Data Assets & Alpha Group: Time Traveler: A Look Back in Time with Fredrik Giertz (Part 1)
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, discussing why he thinks history is such an importa...
20 Kesä 202329min
What’s the Outlook for Summer Travel?
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 more in our latest episode of “Research Recap,” fea...
16 Kesä 202316min
FICC Market Structure: Muni Market Momentum
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 Market Structure speaks to Mike Cassidy, Head of T...
15 Kesä 202315min
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 the region. The team also explore the risk / reward ...
13 Kesä 202315min
State of the Global Economy: A Conversation with Michael Cembalest
Join host David Rawlings in a conversation with Michael Cembalest, Chairman of Market and Investment Strategy of J.P. Morgan Asset and Wealth Management, as they analyze the latest economic trends, in...
8 Kesä 202322min
May Jobs Report
Michael Feroli, Chief US Economist, and Samantha Azzarello, Head of Content Curation and Strategy, discuss the May payrolls report. This episode was recorded on June 2, 2023. This communication is pro...
2 Kesä 20234min
The Highs and Lows of the High Yield Market
In this episode, Kathleen Darling picks back up with Brian Tramontozzi as they dig into the high yield market, exploring the latest trends and opportunities. From primary issuance activity to demand f...
1 Kesä 20235min
Opportunities for Borrowers Navigating Uncertain Markets
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 Capital Markets, to discuss the latest trends and o...
31 Touko 20236min
