Data Assets & Alpha Group: Assessing the Equities Positioning Headroom
In this episode, the group delves into investor positioning, discussing the extent to which equities have positioning headroom for a further rally from here. They look into positioning from a host of...
13 Sep 202316min
What Is the Outlook for European Leveraged Finance Markets?
As J.P. Morgan’s European High Yield and Leveraged Finance conference concludes, Daniel Rudnicki Schlumberger, Head of Leveraged Finance EMEA, discusses key insights with Daniel Lamy, Head of European...
12 Sep 202315min
Why is China’s Electric Vehicle Industry on the Rise?
China’s EV industry is experiencing exponential growth. Why is this so, and how is EV battery technology key to this revolution? Find out more from Nick Lai, Head of China Equity Research and Head of ...
8 Sep 202311min
FICC Market Structure: What’s Fueling Emissions Trading?
With carbon markets growing exponentially, this episode delves into how emissions trading works, opportunities across regions, and policy initiatives helping to drive further market participation. Mer...
5 Sep 202317min
Supply Offsets Demand in the August Jobs Report
Michael Feroli, Chief US Economist, and Samantha Azzarello, Head of Content Curation and Strategy, discuss the August payrolls report. This episode was recorded on September 1, 2023. This communicatio...
1 Sep 20233min
Will Debt Markets Find Their Way in 2024?
In this episode, Ben Thompson, Head of EMEA Leveraged Finance Capital Markets, hosts Martin Horne, Global Head of Public Assets at Barings. Ahead of J.P. Morgan’s European High Yield and Leveraged Fin...
31 Aug 202317min
Data Assets & Alpha Group: An Emerging European Retail Investor
In this episode, the group delves into European market structure, discussing firstly the context of still lackluster European turnover and liquidity, and secondly the emergence of the European retail ...
29 Aug 202331min
What Are the Trends Driving the Automotive Industry?
From vehicle electrification to autonomous driving, what does the road ahead look like for the automotive industry? Jose Asumendi, Head of European Automotive Research, and Ryan Brinkman, Head of U.S....
25 Aug 202314min
