
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 | 10 | Founded | 2 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvesting | |||

In this week’s podcast, Karen and Hugh discuss what the market likes about last week’s US payrolls report and delve into why the surge in the DAX is feeding Karen’s optimism about the prospect for European stock outperformance.
With the market having a bit of a tech wobble last week, we talk about how to make sure portfolios aren’t too vulnerable to AI bumps. We also look ahead to US payrolls and what this means for the Fed as well as to the challenges faced by the next UK ... more
Another busy week ahead as investors continue to digest the outlook for oil prices and broader markets following prospects of a deal between the US and Iran. New Federal Reserve Chair Kevin Warsh ruffled US Treasury market feathers with his first mee... more
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
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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!
Key themes from listener reviews, highlighting what works and what could be improved about the show.
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
Apple Podcasts | #50 | |
Apple Podcasts | #155 | |
Apple Podcasts | #47 | |
Apple Podcasts | #179 | |
Apple Podcasts | #28 | |
Apple Podcasts | #39 |
Listeners, social reach, demographics and more for this podcast.
| Listeners per Episode | Gender Skew | Location | |||
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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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