

What’s The Deal? | Values-Driven Leadership: A Conversation with Alex Gorsky

In this episode, the group explore markets through 2022, looking at regional and thematic performance, positioning, sentiment, and the evolving macro narrative from inflation to growth concerns. They also explore the bull / bear case for markets into 2023, and what J.P. Morgan proprietary data sets say about the outlook from here. In this episode, Eloise Goulder, Head of the Data Assets &amp; Alpha Group, is interviewed by Edwina Lowe, Data Product Specialist within the team. This episode was recorded on December 12, 2022. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase &amp; Co and its affiliates (together “J.P. Morgan”), 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 and 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: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer © 2022 JPMorgan Chase &amp; Company. All rights reserved.

In this episode, the group explore markets through 2022, looking at regional and thematic performance, positioning, sentiment, and the evolving macro narrative from inflation to growth concerns. They also explore the bull / bear case for markets into 2023, and what J.P. Morgan proprietary data sets say about the outlook from here. In this episode, Eloise Goulder, Head of the Data Assets &amp; Alpha Group, is interviewed by Edwina Lowe, Data Product Specialist within the team. This episode was recorded on December 12, 2022. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase &amp; Co and its affiliates (together “J.P. Morgan”), 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 and 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: <a href="https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer" rel="nofollow" target="_blank">https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer</a> © 2022 JPMorgan Chase &amp; Company. All rights reserved.

Market Matters | Data Assets & Alpha Group: a 2022 Year in Review (And Market Views From Here)

Robbie Huffines, Global Chair of Investment Banking at J.P. Morgan, speaks to Catherine Guan from the Corporate Finance Advisory team about his career. Robbie first set foot in the investment banking world in 1987 and went on to lead J.P Morgan’s health care banking practice for nearly a decade. He shares the heartfelt story of why he decided to focus on this sector, how a blank tombstone can be the right move for some clients, and what’s next in the year ahead.  This episode was recorded on October 10, 2022. This material was prepared by certain personnel of JPMorgan Chase &amp; 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 to provide any other products or services to any person or entity. © 2022 JPMorgan Chase &amp; Company. All rights reserved.

Robbie Huffines, Global Chair of Investment Banking at J.P. Morgan, speaks to Catherine Guan from the Corporate Finance Advisory team about his career. Robbie first set foot in the investment banking world in 1987 and went on to lead J.P Morgan’s health care banking practice for nearly a decade. He shares the heartfelt story of why he decided to focus on this sector, how a blank tombstone can be the right move for some clients, and what’s next in the year ahead.  This episode was recorded on October 10, 2022. This material was prepared by certain personnel of JPMorgan Chase &amp; 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 to provide any other products or services to any person or entity. © 2022 JPMorgan Chase &amp; Company. All rights reserved.

What’s The Deal? | Conversations with Dealmakers: Robbie Huffines

“Making Sense,” the podcast channel from J.P. Morgan’s Corporate &amp; Investment Bank, brings you views and analysis from the Investment Banking, Markets and Research businesses. In each episode, experts discuss the latest market outlooks, trends and developments impacting our complex global economy. Subscribe now for insights that will help you navigate the world we live in.

Making Sense

77% of managers said they didn’t know or didn’t think that ESG provided any alpha opportunities, according to a recent client study on ESG by the Capital Advisory Group. In this podcast episode, Kumar Panja, head of J.P. Morgan’s EMEA Capital Advisory Group discusses application and future of ESG investing with guest-speakers Jason Mitchell, the co-head of Responsible Investment at Man Group plc, and Michael Weinberg, head of Hedge Funds and Alternative Alpha Hedge Fund Investments at APG Asset Management US Inc. Mitchell and Weinberg share their insights on where we are headed with ESG investing and the potential for alpha opportunities.   The views in this podcast do not necessarily reflect the views of JPMorgan Chase &amp; Co. or its affiliates. This communication is provided for information purposes only. JPMorgan Chase &amp; Co. or its affiliates (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. For additional disclaimers and regulatory disclosures, please consult: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer. 

77% of managers said they didn’t know or didn’t think that ESG provided any alpha opportunities, according to a recent client study on ESG by the Capital Advisory Group. In this podcast episode, Kumar Panja, head of J.P. Morgan’s EMEA Capital Advisory Group discusses application and future of ESG investing with guest-speakers Jason Mitchell, the co-head of Responsible Investment at Man Group plc, and Michael Weinberg, head of Hedge Funds and Alternative Alpha Hedge Fund Investments at APG Asset Management US Inc. Mitchell and Weinberg share their insights on where we are headed with ESG investing and the potential for alpha opportunities. The views in this podcast do not necessarily reflect the views of JPMorgan Chase &amp; Co. or its affiliates. This communication is provided for information purposes only. JPMorgan Chase &amp; Co. or its affiliates (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. For additional disclaimers and regulatory disclosures, please consult: <a href="https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer" rel="nofollow" target="_blank">https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer</a>.

Market Matters | Capital Advisory Group Part IV: The Future of ESG Investing

How have U.S. Public Pensions’ investments into alternatives shifted in recent years? In this podcast episode, Danielle Kaul from our Capital Advisory Group explores this recent shift with guest-speakers Laura Lincoln, senior portfolio manager at Utah Retirement Systems (URS), and Jason Rector, senior analyst at State of Wisconsin Investment Board (SWIB).  Lincoln and Rector discuss their asset allocation and share their insights on recent industry trends.  The views in this podcast do not necessarily reflect the views of JPMorgan Chase &amp; Co. or its affiliates. This communication is provided for information purposes only. JPMorgan Chase &amp; Co. or its affiliates (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. For additional disclaimers and regulatory disclosures, please consult: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer. This communication is provided for informational purposes only.  JP Morgan Chase or its affiliates, 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.

How have U.S. Public Pensions’ investments into alternatives shifted in recent years? In this podcast episode, Danielle Kaul from our Capital Advisory Group explores this recent shift with guest-speakers Laura Lincoln, senior portfolio manager at Utah Retirement Systems (URS), and Jason Rector, senior analyst at State of Wisconsin Investment Board (SWIB).  Lincoln and Rector discuss their asset allocation and share their insights on recent industry trends.  The views in this podcast do not necessarily reflect the views of JPMorgan Chase &amp; Co. or its affiliates. This communication is provided for information purposes only. JPMorgan Chase &amp; Co. or its affiliates (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. For additional disclaimers and regulatory disclosures, please consult: <a href="https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer" rel="nofollow" target="_blank">https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer</a>. This communication is provided for informational purposes only.  JP Morgan Chase or its affiliates, 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.

Market Matters | Capital Advisory Group Part III: A View From U.S. Public Pensions On Alternative Investments

Our Capital Advisory Group speaks with over 180 endowments and foundations across the globe with an average of $5.6 billion in assets under management. Monica Issar, global head of J.P. Morgan Wealth Management’s Multi-Asset and Portfolio Solutions, leads an in-depth discussion on the endowment model and how it has evolved over time. Monica is joined by Meredith Jenkins, chief investment officer for Trinity Wall Street, and Kim Lew, vice president and chief investment officer for Carnegie Corporation of New York, to share their experiences. This podcast was recorded on July 10th, 2019. The views in this podcast do not necessarily reflect the views of JPMorgan Chase &amp; Co. or its affiliates. This communication is provided for information purposes only. JPMorgan Chase &amp; Co. or its affiliates (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. For additional disclaimers and regulatory disclosures, please consult:  https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer.

Our Capital Advisory Group speaks with over 180 endowments and foundations across the globe with an average of $5.6 billion in assets under management. Monica Issar, global head of J.P. Morgan Wealth Management’s Multi-Asset and Portfolio Solutions, leads an in-depth discussion on the endowment model and how it has evolved over time. Monica is joined by Meredith Jenkins, chief investment officer for Trinity Wall Street, and Kim Lew, vice president and chief investment officer for Carnegie Corporation of New York, to share their experiences. This podcast was recorded on July 10th, 2019. The views in this podcast do not necessarily reflect the views of JPMorgan Chase &amp; Co. or its affiliates. This communication is provided for information purposes only. JPMorgan Chase &amp; Co. or its affiliates (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. For additional disclaimers and regulatory disclosures, please consult:  <a href="https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer" rel="nofollow" target="_blank">https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer</a>.

Market Matters | Capital Advisory Group Part II: The Evolution of the Endowment Model

The transition away from the London Interbank Offered Rate (LIBOR) is a global phenomenon that has the financial industry mobilizing ahead of a looming 2021 deadline. In aggregate, $400 trillion in assets across currencies including the British pound, Japanese yen, Swiss franc, euro and U.S. dollar need to migrate towards new benchmarks for short-term borrowing costs. In this episode, we cover benchmark reform in Europe, the United Kingdom, Switzerland and Japan. When is LIBOR actually going away? What actions are being taken across the globe? What approaches are different regions taking and will this lead to market fragmentation? To discuss: J.P. Morgan’s Charles Bristow, global head of Rates, Fixed Income Financing, Credit Portfolio Trading, and Markets Resource Management, Chris Palmer, who leads the firm-wide LIBOR transition program and Cyprien Decoux, head of Rates Structuring EMEA.    This podcast was recorded on May 23rd, 2019. The views in this podcast do not necessarily reflect the views of JPMorgan Chase &amp; Co. or its affiliates (collectively, J.P. Morgan). This communication is provided for information purposes only. J.P. Morgan normally makes a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication. For additional disclaimers and regulatory disclosures, please consult: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For further information about benchmark reform and the transition away from LIBOR, please visit https://www.jpmorgan.com/global/markets/libor-sofr. © 2019 JPMorgan Chase &amp; Co. All rights reserved. 

The transition away from the London Interbank Offered Rate (LIBOR) is a global phenomenon that has the financial industry mobilizing ahead of a looming 2021 deadline. In aggregate, <a href="https://www.bis.org/publ/qtrpdf/r_qt1903e.htm" rel="nofollow" target="_blank">$400 trillion in assets</a> across currencies including the British pound, Japanese yen, Swiss franc, euro and U.S. dollar need to migrate towards new benchmarks for short-term borrowing costs. In this episode, we cover benchmark reform in Europe, the United Kingdom, Switzerland and Japan. When is LIBOR actually going away? What actions are being taken across the globe? What approaches are different regions taking and will this lead to market fragmentation? To discuss: J.P. Morgan’s Charles Bristow, global head of Rates, Fixed Income Financing, Credit Portfolio Trading, and Markets Resource Management, Chris Palmer, who leads the firm-wide LIBOR transition program and Cyprien Decoux, head of Rates Structuring EMEA. This podcast was recorded on May 23rd, 2019. The views in this podcast do not necessarily reflect the views of JPMorgan Chase &amp; Co. or its affiliates (collectively, J.P. Morgan). This communication is provided for information purposes only. J.P. Morgan normally makes a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication. For additional disclaimers and regulatory disclosures, please consult: <a href="https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer" rel="nofollow" target="_blank">https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer</a>. For further information about benchmark reform and the transition away from LIBOR, please visit https://<a href="http://www.jpmorgan.com/global/markets/libor-sofr" rel="nofollow" target="_blank">www.jpmorgan.com/global/markets/libor-sofr</a>. © 2019 JPMorgan Chase &amp; Co. All rights reserved.

Market Matters | Leaving Libor Part II: Benchmark Reform Around the World

Our Capital Advisory Group brings you their latest podcast episode following the results of our 2019 Institutional Investor Survey, Kenny King, Head of J.P. Morgan’s Americas Capital Advisory Group, leads an in-depth discussion on hedge fund trends we expect to see in 2019. Kenny is joined by Paul Zummo, Chief Investment Officer at J.P. Morgan Alternative Asset Management, and Michael Gubenko, Global Head of Hedge Fund Due Diligence for J.P. Morgan Global Wealth Management. This podcast was recorded on March 14th, 2019. The views in this podcast do not necessarily reflect the views of JPMorgan Chase &amp; Co. or its affiliates. This communication is provided for information purposes only. JPMorgan Chase &amp; Co. or its affiliates (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. For additional disclaimers and regulatory disclosures, please consult:  https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer.

Our Capital Advisory Group brings you their latest podcast episode following the results of our 2019 Institutional Investor Survey, Kenny King, Head of J.P. Morgan’s Americas Capital Advisory Group, leads an in-depth discussion on hedge fund trends we expect to see in 2019. Kenny is joined by Paul Zummo, Chief Investment Officer at J.P. Morgan Alternative Asset Management, and Michael Gubenko, Global Head of Hedge Fund Due Diligence for J.P. Morgan Global Wealth Management. This podcast was recorded on March 14th, 2019. The views in this podcast do not necessarily reflect the views of JPMorgan Chase &amp; Co. or its affiliates. This communication is provided for information purposes only. JPMorgan Chase &amp; Co. or its affiliates (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. For additional disclaimers and regulatory disclosures, please consult:  <a href="https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer" rel="nofollow" target="_blank">https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer</a>.

Market Matters | Capital Advisory Group: What Is the Role of Hedge Funds Today?

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