Making Sense

In this podcast episode, we discuss the latest developments in the transition away from the London Interbank Offered Rate (LIBOR) to the Secured Overnight Financing Rate (SOFR) and SOFR First, the upcoming July 26th date in which interdealer trading conventions switch from LIBOR to SOFR for USD linear interest rate swaps. Thomas Pluta, J.P. Morgan’s global head of linear rates trading, and Chris Palmer, head of J.P. Morgan’s LIBOR transition program, join J.P. Morgan’s Luis Asturizaga to discuss what to expect as we approach SOFR First and what’s next for SOFR Term Rates and the Credit Sensitive Rate.

This podcast was recorded on June 21st 2021.

The views in this podcast do not necessarily reflect the views of JPMorgan Chase and Co or its affiliates. Collectively JP Morgan. This communication is provided for information purposes only. JP Morgan normally makes a market and trades as principal insecurities, other financial products and other asset classes that may be discussed in this for additional disclaimers and regulatory disclosures. For additional disclaimers and regulatory disclosures, please consult: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For further information about benchmark reform and the transition away from LIBOR, please visit https://www.jpmorgan.com/global/markets/libor-sofr.

In this two-part podcast, we explore what a post-Brexit world looks like. Our moderator Huw Richards, J.P. Morgan’s Head of Digital Investment Banking, is joined by the Rt Honorable Sajid Javid MP and J.P. Morgan's Chairman of Italy and the Corporate & Investment Bank in EMEA, Vittorio Grilli. Together we dive into the resulting policy, economy and political forces shaping the post-Brexit roadmap.

This material was prepared by the Investment Banking group of JPMorgan Securities LLC and not the firm’s research department. It is for informational purposes only and is not intended as an offer or solicitation for the purchase or sale of any financial instrument.

In this two-part podcast, we explore what a post-Brexit world looks like. Our moderator Huw Richards, J.P. Morgan’s Head of Digital Investment Banking, is joined by the Rt Honorable Sajid Javid MP and J.P. Morgan's Chairman of Italy and the Corporate & Investment Bank in EMEA, Vittorio Grilli. Together we dive into the resulting policy, economy and political forces shaping the post-Brexit roadmap.

This material was prepared by the Investment Banking group of JPMorgan Securities LLC and not the firm’s research department. It is for informational purposes only and is not intended as an offer or solicitation for the purchase or sale of any financial instrument.

The availability of liquidity remains the top concern for traders according to the 2021 J.P. Morgan FICC e-Trading survey. Which macro-structural developments, execution trends and regulatory initiatives could shape how market participants interact and access liquidity? In this podcast episode, Kate Finlayson, global head of FICC Market Structure, sits down with her team, Barnaby Hodgkins and Meridy Cleary, to discuss a few of these key drivers, including ESMA’s final report on organized trading facilities, liquidity dynamics post Brexit, US Treasury market structure reform and the development of digital assets.

The views expressed in this podcast may not necessarily reflect the views of J.P. Morgan Chase and Company and its affiliates (together “J.P. Morgan”), and do not constitute research, a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument.  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. The FICC Market Structure publications (Q1, newsletters) mentioned in this podcast are available for JP Morgan clients. Please contact your JP Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures. 

In this podcast episode, Joanna Martin, head of Global Liquidity Solutions and co-Head of EMEA Equities Execution Services sales hosts a conversation with our global equities market structure specialists in the United States, Asia and EMEA.

In this session, the team highlights the main trends and events taking place in the market structure space during the first quarter of 2021, including the global growth in retail participation, Brexit, and some of the key regulatory initiatives that are expected to reshape the execution landscape across the various regions.

The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase and Company, and its affiliates, together J.P. Morgan, and do not constitute research, or recommendation, advice or an offer or a solicitation to buy or sell any security or financial instrument. Reference 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 principle, 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.

A new podcast hosted by Huw Richards, Head of Digital Investment Banking at J.P. Morgan. From global pandemics to tech disruption, geopolitics and more, we’ll not only be talking about what matters today but what it means for tomorrow. Subscribe today to follow what will be a series of engaging discussions.

77% of managers said they didn’t know or didn’t think that ESG provided any alpha opportunities, according to a recent client study on ESG by the Capital Advisory Group.

In this podcast episode, Kumar Panja, head of J.P. Morgan’s EMEA Capital Advisory Group discusses application and future of ESG investing with guest-speakers Jason Mitchell, the co-head of Responsible Investment at Man Group plc, and Michael Weinberg, head of Hedge Funds and Alternative Alpha Hedge Fund Investments at APG Asset Management US Inc. Mitchell and Weinberg share their insights on where we are headed with ESG investing and the potential for alpha opportunities.

The views in this podcast do not necessarily reflect the views of JPMorgan Chase & Co. or its affiliates. This communication is provided for information purposes only. JPMorgan Chase & Co. or its affiliates (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. For additional disclaimers and regulatory disclosures, please consult: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer.

How have U.S. Public Pensions’ investments into alternatives shifted in recent years? In this podcast episode, Danielle Kaul from our Capital Advisory Group explores this recent shift with guest-speakers Laura Lincoln, senior portfolio manager at Utah Retirement Systems (URS), and Jason Rector, senior analyst at State of Wisconsin Investment Board (SWIB).  Lincoln and Rector discuss their asset allocation and share their insights on recent industry trends. 

The views in this podcast do not necessarily reflect the views of JPMorgan Chase & Co. or its affiliates. This communication is provided for information purposes only. JPMorgan Chase & Co. or its affiliates (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. For additional disclaimers and regulatory disclosures, please consult: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer.

This communication is provided for informational purposes only.  JP Morgan Chase or its affiliates, 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.

Our Capital Advisory Group speaks with over 180 endowments and foundations across the globe with an average of $5.6 billion in assets under management. Monica Issar, global head of J.P. Morgan Wealth Management’s Multi-Asset and Portfolio Solutions, leads an in-depth discussion on the endowment model and how it has evolved over time. Monica is joined by Meredith Jenkins, chief investment officer for Trinity Wall Street, and Kim Lew, vice president and chief investment officer for Carnegie Corporation of New York, to share their experiences.

This podcast was recorded on July 10th, 2019.

The views in this podcast do not necessarily reflect the views of JPMorgan Chase & Co. or its affiliates. This communication is provided for information purposes only. JPMorgan Chase & Co. or its affiliates (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. For additional disclaimers and regulatory disclosures, please consult:  https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer.

The transition away from the London Interbank Offered Rate (LIBOR) is a global phenomenon that has the financial industry mobilizing ahead of a looming 2021 deadline. In aggregate, $400 trillion in assets across currencies including the British pound, Japanese yen, Swiss franc, euro and U.S. dollar need to migrate towards new benchmarks for short-term borrowing costs.

In this episode, we cover benchmark reform in Europe, the United Kingdom, Switzerland and Japan. When is LIBOR actually going away? What actions are being taken across the globe? What approaches are different regions taking and will this lead to market fragmentation? To discuss: J.P. Morgan’s Charles Bristow, global head of Rates, Fixed Income Financing, Credit Portfolio Trading, and Markets Resource Management, Chris Palmer, who leads the firm-wide LIBOR transition program and Cyprien Decoux, head of Rates Structuring EMEA. This podcast was recorded on May 23rd, 2019.

The views in this podcast do not necessarily reflect the views of JPMorgan Chase & Co. or its affiliates (collectively, J.P. Morgan). This communication is provided for information purposes only. J.P. Morgan normally makes a market and trade as principal in securities, other financial products and other asset classes that may be discussed in this communication. For additional disclaimers and regulatory disclosures, please consult: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For further information about benchmark reform and the transition away from LIBOR, please visit https://www.jpmorgan.com/global/markets/libor-sofr.

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