Making Sense

Despite ongoing macro uncertainty, healthcare dealmaking shows no signs of slowing. In this mid-year outlook episode, host Haley Trethaway sits down with Jerry Lee and Nick Richitt, global co-heads of Healthcare Investment Banking at J.P. Morgan, to take stock of the industry’s health. Together, they unpack five themes redefining the healthcare landscape, from biotech’s supercycle to supply chain resiliency and the surge in cross-border M&A. What should investors watch in the second half of the year? 

 

Read the full article here: https://www.jpmorgan.com/insights/banking/investment-banking/healthcare-mid-year-outlook 

 

This episode was recorded on June 16, 2026.

 

This material was prepared by certain personnel of the investment banking group of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide and not the firm’s research department. It is for informational purposes only, is not intended as an offer or solicitation for the purchase, sale or tender of any financial instrument and does not constitute a commitment, undertaking, offer or solicitation by any JPMorgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity. 

© 2026 JPMorgan Chase & Company. All rights reserved.

2026 has been defined by big market moves, shifting expectations for inflation and policy, and persistent geopolitical headwinds. Next week, analysts from across J.P. Morgan Global Research will deliver a global check-in on what’s held up, what have been the biggest surprises and what matters most for the second half — across equities, rates, FX, commodities and more.

 

Tune in on Monday, June 29, for the full episode.

AI is transforming global economies and revolutionizing industries. In this episode of Security and Resiliency in Action, Kristina Nilsson, global co-head of AI Investment Banking, and Justin Krauss, Security and Resiliency Initiative lead for Defense Tech and Innovation Economy, discuss why prioritizing strategic technology is critical.

 

This material was prepared by certain personnel at the Investment Banking Group of JPMorgan Chase & Co. and its affiliates and subsidiaries worldwide, and not the firm's research department. It is for informational purposes only. It is not intended as an offer or solicitation for the purchase, sale, or tender of any financial instrument and does not constitute a commitment, undertaking offer, or solicitation by any JP Morgan Chase entity to extend or arrange credit or provide any other products or services to any person or entity.

Copyright 2026, JPMorgan Chase & Co., all rights reserved.

Emerging market credit is navigating a new landscape shaped by strong fixed-income inflows, shifting investor participation and greater data availability. In this episode, Meridy Cleary from the FICC Market Structure and Liquidity Strategy team sits down with James Banghart, global head of EM Credit Trading at J.P. Morgan. Together, they discuss how recent geopolitical shocks have tested liquidity, how execution is evolving via portfolio trading and ETFs, as well as what new EU and U.K. bond transparency rules could mean for EM credit markets. Tune in to learn more about the state of private credit in emerging markets and the drivers shaping private lending. 

 

This episode was recorded on June 9, 2026.

 

The views expressed in this podcast may not necessarily reflect the views of JPMorgan Chase & Co, and its affiliates, together J.P. Morgan, and do not constitute research or recommendation advice or an offer or a solicitation to buy or sell any security or financial instrument. They are not issued by Research but are a solicitation under CFTC Rule 1.71. 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. The FICC market structure publications, or to one, newsletters, mentioned in this podcast are available for J.P. Morgan clients. Please contact your J.P. Morgan sales representative should you wish to receive these. For additional disclaimers and regulatory disclosures, please visit www.jpmorgan.com/disclosures

© 2026 JPMorgan Chase & Company. All rights reserved.

Equities have been on a remarkable run — join members of J.P. Morgan's Data Assets and Alpha Group to dig into what’s been behind this outperformance. Eloise Goulder, head of the group, and product specialist Edwina Lowe break down the forces lifting markets, from resilient growth and strong earnings to the sheer scale of AI capex and rising valuations. We then hear from John Schlegel, global head of Positioning Intelligence, and Drew Tyler, global head of Market Intelligence, who explore the near-term outlook for equities — weighing inflation and rates risk, seasonality and positioning across regions.

 

This episode was recorded on June 1 and June 9, 2026.

 

The podcast's views do not necessarily reflect those of J.P. Morgan Chase & Co or its affiliates (together “J.P. Morgan) and are not from J.P. Morgan’s Research Department. They do not constitute recommendations or offers to buy or sell securities. Intended for institutional and professional investors, not retail use, it is for informational purposes only. Products and services mentioned may not suit all investors or be available in all jurisdictions. J.P. Morgan may make markets and trade in discussed securities and asset classes. Visit www.jpmorgan.com/disclosures/salesandtradingdisclaimer for more disclaimers and regulatory disclosures. External speakers' opinions are personal and not J.P. Morgan's views.

© 2026 JPMorgan Chase & Company. All rights reserved.