Best J.P. Morgan Asset Management Podcasts (2024)

1
Investing in Global Transportation Assets with Anurag Agarwal (J.P. Morgan Asset Management) 36:34

5d ago36:34

36:34

On this episode of the Invest it Best podcast host Ted Richards speaks with Anurag Agarwal, Head of Portfolio Management for the Global Transportation Group at J.P. Morgan Asset Management. They discuss investing in global transportation assets including the following; - The different types of transport assets that are critical to the global supply…

1
Real estate in the “new” old normal 19:12

21h ago19:12

19:12

Watch the video version on YouTube. Over the past year, investors have been inundated with negative reports of elevated mortgage rates and empty office buildings, weighing on their sentiment toward real estate investing. However, real estate comes in many shapes and sizes, and each sector has its own fundamentals and use cases in the portfolio cons…

1
Market Matters | Data Assets & Alpha Group: Equity Concentration Risks and the Retail Investor 20:43

3d ago20:43

20:43

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 driv…

1
Market Matters | FICC Market Structure: Tapping into Asia’s Markets 12:12

4d ago12:12

12:12

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 Mar…

1
Market Matters | Data Assets & Alpha Group: Evolution of Data Management – And Where to Next 20:27

10d ago20:27

20:27

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 …

1
Finding income and fighting inflation with Infrastructure 18:58

15d ago18:58

18:58

Watch the video version on YouTube. Over the last decade, extraordinarily low interest rates have made it difficult for investors to generate income within portfolios. While rates have risen over the past two years, so has bond market volatility and a higher correlation between stocks and bonds has made the search for uncorrelated sources of income…

1
What’s The Deal? | Mobilizing Development Finance in Asia Pacific 17:49

17d ago17:49

17:49

Progress in Asia Pacific is crucial for achieving the UN's Sustainable Development Goals globally. However, identifying suitable financing opportunities for sustainable development is often seen as a barrier to capital inflow to the region. Join Arsalan Mahtafar, Head of J.P. Morgan Development Finance Institution, and host Matthew Chan, Head of Su…

1
Research Recap | How is the Generative AI Landscape Evolving? 25:48

18d ago25:48

25:48

Dive into the future of generative AI with Mark Murphy, Head of U.S. Enterprise Software Research, Gokul Hariharan, Co-Head of APAC TMT Research, and Jack Atherton, who covers TMT Specialist Sales. In this episode, they explore the burgeoning generative AI landscape: What are companies spending on? What’s going on with custom silicon programs? And …

1
Research Recap | March Jobs Report Underscores Labor Market Tightness 11:08

21d ago11:08

11:08

Non-farm payrolls increased by 303,000 last month, far exceeding expectations. What’s underpinning the strength in the U.S. labor market? What does this mean for the inflation outlook? And what’s the path forward for the Fed? Mike Feroli, Chief U.S. Economist, sits down with Phoebe White, Head of U.S. Inflation Strategy, to discuss key takeaways fr…

1
What’s The Deal? | How Can Tax Equity Spur the Energy Transition? 13:02

22d ago13:02

13:02

In this episode, host Evan Junek sits down with Rubiao Song, Head of Energy Tax Equity Investments, to discuss how this structured equity plays a key role in the development of renewable energy in the U.S. Learn about the economic impact of these investments, opportunities associated with the Inflation Reduction Act (IRA), and more. This episode wa…

1
A New Perspective for Credit Investors 18:29

22d ago18:29

18:29

Today’s credit markets offer investors an unprecedented range of risk and return opportunities, but also greater complexity that makes it challenging to allocate capital efficiently. In this special edition SIAG episode, David Lebovitz, Global Strategist, Multi-Asset Solutions, talks with Samrawit Soquar, Global Head of Research, Global Fixed Incom…

1
Market Matters | Data Assets & Alpha Group: APAC Equity Market Structure & the Liquidity Landscape 23:21

24d ago23:21

23:21

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 di…

1
Research Recap | How are Rising Cocoa Prices Impacting Chocolate Brands? 10:19

25d ago10:19

10:19

Cocoa prices have soared to an all-time high due to a global supply shortage. What’s the impact on chocolate makers, and what are they doing to adapt? Here, Ken Goldman, Lead Equity Research Analyst for U.S. Food Producers and Food Retailers, and Celine Pannuti, Head of European Staples and Beverages, share their thoughts with Shirley Wang, a credi…

1
Beyond the public markets a path to premium returns 26:25

29d ago26:25

26:25

Watch the video version on YouTube. Coming out of the pandemic. Fiscal and monetary stimulus provided support for fundraising deals and exit activity within the private equity market. Even as fiscal stimulus has waned and the Federal Reserve has tightened policy. Better than expected economic activity and earnings have supported recent performance.…

1
What's The Deal? | The EMEA Brief: Unpacking Investment Banking Dynamics in the Region 15:51

29d ago15:51

15:51

In this episode, host David Rawlings chats with Dorothee Blessing and Conor Hillery, Co-Heads of Investment Banking for EMEA at J.P. Morgan, on the financial pulse of the EMEA region. They explore the impact of geopolitical influences, regulatory shifts, and the M&A outlook in a rapidly evolving economic and investment banking landscape. This episo…

1
What’s The Deal? | The Future of Development Finance: Balancing Impact and Returns 23:16

1M ago23:16

23:16

Join host Evan Junek and Arsalan Mahtafar, Head of J.P. Morgan Development Finance Institution (DFI), as they explore key findings from the latest annual DFI report, including key transactions assessed for development impact and the success stories behind those numbers. Learn about the importance of impact investing, the role of the Impact Disclosu…

1
Market Matters | Data Assets & Alpha Group: What’s Next for European Equities? 16:32

1M ago16:32

16:32

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 cro…

1
Research Recap | Is Demand For Electric Vehicles Slowing Down? 16:06

1M ago16:06

16:06

Electric vehicles have been getting mixed headlines of late, with consumer demand declining and auto firms cutting back on investments in this area. What’s prompting this slowdown, and what’s the outlook for the EV industry? Jose Asumendi, Head of European Auto Research, and Ryan Brinkman, Head of U.S. Autos and Auto Parts, share their insights. Th…

1
Diversification, disruption and dislocation: Unveil the opportunities in Alternatives 22:48

1M ago22:48

22:48

Watch the video version on YouTube. Portfolio Managers from across J.P. Morgan Asset Management to help shed some light on the rapidly growing and increasingly important world of alternatives. These conversations will range from broad overviews of the entire opportunity set, to asset class-specific deep dives across private equities, private credit…

1
What’s The Deal? | Navigating the Green Investment Frontier: Insights from the Clean Tech Stars Conference 20:28

1M ago20:28

20:28

This episode dives into insights from J.P. Morgan’s Clean Tech Stars Conference, exploring opportunities and challenges in the clean tech sector. Host Rama Variankaval, Global Head of Corporate Advisory & Sustainable Solutions, chats with James Janoskey, Co-Head of Global Energy, Power, Renewables and Mining, and Chuka Umunna, Head of Sustainable S…

1
Market Matters | Data Assets & Alpha Group: Data in the Stock Picking Process, with BlackRock’s EMEA CIO of Fundamental Equities 37:03

2M ago37:03

37:03

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 …

1
Reporting Season Wrap Up 2024 with Rob Crookston 23:28

2M ago23:28

23:28

On this episode of the Invest it Best podcast, Wilsons Advisory, Equity Strategist, Rob Crookston discusses his key insights from the recent reporting season (Feb/March 24). Topics discussed; The theme of cost management supporting upgrades Australian tech stocks relative to US tech stocks The rule of 40% (what it is and why it's important) Why Rob…

1
Research Recap | Some Signs of Cooling in the February Jobs Report 10:27

2M ago10:27

10:27

The labor market continues to display remarkable resilience, with 275,000 jobs added in February. However, the U.S. jobless rate hit a two-year high while wage gains slowed, suggesting that conditions might be starting to moderate. Which sectors drove the strength in hiring? Will growth step down in the second quarter? And are we still on track for…

1
Orbiting the Paper Moon: A conversation on alternative investments with Michael Cembalest 34:58

2M ago34:58

34:58

While the 60/40 portfolio has seen a renewed focus, allocations to private markets continue to play an important role in diversification and growth. In this episode, David Lebovitz, Global Market Strategist, talks with Michael Cembalest, Chairman of Market and Investment Strategy, about the key insights featured in his biennial review of alternativ…

1
What’s The Deal? | Soft Landing? M&A Boom? Unpacking the Global High Yield & Leveraged Finance Conference 15:27

2M ago15:27

15:27

Join Kevin Foley, Global Head of Debt Capital Markets and Tarek Hamid, Head of North American Corporate Credit Research, as they recap highlights from J.P. Morgan’s Global High Yield & Leveraged Finance Conference. Discover insights on the macro economy, M&A outlook, private credit trends and more as we look to navigate the debt capital markets in …

1
Market Matters | Data Assets & Alpha Group: A Macroeconomic Approach to Investing, with Fulcrum’s Chief Research Officer 35:46

2M ago35:46

35:46

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…

1
Market Matters | FICC Market Structure: Blockchain’s Case for Liquidity 12:06

2M ago12:06

12:06

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 …

1
Research Recap | China’s Economic Outlook and Policy Pathways for 2024 16:21

2M ago16:21

16:21

Dive into the intricacies of China's economic landscape with Joyce Chang, Chair of Global Research at J.P. Morgan, and Haibin Zhu, Chief China Economist and Head of Greater China Economic Research. In this insightful episode, they tackle the complexities of China's growth trajectory and the nuanced narratives between markets and policymakers. They …

1
How soft would a soft landing be? 18:26

2M ago18:26

18:26

The Fed remains committed to reducing rates, which bond markets may be cheering, but it may not begin easing policy as soon as markets anticipate. David Lebovitz, Global Market Strategist, Multi-Asset Solutions and Priya Misra, Portfolio Manager, Global Fixed Income, Currency & Commodities (GFICC) Group, discuss their forecast for fixed income, inc…

1
Research Recap | Strategic Investment Themes for 2024 22:25

2M ago22:25

22:25

“It’s all about the U.S., for better or for worse.” What are the key themes driving global markets and economies in 2024 and beyond? Will geopolitics, globalization, technology, climate action and more continue to be shaped by U.S. dominance? And how will these factors impact strategic portfolios? Chair of Global Research Joyce Chang and Jan Loeys,…

1
Market Matters | Data Assets & Alpha Group: Can US Equities Break Even Higher? 17:37

2M ago17:37

17:37

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, H…

1
What’s The Deal? | What to Expect at the 2024 High Yield & Leveraged Finance Conference? 15:06

2M ago15:06

15:06

Ahead of J.P. Morgan’s Global High Yield & Leveraged Finance conference, Brian Tramontozzi, Head of North American Leveraged Finance Capital Markets, hosts Brian Rubin, Head of U.S. Fixed Income Trading at T. Rowe Price, and Michael Schechter, Partner and Head of Credit Trading at Ares Management. They discuss the current activity in the debt capit…

1
Private Credit with Pete Robinson (Challenger Investment Management) 29:51

3M ago29:51

29:51

On this episode of the Invest it Best podcast host Ted Richards speaks with Challenger Investment Management Head of Investment Strategy (Fixed Income), Pete Robinson to discuss investing in private credit. Topics discussed; - What private credit is and how is it different to public credit - The liquidity premium for private/unlisted assets - CIM p…

1
Market Matters | FICC Market Structure: The Future of Electronic Trading 13:35

3M ago13:35

13:35

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…

1
Research Recap | Surprising Payroll and Wage Gains in the Latest Jobs Report 3:32

3M ago3:32

3:32

The U.S. labor market continues to outperform expectations, with non-farm payrolls growing by 353,000 in January and wages increasing 4.5%. What does this all mean for inflation and interest rates? Join Michael Feroli, Chief U.S. Economist, and Samantha Azzarello, Head of Content Curation and Strategy, as they discuss the January jobs report. This …

1
Market Matters | Data Assets & Alpha Group: Asset Allocation amid Climate Risks, with Fidelity Intl Macroeconomist 30:43

3M ago30:43

30:43

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 …

1
Research Recap | A Bullish Outlook for Gold in 2024? 11:04

3M ago11:04

11:04

After hitting record highs in 2023, will gold prices enjoy another glittering year? And will silver prices follow suit? Join Natasha Kaneva, Head of Global Commodities Strategy, and Gregory Shearer, Head of Base and Precious Metals Strategy, as they explore the outlook for precious metals in 2024. Read the full outlook for gold prices here: https:/…

1
What’s The Deal? | “Opening with a Bang”: An Update on the European Leveraged Finance Markets 17:56

3M ago17:56

17:56

Join this roundtable discussion with Daniel Rudnicki Schlumberger, Head of Leveraged Finance EMEA, Ben Thompson, Head of EMEA Leveraged Finance Capital Markets, and Natalie Netter, Head of EMEA Leveraged Finance Syndicate. Gain insights into factors shaping leveraged finance markets in Europe, from technical drivers and refinancing activities to M&…

1
Investment Outlook for 2024 20:06

3M ago20:06

20:06

While 2023 created a challenging macro backdrop of stubborn inflation, heightened geopolitical tensions and sluggish growth, a year-end rally increased the prospect of a brighter 2024 economic outlook. David Lebovitz and Arjun Menon, Global Market Strategists, Multi-Asset Solutions, discuss their investment predictions for the coming year, includin…

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