Trading Insights: Unpacking innovations in quantitative investment strategies (QIS)

Trading Insights: Unpacking innovations in qu...

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Deals and discipline: What’s driving markets at mid-year?

Markets have powered through a volatile first half of 2026, despite geopolitical shocks, commodity swings, a more complex rates backdrop and increased scrutiny on the returns to AI and other growth investments. In this episode of J.P. Morgan’s Making Sense, Evan Junek, global hea ...  Afficher plus

Momentum vs. fundamentals in the AI trade: Insights from BlackRock

What's the right price for AI stocks? In this episode of Making Sense, Eloise Goulder, head of the Data Assets and Alpha Group at J.P. Morgan, speaks with Helen Jewell, International CIO of Fundamental Equities at BlackRock, about differentiating within the AI trade, and identify ...  Afficher plus

Épisodes Recommandés

Mid-year outlook: diversify and hedge
Exchanges

Goldman Sachs’ Christian Mueller-Glissmann, head of asset allocation research in Goldman Sachs Research, and Alexandra Wilson-Elizondo, co-head and co-chief investment officer of the Multi-Asset Solutions business in Goldman Sachs Asset Management, examine the dynamics driving ma ...  Afficher plus

Leading with science: A deep dive on biotech
Center For Investment Excellence

In this episode, David Lebovitz, Global Strategist, Multi-Asset Solutions, is joined by Stephen Squinto, Chief Investment Officer, J.P. Morgan Life Sciences Private Capital, to discuss the alternative investment landscape, the private biotech market and areas of opportunity in 20 ...  Afficher plus

The new reality of investing in 2024
Capital Ideas podcast

<span style= "font-size: 11.0pt; font-family: 'AvenirNext LT Com Regular',sans-serif; mso-bidi-font-family: Calibri; mso-fareast-language: EN-GB;">Capital Group portfolio managers Jody Jonsson and Chris Buchbind ...

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