Market Matters | Data Assets and Alpha Group: H1 2023 in Review (And Market Views From Here) - a podcast by J.P. Morgan

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.

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