Investor Update - May 2026

In our latest investor update, Scott Gardner, Investment Strategist, answers questions on the key financial market developments of the last month. About this update: This update was recorded on 29 October 2026. All figures, unless otherwise stated, relate to October 2026. Data to the 28th of the month. 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 latest investor update, Bola Onifade, Portfolio Manager, talks market movements, big macroeconomic stories and tackles a listener question. About this update: This update was recorded on 25 September 2026. All figures, unless otherwise stated, relate to September 2026. Data to the 24th of the month. Sources: MacroBond, J.P. Morgan Personal Investing and Bloomberg. Risk warning: The longer you stay invested, the more time your money has to grow. Investments go up and down, so at times you could 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 latest investor update, Pacome Breton, Head of Portfolio Management, answers questions on the key financial market developments of the last month. About this update: This update was recorded on 27 August 2026. All figures, unless otherwise stated, relate to August 2026. Data to the 26th of the month. Sources: MacroBond, J.P. Morgan Personal Investing and Bloomberg. Risk warning: The longer you stay invested, the more time your money has to grow. Investments go up and down, so at times you could 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 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. About this update: This update was recorded on 30 July 2026. All figures, unless otherwise stated, relate to July 2026. Data to the 30th of the month. 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 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. About this update: This was recorded on 30 June 2026. All figures, unless otherwise stated, relate to June 2026. Data to the 26th of the month. 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 latest investor update video, Bola Onifade, Portfolio Manager, answers questions on the key financial market developments of the last month. About this update: This update was recorded on 28 May 2026. All figures, unless otherwise stated, relate to May 2026. Data to the 27th of the month. 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 latest investor update video, Pacome Breton, Head of Portfolio Management, answers questions on the key financial market developments of the last month. About this update: This update was recorded on 1 May 2026. All figures, unless otherwise stated, relate to April 2026. 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 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 stated, relate to March 2026. Data to the 27th of the month. 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 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 opportunities. About this update: This update was recorded on 3 March 2026. All figures, unless otherwise stated, relate to the month of February 2026. 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. Tax rules vary by individual status and may change. 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 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 otherwise stated, relate to the month of January 2026. 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.