Resilience and Risks: Insights from the Europ...

In this episode of J.P. Morgan's Making Sense, Fawaz Chaudhry, CIO of Horizon Global Partners (the equity thematic team at Fulcrum Asset Management) sits down with Eloise Goulder, head of the Data Assets and Alpha Group. They unpack why value is shifting from software to chips — ...  Show more

In this Making Sense episode, host Amaury Guzman is joined by Kevin Foley, global head of Capital Markets, and Tarek Hamid, head of North American Credit Research & Strategy, to unpack takeaways from J.P. Morgan’s 31st annual Global Leveraged Finance Conference in Miami. The trio ...  Show more

In this episode of The Deal Room, Anthony and Stephen break down the latest high-stakes deals shaking up the investment banking world. From Goldman Sachs' $19 billion port sale and cost-cutting strategy (Project Voyage) to UBS’s role in the Walgreens Boots Alliance buyout, they u ...  Show more

Americans are feeling better about the economy. What’s that mean for stock investors? (00:21) David Meier and Asit Sharma discuss: - Why Americans are feeling better about the economy. - The headwinds facing Okta, and fundamentals for long-term investors to watch. - A retail roun ...  Show more

In recent weeks, the extra yield that investors demand for investing in corporate bonds has risen substantially. Is this a sign that credit investors are becoming concerned about the economic outlook? Where are the opportunities in global credit markets now? Lotfi Karoui, Chief C ...  Show more

Send a textYou've seen all over the financial press that the Federal Reserve cut its key interest rate 50 basis points at its meeting last week. And you've heard economists yapping in the news about "hard landings" and "soft landings" for the economy. But what does that actually ...  Show more