Making Sense
“Making Sense,” the podcast channel from J.P. Morgan’s Commercial & Investment Bank, brings you views and analysis from the Investment Banking, Markets and Research businesses. In each episode, experts discuss the latest market outlooks, trends and developments impacting our complex global economy. Subscribe now for insights that will help you navigate the world we live in.

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Episoder(300)

Data Assets & Alpha Group: Harnessing equity alphas, with Jupiter’s Head of Systematic Equities (Part 2)

Data Assets & Alpha Group: Harnessing equity alphas, with Jupiter’s Head of Systematic Equities (Part 2)

In this episode we hear from Dr Amadeo Alentorn, Head of Systematic Equities at Jupiter Asset Management.  In Part 2 Amadeo discusses competitive dynamics within the systematic equity space, navigatin...

29 Mai 202421min

Data Assets & Alpha Group: Harnessing Equity Alphas, with Jupiter’s Head of Systematic Equities (Part 1)​

Data Assets & Alpha Group: Harnessing Equity Alphas, with Jupiter’s Head of Systematic Equities (Part 1)​

In this episode we hear from Dr Amadeo Alentorn, Head of Systematic Equities at Jupiter Asset Management.  In Part 1 Amadeo discusses the evolution of systematic equity investing over the last 20 year...

28 Mai 202428min

High Tides Lift All Boats: Connecting for Success at J.P. Morgan's Board Summit

High Tides Lift All Boats: Connecting for Success at J.P. Morgan's Board Summit

Join host Rebecca Thornton and guest Jan Singer, former CEO and current Board Director, as they explore the complexities of boardroom dynamics, the evolving role of CEOs and the impact of consumer tre...

23 Mai 202421min

FICC Market Structure: The evolving execution ecosystem

FICC Market Structure: The evolving execution ecosystem

Which asset classes are next to be electronified and how is the network effect driving trading trends? Head of Digital Markets, Eddie Wen joins Kate Finlayson, Head of FICC Market Structure & Liquidit...

20 Mai 202415min

How are streaming platforms reshaping entertainment?

How are streaming platforms reshaping entertainment?

In this episode of Research Recap, Jack Atherton, who covers Technology, Media and Telecom Specialist Sales, delves into the latest trends shaping the streaming industry with Doug Anmuth, Head of the ...

17 Mai 202416min

Unpacking renewable energy across Asia Pacific

Unpacking renewable energy across Asia Pacific

In this episode, host Matthew Chan, head of J.P. Morgan Sustainability and ESG Engagement in Asia Pacific, sits down with Greg Zdun, Head of Asia Pacific Energy, Power, Renewables and Metal & Mining a...

16 Mai 202410min

More upside risks for the oil market?

More upside risks for the oil market?

Brent Crude has traded roughly 20% higher since the start of the year due to a combination of strong demand growth and production cuts. Looking ahead, could oil prices reach close to $100 by September...

15 Mai 20249min

Data Assets & Alpha Group: A special-situations approach to Alpha, with Blantyre Capital’s Founder and CIO

Data Assets & Alpha Group: A special-situations approach to Alpha, with Blantyre Capital’s Founder and CIO

In this episode, we hear from Mubashir Mukadam, Blantyre Capital’s Founder and CIO.  Mubashir discusses the investment philosophy behind Blantyre’s special situations fund, the intersection between pr...

14 Mai 202428min

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