All into Account

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.

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.  

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.

Abiel Reinhart, an Executive Director and Economist at J.P. Morgan, dives deep into the current U.S. federal government shutdown. He discusses the political tensions around healthcare subsidies that ignited the crisis. Reinhart estimates a small but immediate GDP impact and outlines potential labor market disruptions, including furloughs and layoffs. He also explores how consumer sentiment is shifting and the implications for the Federal Reserve's policy decisions amidst these uncertainties.

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.

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.

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.  

In this enlightening discussion, Haibin Zhu, Chief China Economist at J.P. Morgan, shares key insights into China's economic trajectory. He unpacks the 'Made in China 2025' initiative and its successes and challenges, particularly in the tech realm. Zhu delves into the strategic competition with the U.S., exploring trade tensions and their global implications. He also highlights China's economic challenges, advocating for a shift toward service consumption and structural reforms to ensure sustainable growth amidst a changing landscape.

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.

In this discussion, Anthony Paolone, Co-Head of REITs & Real Estate Services Equity Research at J.P. Morgan, shares his insights on the unexpectedly strong U.S. housing market amid rising interest rates. He delves into the impacts of tariffs and immigration policies on construction costs and builder profits. The conversation also covers the hurdles faced by homebuilders and the nuanced recovery in commercial real estate, while examining the driving forces behind the frozen housing market and the future implications of GSE privatization.