Making Sense

Analyzing alternative data can be complex and challenging – but it can also be highly rewarding. In this episode, Mark Fleming-Williams, head of Data Sourcing at CFM and creator of “The Alternative Data Podcast,” speaks with Eloise Goulder, head of the Data Assets & Alpha Group at J.P. Morgan. They discuss the value of alt data, how the viability of a data set is assessed and what AI and LLMs mean for the future of the industry.  Shownotes:   https://www.cfm.com/ [https://www.cfm.com/] https://podcasts.apple.com/us/podcast/the-alternative-data-podcast/id1539909575 [https://podcasts.apple.com/us/podcast/the-alternative-data-podcast/id1539909575]   This episode was recorded on April 29, 2025.  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 [http://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.    © 2025 JPMorgan Chase & Company. All rights reserved.

John Burns, head of J.P. Morgan's Mid-Cap Financial Sponsors Group, hosts guests Adam Schwarzschild, co-head of North America Financial Sponsors Group, and Ray Raimondi, head of North America Strategic Investor Group M&A, to discuss the evolving role of financial sponsors in the current economic environment. Discover how recent market changes and tariffs are shaping investment strategies. As the mid-cap and large-cap sponsors ecosystem evolves, how might opportunities in sectors like business services, healthcare and technology be impacted?  This episode was recorded on May 12, 2025.   This material was prepared by certain personnel of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.    © 2025 JPMorgan Chase & Company. All rights reserved.

Humanoid robots, AI-powered machines resembling humans, are poised to transform automation by addressing labor shortages and revolutionize sectors such as manufacturing and healthcare. How soon can we expect to see these advancements and what is the investment outlook? Join Kelly Wen, head of Hong Kong and China Equity sales and Karen Li, head of Hong Kong Equity Research and Asia Infrastructure, Industrials and Transport Research to explore the key developments and growth prospects for the humanoid robot industry.   This episode was recorded on April 28, 2025.   This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures [http://www.jpmm.com/research/disclosures] for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication. This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan. Copyright 2025, JPMorganChase & Co. All rights reserved.

“Trade is like water — it will flow through whatever is the path of least resistance.” Tariffs are reshaping international trade by disrupting supply chains and impacting business sentiment. How can companies manage the associated risks, both now and in the longer term? In this episode, senior global economist Nora Szentivanyi and Natasha Condon, global head of Trade Sales, share their insights in a conversation moderated by Grace Howie from the Payments, Trade and Working Capital team.    This episode was recorded on April 23, 2025.   This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures [http://www.jpmm.com/research/disclosures] for important disclosures. JPMorgan Chase & Co. or its affiliates and/or subsidiaries (collectively, J.P. Morgan) normally make a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication. This communication has been prepared based upon information from sources believed to be reliable, but J.P. Morgan does not warrant its completeness or accuracy except with respect to any disclosures relative to J.P. Morgan and/or its affiliates and an analyst's involvement with any company (or security, other financial product or other asset class) that may be the subject of this communication. Any opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice. Past performance is not indicative of future results. This communication is not intended as an offer or solicitation for the purchase or sale of any financial instrument. J.P. Morgan Research does not provide individually tailored investment advice. Any opinions and recommendations herein do not take into account individual circumstances, objectives, or needs and are not intended as recommendations of particular securities, financial instruments or strategies. You must make your own independent decisions regarding any securities, financial instruments or strategies mentioned or related to the information herein. Periodic updates may be provided on companies, issuers or industries based on specific developments or announcements, market conditions or any other publicly available information. However, J.P. Morgan may be restricted from updating information contained in this communication for regulatory or other reasons. This communication may not be redistributed or retransmitted, in whole or in part, or in any form or manner, without the express written consent of J.P. Morgan. Any unauthorized use or disclosure is prohibited. Receipt and review of this information constitutes your agreement not to redistribute or retransmit the contents and information contained in this communication without first obtaining express permission from an authorized officer of J.P. Morgan. Copyright 2025, JPMorganChase & Co. All rights reserved.

In this episode, Gurps Kharaud, head of Equities Digital Markets and Vida Portfolio Solutions, chats with Olivier Cajfinger, head of Investment-Grade Credit, Public Finance, Short-Term Credit, and Alternative Sales, and Peter Grant, co-head of Credit Systematic Trading. They delve into the evolution of credit portfolio trading, examining the impact of recent market volatility on trading volumes, the strategic role of portfolio trading as a liquidity tool, and how J.P. Morgan is differentiating itself through innovative risk management and systematic trading approaches. The discussion also highlights the increasing importance of technology investments in adapting to changing client needs, as well as the trends shaping the future of credit portfolio trading.   This episode was recorded on April 23, 2025. © 2025 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase Bank N.A. (member of FDIC), J.P. Morgan Securities LLC (member of FINRA, NYSE and SIPC), J.P. Morgan Securities plc (authorized by the Prudential Regulation Authority (PRA) and regulated by the Financial Conduct Authority and the PRA) and J.P. Morgan SE (authorised by the BaFin and regulated by the BaFin, the German Central Bank and the European Central Bank) are principal subsidiaries of JPMorgan Chase & Co. The products and/or services mentioned herein may not be suitable for your particular circumstances and may not be available in all jurisdictions or to all clients. Important disclosures at: www.jpmorgan.com/disclosures [http://www.jpmorgan.com/disclosures].