In this episode the DA&A Group dive into the very long run, interviewing Fredrik Giertz on his ‘Strategic Index Fundamental Toolkit’, or SIFT data set. This data set, developed by Fredrik and within J.P. Morgan’s Equity Structuring business, leverages data back to the early 1960s, and Fredrik discusses how that data can help contextualize markets today in a regime of elevated inflation and a potential aggressive hiking cycle from Western Central Banks. He also discusses the merits of forecasting market behavior using classical vs machine learning quantitative techniques. Fredrik is interviewed by Eloise Goulder, Head of the Data Assets & Alpha Group. This episode was recorded on September 7, 2022. 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.’ © 2022 JPMorgan Chase & Company. All rights reserved.

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