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Navigating the new year: 3 resolutions for investorsVideo

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Video ADA Text: Navigating the new year: 3 resolutions for investors video

Transcript Browser Title: Video transcript: Navigating the new year: 3 resolutions for investors

Description: Here’s what to keep in mind when refining your portfolio in 2025.

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Length (seconds): 149

Transcript: <h2>Note:</h2> <p>Neutral background music plays.</p> <h2>On screen:</h2> <p>This video opens in an office with a textured wall, where a woman in a black blazer stands behind a desk with a mug, notebook, and laptop.</p> <h2>Logo:</h2> <p>A J.P. Morgan Wealth Management logo remains in an upper corner.</p> <h2>Note:</h2> <p>A bold disclaimer appears in a text box:</p> <h2>On screen:</h2> <p>INVESTMENT AND INSURANCE PRODUCTS:</p> <ul> <li><p><strong>NOT A DEPOSIT</strong></p> </li> <li><p><strong>NOT FDIC INSURED</strong></p> </li> <li><p><strong>NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY</strong></p> </li> <li><p><strong>NO BANK GUARANTEE</strong></p> </li> <li><p><strong>MAY LOSE VALUE</strong></p> </li> </ul> <h2>Elyse Ausenbaugh:</h2> <p>Here is our 2025 outlook, building on strength.</p> <h2>On screen:</h2> <p>A tan circle with a title expands:</p> <h2>On screen:</h2> <p>Top</p> <p><strong>MARKET</strong></p> <p><strong>TAKEAWAYS</strong></p> <p><strong>JANUARY 10, 2025</strong></p> <h2>On screen:</h2> <p>Identifying text appears beside the speaker:</p> <h2>On screen:</h2> <p><strong>ELYSE AUSENBAUGH</strong></p> <p>HEAD OF INVESTMENT STRATEGY</p> <p>J.P. MORGAN WEALTH MANAGEMENT</p> <h2>Elyse Ausenbaugh:</h2> <p>They say fortune favors the brave, and that might be the perfect punchline for investors in 2024. Despite the litany of worries we grappled with throughout the year, from ongoing geopolitical conflicts to the roller-coaster ride that was the U.S. election cycle, to lingering questions around inflation and the Fed's policy response, risk assets delivered phenomenally strong returns for investors. But where do we go from here? We think a focus on the balance between seizing opportunity and renewing portfolio resilience will help investors build on strength in the year ahead.</p> <h2>On screen:</h2> <p>A question appears over gray:</p> <h2>On screen:</h2> <p>How can investors seize opportunity?</p> <h2>Elyse Ausenbaugh:</h2> <p>With a resilient economic backdrop, we see potential for more market upside in 2025. In our view, U.S. stocks will lead international peers in performance as deal-making bounces back, capital investment accelerates, and corporate earning strength broadens out.</p> <h2>On screen:</h2> <p>A list appears beside her with three bullet points:</p> <h2>On screen:</h2> <p>U.S. stocks will lead as...</p> <ul> <li>Deal-making bounces back</li> <li>Capital investment accelerates</li> <li>Corporate earning strengths broadens out</li> </ul> <h2>Elyse Ausenbaugh:</h2> <p>In fact, 2025 is expected to be the first year since 2018 that all 11 S&amp;P 500 sectors post earnings growth.</p> <h2>On screen:</h2> <p>A graph appears, titled: 'S&amp;P 500 consensus EPS growth expectations, %.' The vertical axis ranges from negative 25% to positive 25%, and two bars for each data point represent 2024 (dark blue) and 2025 (light blue). 'Info Tech' reaches around 20% for 2024 and 2025, while 'Utilities' are about 20% for 2024 and about 5% for 2025. 'Communication Services' are about 20% in 2024, and about 15% in 2025. 'Financials' are about 10% in 2024, and between 5 and 10% in 2025. 'Consumer Discretionary' are just over 10% for both 2024 and 2025. 'Real Estate' is under 5% for 2024, and over 5% for 2025. 'Health Care' is under 5% for 2024 and almost 20% for 2025. 'Consumer Staples' are under 5% for 2024 and just about 5% for 2025. 'Industrials' are about negative 3% for 2024 and nearly 20% for 2025. 'Materials' are about negative 13% for 2024, and about 15% for 2025. On the other side of a vertical dotted line, 'Energy' is nearly negative 25% in 2024, and under 5% in 2025. Dotted bars representing the 'S&amp;P 500' are at 7.8% for 2024 and 13.3% for 2025.</p> <h2>Note:</h2> <p>Small text below reads:</p> <h2>On screen:</h2> <p>Source: Refinitiv. Data as of December 31, 2024.</p> <h2>Elyse Ausenbaugh:</h2> <p>To boot, trends like the proliferation of artificial intelligence, the buildout of power capacity and other infrastructure to support it, and the global focus on national security offer long-term upside potential.</p> <h2>On screen:</h2> <p>A question appears over gray:</p> <h2>On screen:</h2> <p>How can investors renew portfolio resistance?</p> <h2>Elyse Ausenbaugh:</h2> <p>We feel confidence in our base-case call for a soft landing, but that doesn't mean that there aren't risks worth considering in diversifying your portfolio accordingly. Core bonds look well positioned to help play defense if there is an unforeseen downturn in economic growth. But what about risks like an escalation of geopolitical conflict, a re-acceleration of inflation, or rising government debt concerns?</p> <h2>On screen:</h2> <p>A list appears beside her, with icons including a globe, an upward pointing arrow with a percentage symbol, and a columned building:</p> <h2>On screen:</h2> <p>Potential risks</p> <ul> <li>Geopolitical conflicts</li> <li>Inflation</li> <li>Government debt</li> </ul> <h2>Elyse Ausenbaugh:</h2> <p>That's why we encourage investors to consider the full set of tools in their toolkits.</p> <h2>On screen:</h2> <p>A pie chart appears with about three quarters labeled 'Stocks' and one quarter labelled 'Bonds.' Two more sections appear, labeled 'Gold' and 'Real assets,' reducing 'Stocks' to about half, and 'Bonds' to about a sixth.</p> <h2>Elyse Ausenbaugh:</h2> <p>Considering adding complements like gold or real assets to a traditional stock-bond portfolio may help enhance diversification and overall portfolio resilience. 2024 was another strong year for markets, offering an opportunity for investors to build on strength in the year ahead. Here are what we think 2025's defining themes could be.</p> <h2>On screen:</h2> <p>A bulleted list with three items appears over white:</p> <h2>On screen:</h2> <p>Key Takeaways</p> <ul> <li><strong>Accelerating Capital Investment</strong>: Continued spending on artificial intelligence, power, infrastructure, and security.'</li> <li><strong>Understanding Election Impacts</strong>: Less regulation, wider deficits, and more tariffs in the U.S.</li> <li><strong>Renewing Portfolio Resilience</strong>: Emphasizing income and real assets within portfolios.</li> </ul> <h2>Elyse Ausenbaugh:</h2> <p>To learn more on how you can invest yourself, check out our self-directed investments page.</p> <h2>On screen:</h2> <p>A logo appears over gray:</p> <h2>Logo:</h2> <p>J.P. Morgan WEALTH MANAGEMENT.</p> <h2>On screen:</h2> <p>To learn more, visit chase.com/self-directed.</p> <h2>On screen:</h2> <p>An oval around the URL turns from white to blue.</p> <h2>Note:</h2> <p>Legal disclosures:</p> <h2>On screen:</h2> <p>All market and economic data are sourced from Bloomberg Finance L.P. and FactSet unless otherwise stated.</p> <p>The views, opinions, estimates and strategies expressed herein constitutes the speaker's judgment based on current market conditions and are subject to change without notice, and may differ from those expressed by other areas of J.P. Morgan. This information in no way constitutes J.P. Morgan Research and should not be treated as such. You should carefully consider your needs and objectives before making any decisions --including whether the services, products, asset classes (e.g. equities, fixed income, alternative investments, commodities, etc.) or strategies discussed are suitable to your needs. You must also consider the objectives, risks, charges, and expenses associated with any investment or financial service, product or strategy prior to making an investment decision. For additional guidance on how this information should be applied to your situation, you should consult your advisor.</p> <p>The <strong>S&amp;P 500 Index</strong> is an unmanaged broad-based index that is used as representation of the U.S. stock market. It includes 500 widely held common stocks. Total return figures reflect the reinvestment of dividends. &quot;S&amp;P500&quot; is a trademark of Standard and Poor's Corporation.</p> <p>Investing in securities involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved. <strong>Outlooks and past performance is not a guarantee of future results.</strong></p> <p><strong>Past performance is no guarantee of future results.</strong> It is not possible to invest directly in an index.</p> <p>The price of equity securities may rise or fall due to the changes in the broad market or changes in a company's financial condition, sometimes rapidly or unpredictably. Equity securities are subject to &quot;stock market risk&quot; meaning that stock prices in general may decline over short or extended periods of time.</p> <p>Bonds are subject to interest rate risk, credit and default risk of the issuer. Bond prices generally fall when interest rates rise.</p> <p>Investments in commodities may have greater volatility than investments in traditional securities, particularly if the instruments involve leverage.</p> <p>Asset allocation/diversification does not guarantee a profit or protect against loss.</p> <p>J.P. Morgan Wealth Management is a business of JPMorgan Chase &amp; Co., which offers investment products and services through <strong>J.P. Morgan Securities LLC</strong> (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase &amp; Co. 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