
In this increasingly tumultuous world, what should investors see as a signal? And what should they dismiss as noise? In this weekly podcast, Karen Ward, Chief Market Strategist for EMEA, and Hugh Gimber, Global Market Strategist, do exactly that - they digest the newsflow and work out what it means for global investors.
| Publishes | Weekly | Episodes | 7 | Founded | a month ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusiness | |||

In this episode Karen is joined by Iain Stealey, International CIO, Global Fixed Income, Currency and Commodities, to discuss the deal between the US and Iran and explore why, despite the apparent resilience of markets in recent weeks, this developme... more
In this podcast, Karen and Hugh outline why the US payrolls report was looking a bit too hot last week and why this week’s inflation print will be critical ahead of the Fed meeting next week. They also discuss why the upcoming US tech IPOs are unlike... more
While a concrete deal between the US and Iran remains elusive, the market is hopeful that the Strait will at least partially re-open while talks continue. Investors will also have to focus on ‘payrolls week’ with a flurry of information about the US ... more
In this week’s podcast Karen and Hugh discuss the latest developments in the negotiations between the US and Iran, some feedback from J. P. Morgan Asset Management’s global shipping team about how quickly energy markets could normalise when the Strai... more
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I love this podcast - the 15 minute episodes are perfect for me to listen to on the way to school and the content discussed is highly interesting. I feel very inspired after listening!
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Apple Podcasts | #105 |
Listeners, social reach, demographics and more for this podcast.
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Global market briefings that blend macroeconomics with geopolitical and policy developments, offering practical takeaways for portfolio positioning. Episodes cover central bank paths, energy and oil dynamics, inflation, and market reaction to geopolitical events, with a steady focus on how these signals translate into investment decisions. A standout is the clear emphasis on how macro themes interact with real-world policy and energy supply, making it valuable for listeners who want a disciplined framework for understanding markets and risk.
Noteworthy is the recurring collaboration between two JPMorgan Asset Management strategists, delivering concise, signal-focused analysis on a weekly cadence that translates complex developments into ac... more
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