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Unpacking renewable energy across Asia Pacific
Episode 196
In this episode, host Matthew Chan, head of J.P. Morgan Sustainability and ESG Engagement in Asia Pacific, sits down with Greg Zdun, Head of Asia Pac…
2 years ago
More upside risks for the oil market?
Episode 195
Brent Crude has traded roughly 20% higher since the start of the year due to a combination of strong demand growth and production cuts. Looking ahead…
2 years ago
Data Assets & Alpha Group: A special-situations approach to Alpha, with Blantyre Capital’s Founder and CIO
Episode 194
In this episode, we hear from Mubashir Mukadam, Blantyre Capital’s Founder and CIO. Mubashir discusses the investment philosophy behind Blantyre’s s…
2 years ago
April jobs report shows signs of cooling
Episode 193
According to the April jobs report, the U.S. labor market is showing signs of cooling. Nonfarm payrolls were softer than anticipated increasing by 17…
2 years, 1 month ago
Data Assets & Alpha Group: An equities dip to be bought?
Episode 192
In this episode the group discuss risk / reward for US equities following the dip through April. They discuss possible reasons for recent equity wea…
2 years, 1 month ago
Data Assets & Alpha Group: Equity concentration risks and the retail investor
Episode 191
In this episode, we hear from Chris Andrew, Head of EMEA Market Structure at JP Morgan. Chris runs through the evolution of equity turnover ratios a…
2 years, 1 month ago
FICC Market Structure: Tapping into Asia’s markets
Episode 190
How are financial markets in Asia attracting increased foreign investor participation? Leland Price and Meridy Cleary from the FICC Market Structure …
2 years, 1 month ago
Data Assets & Alpha Group: Evolution of data management – and where to next
Episode 189
In this episode, we hear from Gerard Francis and Ashley Peterson on the evolution of data management to date, and the likely path from here. They di…
2 years, 1 month ago
Mobilizing development finance in Asia Pacific
Episode 188
Progress in Asia Pacific is crucial for achieving the UN's Sustainable Development Goals globally. However, identifying suitable financing opportunit…
2 years, 1 month ago
How is the generative AI landscape evolving?
Episode 187
Dive into the future of generative AI with Mark Murphy, Head of U.S. Enterprise Software Research, Gokul Hariharan, Co-Head of APAC TMT Research, and…
2 years, 1 month ago