Data Assets and Alpha Group: H1 2023 in Review (And Market Views From Here)

In this episode, the Data Assets & Alpha Group look back on H1 2023 with a focus on x-asset, regional and thematic performance. They discuss the evolution of the macro narrative from inflation concerns to the rise in use of AI, what positioning looks like now and the outlook for the remainder of the year. Eloise Goulder, Head of the Data Assets & Alpha Group, is interviewed by Edwina Lowe, Product Specialist within the team. This episode was recorded on July 10, 2023. 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”), are not the product of J.P. Morgan’s Research Department and do not constitute a recommendation, advice, or an offer or a solicitation to buy or sell any security or financial instrument. This podcast is intended for institutional and professional investors only and is not intended for retail investor use and is provided for information purposes only. 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: https://www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan. © 2023 JPMorgan Chase & Company. All rights reserved.