Podcasts about market matters

Submit your stock picks here: ausbiz.co/callpicksShawn Hickman from Market Matters and Rudi Filapek from FNArena go in-depth and stock specific on ‘the call.'NextDC (NXT) REA Group (REA)Aussie Broadband (ABB) PLS (PLS)Mineral Resources (MIN) Integral Diagnostics (IDX) Ebos Group (EBO) Endeavour Group (EDV) ARB Corporation (ARB) Ansell (ANN) Stock of the day: WiseTech (WTC) to listen go to https://ausbiz.co/STODGet your stock pick to the front of the queue by becoming an ausbiz contributor: https://ausbiz.co/contributorsAnd we'd love it if you could leave us a review below! Hosted on Acast. See acast.com/privacy for more information.

The market is changing, and so are the rules. Learn how to navigate the shifting landscape with Julia Hermann on Market Matters.

Lauren Goodwin and Julia Hermann have been on the road, engaging with U.S.-based investors and gathering their most pressing questions. Tune in to Market Matters for their Fed view, the broader implications of policy uncertainty on portfolio allocation, and more. 

Join James Gerrish for a chat with veteran fund manager Geoff Wilson, as they discuss markets, whether there is more pain to come, Wilson Asset Management's new LIC, the WAM Income Maximiser and plenty more...

I'm excited to welcome Julia Hermann, CFA, Global Market Strategist at New York Life Investments, to today's episode. As a director on the Global Market Strategy team, Julia provides valuable economic research, asset allocation insights, and thought leadership that help guide investment decisions. She's also the co-host of the “Market Matters” podcast.Before joining New York Life, Julia worked as a Global Market Strategist for an emerging markets equity fund. She's a CFA Charterholder, a summa cum laude graduate from the University of Notre Dame, and holds a Master's in International Economics from Johns Hopkins SAIS. Today, Julia will share her insights on global market narratives and their impact on investment strategies moving forward.You will want to hear this episode if you are interested in...Welcome to UPThinking Finance (0:00)How Julia discovers what information is important to investors (1:30)How should people develop a reliable market view? (7:00)The narratives Julia believes have a significant impact on market decision-making (8:30)Julia's research strategies about USA Federal debt (10:10)AI's influence on the market (16:10)Impacts of tariffs on businesses and the market (25:00)Global markets exploring alternatives to the US dollar (31:40)Julie Herrman is not affiliated with or endorsed by LPL Financial or Capital Investment Advisers.Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Resources & People MentionedMarket Matters PodcastConnect With Julia Hermann, CFAJulia Hermann, CFAConnect on LinkedInConnect with Emerson FerschCapital Investment AdvisersOn LinkedInSubscribe to Upthinking FinanceAudio Production and Show Notes by - PODCAST FAST TRACK

Submit your stock picks here: ausbiz.co/callpicksMathan Somasundaram from Deep Data Analytics and Shawn Hickman from Market Matters go in-depth and stock specific on ‘the call.'Telix Pharmaceuticals (TLX) Cochlear (COH) Lifestyle Communities (LIC) Qantas (QAN) Transurban (TCL) Suncorp (SUN)Insignia (IFL)Mirvac Group (MGR) Podium Minerals (POD) South32 (S32)Stock of the day: Orica (ORI) to listen go to https://ausbiz.co/STODGet your stock pick to the front of the queue by becoming an ausbiz contributor: https://ausbiz.co/contributorsAnd we'd love it if you could leave us a review below! Hosted on Acast. See acast.com/privacy for more information.

Whether you're a fund manager overseeing billions or a Livewire reader investing your hard-earned money, there is no better time than the end of reporting season. Firstly, because it's bloody exhausting, and secondly, because it's the clearest picture you will ever get of the health of corporate Australia and the shape of your own portfolio. Right now is the moment where there is the least noise, the least speculation, and the least fluff. This moment allows investors to make some intelligent decisions, with the fullest information possible, about which opportunities they want to pursue, and forgo, over the coming six months. So, what were the key themes from the season? And, more importantly, which stocks crushed it - and which got crushed? To help answer those questions, Livewire's James Marlay sat down with James Gerrish from Market Matters and Jun Bei Liu from Tencap for this special February 2025 reporting season wrap-up of Buy Hold Sell. Note: This episode was recorded on Thursday, 26 February 2025.  

Submit your stock picks here: ausbiz.co/callpicksShawn Hickman from Market Matters and Mark Moreland from value3 go in-depth and stock specific on ‘the call.'Clarity Pharmaceuticals (CU6) Dicker Data (DDR) DigiCo (DGT) Accent Group (AX1)JB Hi-Fi (JBH) SG Fleet (SGF) Graincorp (GNC) Bega Group (BGA) Whitehaven Coal (WHC) Bellevue Gold (BGL)Stock of the day: Nufarm (NUF) to listen go to https://ausbiz.co/STODGet your stock pick to the front of the queue by becoming an ausbiz contributor: https://ausbiz.co/contributorsAnd we'd love it if you could leave us a review below! Hosted on Acast. See acast.com/privacy for more information.

From a gold-plated rooftop in NYC, we bring festive tidings from Global Market Strategy… Join us for a special holiday episode of Market Matters, where Julia Hermann recites her annual holiday story— a clever twist on the classic that reflects on the year's market highs and lows.  

Submit your stock picks here: ausbiz.co/callpicksShawn Hickman from Market Matters and Rudi Filapek-Vandyck from FNArena go in-depth and stock specific on ‘the call.'Westpac (WBC) GQG Partners (GQG) Harvey Norman (HVN) Select Harvests (SHV) Guzman y Gomez (GYG) Block (SQ2)Dexus (DXS)Netwealth (NWL) Newmont (NEM) Fortescue (FMG) Stock of the day: Collins Foods (CKF) to listen go to https://ausbiz.co/STODGet your stock pick to the front of the queue by becoming an ausbiz contributor: https://ausbiz.co/contributorsAnd we'd love it if you could leave us a review below! Hosted on Acast. See acast.com/privacy for more information.

It's been a couple weeks since the U.S. election, and the market is buzzing with post-election “Trump trades”. Lauren Goodwin and Julia Hermann break down which ones to follow and which to fade on the latest Market Matters. 

As election week unfolds and uncertainty fills the air, one question stands out: what policies are least at risk of change? Lauren Goodwin and Michael LoGalbo explore three key areas that are expected to remain steady this week on Market Matters.

Why are interest rates rising after a Fed cut? Is it all about the election – and what are the implications on long-term rates? Lauren Goodwin and Julia Hermann talk through each of these questions this week on Market Matters.

The Federal Reserve went big, starting its easing cycle with a 50bp interest rate cut. Does the pace of easing matter? How far will the Fed go? How do allocation decisions change on the way down? Lauren Goodwin and Julia Hermann talk through each of these questions this week on Market Matters. 

In this episode: Delve into the real estate market in St. Louis City and County with three seasoned St. Louis REALTORS®!Tina Siebert, the 2024 president of St. Louis REALTORS®, hosts an insightful discussion with Christopher Thiemet of Circa Properties and Kate Thompson of Coldwell Banker Realty-Gundaker. They discuss the market's performance in the city versus the county, how they counsel clients moving into the region, and their predictions for the remainder of the year.Thank you for listening to Realtime Real Estate! For more information about St. Louis REALTORS®, visit our website. Follow us on social media: Facebook LinkedInInstagramX (Twitter)YouTube

In this episode of our Market Matters series, Joe Lins talks with Ryan World of GEM Mortgage about all things mortgage. This is a great episode to share with your clients. Contact us at Careers@C21Discovery.com for a confidential interview. Contact Ryan World at 714-569 3636 ext. 2 Voiceover Credit: Tim Lins Music Credit: The Barefoot Bandits “Mr. Know It All” Prefer video? Watch the video of the Podcast here: https://youtu.be/U41LsvHLAZ8?si=VCkk_sL4NXdwOE0-   (Originally recorded in June 2024)

In this episode, the group discuss risk / reward for US equities following a further leg higher and S&P500 hitting fresh all time highs (ATHs).  They discuss fundamental drivers of the rally, market leadership, and the extent to which investor positioning has risen.  They also discuss risk / reward for equities as we head into Q2 earnings season, and sectors where the fundamental and positioning backdrop are looking more compelling.  Andrew Tyler, Head of US Market Intelligence, and John Schlegel, Head of Global Positioning Intelligence, are in discussion with Eloise Goulder, Head of the Global Data Assets & Alpha Group. This episode was recorded on July 9, 2024.  The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan's Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed.  For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.

In this episode, we hear from Kate Finlayson, Head of FICC Market Structure & Liquidity Strategy at J. P. Morgan. Kate discusses the complexities of FICC markets, how regulation and microstructural dynamics are shaping execution trends, and the likely path from here.  Kate is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group. To learn more about the Data Assets & Alpha Group: https://www.jpmorgan.com/markets/market-data-intelligence This episode was recorded on June 24, 2024. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan's Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed.  For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.

In this episode, we hear from Jae Lee, CIO and CEO of Korean hedgefund Timefolio's Singapore business.  Jae discusses the importance of analyzing the supply chain to identify edge and alpha in stocks, components of the AI supply chain which are benefitting from greater barriers to entry and pricing power, use of data in this analysis, the extent to which Asian product segments will continue to grow in US and European markets, and how AI will increasingly impact our everyday lives.  Jae Lee is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group at JP Morgan.   Shownotes: To learn more about the Data Assets & Alpha Group: https://www.jpmorgan.com/markets/market-data-intelligence This episode was recorded on June 11, 2024.  The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan's Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed.  For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.

In this episode the group explore the risk / reward for European equities following a sharp period of underperformance vs US equities in recent weeks.  They discuss recent macro and political dynamics across Europe, including upcoming elections in France and the UK, the extent to which investors have been selling European equities, and equity pockets where risk / reward is looking most compelling.  Federico Manicardi, Head of International Market Intelligence, and Jigar Vakharia, from the Positioning Intelligence team, are in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group at JP Morgan. To learn more about the Data Assets & Alpha Group: https://www.jpmorgan.com/markets/market-data-intelligence This episode was recorded on June 21, 2024. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan's Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed.  For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.

In this episode we hear from Jagadish Chalasani, lead structurer for CTA strategies at J.P. Morgan.  Jagadish runs through the benefits but also challenges of leveraging trend as an alpha strategy, and the means by which trend can be extended across regions, asset classes, time horizons and alternative signals – in order to diversify, enhance performance and ‘extend the trend'.  Jagadish is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group at JP Morgan.   Shownotes: Trend-following in Alternative Markets with David Denison, Deputy CIO, Florin Court - here The Evolution of Systematic Strategies, with Aspect Capital's CEO (Part 1) - here The Evolution of Systematic Strategies, with Aspect Capital's CEO (Part 2) - here To learn more about the Data Assets & Alpha Group: https://www.jpmorgan.com/markets/market-data-intelligence This episode was recorded on June 3, 2024. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan's Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed.  For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.

In this episode we hear from Dr Amadeo Alentorn, Head of Systematic Equities at Jupiter Asset Management.  In Part 2 Amadeo discusses competitive dynamics within the systematic equity space, navigating the impact of investor behavioural biases in markets, and avoiding crowding in the portfolio.  Amadeo is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group at JP Morgan.   Shownotes: https://www.jupiteram.com/ https://www.jupiteram.com/uk/en/professional/insights/no-free-lunch-is-a-science-of-the-stock-market-possible/ This episode was recorded on May 9, 2024. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan's Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed.  For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.

In this episode we hear from Dr Amadeo Alentorn, Head of Systematic Equities at Jupiter Asset Management.  In Part 1 Amadeo discusses the evolution of systematic equity investing over the last 20 years, the intersection of harnessing fundamental finance with data science techniques, and the evolution of data and compute methods (including use of AI) in the investment process.  Amadeo is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group at JP Morgan.​ ​ Shownotes:​ https://www.jupiteram.com/​ https://www.jupiteram.com/uk/en/professional/insights/no-free-lunch-is-a-science-of-the-stock-market-possible/ This episode was recorded on May 9, 2024.​ The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan's Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed.  For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.

Which asset classes are next to be electronified and how is the network effect driving trading trends? Head of Digital Markets, Eddie Wen joins Kate Finlayson, Head of FICC Market Structure & Liquidity Strategy, to discuss automation in trading, the blurring lines between retail and institutional markets and how data can work to optimize business.    This episode was recorded on May 2, 2024. The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument, are not issued by Research but are a solicitation under CFTC Rule 1.71. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures © 2024 JPMorgan Chase & Company. All rights reserved.

In this episode, we hear from Mubashir Mukadam, Blantyre Capital's Founder and CIO.  Mubashir discusses the investment philosophy behind Blantyre's special situations fund, the intersection between providing capital as a Hedge Fund, Private Equity vs Private Credit, the benefits of providing balance sheet and/ or operational support to certain companies, the competitive landscape in this space, and the extent to which this form of alpha generation is likely to evolve or adopt automation in future.  Mubashir is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group at JP Morgan. Shownotes: To learn more about Blantyre Capital: https://blantyrecapital.com/ To learn more about the Data Assets & Alpha Group: https://www.jpmorgan.com/markets/market-data-intelligence This episode was recorded on April 24, 2024. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan's Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed.  For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.

In this episode the group discuss risk / reward for US equities following the dip through April.  They discuss possible reasons for recent equity weakness, the macro and micro backdrop - including recent hotter inflation prints and Q1 corporate earnings trends, the extent to which positioning levels have fallen amid market weakness, resulting market and sector opportunities, and key catalysts to watch from here.  Andrew Tyler, Head of US Market Intelligence, and John Schlegel, Head of Global Positioning Intelligence, are in discussion with Eloise Goulder, Head of the Global Data Assets & Alpha Group. This episode was recorded on April 29, 2024. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan's Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed.  For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.

In this episode, we hear from Chris Andrew, Head of EMEA Market Structure at JP Morgan.  Chris runs through the evolution of equity turnover ratios across Europe and the US, the extent to which turnover ratios in the US have become increasingly concentrated in a limited set of stocks and sectors, the likely involvement of the retail investor in driving this trend (and intersection between the retail and institutional investor), and the possible path in equity markets and liquidity from here.  Chris is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group.   Shownotes: To learn more about the Data Assets & Alpha Group, please visit https://www.jpmorgan.com/markets/market-data-intelligence

This episode of TRECcast is a replay of our March 27 Market Matters panel on the state of the retail sector here in DFW. The discussion was moderated by Sam Littlejohn of CBRE and featured Artemio De La Vega of De La Vega Development, TREC Chairman Mike Geisler of Venture Commercial Real Estate, Tim Hughes of Falcon Realty Advisors LLC, and Eric Seitz of The Seitz Group. Special thanks to sponsors Grant Thornton, D CEO, and Mycon General Contractors. Learn more about the City of Dallas' $1.25 billion capital bond proposal at togetherfordallas.com.

How are financial markets in Asia attracting increased foreign investor participation? Leland Price and Meridy Cleary from the FICC Market Structure & Liquidity Strategy team discuss some of the most impactful developments contributing to the growing demand and liquidity in fixed income and FX markets in the region. This episode was recorded on March 22, 2024. The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument, are not issued by Research but are a solicitation under CFTC Rule 1.71. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures © 2024 JPMorgan Chase & Company. All rights reserved.

In this episode, we hear from Gerard Francis and Ashley Peterson on the evolution of data management to date, and the likely path from here.  They discuss how the data landscape has evolved over the last few decades;  who the key users of that data are and common pain points they face; how the industry is evolving to address those needs; and how use of AI is likely to drive further change in this space over time.  Gerard Francis is Head of Product for Data and AI, and Head of Fusion, and Ashley represents Fusion Sales, here at JP Morgan.  Gerard and Ashley are in discussion with Eloise Goulder, Head of the Global Data Assets & Alpha Group.   Shownotes:   For institutional clients of J.P. Morgan, please visit https://fusion.jpmorgan.com/   To learn more about the Data Assets & Alpha Group, please see https://www.jpmorgan.com/markets/market-data-intelligence

In this episode of TRECcast, Timothy Powers of Haynes and Boone greets our Market Matters guests with an update on the City of Dallas' upcoming $1.25 billion bond election, whose early voting period runs from April 22 to April 30. We strongly encourage TREC members vote YES for all 10 propositions to make Dallas a stronger, safer, and more vibrant city for years to come. Learn more about the bond proposal at togetherfordallas.com.

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 dominance of the APAC retail investor, and key market structure themes to watch through 2024.  Clare Witts, Head of Market Structure for APAC, is in discussion with Eloise Goulder, Head of the Global Data Assets & Alpha Group. This episode was recorded on March 25, 2024. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan's Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed.  For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.

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 the European equity rally YTD, the extent to which Hedge Funds and other investors have bought into the rally, and resulting positioning levels and crowding in European stocks.  They also discuss pockets within Europe which appear more stretched on valuation and positioning metrics, vs pockets with more opportunity.  Daniel Landau, from the Positioning Intelligence team, is in discussion with Eloise Goulder, Head of the Global Data Assets & Alpha Group.

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 best leveraged in the forecasting process, the relative importance of earnings estimates vs valuation techniques, and how the active equity investing space could evolve from here.  Helen is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group.   Shownotes: https://www.blackrock.com/uk/solutions/stock-market-quarterly-outlook https://www.blackrock.com/uk/solutions/corporate-earnings-review

In this episode we hear from Fulcrum's Chief Research Officer Juan Antolin Diaz.  Juan discusses the macroeconomic and advanced econometric approach to investing at Fulcrum, including the integration of both quant and discretionary techniques.  He discusses the power of ‘Nowcasting' to have a better understanding of the current economic backdrop, the benefits and challenges of dynamic asset allocation, the role of data in the investment process and how this has evolved over time, where AI techniques are proving beneficial, where academic research and rigour are additive to the investment process, and conclusions on market dynamics today.  Juan is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group. Shownotes: https://www.fulcrumasset.com/global/en/ This episode was recorded on January 29, 2024. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan's Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed.  For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.

Is blockchain still a pipedream? In a world of increasing trading costs and capital constraints, could distributed ledger technology facilitate greater liquidity and efficient risk management? Can DLT realistically help address shortened settlement requirement requirements and cross-border funding challenges? Head of Markets DLT, Scott Lucas joins Kate Finlayson, Global Head of FICC Market Structure & Liquidity Strategy, to consider the changing market conditions and regulatory proposals driving more engagement in distributed ledger technology.  This episode was recorded on January 17, 2024. The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument, are not issued by Research but are a solicitation under CFTC Rule 1.71. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures © 2024 JPMorgan Chase & Company. All rights reserved.

In this episode the group discuss risk / reward for US equities following an incredibly strong rally over the last 3 months.  They discuss strength in recent macro and micro data, implications of the recent ‘hotter' CPI, the positioning backdrop for US equities and sectors, and key catalysts to watch to shape the narrative from here.  Andrew Tyler, Head of US Market Intelligence, and John Schlegel, Head of Global Positioning Intelligence, are in discussion with Eloise Goulder, Head of the Global Data Assets & Alpha Group. This discussion follows Making Sense podcast episodes released on: 9th January 2024 - Data Assets & Alpha Group: US Macro & Positioning Views - January 2024 16th November 2023 - Data Assets & Alpha Group: The Case For Further Near-Term US Upside This episode was recorded on February 14, 2024. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan's Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed.  For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.

What do traders look for as they navigate market volatility in a dynamic landscape? How can firms utilize emerging technologies to achieve optimum outcomes? This episode explores the factors shaping execution strategies, the challenges in deploying new trading techniques and what current trends tell us about the future of electronic trading. Global Head of FICC e-Trading, Chi Nzelu joins Kate Finlayson, Global Head of FICC Market Structure & Liquidity Strategy, as they discuss cross-asset advancements in e-Trading and what to look out for next. This episode was recorded on January 24, 2024. The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument, are not issued by Research but are a solicitation under CFTC Rule 1.71. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures © 2024 JPMorgan Chase & Company. All rights reserved.

In this episode we hear from Anna Stupnytska, Global Macro Economist at Fidelity International.  Anna discusses the impact of Climate Change on growth, inflation and interest rates under various policy scenarios, the trade-off between nearer-term ‘transition risks' and longer-term ‘physical risks', what all this means for asset prices and strategic asset allocation, and distinguishing ‘signal from noise' across the breadth of ESG data.  Anna is in discussion with Eloise Goulder, Head of the Global Data Assets & Alpha Group.   Links for show notes:    From the top down: Capital market assumptions in the climate crisis (fidelity.co.uk)   February-2023-Global-Macro-Insights-Tracking-net-zero-progress.pdf (fidelity.co.uk)   Race to net zero: Seeing the world in an investment portfolio (fidelity.co.uk)   This episode was recorded on January 22, 2024. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan's Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed.  For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.

In this episode, the group discuss the key surprises that emerged through 2023, how they played out from a positioning perspective and key catalysts to monitor for the year ahead. Eloise Goulder, Head of the Data Assets & Alpha Group (DA&A) and Jigar Vakharia, a member of the group's Positioning Intelligence team are in conversation with Edwina Lowe, Product Specialist within the DA&A Group. This episode was recorded on January 15, 2024. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan's Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed.  For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.

In this episode, Andrew Tyler (Head of US Market Intelligence) and John Schlegel (Head of Global Positioning Intelligence) discuss the tactical view for US Equities, post the strong rally into the end of 2023.  They touch on upcoming catalysts, risks, and how much positioning has shifted.  Sector and thematic views are mentioned as well. This episode was recorded on January 8, 2024. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan's Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed.  For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.

In this 2-part episode we hear from Anthony Todd, CEO of Hedge Fund Aspect Capital, a diversified systematic asset manager which Anthony Co-Founded more than 25 years ago.  In Part 1, Anthony discusses the evolution of the industry over the last 25 years, and the investment philosophy behind setting up and developing Aspect Capital over that period. Anthony Todd is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group.   Show notes: https://www.aspectcapital.com/   This episode was recorded on November 22, 2023. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan's Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed.  For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.

With more attention on emerging market interest rate derivatives than ever before, this episode delves into key trading dynamics. Meridy Cleary from the FICC Market Structure team speaks to Avi Berkowicz, the Head of CEEMEA Local Rates Trading on trading protocols, electronification trends, the road ahead for local risk-free rate transitions, and which markets our traders have their eyes on. This episode was recorded on December 13, 2023.  The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument, are not issued by Research but are a solicitation under CFTC Rule 1.71. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures © 2024 JPMorgan Chase & Company. All rights reserved.

In this 2-part episode we hear from Anthony Todd, CEO of Hedge Fund Aspect Capital, a diversified systematic asset manager which Anthony Co-Founded more than 25 years ago.  In Part 1, Anthony discusses the evolution of the industry over the last 25 years, and the investment philosophy behind setting up and developing Aspect Capital over that period. Anthony Todd is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group.   Show notes: https://www.aspectcapital.com/   This episode was recorded on November 22, 2023. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan's Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed.  For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.

‘Twas NYLIM before Christmas… curl up by the fire for the final episode of Market Matters in 2023. Julia Hermann shares her ode to the markets. 

In this 2-part episode, we delve into 5 major AI / ML models and 40+ associated keywords, running through the merits and differences between those models, the drawbacks from each, and use cases in applying these models to alpha generation and investing.  We also cover which areas may be most ripe for further development and adoption within the industry.  Peng Cheng, Head of Big Data and AI Strategies within J.P. Morgan's Research division, and Emma Wu, a member of the same team, are in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group.   Websites referenced throughout this episode: https://arxiv.org/ https://www.ssrn.com/index.cfm/en/ https://www.kaggle.com/ https://developers.google.com/machine-learning/glossary   This episode was recorded on November 30, 2023. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan's Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed.  For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.

In this 2-part episode, we delve into 5 major AI / ML models and 40+ associated keywords, running through the merits and differences between those models, the drawbacks from each, and use cases in applying these models to alpha generation and investing.  We also cover which areas may be most ripe for further development and adoption within the industry.  Peng Cheng, Head of Big Data and AI Strategies within J.P. Morgan's Research division, and Emma Wu, a member of the same team, are in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group.   Websites referenced throughout this episode: https://arxiv.org/ https://www.ssrn.com/index.cfm/en/ https://www.kaggle.com/ https://developers.google.com/machine-learning/glossary   This episode was recorded on November 30, 2023. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan's Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed.  For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.

What is Basel III and how might the recent US proposals impact markets? Kate Finlayson, Global Head of FICC Market Structure, and Meridy Cleary in FICC Market Structure, break down the key considerations around proposed capital requirements and explores what they could mean for market functioning and liquidity. This episode was recorded on November 30, 2023. The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument, are not issued by Research but are a solicitation under CFTC Rule 1.71. Referenced products and services in this podcast may not be suitable for you, and may not be available in all jurisdictions. J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures © 2023 JPMorgan Chase & Company. All rights reserved.

In this episode the group discusses US equities in the context of the near 10% S&P500 rally over the last few weeks.  They discuss the fundamental backdrop from a macro, micro and policy lens; the positioning perspective and extent to which investor flows turned bearish through September and October; what this could mean for near-term US equity upside and which sectors look most ripe to rally; and finally key risks to watch from here.  Eloise Goulder, Head of the Data Assets & Alpha Group, is in discussion with Andrew Tyler, Head of US Market Intelligence, and John Schlegel, Head of Global Positioning Intelligence. This episode was recorded on November 15, 2023. The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase & Co and its affiliates (together “J.P. Morgan”), they are not the product of J.P. Morgan's Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  This podcast is intended for institutional and professional investors only and is not intended for retail investor use, it is provided for information purposes only. Referenced products and services in this podcast may not be suitable for you and may not be available in all jurisdictions.  J.P. Morgan may make markets and trade as principal in securities and other asset classes and financial products that may have been discussed.  For additional disclaimers and regulatory disclosures, please visit: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.

The fates of the U.S. corporate sector and labor market are closely entwined, and in this cycle, labor hoarding by large companies has contributed to strong job creation and wage growth. As cost pressures mount for companies, though, can this dyamic continue? Tune in to the debate between Lauren Goodwin and Julia Hermann this week on the Market Matters podcast.