Cio Uk Podcast public
[search 0]
More
Download the App!
show episodes
 
The monthly podcast from CIO UK, the leading community of Chief Information Officers, Chief Technology Officers and IT directors in the UK. Interviews, discussions, musings and hob-nobbing with the UK's business technology leaders.
  continue reading
 
The ITPro Podcast is a weekly show for technology professionals and business leaders. Each week hosts Rory Bathgate (@rorybathgate) and Jane McCallion (@JaneMcCallion) are joined by an expert guest to take a deep dive into the most important issues for the IT community. New episodes premiere every Friday. Visit itpro.com/uk/the-it-pro-podcast for more information, or follow ITPro on LinkedIn for regular updates.
  continue reading
 
Artwork
 
“Making Sense,” the podcast channel from J.P. Morgan’s Commercial & Investment Bank, brings you views and analysis from the Investment Banking, Markets and Research businesses. In each episode, experts discuss the latest market outlooks, trends and developments impacting our complex global economy. Subscribe now for insights that will help you navigate the world we live in.
  continue reading
 
Every wanted to know what makes someone at work tick? Who wants to be the best at what do they do and why? Ever wondered what your colleagues do outside of the workplace? This podcast covers relevant, contemporary, news from a personal and professional perspective. Host Damien Swaby, invites industry professionals to discuss and celebrate their careers and insights.
  continue reading
 
Our weekly podcast offers rare access to the sharpest minds in investment, along with insights from top executives in the wealth and fund management industry. Find out what makes these individuals tick and where they see the best opportunities in global markets.
  continue reading
 
Welcome to the HotTopics Podcast - where the world's most influential leaders come to connect, learn, and inspire. We are HotTopics, the leading C-suite community comprising over 17,000+ executives from across the globe. Representing 75% of Fortune 500 companies, our powerful network is dedicated to fostering connections and driving action for a better tomorrow. Our podcast series brings you in-depth conversations with some of the most respected leaders from various sectors. Each episode is ...
  continue reading
 
Loading …
show series
 
Host Evan Junek is joined by James Robinson, Head of UK and Ireland M&A, and Dwayne Lysaght, Head of EMEA M&A, to unpack the revitalization of the M&A market in the UK and EMEA. From increased overall confidence to global strategic deals, financial sponsors' opportunities and cross-border trends, get an in-depth look at what’s driving the market fo…
  continue reading
 
In this episode, host John Richert, Head of J.P. Morgan’s Mid-Cap Investment Banking Team, discusses current and future state of mid-cap finance with John Burns, Head of J.P. Morgan’s Mid-Cap Financial Sponsors Group. Their insightful conversation highlights the strength of their partnership and explores mid-cap trends in financing, M&A and sponsor…
  continue reading
 
Every business will, at some point, be impacted by cyber attacks. Companies task security teams to prepare the first line of defense against cyber attacks, and most have plans in place for the damage they leave behind – be it data loss, encryption by ransomware operators, or large-scale service disruptions. But something that often goes unremarked …
  continue reading
 
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…
  continue reading
 
Nonfarm payrolls increased by 206,000 in June — broadly in line with expectations — while the unemployment rate ticked up to 4.1%. Does this spell good news for the Fed? Join Mike Feroli, Chief U.S. Economist, and Phoebe White, Head of U.S. Inflation Strategy, as they discuss the implications for rate cuts, the health of the consumer, corporate bal…
  continue reading
 
Join host Amaury Guzman and Kevin Foley, Global Head of Capital Markets, as they dive into the current state of global capital markets. Explore economic dynamics, IPO activity, M&A green shoots and private credit trends. Gain insights into how CEOs are navigating economic uncertainties and what lies ahead for the second half of 2024 and beyond. Thi…
  continue reading
 
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. …
  continue reading
 
This classic episode of the ITPro Podcast was first published on 14 July 2023. When you consider the roles that hold influence over business decisions and operations, which come to mind? Doubtless, the CEO and CFO, as well as the COO if you have one. The CMO may also be there – but what about the CIO or CTO? The advent of cloud computing, bring you…
  continue reading
 
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 …
  continue reading
 
While inflation has eased in recent months, rent costs are still running above pre-pandemic norms. What’s driving the strength in rental markets, and what are the implications for inflation going forward? Join Phoebe White, Head of U.S. Inflation Strategy, and Anthony Paolone, Co-Head of U.S. Real Estate Stock Research, as they explore the latest r…
  continue reading
 
June has been a month filled with tech conferences. ITPro has covered events including HPE Discover, Splunk .conf24, Snowflake Data Summit, Cisco Live, Pegasystems Inspire, and Pure Accelerate, all held in Las Vegas, amid a busy season for the industry. But throughout the many hours of these events, with tens of thousands of attendees and swathes o…
  continue reading
 
In this episode, host Pankaj Goel, Co-Head of J.P. Morgan's Technology Investment Banking for North America, delves into the dynamic technology landscape with Drago Rajkovic, Vice Chairman and Head of Technology M&A, and Greg Chamberlain, Co-Head of Technology Equity Capital Markets. They discuss current market performance, M&A and IPO activity and…
  continue reading
 
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 pocket…
  continue reading
 
Join host Amaury Guzman and Brian Tramontozzi, Head of North American Leveraged Finance Capital Markets, as they dive into the high yield and leveraged loan markets. With increased issuance volumes and heightened borrowing activity, learn about the trends shaping this dynamic sector from M&A green shoots to fund flows and more.​ This episode was re…
  continue reading
 
With the generative AI gold rush continuing at speed in enterprise IT. Ranging from chatbots to AI training services, every provider is looking for that killer use case that makes it indispensable for AI. At HPE Discover 2024, the story has been no different. In collaboration with Nvidia, the company believes it has something unique to offer its en…
  continue reading
 
In this episode, host Rebecca Thornton and Charlie Post, Co-Head of Media & Communications M&A, recap the key takeaways from J.P. Morgan’s 13th Annual Board Summit. From succession planning to AI, climate literacy and the 2024 election insights, discover what board directors are prioritizing for 2024 and beyond. This episode was recorded on June 5,…
  continue reading
 
When Cisco announced it would be buying Splunk, doubts were raised over the company's future within its new home. Splunk .conf24, the company's annual conference, was a proving ground to see if these fears were well founded. According to ITPro's intrepid features editor, however, Splunk's brand is as strong as it ever was, with both Cisco's CEO and…
  continue reading
 
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 perfor…
  continue reading
 
Despite signs of an economic slowdown, nonfarm payrolls increased by 272,000 in May, far surpassing expectations. In this episode, Phoebe White, Head of US Inflation Strategy, and Mike Feroli, Chief US Economist, discuss insights from the May US employment report, future economic trends, the Fed's actions, and the impact of immigration policies on …
  continue reading
 
One of the most unexpected things to happen in May was a sudden outage at the Australian pension fund UniSuper. After days of confusion and concern that the fund may have been hit by a cyber attack among its customer base, it emerged that Google Cloud had accidentally deleted UniSuper’s entire cloud subscription. We dive into what lessons businesse…
  continue reading
 
Join host David Rawlings and Keith Canton, Head of Americas Equity Capital Markets, as they explore the resurgent IPO market in 2024. Discover key trends, from market participation to sector performance, and strategic considerations for companies going public. Learn about the crucial balance between profitability and growth, the importance of after…
  continue reading
 
2024 is a watershed year for elections, with 77 contests across the globe. How will the possible outcomes shape the macro outlook, and what are the ramifications for trade, investment and foreign policy? Join Chair of Global Research Joyce Chang and Chief Economist Bruce Kasman as they discuss these implications and more. This episode was recorded …
  continue reading
 
As the tech sector creates data at greater rates than ever before, using more cloud and on premise workloads, it’s more important than ever that firms consider their sustainability strategy and carbon footprint. Until the world has achieved net zero energy, every watt that goes into powering hardware and software adds to overall global emissions, w…
  continue reading
 
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 th…
  continue reading
 
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)…
  continue reading
 
As enterprise AI becomes more widely adopted, businesses are being forced to examine whether their architecture is up to the task. The feverish hype around AI in the public cloud that started in November 2022 has given way to greater investment in open ecosystems for AI and smaller models run at a business’s edge. From chatbots stored on a laptop f…
  continue reading
 
Join host Rebecca Thornton and guest Jan Singer, former CEO and current Board Director, as they explore the complexities of boardroom dynamics, the evolving role of CEOs and the impact of consumer trends on corporate strategy. Get a sneak peek at the key themes shaping the upcoming J.P. Morgan Board Summit. This episode was recorded on May 8, 2024.…
  continue reading
 
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. …
  continue reading
 
In this episode of Research Recap, Jack Atherton, who covers Technology, Media and Telecom Specialist Sales, delves into the latest trends shaping the streaming industry with Doug Anmuth, Head of the U.S. Internet Research Team, and David Karnovsky, Head of U.S. Media, Entertainment, and Advertising. The discussion covers the current state of the s…
  continue reading
 
The LockBit ransomware group recently suffered another major blow at the hands of international law enforcement, as the UK’s NCA revealed the name and face of the group’s long-sought-after leader. Dmitry Khoroshev, known as ‘LockBitSupp’ on the dark web, was unmasked by the UK’s National Crime Agency (NCA) while the US Department of Justice announc…
  continue reading
 
In this episode, host Matthew Chan, head of J.P. Morgan Sustainability and ESG Engagement in Asia Pacific, sits down with Greg Zdun, Head of Asia Pacific Energy, Power, Renewables and Metal & Mining at J.P. Morgan, to unpack energy transition with a focus on renewables across the region. They dive into the acceleration of renewables investment in r…
  continue reading
 
Brent Crude has traded roughly 20% higher since the start of the year due to a combination of strong demand growth and production cuts. Looking ahead, could oil prices reach close to $100 by September? Join Natasha Kaneva, Global Head of Commodities Research, and David Levi, Global Head of Commodity Institutional Sales, as they discuss the outlook …
  continue reading
 
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 compa…
  continue reading
 
Some experts will tell you the first step in adopting AI is making sure your data is in order. But what about your skills? When it comes time to put AI in the hands of their workforce, leaders need to know that they’ll be able to hit the ground running and unlock productivity benefits without delay. Achieving this will involve investing in AI skill…
  continue reading
 
According to the April jobs report, the U.S. labor market is showing signs of cooling. Nonfarm payrolls were softer than anticipated increasing by 175,000 last month, while the unemployment rate rose to 3.9%. Does this all spell good news for the Fed? Join Mike Feroli, Chief U.S. Economist, and Phoebe White, Head of U.S. Inflation Strategy, as they…
  continue reading
 
April has been a month of both highs and lows. At the start of the month, AWS was ordered to pay $525 million in damages, after it was found to have infringed US patent law through some of its core cloud offerings. The month has also seen a high-profile cyber incident – a ransomware attack against Change Healthcare in which personal information was…
  continue reading
 
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…
  continue reading
 
Loading …

Quick Reference Guide