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All into Account

J.P. Morgan Global Research
All into Account
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  • The Best of The Long-Term Strategist
    In this All Into Account podcast Joyce Chang, Chair of Global Research and Jan Loeys, Long-term Strategist discuss the following topics: Regime shifts that are not yet reflected in asset prices and implications for strategic asset allocation  • Global warming and climate change • Working-age depopulation in DM  • Shift from Democracy to Populism  • De-globalization • Higher US bond yields  Current dynamics of longevity, retirement savings and investment  • Longer life expectancy and rising longevity inequality • Rules of thumb for managing retirement savings Lessons learned and final advice  • History does not always repeat  • KISS Investing   Speakers  Joyce Chang, Chair of Global Research, J.P. Morgan Jan Loeys, Long-term Strategist   Jan Loeys retired from JPMorgan this month after an impressive 40 year career that included numerous senior research roles, including Head of Market Research, Chief Bond Strategist in London, and Chief Investment Strategist in New York. In 2018, at the age of 65, Jan transitioned from tactical strategy to a new challenge with the launch of The Long-Term Strategist, advising investors on strategic asset allocations with a long-term perspective. Prior to joining JPMorgan, Jan taught finance and economics at UCLA, the Wharton School, NYU, and Fordham University, and was Senior Economist at the Federal Reserve Bank of Philadelphia.   Related Research The Best of The Long-term Strategist, Joyce Chang, Jan Loeys and Alexander Wise, 16 June 2025   This podcast was recorded on June 9, 2025.  This communication is provided for information purposes only. Institutional clients can view the related reports at https://www.jpmm.com/research/content/GPS-5007106-0. For more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved.
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  • ESG in Transition: Triumphs, Trials and Tensions
    In this podcast Joyce Chang, Chair of Global Research is joined by Virginia Martin Heriz, JX Hecker and Paul Xu in J.P. Morgan’s ESG Research team to discuss the current landscape dictating the future of ESG, including the political backdrop under Trump 2.0, geopolitical risks, the US-China strategic competition and the rising energy demands from data center expansion to fuel the AI revolution, as forces that are reshaping the supply chain and energy demand. J.P. Morgan Speakers: Mohammed Hossain, Strategic Research  Joyce Chang, Chair of Global Research  Virginia Martin Heriz, Head of ESG Research Methodology and Integration  Paul Xu, Asia Pacific ESG Research  Jean-Xavier Hecker, Head of ESG & Sustainability Research This podcast was recorded on 15 January 2025. 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. 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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  • Podcast - Beyond the Surface: From Conflict to Market: The Israel-Iran Impact on Oil Prices
    As geopolitical dynamics shift, we explore the potential impacts on oil markets, considering both the immediate risks and the broader implications for global energy stability.
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  • Podcast: Beyond the Surface Rethinking Global Linkages Amid Geopolitical Shifts
    Featured in this podcast is Amy Ho. As the new world order fosters regionalization and new alliances, we explore the implications for globalization, industrial policies, and shifting international trade dynamics. This podcast was recorded on Nov 18, 2024. This communication is provided for information purposes only. Institutional clients please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 JPMorgan Chase & Co. All rights reserved.
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  • All Into Account: Changing demographics and markets
    Demography is destiny and thus a critical consideration for the long-term investor. What are the long-term trends and how will they affect markets? Speakers: Jan Loeys, Long-term Strategy Alexander Wise, Long-term Strategy This podcast was recorded on 9 October 2024. This communication is provided for information purposes only. Institutional clients can view the related report at https://www.jpmm.com/research/content/GPS-4800176-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2024 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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About All into Account

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