Podcast Global equities checkin Europe strong, Asia rebuilding

Can international equities keep leading as the rally broadens? In this episode of Making Sense, Edwina Lowe from J.P. Morgan's Data Assets and Alpha Group sits down with Federico Manicardi, head of International Market Intelligence, and Jigar Vakharia from the Positioning Intelligence team to unpack the landscape. They look at what’s driving Europe’s strength, why APAC is moving from stabilization to accumulation and how investor positioning is evolving across regions. They also discuss the key themes in play — from AI and semiconductors to miners and banks — as well as what risks could disrupt the path ahead, including rates, geopolitics and the fragility of investor conviction.

Data Assets & Alpha – delivering high frequency J. P. Morgan trading data and associated insights from the Market, Data and Positioning Intelligence teams. Available through written product on JP Morgan Markets, conference calls & podcasts via platforms including Apple, Google and Spotify, and data feeds via the DataQuery application & Fusion platform.

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John Schlegel | Head of Positioning Intelligence | |

High frequency data-driven market insights and trade ideas leveraging macro, fundamental and political inputs

Andrew Tyler | Head of Global Market Intelligence | |

Federico Manicardi | Head of International Market Intelligence | |

Victoria Campos | International Market Intelligence |

Ellen Wang | US Market Intelligence | |

Proprietary data and signals from our industry-leading Markets business, including equity signals, retail sentiment and volatility marks

Luca Rainero | Head of Data Intelligence | |

Edwina Lowe | Data Intelligence | |

Global Positioning Intelligence

Proprietary positioning and flows-based data and analysis, based on the J. P. Morgan Prime book, Retail investor and ETF flows, among other sources. Data sets including positioning, flows, crowding, leverage, performance and alpha, and grouped by sector, industry, factor and strategy

John Schlegel | Head of Positioning Intelligence | |

Jigar Vakharia | Positioning Intelligence | |

Sunny Potharaju | Positioning Intelligence | |

By leveraging proprietary data and signals from our industry-leading Markets business, we utilize a combination of tools to inform our insights and trade ideas including equity market