Thought leaders from J.P. Morgan Global Research discuss cross asset investing and highlight key trends impacting financial markets.
Where the gaps persist â The Five Ws of gender balance
24 mins; March 25, 2026
Lessons Learned from Eric Beinstein: A 40-Year Perspective on the Evolution of Credit Markets
21 mins; February 17, 2026
Beyond the Surface: Commodity Crossroads - Unpacking the 2026 Outlook
17 mins; December 29, 2025
Beyond the Surface: Dollar Dilemmas and Global Shifts: The FX Forecast for 2026
14 mins; December 08, 2025
The Dark Side of Digital Progress
22 mins; December 08, 2025
Cross-Asset Quant Topics: Trend following on Factors, Case for Comm QIS, Crowding Metrics
18 mins; October 29, 2025
Beyond the Surface: The US Shutdown â Economic and Market Perspective
25 mins; October 16, 2025
New York Climate Week Speaker Series: Europeâs Policy Transformation: Competitiveness, Climate, Sovereignty
31 mins; September 26, 2025
New York Climate Week Speaker Series: The Challenges and Opportunities of Adapting to Climate Change
27 mins; September 26, 2025
New York Climate Week Speaker Series: The Future of US Clean Energy
37 mins; September 26, 2025
All into Account: Final Take with Chief Economist for China, Haibin Zhu: Revisiting Made in China 2025 â Lessons learned and what lies ahead
21 mins; July 29, 2025
Beyond the Surface: Navigating the Future - One Big Beautiful Bill Act
30 mins; July 24, 2025
All Into Account: The State of US Housing: Market Dynamics and Policy Shifts
27 mins; July 14, 2025
All Into Account: Navigating Global Housing Challenges Beyond the US
9 mins; July 14, 2025
All Into Account: Exploring Housing Affordability: Insights from the JPMorganChase Institute
20 mins; July 14, 2025
The Best of The Long-Term Strategist
15 mins; June 16, 2025
ESG in Transition: Triumphs, Trials and Tensions
29 mins; January 15, 2025
Podcast - Beyond the Surface: From Conflict to Market: The Israel-Iran Impact on Oil Prices
12 mins; November 22, 2024
Podcast: Beyond the Surface Rethinking Global Linkages Amid Geopolitical Shifts
9 mins; November 18, 2024
All Into Account: Changing demographics and markets
24 mins; October 09, 2024
All Into Account: Cross Asset Strategy: âView on ECB and European duration as macro picture shiftsâ with Fabio Bassi, Head of International Rates Strategy
12 mins; October 02, 2024
All into Account: Cross Asset Strategy: âJapanese Stocks and JPY: whatâs next after the BoJ and FOMC?â with Rie Nishihara, Head of Japan Equity Strategy and Junya Tanase, Chief Japan FX Strategist
26 mins; September 26, 2024
All into Account: âComparing US and Europe High Yield and Leveraged Creditâ with Daniel Lamy, Head of Europe Credit Strategy, and Nelson Jantzen, Head of US High Yield and Leveraged Loan Strategy
15 mins; September 12, 2024
All into Account: Technical Strategy â Weak risky market seasonality sets markets up for a test of critical support
20 mins; September 11, 2024
PODCAST - Beyond the Surface: Indian Equity Market â Resilience and cautious optimism
9 mins; September 09, 2024
All into Account: Technical Strategy â Sharp risk-off seems to be more position-driven and technical than fundamental at this point
24 mins; July 26, 2024
Equity Strategy - The underperformance of Consumer Cyclical stocks can have legs; Implications of CESIs moving negative
2 mins; July 08, 2024
Equity Strategy: July Chartbook
2 mins; July 01, 2024
Equity Strategy: When will Eurozone equities be able to move on?
2 mins; June 24, 2024
All into Account: âFrench Elections update and the view on European Rates,â with Raphael Brun-Aguerre, European Economist and Aditya Chordia, European Rates Strategist
19 mins; June 21, 2024
Equity Strategy: Will the more Defensive sector performance, seen so far in Q2, have legs?
2 mins; June 17, 2024
Equity Strategy: UK elections â we favour FTSE250 over FTSE100, also homebuilders and domestic plays
2 mins; June 10, 2024
All into Account: âView on Japan ahead of BoJâ with Ayako Fujita, Chief Japan Economist and Takafumi Yamawaki, Chief Japan Rates Strategist
13 mins; June 05, 2024
Equity Strategy: June Chartbook - Sticky inflation and moderating growth are not a great combination; Keep up Defensive rotation, seen so far in Q2, together with Commodities
1 min; June 03, 2024
All into Account: âUS Credit: latest views on HG & HYâ with Eric Beinstein, Head of US Credit Strategy and Nelson Jantzen, Head of US High Yield and Leveraged Loan Strategy
15 mins; May 30, 2024
Equity Strategy: Sector and Style leadership ahead of rate cuts
2 mins; May 28, 2024
Equity Strategy - Earnings trends are showing a rotation in certain areas
2 mins; May 20, 2024
Equity Strategy - Better China trading could have some more to go; implications for regional/sector trades
2 mins; May 13, 2024
All into Account: âDecoupling or not decoupling: outlook on Euro ratesâ with Fabio Bassi, Head of International Rates Strategy
16 mins; May 08, 2024
Key Macro Takeaways from the 2024 IMF/World Bank Spring Meetings
27 mins; May 08, 2024
Equity Strategy: May Chartbook - Entering seasonally tricky time of the year, on top of a challenging combination of inflation at risk of staying too high and profit margin pressures
2 mins; May 07, 2024
Equity Strategy: Eurozone delivering on an improving risk-reward; Sector/style trading around the first ECB cut
2 mins; April 29, 2024
All into Account: âRates vol views amid increased policy uncertaintyâ with Ipek Ozil, US Interest Rate Derivatives Strategist
15 mins; April 18, 2024
Equity Strategy - Q1 Preview: beats on paper, but the market might not reward them; Eurozone turning up vs the US
2 mins; April 15, 2024
All into Account: âPost-CPI view on US Fixed Income and Goldâ with Phoebe White, Head of US Inflation Strategy and Greg Shearer, Head of Metals Research
19 mins; April 12, 2024
Equity Strategy - Bond yields move from here? Utilities weakness has likely gone too far; Real Estate is of interest, too
2 mins; April 08, 2024
Equity Strategy: April Chartbook
2 mins; April 02, 2024
Cross Asset Strategy: âCorporates vs MBSâ with Nathaniel Rosenbaum, HG Credit Strategist and Nicholas Maciunas, Head of Agency MBS Research
16 mins; April 01, 2024
All into Account: âCross Asset Strategy: âJapan Cross Asset post BoJâ
22 mins; March 26, 2024
Equity Strategy: Equity P/E multiples in historical context - earnings vs bond yield spread is now below 2007 levels
2 mins; March 25, 2024
All into Account: The state of global gender balance 2024
10 mins; March 22, 2024
Equity Strategy: Closing the OW US vs Eurozone trade
2 mins; March 18, 2024
All into Account: âMarket views on CPI, Megacaps vs Equal Weight S&P, PMI dislocations vs asset classesâ with Jason Hunter, Head of Technical Strategy
17 mins; March 12, 2024
Equity Strategy: Where is overvaluation? Not in Mag-7, at least not relatively⌠it is Cyclicals that appear stretched
2 mins; March 11, 2024
Equity Strategy: March Chartbook
1 min; March 04, 2024
Equity Strategy: Three key drivers of to date resilient corporate profitability to turn weaker
2 mins; February 26, 2024
Cross Asset Strategy: âBond backup provides good entry for long duration tradesâ with Jay Barry, Co-Head of US Rates Strategy and Jason Hunter, Head of Technical Strategy
10 mins; February 22, 2024
Equity Strategy - Reiterate the UW on Banks
2 mins; February 19, 2024
Equity Strategy: Japan stays key OW in regional allocation; In a European context, one should consider UK
2 mins; February 12, 2024
Equity Strategy: Feb Chartbook - Reiterate that long duration trade is to consolidate; USD could be bottoming out; Stay long Growth vs Value, US over Eurozone, OW Japan, cautious on China
1 min; February 05, 2024
All into Account: Technical Strategy
16 mins; February 01, 2024
All into Account: âWill a Chinese Equity bounce blunt the Japanese Equity rally?â with Wendy Liu, Chief Asia and China Equity Strategist and Rie Nishihara, Chief Japan Equity Strategist
12 mins; January 31, 2024
Equity Strategy: What is needed for Eurozone to start outperforming again? We stay OW Growth vs Value
2 mins; January 29, 2024
All Into Account: âInflationâs impact on EM Stocksâ with Pedro Martins, Chief EM Equity strategist and David Aserkoff, Head of CEEMEA Equity Strategy
14 mins; January 26, 2024
All into Account: âTime to be more negative on HG spreads after the strong rallyâ with Eric Beinstein, Head of US Credit Strategy
11 mins; January 22, 2024
Equity Strategy: Q4 Preview - the downtrend in earnings momentum is not changing
1 min; January 22, 2024
Equity Strategy: Is the long duration trade done?
2 mins; January 15, 2024
All into Account: Technical Strategy: The short-term setups for most markets favor further mean reversion after the sharp fourth quarter trends
17 mins; January 10, 2024
Equity Strategy: January Chartbook
2 mins; January 08, 2024
All into Account: â42nd Annual Healthcare Conference Preview: Analyst Playbooks and Trade Ideasâ with Richard Fang, Jessica Fye, Robbie Marcus, Anupam Rama, Christopher Schott, and Elif Korkmaz
15 mins; January 04, 2024
All Into Account: 2024 Year Ahead Outlook
70 hours 44 mins; December 18, 2023
Global housing: The great affordability crisis
40 mins; December 04, 2023
Equity Strategy: December Chartbook: long duration stays the key call; Real GDP growth projections at stall speed for much of 2024 do not leave any room for error
2 mins; December 04, 2023
Equity Strategy: Year Ahead 2024 â Europe and Cross-Regional Outlook
3 mins; November 29, 2023
All into Account: âOvernight trading signals and their use in QISâ
32 mins; November 28, 2023
Equity Strategy: Earnings outlook - consensus is implying both a margins and topline reacceleration next year
2 mins; November 20, 2023
All into Account: âView on EM Fixed Income & EM FXâ, with Saad Siddiqui, EM Strategist
19 mins; November 14, 2023
Equity Strategy: How can Defensives catch a bid?
2 mins; November 13, 2023
All into Account: âThe view on European Banksâ with Mislav Matejka, Head of Global & European Equity Strategy, Kian Abouhossein, European Banks Analyst, Esmail Afsah, European Derivatives Strategist
28 mins; November 10, 2023
Equity Strategy: November Chartbook: The call that bond yields are peaking stays key â long bond proxies and short European Banks
1 min; November 06, 2023
All into Account: âThe broader impact of GLP-1sâ with Chris Schott, Robbie Marcus, Andrea Teixeira, Ken Goldman, Brett Gibson, and Carla Casella
35 mins; November 02, 2023
Equity Strategy - Open UW in Banks, add to Healthcare; Peripheral views; Earnings season update
2 mins; October 30, 2023
All Into Account: Corporates vs. MBS: Itâs always good to have options Introducing a framework for comparing MBS option value versus credit downgrade probabilities
18 mins; October 27, 2023
All into Account: âView on US Creditâ with Eric Beinstein, Head of US Credit Strategy
13 mins; October 26, 2023
All into Account: Practitionersâ views on QIS investments
15 mins; October 24, 2023
Equity Strategy: USD strength - equity implications; The barbell of Defensives and Energy remain our key preferences
2 mins; October 23, 2023
All into Account: âAPAC 2H23 Nuclear Outlookâ with Alan Hon, Tomohiko Sano, SM Kim, Sanjay Mookim, and Hannah Lee
12 mins; October 20, 2023
All Into Account: A Public Call About Private Credit
32 mins; October 20, 2023
All into Account: âCross Asset Systematic Strategiesâ, with Dobromir Tzotchev, Fred Giertz, Ralph Sueppel
18 mins; October 16, 2023
Equity Strategy - Q3 preview: bottom-up to start looking more challenging; OW bond proxies and commodities into year end
2 mins; October 16, 2023
All into Account: Cost of living pressures reaching an inflection point?
23 mins; October 11, 2023
All into Account: âUpdate on the Chinese economy & Chinese equitiesâ with Grace Ng, Senior China Economist, and Wendy Liu, Chief Asia and China Equity Strategist
14 mins; October 11, 2023
Where Are We in the Great Repricing?
24 mins; October 09, 2023
Equity Strategy - Time is coming to position for the long duration trade
2 mins; October 09, 2023
All into Account: âState of the pullback in Credit and Equitiesâ with Steve Dulake, Head of Spread Product Research, and Bram Kaplan, Head of Americas Derivative Strategy
11 mins; October 05, 2023
All into Account: Debt, default, devaluation: Implications for Chinaâs financial markets
29 mins; October 04, 2023
Equity Strategy: October Chartbook
1 min; October 02, 2023
All into Account: âImpact of âHigh for Longâ on our Cross Asset viewsâ with Fabio Bassi, Prabhav Bhadani, and Patrick Locke
28 mins; September 27, 2023
Equity Strategy: Who could get hurt from the rollover in corporate pricing power?
2 mins; September 25, 2023
All into Account: âFOMC Takeawaysâ with Mike Feroli, Chief US Economist
