In this episode, Eloise Goulder, head of the Data Assets and Alpha Group at J.P. Morgan, is joined by Chris Andrew, head of Market Structure and Regulatory Change in EMEA. Together, they explore the recent pick-up in European equity volumes and turnover ratios, discussing factors including geopolitical shifts, fiscal policy changes and the evolving landscape of European capital markets. Finally, Eloise and Chris delve into the potential for sustained outperformance, and the implications and challenges of achievin...
In this episode, Eloise Goulder, head of the Data Assets and Alpha Group at J.P. Morgan, is joined by Chris Andrew, head of Market Structure and Regulatory Change in EMEA. Together, they explore the recent pick-up in European equity volumes and turnover ratios, discussing factors including geopolitical shifts, fiscal policy changes and the evolving landscape of European capital markets. Finally, Eloise and Chris delve into the potential for sustained outperformance, and the implications and challenges of achieving greater capital market integration via the Savings and Investments Union across Europe.
Related episodes:
- Equity Concentration Risks and the Retail Investor - April 2024
- An Emerging European Retail Investor - August 2023
- Market Structure and the Decline in European Liquidity - March 2023
This episode was recorded on May 22, 2025.
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