Key Takeaways
- • JPMorgan is expanding its equity research division with three new hires, signaling continued investment in sell-side research capabilities amid competitive pressure from Goldman Sachs and Morgan Stanley.
- • Henry Meyer has been recruited from Goldman Sachs to cover energy and utilities, representing a direct poaching of talent from a primary rival in the bulge-bracket competitive landscape.
- • The hiring reinforces JPMorgan's recent momentum in equity research rankings, with the firm having reclaimed its position as the leading U.S. sell-side research provider in institutional investor surveys.
- • New additions include Sarah Thompson (specializing in private equity, investment banking, M&A, and equity capital markets), Kanika Sood (Sydney-based Street Talk columnist), and Emma Rapaport (former Australian Financial Review markets reporter), broadening sectoral and geographic coverage.
Summary
JPMorgan Chase is strengthening its equity research franchise with the recruitment of three analysts, according to reporting from the Australian Financial Review. The expansion, overseen by Jason Steed, JPMorgan's head of equity research, reflects the bank's strategic push to consolidate its position as the dominant U.S. sell-side research provider.
The most significant hire is Henry Meyer from Goldman Sachs, who will assume coverage of the energy and utilities sector. This direct talent acquisition from a principal competitor underscores the competitive intensity for specialized research talent covering strategically important industrial sectors. Meyer's move signals JPMorgan's commitment to deepening its infrastructure and commodities research capabilities—sectors that have attracted significant institutional capital flows.
The additional hires broaden JPMorgan's research team across complementary disciplines. Sarah Thompson, who has co-edited the Street Talk column since 2009, brings specialized expertise in private equity, investment banking, M&A, and equity capital markets—core areas driving institutional client engagement. Thompson's prior tenure as a Bloomberg and Dow Jones markets and M&A reporter in London (2009-2019) positions her to enhance JPMorgan's coverage of cross-border transactions and capital markets dynamics. Emma Rapaport, formerly a markets reporter at the Australian Financial Review, and Kanika Sood, a Sydney-based Street Talk columnist, expand JPMorgan's geographic footprint and editorial capacity.
This hiring campaign occurs within the context of JPMorgan's recent resurgence in institutional equity research rankings, where the firm has reclaimed the top position as the best U.S. sell-side research firm. The expansion aligns with the bank's broader dominance in investment banking and trading, where JPMorgan has outperformed rivals including Morgan Stanley and Goldman Sachs in 2025-2026.
The most significant hire is Henry Meyer from Goldman Sachs, who will assume coverage of the energy and utilities sector. This direct talent acquisition from a principal competitor underscores the competitive intensity for specialized research talent covering strategically important industrial sectors. Meyer's move signals JPMorgan's commitment to deepening its infrastructure and commodities research capabilities—sectors that have attracted significant institutional capital flows.
The additional hires broaden JPMorgan's research team across complementary disciplines. Sarah Thompson, who has co-edited the Street Talk column since 2009, brings specialized expertise in private equity, investment banking, M&A, and equity capital markets—core areas driving institutional client engagement. Thompson's prior tenure as a Bloomberg and Dow Jones markets and M&A reporter in London (2009-2019) positions her to enhance JPMorgan's coverage of cross-border transactions and capital markets dynamics. Emma Rapaport, formerly a markets reporter at the Australian Financial Review, and Kanika Sood, a Sydney-based Street Talk columnist, expand JPMorgan's geographic footprint and editorial capacity.
This hiring campaign occurs within the context of JPMorgan's recent resurgence in institutional equity research rankings, where the firm has reclaimed the top position as the best U.S. sell-side research firm. The expansion aligns with the bank's broader dominance in investment banking and trading, where JPMorgan has outperformed rivals including Morgan Stanley and Goldman Sachs in 2025-2026.
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