Making Sense

Author: J.P. Morgan

Making Sense, the podcast channel from J.P. Morgans Commercial & Investment Bank, brings you views and analysis from the Investment Banking, Markets and Research businesses. In each episode, experts discuss the latest market outlooks, trends and developments impacting our complex global economy. Subscribe now for insights that will help you navigate the world we live in.
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How are retail investor dynamics shaping equity markets?
Episode 378
Tuesday, 28 April, 2026

In this episode, Eloise Goulder, head of the Data Assets and Alpha Group, is joined by product specialist Edwina Lowe and Luca Rainero, head of Data Intelligence, to unpack how retail investors have influenced equity markets this year. They delve into how investors are staying active through volatility, navigating trends in the silver market and the relative outperformance in semiconductor versus software stocks. They also discuss how retail activity is shaping volumes, turnover and intraday trading patterns. Finally, they explore what social media activity can reveal about retail positioning and intent, and how AI tools are accelerating the retail investment cycle and potentially reshaping market structure. This episode was recorded on April 13, 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.