Making Sense
Episodes
FICC Market Structure: What’s All the Buzz Around T+1?
23 May 2023
Contributed by Lukas
It's official – the U.S. and Canada have decided to shorten the standard settlement cycle from two days after trade date (T+2) to T+1, scheduled to ...
Data Assets & Alpha Group: Is the China Recovery Theme Fading?
16 May 2023
Contributed by Lukas
Recent activity data in China suggests a loss in momentum vs the re-opening recovery seen earlier this year. As such, in this episode the team discu...
The Rise of Generative AI
11 May 2023
Contributed by Lukas
In this episode of Research Recap, Mark Murphy, Head of U.S. Enterprise Software Research, and Gokul Hariharan, Co-Head of Asia Pacific Technology, Me...
April Jobs Report
05 May 2023
Contributed by Lukas
Michael Feroli, Chief US Economist, and Samantha Azzarello, Head of Content Curation and Strategy, discuss the April payrolls report. This episode was...
Driving Forward: Adapting to the Rapidly Evolving Auto Industry
04 May 2023
Contributed by Lukas
Evan Junek, host of What’s The Deal?, interviews Mark Pinsky, Global Head of Auto and Equipment Investment Banking, to discuss the latest developmen...
Data Assets & Alpha Group: A Focus on Quant Strategies with Hedge Fund Allocator Pierre Chabran
02 May 2023
Contributed by Lukas
In this episode, Pierre Chabran, from J.P. Morgan's Asset Management’s Hedge Fund Solutions Group, runs through the evolution in landscape of quanti...
The Future of Big Tech
27 Apr 2023
Contributed by Lukas
In the inaugural episode of “Research Recap,” learn more about the headwinds Big Tech firms are experiencing, the opportunities they can lean into...
Introducing Research Recap
24 Apr 2023
Contributed by Lukas
We’re excited to introduce Research Recap, our newest podcast series on Making Sense. Every two weeks, we’ll bring you the latest news and views...
Data Assets and Alpha Group: A New Dawn For Japanese Equities?
19 Apr 2023
Contributed by Lukas
In this episode, the DA&A Group discuss the investment case for Japanese equities post recent positive comments from Warren Buffett, based on the ...
Data Assets & Alpha Group: A Conversation with Man Group’s Chief Risk Officer Darrel Yawitch
06 Apr 2023
Contributed by Lukas
In this episode, Man Group’s Chief Risk Officer, Darrel Yawitch, is in conversation with Eloise Goulder, Head of the Data Assets & Alpha Group. ...
Leaving LIBOR Part VI: The End Is In Sight
04 Apr 2023
Contributed by Lukas
In this episode, we discuss the continued development of derivative and cash Secured Overnight Financing Rate (SOFR) markets, the progress of contract...
The Power of Clean Technology: A Conversation with Marc Borrett
30 Mar 2023
Contributed by Lukas
Join David Rawlings, host of What’s The Deal?, as he chats with innovation entrepreneur, Marc Borrett, Co-Founder and CEO of Reactive Technologies. ...
Data Assets & Alpha Group: Market Structure and the Decline in European Liquidity
22 Mar 2023
Contributed by Lukas
In this episode, the group delves into market structure dynamics, assessing the rise in turnover and liquidity in US markets over the last c.7yrs, vs ...
Unlocking the Power of People-Enabled Businesses Post-Pandemic
09 Mar 2023
Contributed by Lukas
Dana Weinstein, Head of Consumer, Retail and Business Services Investment Banking, talks to Evan Junek from the Corporate Finance Advisory group about...
Data Assets & Alpha Group: Assessing Risk / Reward for Asian Equities Post a Modest Pullback
07 Mar 2023
Contributed by Lukas
In this episode, the DA&A Group dive into Asian markets, focusing on the extent to which Chinese equities are still benefitting from re-opening ta...
Data Assets & Alpha Group: Macro and Positioning Views – Feb 2023
28 Feb 2023
Contributed by Lukas
In this episode, the DA&A Group focus on macro developments across US markets, discussing the Fed, inflation / growth data, and tactical views acr...
Data Assets & Alpha Group: Retail Activity Amid The January Equity Rally
27 Feb 2023
Contributed by Lukas
In this episode, Peng Cheng, Head of Big Data and AI Strategies, explores US retail trading activity. He covers the extent to which retail investors...
US Inflation Reduction Act: Mobilizing for an Opportunity of a Lifetime
23 Feb 2023
Contributed by Lukas
The passage of recent U.S. legislation, including the Bipartisan Infrastructure Law, Inflation Reduction Act, and CHIPS and Science Act, is expected t...
FICC Market Structure: The Electronic Trading Evolution
21 Feb 2023
Contributed by Lukas
One of the biggest drivers of market structure change has been the growth of electronic trading. In this podcast, Kate Finlayson, Head of FICC Market ...
Data Assets & Alpha Group: DATA DEEP-DIVE: Signal from the Noise Framework
14 Feb 2023
Contributed by Lukas
In this episode, the group provides a deep-dive into their Signal from the Noise framework, explaining the context, framework and methodology. They al...
Data Assets & Alpha Group: A YTD Short Squeeze – Assessing Global Equity Signals From Here
07 Feb 2023
Contributed by Lukas
In this episode, the group dig into the YTD rally in global equities, looking at the extent to which it has been a pain trade, with shorts squeezing a...
FICC Market Structure: Our Watchlist for 2023
06 Feb 2023
Contributed by Lukas
This podcast explores key themes and drivers of market structure change that are likely to be top of mind for buy- and sell-side market participants. ...
Conversations with Dealmakers: Jennifer Nason
02 Feb 2023
Contributed by Lukas
How does a self-professed “accidental banker” from Australia become a Global Chair of Investment Banking at J.P. Morgan’s New York headquarters?...
Data Assets & Alpha Group: A Focus on European Equities Post a Strong Rally
24 Jan 2023
Contributed by Lukas
In this episode the DA&A Group focus on European equity markets, following the tremendous rally since September ‘22 in which the Stoxx600 has re...
Striking Facts That Will Impact Corporate Decision Making in 2023
19 Jan 2023
Contributed by Lukas
Stimulus, value, capital and investment — these are the four key themes that emerged from the 2023 “10 Striking Facts” report from our Corporate...
Data Assets & Alpha Group: Macro and Positioning Views – Jan 2023
10 Jan 2023
Contributed by Lukas
In this episode, the DA&A Group focus on US markets, discussing the macro landscape, economic expectations around recessionary risks, and inflatio...
Values-Driven Leadership: A Conversation with Alex Gorsky
04 Jan 2023
Contributed by Lukas
What does it mean to be a values-driven leader? In this episode, David Rawlings, CEO for JPMorgan Chase & Co. in Canada, sits down with Johnson &a...
Data Assets & Alpha Group: A 2022 Year in Review (And Market Views From Here)
13 Dec 2022
Contributed by Lukas
In this episode, the group explore markets through 2022, looking at regional and thematic performance, positioning, sentiment, and the evolving macro ...
Conversations with Dealmakers: Robbie Huffines
08 Dec 2022
Contributed by Lukas
Robbie Huffines, Global Chair of Investment Banking at J.P. Morgan, speaks to Catherine Guan from the Corporate Finance Advisory team about his career...
FICC Market Structure: The Outlook on ESG with Chuka Umunna
05 Dec 2022
Contributed by Lukas
How are countries and individual firms balancing climate goals amid the ongoing energy crisis? In this episode, Chuka Umunna (EMEA Head of ESG) speak...
Raise Capital When You Can: Guidance for Mid-Caps
02 Dec 2022
Contributed by Lukas
J.P. Morgan has long been an advisor to large-cap companies, but what about the middle market? John Richert, Head of Regional Investment Banking, talk...
Data Assets & Alpha Group: Have European Equities Rallied Too Far, Too Fast?
29 Nov 2022
Contributed by Lukas
In this episode, the team focus on the strong rally in European equities from the late September lows, and whether it is sustainable. Krupa Patel, Hea...
Conversations with Dealmakers: Liz Myers
17 Nov 2022
Contributed by Lukas
In this episode, Liz Myers, Global Chair of Investment Banking, Equity Capital Markets, speaks to Catherine Guan from J.P. Morgan’s Corporate Financ...
Data Assets & Alpha Group: A Focus on the Retail Investor
14 Nov 2022
Contributed by Lukas
In this episode, Peng Cheng dives into retail investor behavior and recent retail trading activity. Retail activity has grown enormously since the sta...
FICC Market Structure: Making Sense of SA-CCR – Exploring Opportunities in FX
09 Nov 2022
Contributed by Lukas
Why is SA-CCR often referenced when it comes to FX swaps and forwards? With the first year of mandatory SA-CCR application by US banks almost behind u...
Development Finance: ESG for Emerging Markets
03 Nov 2022
Contributed by Lukas
In this podcast, Rama Variankaval, Global Head of Corporate Finance Advisory and Center for Carbon Transition, talks to Faheen Allibhoy, Head of the J...
Data Assets & Alpha Group: Macro and Positioning Views – Nov 2022
01 Nov 2022
Contributed by Lukas
In this episode, the DA&A Group discusses investor positioning amid recessionary fears and potential timing of an economic downturn. They also dis...
Dynamic Times in Capital Markets
21 Oct 2022
Contributed by Lukas
Michael Millman, Global Chair of Investment Banking, and Carly Roddy, Head of West Coast Private Capital Markets, discuss trends driving capital forma...
Data Assets & Alpha Group: Is It Time to Look Past Inflation? A Focus on the US and UK
14 Oct 2022
Contributed by Lukas
In this episode, the team focus on inflation in the US and the UK, and discuss whether yesterday’s market rally post the hotter than expected Septem...
The Golden Age of Media and Communications
10 Oct 2022
Contributed by Lukas
“The media and communications sector is like the NFL of investment banking.” Fred Turpin, Global Head of Media and Communications Investment Banki...