Data Assets & Alpha Group: Can US Equities Push Even Higher?
In this episode, the team dives into US equities - post the strong YTD rally - and discuss whether equities can push even higher through Q3. They run through the health of the US consumer, the rates ...
14 Juli 202322min
The Power of Data in Private Markets
Host Rebecca Thornton chats with Tony Lewis, CEO of Aumni, and Mike Elanjian, Head of Digital Private Markets at J.P. Morgan, about how data has the potential to transform the venture capital market. ...
13 Juli 202313min
Data Assets and Alpha Group: H1 2023 in Review (And Market Views From Here)
In this episode, the Data Assets & Alpha Group look back on H1 2023 with a focus on x-asset, regional and thematic performance. They discuss the evolution of the macro narrative from inflation concern...
11 Juli 202336min
June Jobs Report
Michael Feroli, Chief US Economist, and Samantha Azzarello, Head of Content Curation and Strategy, discuss the June payrolls report. This episode was recorded on June 7, 2023. This communication is pr...
7 Juli 20233min
M&A and LBOs: Financing Trends Across the Leveraged Capital Markets
Host Kathleen Darling and Todd Rothman, Managing Director of North American High Yield and Leveraged Loan Capital Markets, discuss activity across leveraged capital markets against the current backdro...
6 Juli 202312min
View From the Board: Strategies for Effective Governance
Join host Rebecca Thornton in an engaging conversation with Lisa Wardell, former CEO and Executive Chair of Adtalem Global Education. Having experience across 15+ public and private boards including c...
29 Juni 202319min
Mid-Year Outlook 2023
What lies ahead for markets in the second half of the year? In this episode of “Research Recap,” J.P. Morgan Research analysts take stock of what has happened so far in 2023 and explore the outlook fo...
23 Juni 202337min
Data Assets & Alpha Group: Time Traveler: A Look Back in Time, with Fredrik Giertz (Part 2)
DATA DEEP-DIVE: The second of our two-part series with Fredrik Giertz from the JP Morgan Investible Indices team: In this episode, Fredrik hones into his Time Traveller data set, discussing what it i...
22 Juni 202324min
