Market Matters | Data Assets & Alpha Group: Data in the Stock Picking Process, with BlackRock’s EMEA CIO of Fundamental Equities

In this episode we hear from Helen Jewell, EMEA CIO of Fundamental Equities at BlackRock.  Helen discusses the evolution of data in the fundamental discretionary stock picking process, how data can be best leveraged in the forecasting process, the relative importance of earnings estimates vs valuation techniques, and how the active equity investing space could evolve from here.  Helen is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group.   Shownotes : https://www.blackrock.com/uk/solutions/stock-market-quarterly-outlook  https://www.blackrock.com/uk/solutions/corporate-earnings-review  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”), they 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, it 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: www.jpmorgan.com/disclosures/salesandtradingdisclaimer. For the avoidance of doubt, opinions expressed by any external speakers are the personal views of those speakers and do not represent the views of J.P. Morgan.