Pacome Breton

In our latest investor update video, Pacome Breton, Head of Portfolio Management, provides insight on the strong rebound seen in equity markets in April. The below article provides a summary of the core topics covered in the conversation.

In our latest Investor Update, Pacome Breton, Head of Portfolio Management at J.P. Morgan Personal Investing, reviews how markets performed in February 2026, and explains how our investment team responded.

Welcome to the key highlights from our 2026 investment outlook.

Swings in investor sentiment meant both global equities and bonds made limited headway in November. We explain what happened and why.

J.P. Morgan Personal Investing’s Head of Portfolio Management explains why fears of an ‘AI bubble’ may be largely overplayed, and believes the environment remains positive for risky assets. 

Investors in both equity and bond markets had reasons to be cheerful in September, encouraged by the Federal Reserve's September rate cut and expectations the US central bank will continue to ease policy. 

Having held interest rates all year so far, the Federal Reserve has enacted a 0.25% cut. This brings its target range to 4.00%–4.25%. The question now turns to how many more we could see by the end of 2025, with a further two currently forecast by the Fed.

June was a strong month for many financial markets. Discussions progressed between the US and its trading partners, bolstering investor confidence. Pacome Breton, Head of Portfolio Management, reviews the month and reflects on the first half of the year.

Investors are struggling to get on the same wavelength as the new Republican administration in the US, and it has rattled markets. Our Head of Portfolio Management breaks down what's happened and why.