Cross-asset themes: uneven policy, AI, polarization

The year ahead will likely be driven by three powerful forces: uneven monetary policy, the relentless AI cycle and deepening polarization across markets and economies. What are the key opportunities and risks to watch across equities, commodities, currencies and more? Join analysts from J.P. Morgan Global Research as they explore the outlook for 2026.

In this episode, we hear from:

Bruce Kasman, Chief Global Economist - 01:00

Mislav Matejka, Head of Global Equity Strategy - 05:19

Francis Diamond, Head of European Rate Strategy - 11:50

Meera Chandan, Co-Head of Global FX Strategy - 15:58

Stephen Dulake, Co-Head of Global Fundamental Research - 19:43

Jonathan Goulden, Head of EM Fixed Income Strategy - 25:13

Natasha Kaneva, Global Head of Commodities Research - 30:21

Fabio Bassi, head of Cross-Asset Strategy - 35:25

This episode was recoded between December 9 and December 17, 2025.

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