EPISODE · Oct 16, 2023 · 18 MIN
All into Account: ‘Cross Asset Systematic Strategies’, with Dobromir Tzotchev, Fred Giertz, Ralph Sueppel
from All into Account · host J.P. Morgan Global Research
Faced with a backdrop of high for long rates, geopolitical risk, and inflection points at the end of the hiking cycle and possible recession, we discuss what are the most promising risk premia and themes on a cross asset basis, from the perspective of Research, Structuring and Macrosynergy. In addition, we discuss the challenges in systematic strategies, given big swings in the data post-COVID and sizable revisions. Speakers: Thomas Salopek, Head of Global Cross Asset Strategy Dobromir Tzotchev, Head of Cross Asset Systematic Research Fred Giertz, Cross Asset Structuring Ralph Sueppel, Managing Director of MacroSynergy This podcast was recorded on October 16, 2023. This communication is provided for information purposes only. Institutional clients can view the related report at www.jpmm.com/research/content/GPS-4527762-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2023 JPMorgan Chase & Co. All rights reserved.
What this episode covers
Faced with a backdrop of high for long rates, geopolitical risk, and inflection points at the end of the hiking cycle and possible recession, we discuss what are the most promising risk premia and themes on a cross asset basis, from the perspective of Research, Structuring and Macrosynergy. In addition, we discuss the challenges in systematic strategies, given big swings in the data post-COVID and sizable revisions. Speakers: Thomas Salopek, Head of Global Cross Asset Strategy Dobromir Tzotchev, Head of Cross Asset Systematic Research Fred Giertz, Cross Asset Structuring Ralph Sueppel, Managing Director of MacroSynergy This podcast was recorded on October 16, 2023. This communication is provided for information purposes only. Institutional clients can view the related report at www.jpmm.com/research/content/GPS-4527762-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2023 JPMorgan Chase & Co. All rights reserved.
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All into Account: ‘Cross Asset Systematic Strategies’, with Dobromir Tzotchev, Fred Giertz, Ralph Sueppel
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