2025 Corporate Compass: Insights for a transformative year
In this episode, hosts Rama Variankaval, Global Head of Corporate Advisory, and Evan Junek, Global Head of Corporate Finance Advisory, explore the insights from J.P. Morgan’s 2025 Corporate Compass re...
7 Jan 202527min
A year of divergence: The market and economic outlook for 2025
In this episode, Fabio Bassi, head of Cross-Asset Strategy, hosts a comprehensive discussion with J.P. Morgan Research experts on the market and economic outlook for 2025. With a focus on inflation, g...
19 Dec 202436min
Trading Insights: AI in the macro process, with Balyasny’s head of Macro Research & Chief Economist
In this episode, we hear from Chris Pulman, head of Macro Research and Chief Economist at Balyasny Asset Management. Chris discusses the role of Macro Research and Economics in creating value within t...
13 Dec 202428min
“A year of surprises”: Global capital markets recap and 2025 outlook
Join host Amaury Guzman and Kevin Foley, Global Head of Capital Markets, as they dive into the 2024 market surprises, implications from the U.S. election, and what lies ahead for global capital market...
12 Dec 202414min
Trading Insights: Thinking ‘Future Back’, with J.P. Morgan’s head of Corporate Futurism
In this episode, we hear from Debora Kantt, head of Corporate Futurism at J.P. Morgan. Debora discusses the importance of thinking ‘Future Back’, in overcoming behavioral biases and training the human...
10 Dec 202425min
Trading Insights: Long-term investing for a long-term mission, with Wellcome Trust
In this episode we hear from Elaina Elzinga, Principal and Head of Active Manager Selection at Wellcome Trust. Elaina runs through portfolio construction when spanning investments from HFs to LOs to r...
21 Nov 202424min
Trading Insights: A post-election rally in US equities
In this episode, the Data Assets & Alpha Group review recent U.S. equity strength and discuss the potential for a further rally into year-end. They discuss implications of the U.S. elections, recent ...
19 Nov 202412min
How Trump 2.0 could impact the global economy and markets
In this episode of Research Recap, chair of Global Research Joyce Chang and chief economist Bruce Kasman discuss the economic and geopolitical implications of a second Trump presidency. They discuss h...
15 Nov 202412min
