Equities update at mid-year: What drove the recent rally and what’s next? | 12 Jun 2026 | Making Sense | jpmorgan
- Host and Speakers: Edwina Lowe from JP Morgan's Data Assets and Alpha Group introduces the episode, sitting down with Eloise Goulder (Head of Data Assets and Alpha Group) for Part 1, followed by John Schlaggel (Head of Positioning Intelligence) and Drew Tyler (Head of Global Market Intelligence) for Part 2 [00:00:03].
- Market Context: The S&P 500 delivered returns of over 20% in both 2023 and 2024, followed by over 15% in 2025 [00:00:23]. The first 5 months of 2026 have continued this unusually strong and consistent positive run for global and US equities [].
References
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