Show Notes
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.
More from J.P. Morgan Personal Investing
In our latest investor update, Bola Onifade, Portfolio Manager, talks market movements, big macroeconomic stories and tackles a listener question.
In our latest investor update, Pacome Breton, Head of Portfolio Management, answers questions on the key financial market developments of the last month.
In our latest investor update, Scott Gardner, Investment Strategist, breaks down how geopolitics and wavering AI enthusiasm combined in July to create a month full of market talking points.
In this update, key members of our investment team sit down with our host to reflect on the year so far and set out their views for the rest of 2026.
In our latest investor update video, Bola Onifade, Portfolio Manager, answers questions on the key financial market developments of the last month.