Are animal spirits driving M&A in the UK and EMEA?
Host Evan Junek is joined by James Robinson, Head of UK and Ireland M&A, and Dwayne Lysaght, Head of EMEA M&A, to unpack the revitalization of the M&A market in the UK and EMEA. From increased overall...
16 Jul 202421min
Powering growth through partnership: Mid-Cap investment banking & financial sponsors
In this episode, host John Richert, Head of J.P. Morgan’s Mid-Cap Investment Banking Team, discusses current and future state of mid-cap finance with John Burns, Head of J.P. Morgan’s Mid-Cap Financia...
12 Jul 202421min
US equities at all-time highs
In this episode, the group discuss risk / reward for US equities following a further leg higher and S&P500 hitting fresh all time highs (ATHs). They discuss fundamental drivers of the rally, market l...
10 Jul 202413min
Does the June jobs report indicate a soft landing?
Nonfarm payrolls increased by 206,000 in June — broadly in line with expectations — while the unemployment rate ticked up to 4.1%. Does this spell good news for the Fed? Join Mike Feroli, Chief U.S. E...
8 Jul 20248min
What’s shaping the capital markets in 2024?
Join host Amaury Guzman and Kevin Foley, Global Head of Capital Markets, as they dive into the current state of global capital markets. Explore economic dynamics, IPO activity, M&A green shoots and pr...
8 Jul 202417min
The evolution of FICC markets
In this episode, we hear from Kate Finlayson, Head of FICC Market Structure & Liquidity Strategy at J. P. Morgan. Kate discusses the complexities of FICC markets, how regulation and microstructural dy...
5 Jul 202419min
The AI supply chain, with Timefolio’s Singapore CIO
In this episode, we hear from Jae Lee, CIO and CEO of Korean hedgefund Timefolio’s Singapore business. Jae discusses the importance of analyzing the supply chain to identify edge and alpha in stocks,...
2 Jul 202424min
What’s driving rent inflation?
While inflation has eased in recent months, rent costs are still running above pre-pandemic norms. What’s driving the strength in rental markets, and what are the implications for inflation going forw...
28 Jun 202417min
