All into Account

Beyond the Surface: Commodity Crossroads - Unpacking the 2026 Outlook

Featured in this podcast is Natasha Kaneva. Join us as we explore the dynamic world of commodities with Natasha Kanvea, Head of Commodities Strategy at JPMorgan. In this episode of “Beyond the Surface” podcast series, Natasha shares her expert insights and outlook on gold, oil, metals, and agri commodities for 2026 and 2027.
This podcast was recorded on Dec 17, 2025.
This communication is provided for information purposes only. Institutional clients can view the related report at https://jpmorganmarkets.com/research/content/GPS-5143468-0, for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved.

Beyond the Surface: Dollar Dilemmas and Global Shifts: The FX Forecast for 2026

Featured in this podcast is Meera Chandan.
This podcast was recorded on Dec 7, 2025.
This communication is provided for information purposes only. Institutional clients can view the related report at https://jpmorganmarkets.com/research/content/GPS-5133847-0, for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved.

The Dark Side of Digital Progress

In this episode Joyce Chang, Chair of Global Research, is joined by Amy Ho, Strategic Research, Brian Essex, Security Software Equity Research, J.P. Morgan's Global Chief Information Security Officer Pat Opet, and JF Legault, Deputy CISO and Global Technology Chief Control Manager to discuss the rapidly evolving cybersecurity landscape. Cyber threats rank among the top five global risks, surpassing traditional economic concerns, yet preparedness remains low as cybercrime costs rise. This year’s survey highlights how advances in AI and hybrid networks are amplifying attack sophistication, while AI is also crucial for defense. Regulatory responses are fragmented, and quantum computing threatens to break current cryptographic standards by 2035. For more in-depth insights, please refer to our latest annual report J.P. Morgan Perspectives: Digital Future Under Threat: AI, Quantum and Geopolitical Cybersecurity Risks (https://www.jpmm.com/research/content/GPS-5136797-0).
 
J.P. Morgan Speakers
Joyce Chang, Chair of Global Research
Amy Ho, Strategic Research
Brian Essex, Security Software Equity Research
Pat Opet, Global Chief Information Security Officer
JF Legault, Deputy CISO & Global Technology Chief Control Manager
 
This podcast was recorded on Friday, December 5, 2025
This communication is provided for information purposes only. Institutional clients can view the related report (https://www.jpmm.com/research/content/GPS-5136797-0) for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved.
 

Cross-Asset Quant Topics: Trend following on Factors, Case for Comm QIS, Crowding Metrics

Tom Salopek & Dobromir Tzotchev discuss trend-following performance given an environment of policy uncertainty. We look to our earlier work of applying trend-following on Equity factors and our new piece where we apply this idea broadly. In an environment where reacceleration can turn inflationary, Commodity QIS should become more important and the momentum signals for Commodity QIS are turning more favorable. In addition, we discuss metrics for assessing Crowding, applicable to trend-following in particular, and also to risk premia and public markets.
 
This podcast was recorded on 29 October 2025.
This communication is provided for information purposes only. Institutional clients can view the related reports at
https://www.jpmm.com/research/content/GPS-5111364-0
https://www.jpmm.com/research/content/GPS-5062689-0
https://www.jpmm.com/research/content/GPS-4435578-0
https://www.jpmm.com/research/content/GPS-4338222-0
 for more information; please visit www.jpmm.com/research/disclosures for important disclosures.
© 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

Beyond the Surface: The US Shutdown – Economic and Market Perspective

 
 
This podcast was recorded on 13th Oct 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5094689-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

New York Climate Week Speaker Series: Europe’s Policy Transformation: Competitiveness, Climate, Sovereignty

In a dynamic panel discussion, JX & team explore how the EU’s latest regulatory momentum is driving competitiveness through bold simplification, reshaping the landscape for climate funding mechanisms, and fueling the rise of sovereignty as an investment theme and strategic priority that is transforming the region’s energy mix. Don’t miss this opportunity to gain fresh insights at the intersection of policy, finance, and climate action—where Europe’s future is being redefined.
 
Speakers
Jean-Xavier Hecker, Head of EMEA Sustainable Investing Equity Research Noemie de la Gorce,CFA, EMEA Sustainable Investing Equity Research, Senior Analyst Hugo Dubourg, EMEA Sustainable Investing Equity Research, Senior Analyst
 
This podcast was recorded on 25 September 2025.
This communication is provided for information purposes only. Institutional clients can view the related reports at
https://www.jpmm.com/research/content/GPS-5056098-0
https://www.jpmm.com/research/content/GPS-5045226-0
https://www.jpmm.com/research/content/GPS-5035133-0
https://www.jpmm.com/research/content/GPS-4958565-0
https://www.jpmm.com/research/content/GPS-4929661-0
https://www.jpmm.com/research/content/GPS-4803842-0
 for more information; please visit www.jpmm.com/research/disclosures for important disclosures.
© 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

New York Climate Week Speaker Series: The Challenges and Opportunities of Adapting to Climate Change

Last year was the hottest on record at about 1.55°C above pre-industrial levels, highlighting the urgency of not just mitigating GHG emissions but also the importance of learning to live on and adapt to a warmer planet. In a fireside chat, Virginia and Mark discuss all things adaptation: policies, COP 30, development finance, catastrophe bonds and, of course, investment strategies.
 
Speakers
Virginia Martin Heriz, Head of Multilateral Development Banks Research and Global Coordinator of Sustainable Investing Research Mark Streeter, CFA, Global Co-Head of Sustainable Investing Credit Integration; North America Corporate Credit - REITs, Transportation and Sustainable Investing
  
This podcast was recorded on 24 September 2025.
This communication is provided for information purposes only. Institutional clients can view the related reports at:
https://www.jpmm.com/research/content/GPS-4906148-0
https://www.jpmm.com/research/content/GPS-5062540-0
https://www.jpmm.com/research/content/GPS-5030285-0
for more information; please visit www.jpmm.com/research/disclosures for important disclosures.
© 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.

New York Climate Week Speaker Series: The Future of US Clean Energy

Mark Strouse discusses recent trends and his team’s outlook for the US renewable energy market. The space has been very dynamic with cross-currents spanning surging electricity demand, and impacts from the US One Big Beautiful Bill Act and a related safe harbor update.
 
Speaker
Mark Strouse, CFA, US Clean Energy / Sustainable Investing Senior Analyst
 
This podcast was recorded on 23 September 2025.
This communication is provided for information purposes only. Institutional clients can view the related reports at:
https://www.jpmm.com/research/content/GPS-5022198-0
https://www.jpmm.com/research/content/GPS-5059659-0
https://www.jpmm.com/research/content/GPS-5076966-0
 for more information; please visit www.jpmm.com/research/disclosures for important disclosures.
© 2025 JPMorgan Chase & Co. All rights reserved. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. It is strictly prohibited to use or share without prior written consent from J.P. Morgan any research material received from J.P. Morgan or an authorized third-party (“J.P. Morgan Data”) in any third-party artificial intelligence (“AI”) systems or models when such J.P. Morgan Data is accessible by a third-party. It is permissible to use J.P. Morgan Data for internal business purposes only in an AI system or model that protects the confidentiality of J.P. Morgan Data so as to prevent any and all access to or use of such J.P. Morgan Data by any third-party.
 

All into Account: Final Take with Chief Economist for China, Haibin Zhu: Revisiting Made in China 2025 – Lessons learned and what lies ahead

In this podcast, featuring a final interview with Chief China Economist Haibin Zhu, he shares invaluable lessons learned and offers insights into China’s outlook within the evolving global landscape. He notes the significant progress of the "Made in China 2025" initiative, which has propelled China from a follower to a leader across sectors. Haibin explores the strategic competition between the US and China and addresses China's economic growth trends, the housing market crackdown, and the three-arrow approach to economic challenges. Haibin also discusses the cautious approach to capital account liberalization amidst US-China strategic competition
Speakers: Joyce Chang, Chair of Global Research Haibin Zhu, Chief China Economist and Head of Greater China Economic Research
 
This episode was recorded on July 29, 2025
This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. Copyright 2025, J.P. Morgan Chase and Company. All rights reserved. 
 

Beyond the Surface: Navigating the Future - One Big Beautiful Bill Act

This podcast was recorded on Jul 22, 2025.
This communication is provided for information purposes only. Institutional clients can view the related report at https://jpmorganmarkets.com/research/content/GPS-5027057-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved.
This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved.