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J.P. Morgan Personal Investing

J.P. Morgan Personal Investing
Interest Rates
US Economy
FTSE 100
Tariffs
US Federal Reserve
Emerging Markets
UK Economy
Bond Markets
Inflation
Investment Strategy
NASDAQ
Chinese Economy
Donald Trump
UK Markets
US Markets
Bank Of England
Investing
Elections
Technology Sector
Bank Of Japan

Invest with 150 years of expertise behind you. Make more informed financial decisions, with expert support and a digital experience designed to help you invest with clarity. For more information visit www.personalinvesting.jpmorgan.com/ As with all investing, your capital is at risk. The value of your portfolio can go down or up and you may get back less than you invest. Tax rules vary by ... more

PublishesMonthlyEpisodes67Founded5 years ago
Number of ListenersCategory
Education

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Latest Episodes

In our latest investor update video, Scott Gardner, Investment Strategist, answers questions on the key financial market developments of the last month. About this update: This update was recorded on 31 March 2026. All figures, unless otherwise state... more

In our latest investor update, Pacome Breton, Head of Portfolio Management, explains what moved global financial markets in February, and how the J.P. Morgan Personal Investing team made changes to our clients' portfolios to make the most of market o... more

In our latest investor update, Director of Investment Strategy Brad Holland recaps a busy January and explains what has been driving financial markets this month. About this update: This update was recorded on 3 February 2026. All figures, unless oth... more

In our latest investor update, Portfolio Manager Bola Onifade reviews how markets rounded out 2025, and unravels the bond market clues that might hint at what investors are thinking.

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Recent Guests

Pacome Breton
Head of Portfolio Management, JP Morgan Personal Investing
JP Morgan Personal Investing
Episode: Investor Update | March 2026
Brad Holland
Director of Investment Strategy at Nutmeg
Nutmeg
Episode: Nutmeg investor update | January 2025

Hosts

Ewan Jones
Host across Investor Update and Nutmeg Investor Update series; appears in multiple episode formats
Andrew Lacey
Host across Investor Update and Nutmeg Investor Update; extensive episode coverage

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#47
United Kingdom/Education

Talking Points

Recent interactions between the hosts and their guests.

Nutmeg Investor Update | May 2025
Q: For the Nutmeg investment team, has anything changed in the outlook for the US economy and for financial markets?
Pacome shares that while tariffs pose a shock to economic activity, there are reasons for cautious optimism, including a resilient labor market and continued strong consumption.
Nutmeg Investor Update | May 2025
Q: Are you able to kick us off with an overview of what's happened and how markets have been performing?
Pacome discusses various significant market events including President Trump's tariff announcements, their impacts on asset classes, and recovery patterns in the markets.
Nutmeg investor update | March 2025
Q: Is the Nutmeg investment team making any changes to portfolios?
Yes, they have added a position in the financial sector, reflecting an attractive economic backdrop for financials in the US as growth continues steady, and they expect banks to expand activity and benefit from higher interest rates.
Nutmeg investor update | March 2025
Q: Does this change how the investment team sees the US as an investment destination?
James McManus indicates that it's too early to conclude a weakening trajectory for US economic growth. He emphasizes ongoing strength in manufacturing activity and consumption, while suggesting a preference for US assets but remaining cautious due to geopolitical and policy risks.
Nutmeg investor update | November 2024
Q: What's the latest with company earnings? How has this quarter's earnings season gone?
The earnings season has been positive, especially in the US, where large tech stocks outperformed expectations, and UK companies like HSBC and Shell also reported strong results.

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Frequently Asked Questions About J.P. Morgan Personal Investing

What is J.P. Morgan Personal Investing about and what kind of topics does it cover?

The collection focuses on practical, market-facing updates for sophisticated investors, with a heavy emphasis on equities, fixed income, and macro themes that drive portfolio positioning. Episodes routinely dissect regional market performance, central bank policy, geopolitical and tariff risks, currency dynamics, and commodity trends, then translate those insights into tactical and strategic asset allocation ideas. Notable throughlines include a tilt toward global equities and emerging markets when fundamentals look supportive, cautious positioning around rate expectations and inflation, and a willingness to adjust exposure in areas like gold, UK/European assets, and currency hedging in response to evolving policy signals and geopolitical d... more

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Which podcasts are similar to J.P. Morgan Personal Investing?

These podcasts share a similar audience with J.P. Morgan Personal Investing:

1. Switch Your Money On
2. The News Agents
3. The Rest Is Money
4. Page 94: The Private Eye Podcast
5. Newscast

How many episodes of J.P. Morgan Personal Investing are there?

J.P. Morgan Personal Investing launched 5 years ago and published 67 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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Recent guests on J.P. Morgan Personal Investing include:

1. Pacome Breton
2. Brad Holland

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