Market Matters | Data Assets&Alpha Group: How Much Have Investors Bought Amid the Rally? - a podcast by J.P. Morgan

In this episode the DA&A Group focus on how much investors have bought the market rally through mid-June to August, assessing their data across different types of Hedge Funds (e.g. quants vs. fundamental equity long/short funds), ETFs, the Retail investor and CTAs.  They also look into the extent to which the rally has been a ‘pain trade’, and what the flows and positioning data points say about near-term market direction.  This episode features Jigar Vakharia and Daniel Landau within the Positioning Intelligence team, interviewed by Eloise Goulder, Head of the Data Assets & Alpha Group.  This follows the team’s previous podcast on positioning with head of Positioning Intelligence, John Schlegel (12th July 2022).

This episode was recorded on August 22, 2022.

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