All into Account

J.P. Morgan Global Research
All into Account
Último episodio

115 episodios

  • All into Account

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

    17/2/2026 | 21 min
    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.
  • All into Account

    Beyond the Surface: Commodity Crossroads - Unpacking the 2026 Outlook

    29/12/2025 | 17 min
    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.
  • All into Account

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

    09/12/2025 | 14 min
    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.
  • All into Account

    The Dark Side of Digital Progress

    08/12/2025 | 22 min
    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.
  • All into Account

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

    29/10/2025 | 18 min
    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.

Más podcasts de Economía y empresa

Acerca de All into Account

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

Escucha All into Account, IQ POTENCIADO y muchos más podcasts de todo el mundo con la aplicación de radio.net

Descarga la app gratuita: radio.net

  • Añadir radios y podcasts a favoritos
  • Transmisión por Wi-Fi y Bluetooth
  • Carplay & Android Auto compatible
  • Muchas otras funciones de la app

All into Account: Podcasts del grupo

Aplicaciones
Redes sociales
v8.6.0 | © 2007-2026 radio.de GmbH
Generated: 2/20/2026 - 7:02:31 AM