Juan Duran-Vara

Ladislav Jankovic, a Global FX strategist at J.P. Morgan, shares insights on the subdued FX volatility outlook for 2026, driven by resilient US growth. Juan Duran-Vara discusses the benefits of option-based carry trades and the expected stability in dollar correlations. Sanjana Shinde dives into event-driven volatility, analyzing key elections and defensive hedging strategies to protect portfolios. The trio explores compelling themes like European growth and cross-asset plays, making for a captivating and informative discussion.