Data Assets & Alpha Group: APAC equity market structure & the liquidity landscape
In this episode, the group discusses dynamics in APAC equity market structure, including the rise in APAC turnover ratios in recent years (in contrast to the decline in European turnover ratios), the ...
2 Apr 202423min
How are rising cocoa prices impacting chocolate brands?
Cocoa prices have soared to an all-time high due to a global supply shortage. What’s the impact on chocolate makers, and what are they doing to adapt? Here, Ken Goldman, Lead Equity Research Analyst f...
1 Apr 202410min
The EMEA Brief: Unpacking investment banking dynamics in the region
In this episode, host David Rawlings chats with Dorothee Blessing and Conor Hillery, Co-Heads of Investment Banking for EMEA at J.P. Morgan, on the financial pulse of the EMEA region. They explore the...
28 Mar 202415min
The Future of Development Finance: Balancing impact and returns
Join host Evan Junek and Arsalan Mahtafar, Head of J.P. Morgan Development Finance Institution (DFI), as they explore key findings from the latest annual DFI report, including key transactions assesse...
25 Mar 202423min
Data Assets & Alpha Group: What’s next for European equities?
In this episode, the group discuss recent outperformance in European equities - and particularly outperformance in European large caps, via SX5E Index. They run through the fundamental rationale for...
19 Mar 202416min
Is demand for electric vehicles slowing down?
Electric vehicles have been getting mixed headlines of late, with consumer demand declining and auto firms cutting back on investments in this area. What’s prompting this slowdown, and what’s the outl...
18 Mar 202416min
Navigating the Green Investment Frontier: Insights from the Clean Tech Stars Conference
This episode dives into insights from J.P. Morgan’s Clean Tech Stars Conference, exploring opportunities and challenges in the clean tech sector. Host Rama Variankaval, Global Head of Corporate Adviso...
14 Mar 202420min
Data Assets & Alpha Group: Data in the stock picking process, with BlackRock’s EMEA CIO of Fundamental Equities
In this episode we hear from Helen Jewell, EMEA CIO of Fundamental Equities at BlackRock. Helen discusses the evolution of data in the fundamental discretionary stock picking process, how data can be...
12 Mar 202437min
