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Data Assets & Alpha Group: A Discretionary Investing Lens, with Carmignac’s UK CEO
Episode 126
In this episode, we hear from Maxime Carmignac, CEO and Director of Carmignac UK. Maxime discusses the benefits of the fundamental discretionary inv…
2 years, 8 months ago
Debt Capital Markets Have Turned a New Leaf This Fall
Episode 125
Join Kathleen Darling as she hosts Brian Tramontozzi, Head of North American Leveraged Finance Capital Markets, to discuss the ever-so-active leverag…
2 years, 8 months ago
Data Assets & Alpha Group Podcast: UK – Overlooked but Ripe with Opportunities
Episode 124
In this episode, Krupa Patel dives into the UK economy and markets. She discusses the current UK inflation, growth and policy backdrop, how it differ…
2 years, 8 months ago
Hollywood Strikes and the Broader Media Industry
Episode 123
From the Hollywood strikes to carriage disputes and cord-cutting, media companies are grappling with several challenges. Join Philip Cusick (U.S. Com…
2 years, 8 months ago
What Is Behind the Rise in Shareholder Activism?
Episode 122
As shareholder activism gains momentum worldwide, this podcast sheds light on key trends covering universal proxy rules, the capital allocation debat…
2 years, 8 months ago
Data Assets & Alpha Group: AI in the Investment Process
Episode 121
In this episode, we hear from Peng Cheng, Head of Big Data and AI Strategies in the Global Research department of J.P. Morgan. Peng runs through two…
2 years, 8 months ago
Data Assets & Alpha Group: Assessing the Equities Positioning Headroom
Episode 120
In this episode, the group delves into investor positioning, discussing the extent to which equities have positioning headroom for a further rally fr…
2 years, 8 months ago
What Is the Outlook for European Leveraged Finance Markets?
Episode 119
As J.P. Morgan’s European High Yield and Leveraged Finance conference concludes, Daniel Rudnicki Schlumberger, Head of Leveraged Finance EMEA, discus…
2 years, 8 months ago
Why is China’s Electric Vehicle Industry on the Rise?
Episode 118
China’s EV industry is experiencing exponential growth. Why is this so, and how is EV battery technology key to this revolution? Find out more from N…
2 years, 8 months ago
FICC Market Structure: What’s Fueling Emissions Trading?
Episode 117
With carbon markets growing exponentially, this episode delves into how emissions trading works, opportunities across regions, and policy initiatives…
2 years, 9 months ago