All into Account

Hosted by J.P. Morgan Global Research

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100

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Jul 2026

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Thought leaders from J.P. Morgan Global Research discuss cross asset investing and highlight key trends impacting financial markets.

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July 22, 2026Episode 20941 min

All into Account: Strait Risk to Market Risk: V-Shaped Rebound, Narrow Runway

In this episode, Joyce Chang, Chair of Global Research, joins Petya Koeva Brooks (IMF) and Ayhan Kose (World Bank) to discuss their midyear outlooks that touch on competing forces—downside risks from energy security pressures, higher fiscal costs, and higher-for-longer rates vs. upside potential from AI capex investment and stronger positioning along the technology value chain. While the rebound from the Iran conflict is V-shaped and stronger than expected, confidence is increasingly reliant on market performance. Speakers: Joyce Chang, Chair of Global Research, J. P. Morgan Petya Koeva Brooks, Deputy Director, International Monetary Fund Ayhan Kose, Deputy Chief Economist of the World Bank Group and Director of the Prospects Group This podcast was recorded on 20 July 2026. This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 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.

July 8, 2026Episode 20819 min

AI in Asset Allocation

Speakers: Thomas Salopek Shizuka Suga This podcast was recorded on 8 July 2026. This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 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.

June 15, 2026Episode 20718 min

All into Account: How to win a Trade War

In this episode, Joyce Chang, Chair of Global Research, is joined by Chad Bown of the Peterson Institute for International Economics to discuss his new book, How to Win a Trade War: An Optimistic Guide to an Anxious Global Economy, and what “winning” means in a world where trade wars are increasingly becoming the default setting. Speakers: Joyce Chang, Chair of Global Research, J.P. Morgan Chad Bown, Reginald Jones Senior Fellow, Peterson Institute for International Economics (PIIE) This podcast was recorded on June 9, 2026. This communication is provided for information purposes only. Please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 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.

June 12, 2026Episode 20626 min

From Barrels to Ballots: Middle East and Midterm Elections

In this episode we are pleased to feature two expert guest speakers: Mike Singh, who is Managing Director and a senior fellow at The Washington Institute and former senior director for Middle East Affairs at the National Security Council and Daniel Silverberg, who is a Partner at Capstone and brings deep experience at the intersection of national security and Washington policymaking from his time serving as National Security Advisor to House Majority Leader Steny Hoyer. Together, they dig into what the conflict means for regional stability and energy markets and examine how, if at all, the conflict could shape the political landscape as we head toward the US midterm elections. Speakers: Amy Ho, Strategic Research, JPMorgan Mike Singh, Managing Director, The Washington Institute Daniel Silverberg, Partner, Capstone This podcast was recorded on June 9, 2026. This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 J.P. Morgan 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.

May 12, 2026Episode 20533 min

All into Account: What to Watch for at the Trump-Xi Summit

In this episode, we take a closer look at what to watch for in the upcoming Trump-Xi summit, which will be the first U.S. presidential visit to Beijing in nearly nine years, including what realistic deliverables may look like. We are pleased to welcome two leading experts: Zongyuan Zoe Liu, Maurice R. Greenberg Senior Fellow for China Studies at the Council on Foreign Relations (CFR), and Navin Girishankar, President of the Economic Security & Technology Department at the Center for Strategic and International Studies (CSIS). The discussion will be moderated by J.P. Morgan’s Amy Ho, Strategic Research, and will begin with opening remarks from Joyce Chang, Chair of Global Research. Institutional clients of J.P. Morgan can view the related report at https://jpmorganmarkets.com/research/content/GPS-5298527-0 . Speakers: Joyce Chang, Chair of Global Research Amy Ho, Strategic Research Navin Girishankar, President of the Economic Security & Technology Department at the Center for Strategic and International Studies (CSIS) Zongyuan Zoe Liu, Maurice R. Greenberg Senior Fellow for China Studies at the Council on Foreign Relations (CFR) This podcast was recorded on May 8, 2026. This communication is provided for information purposes only. Institutional clients can view the related report at https://jpmorganmarkets.com/research/content/GPS-5298527-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 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.

March 25, 2026Episode 20424 min

Where the gaps persist – The Five Ws of gender balance

In this podcast we discuss global gender parity trends in women’s workforce participation, pay, and wealth building, and assess emerging challenges from declining fertility and a shrinking working-age population alongside broader AI adoption where gender gaps remain pronounced. Guest Speakers: Tynnetta McIntosh, Global Head, Office of Women's Affairs George Eckerd, Research Director for Wealth and Markets, JPMorganChase Institute Joyce Chang, Chair of Global Research Amy Ho, Strategic Research Alexander Wise, Long-term Strategy Hannah Lee, Asia Pacific Sustainable Investing Equity Research This podcast was recorded on March 20, 2026. This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2026 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.

February 17, 2026Episode 20321 min

Lessons Learned from Eric Beinstein: A 40-Year Perspective on the Evolution of Credit Markets

In this All into Account podcast, we feature a final interview with Eric Beinstein, Head of US Credit Strategy, where he discusses the most significant transformations shaping the credit markets. He reflects on today’s record tight spreads, record levels of issuance, and the rapid growth of private credit, offering his insights on how these trends have transformed the market. After an impressive 40-year career as a leader in our Global Research department Eric is retiring. J.P. Morgan Speakers: Joyce Chang, Chair of Global Research Eric Beinstein, Head of US Credit Strategy This episode was recorded on February 11, 2026. This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. Copyright 2026, J.P. Morgan Chase and Company. All rights reserved.

December 29, 2025Episode 20217 min

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.

December 9, 2025Episode 20114 min

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.

December 8, 2025Episode 20022 min

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.