In our 2026 investment outlook, we set out our key investment themes for the coming year. Our wealth experts also provide their key takeaways for the start of a new year, now there is firm ground on the the back of an action-packed Autumn Budget.
If you want the detail and analysis that underpins these themes, you can access our full, written 2026 investment outlook on our website: https://www.personalinvesting.jpmorgan.com/guides/our-investment-outlook
This podcast features:
- Pacome Breton, Head of Portfolio Management
- Scott Gardner, Investment Strategist
- Brad Holland, Director of Investment Strategy
- Bola Onifade, Portfolio Manager
- Chris Liebetrau, Senior Wealth Manager & Financial Planner.
About this update: This update was recorded on 8 December 2025.
Sources: MacroBond, J.P. Morgan Personal Investing and Bloomberg.
Risk warning: As with all investing, your capital is at risk. The value of your portfolio can go down as well as up and you may get back less than you invest. Past performance and forecasts are not a reliable indicator of future performance. We do not provide investment advice in this update. Always do your own research.
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In our 2026 investment outlook, we set out our key investment themes for the coming year. Our wealth experts also provide their key takeaways for the start of a new year, now there is firm ground on the the back of an action-packed Autumn Budget.
If you want the detail and analysis that underpins these themes, you can access our full, written 2026 investment outlook on our website: https://www.personalinvesting.jpmorgan.com/guides/our-investment-outlook
This podcast features:
- Pacome Breton, Head of Portfolio Management
- Scott Gardner, Investment Strategist
- Brad Holland, Director of Investment Strategy
- Bola Onifade, Portfolio Manager
- Chris Liebetrau, Senior Wealth Manager & Financial Planner.
About this update: This update was recorded on 8 December 2025.
Sources: MacroBond, J.P. Morgan Personal Investing and Bloomberg.
Risk warning: As with all investing, your capital is at risk. The value of your portfolio can go down as well as up and you may get back less than you invest. Past performance and forecasts are not a reliable indicator of future performance. We do not provide investment advice in this update. Always do your own research.
In our February update, Nutmeg's Head of Portfolio Management, Pacome Breton, walks us through the most important news for markets and how they responded.
About this update: This update was recorded on 4th February 2025. All figures, unless otherwise stated, relate to the month of January 2025.
Source: MacroBond, Nutmeg and Bloomberg. Risk warning: As with all investing, your capital is at risk. The value of your portfolio with Nutmeg can go down as well as up and you may get back less than you invest. Past performance and forecasts are not a reliable indicator of future performance. We do not provide investment advice in this update. Always do your own research.
J.P. Morgan Personal Investing
In our 2026 investment outlook, we set out our key investment themes for the coming year. Our wealth experts also provide their key takeaways for the start of a new year, now there is firm ground on the the back of an action-packed Autumn Budget.
If you want the detail and analysis that underpins these themes, you can access our full, written 2026 investment outlook on our website: https://www.personalinvesting.jpmorgan.com/guides/our-investment-outlook
This podcast features:
- Pacome Breton, Head of Portfolio Management
- Scott Gardner, Investment Strategist
- Brad Holland, Director of Investment Strategy
- Bola Onifade, Portfolio Manager
- Chris Liebetrau, Senior Wealth Manager & Financial Planner.
About this update: This update was recorded on 8 December 2025.
Sources: MacroBond, J.P. Morgan Personal Investing and Bloomberg.
Risk warning: As with all investing, your capital is at risk. The value of your portfolio can go down as well as up and you may get back less than you invest. Past performance and forecasts are not a reliable indicator of future performance. We do not provide investment advice in this update. Always do your own research.
