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Data Assets & Alpha Group: Time Traveler: A Look Back in Time with Fredrik Giertz (Part 1)
Episode 96
The first of our two-part series with Fredrik Giertz from the JP Morgan Investible Indices team: In this episode, Fredrik delves into the long-run, …
2 years, 11 months ago
What’s the Outlook for Summer Travel?
Episode 95
Are consumers still willing and able to travel? How are airlines faring? And will flight prices drop this summer? Get answers to these questions and …
2 years, 11 months ago
FICC Market Structure: Muni Market Momentum
Episode 94
The municipal bond market has been gaining the attention of investors, not only in the U.S. but across the globe. Kate Finlayson, Global Head of FICC…
2 years, 11 months ago
Data Assets & Alpha Group: Chinese Equities - The Case For A Tactical Rebound
In this episode the team dives into Chinese equities, discussing the potential for a tactical rebound given depressed performance and valuations in t…
2 years, 11 months ago
State of the Global Economy: A Conversation with Michael Cembalest
Episode 92
Join host David Rawlings in a conversation with Michael Cembalest, Chairman of Market and Investment Strategy of J.P. Morgan Asset and Wealth Managem…
2 years, 11 months ago
May Jobs Report
Episode 91
Michael Feroli, Chief US Economist, and Samantha Azzarello, Head of Content Curation and Strategy, discuss the May payrolls report.
This episode was …
3 years ago
The Highs and Lows of the High Yield Market
Episode 90
In this episode, Kathleen Darling picks back up with Brian Tramontozzi as they dig into the high yield market, exploring the latest trends and opport…
3 years ago
Opportunities for Borrowers Navigating Uncertain Markets
Episode 89
Join Kathleen Darling from J.P. Morgan's Debt Capital Markets team as she sits down with Brian Tramontozzi, Head of North American Leveraged Finance …
3 years ago
Data Assets & Alpha Group: Diving Into US Equities (Positioning, Catalysts and the Path From Here)
Episode 88
In this episode, the team dives into US equities, focusing on the growth / inflation / policy backdrop and what this could mean for market direction …
3 years ago
What’s the Impact of China’s Reopening?
Episode 87
Join our Greater China economists Haibin Zhu and Grace Ng for a discussion on China’s reopening and the latest economic developments. Explore key mar…
3 years ago