Making Sense

In this episode of Making Sense, Shiny Das, from the Vida Portfolio Solutions product team, sits down with Gustav Vogel, head of Portfolio Trading in Europe, Middle East, and Asia, and Marcus Imbert, head of Portfolio Solutions in North America. Together they explore the rise of portfolio trading and how it is reshaping credit markets globally. They compare how portfolio trading differs across EMEA and North America, from pre-trade pricing and transparency frameworks to the role of local market structure and regulation. The conversation also looks at how ETFs and ETF primary trading support liquidity and risk transfer, the growing demand for thematic and proxy baskets, and the expansion of portfolio trading into cross-currency, cross-asset and bespoke solutions during periods of market volatility.

 

This episode was recorded on March 16, 2026. 

This podcast is intended for institutional clients only. 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, and do not constitute research or 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. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures.

Copyright 2026 JPMorgan Chase & Company. All rights reserved.

In this episode of Making Sense, Chuka Umunna sits down with Dr. Sarah Kapnick, global head of Climate Advisory, and James Janoskey, global co‑head of Natural Resources Investment Banking, to unpack how clean technologies are reshaping the global energy landscape. They explore surging electricity demand from AI data centers, the modernization of aging grids, the nuclear renaissance and the rise of long‑duration storage beyond lithium. The conversation also explores the intersection of energy security and geopolitics — how has the ongoing situation in the Middle East amplified concerns around grid resilience?

This episode was recorded on March 16, 2026.

This material was prepared by certain personnel of the investment banking group 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.

© 2026 JPMorgan Chase & Company. All rights reserved.

In this episode, Sian Goh, partner and head of Research and Strategy at Dymon Asia, sits down with Eloise Goulder, head of the Data Assets and Alpha Group at J.P. Morgan, to explore evolving market dynamics in Asia, from supply chains and AI to the retail investor and Asian consumer influences. They then discuss how Dymon Asia, an Asia-based multi-strategy fund, bridges bottom-up local market knowledge and micro analysis with macro developments to analyse the global investment universe.

 

Shownotes:

https://www.dymonasia.com/

 

This episode was recoded on February 12, 2026. 

The podcast's views do not necessarily reflect those of J.P. Morgan Chase & Co or its affiliates (together “J.P. Morgan) and are not from J.P. Morgan’s Research Department. They do not constitute recommendations or offers to buy or sell securities. Intended for institutional and professional investors, not retail use, it is for informational purposes only. Products and services mentioned may not suit all investors or be available in all jurisdictions. J.P. Morgan may make markets and trade in discussed securities and asset classes. Visit www.jpmorgan.com/disclosures/salesandtradingdisclaimer for more disclaimers and regulatory disclosures. External speakers' opinions are personal and not J.P. Morgan's views.

Copyright 2026 JPMorgan Chase & Co. All rights reserved

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 — and why the next three to four years will be key for semis, foundries and tools — as the AI infrastructure buildout accelerates.  They also explore the implications of the recent inflationary shocks, from the global pandemic to the European land war to the global trade war, and what this means for bonds and commodities, including gold and silver.

 

Shownotes:

https://www.horizon.global/

https://fulcrumasset.com/

A Macroeconomic Approach to Investing with Juan Antolin Diaz, Chief Research Officer, Fulcrum  – Feb ‘24

 

This episode was recoded on February 5, 2026.

The podcast's views do not necessarily reflect those of J.P. Morgan Chase & Co or its affiliates (together “J.P. Morgan) and are not from J.P. Morgan’s Research Department. They do not constitute recommendations or offers to buy or sell securities. Intended for institutional and professional investors, not retail use, it is for informational purposes only. Products and services mentioned may not suit all investors or be available in all jurisdictions. J.P. Morgan may make markets and trade in discussed securities and asset classes. Visit www.jpmorgan.com/disclosures/salesandtradingdisclaimer for more disclaimers and regulatory disclosures. External speakers' opinions are personal and not J.P. Morgan's views.

Copyright 2026 JPMorgan Chase & Co. All rights reserved

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 covers how geopolitics and energy price volatility are filtering into rates and risk, why AI could determine winners and losers, the market’s capacity to absorb new supply, bond vs. loan reception, and the role of M&A in the 2026 issuance outlook. They also discuss issuer readiness in a volatile tape and other themes that could take centerstage at the upcoming European Leveraged Finance Conference.

This episode was recorded on March 5, 2026.

This material was prepared by certain personnel of the investment banking group 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.

© 2026 JPMorgan Chase & Company. All rights reserved.