Emerging market credit: Liquidity in a new era
Emerging market credit is navigating a new landscape shaped by strong fixed-income inflows, shifting investor participation and greater data availability. In this episode, Meridy Cleary from the FICC ...
19 Kesä 12min
Equities update at mid-year: What drove the recent rally and what’s next?
Equities have been on a remarkable run — join members of J.P. Morgan's Data Assets and Alpha Group to dig into what’s been behind this outperformance. Eloise Goulder, head of the group, and product sp...
12 Kesä 24min
Airline industry outlook: Fuel, fares and demand shifts heading into summer
The airline industry is heading into summer travel season under cloudy conditions. In this episode of J.P. Morgan’s Making Sense, Harry Gowers, lead analyst for European Airlines and Travel Retail sto...
9 Kesä 17min
Unlocking liquidity: The evolution of structured financing in private markets
How has structured financing moved into the private market mainstream? In this episode of Making Sense, Shiny Das from the Vida Portfolio Solutions product team sits down with John Neubauer, Global He...
5 Kesä 12min
Convergence in motion: Inside the institutional blockchain shift
The convergence between traditional finance and public blockchain is no longer theoretical. It's live, it's operational, and it's scaling. Oli Harris, Head of Kinexys, and Emma Landriault, Head of Lab...
2 Kesä 19min
A quant’s guide to finding alpha in commodities trading
Commodities are an investing sphere unto themselves, offering diversification, decorrelation from equities and bonds – and plenty of surprises along the way. In this episode of Making Sense, Eloise Go...
26 Touko 21min
What to expect from a Warsh-led Fed
Who is the real Kevin Warsh? Having been sworn in as the Fed's 17th chair, the Warsh era at the FOMC has begun. But with inflation proving sticky and Fed independence under the microscope, how will he...
22 Touko 10min
Staying a step ahead in the bold new era of shareholder activism
Record-breaking volumes of activist campaigns, both public and private, are shaking up the investing world as activists flex their muscles, enjoying new voting powers and privileges in the U.S. and ab...
15 Touko 21min
