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Beyond the Surface: The US Shutdown – Economic and Market Perspective
This podcast was recorded on 13th Oct 2025. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-5094689-0 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.
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25:52
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25:52
New York Climate Week Speaker Series: Europe’s Policy Transformation: Competitiveness, Climate, Sovereignty
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.
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31:36
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31:36
New York Climate Week Speaker Series: The Challenges and Opportunities of Adapting to Climate Change
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.
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27:15
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27:15
New York Climate Week Speaker Series: The Future of US Clean Energy
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.
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37:25
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37:25
All into Account: Final Take with Chief Economist for China, Haibin Zhu: Revisiting Made in China 2025 – Lessons learned and what lies ahead
In this podcast, featuring a final interview with Chief China Economist Haibin Zhu, he shares invaluable lessons learned and offers insights into China’s outlook within the evolving global landscape. He notes the significant progress of the "Made in China 2025" initiative, which has propelled China from a follower to a leader across sectors. Haibin explores the strategic competition between the US and China and addresses China's economic growth trends, the housing market crackdown, and the three-arrow approach to economic challenges. Haibin also discusses the cautious approach to capital account liberalization amidst US-China strategic competition Speakers: Joyce Chang, Chair of Global Research Haibin Zhu, Chief China Economist and Head of Greater China Economic Research This episode was recorded on July 29, 2025 This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. Copyright 2025, J.P. Morgan Chase and Company. All rights reserved.
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21:21
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21:21