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What investing strategies might work amidst inflation concerns?Video

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Description: Inflation is coming down from decades-long highs, nearing the Federal Reserve’s 2% target. Discover how you can prepare investments for the changes.

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Length (seconds): 100

Transcript: <h2>On screen:</h2> <p>This video opens with two speakers sitting behind desks with notes and coffee mugs.</p> <h2>Logo:</h2> <p>A J.P. Morgan Wealth Management logo appears in an upper corner...</p> <h2>Side note:</h2> <p>...as a bold disclaimer in a text box reads:</p> <h2>On screen:</h2> <p><strong>INVESTMENT AND INSURANCE PRODUCTS:</strong></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>On screen:</h2> <p>Identifying text appears beneath the speaker on the left, a woman in a brown blazer:</p> <h2>On screen:</h2> <p>Elyse Ausenbaugh</p> <p><strong>HEAD OF INVESTMENT STRATEGY</strong></p> <p><strong>J.P. MORGAN WEALTH MANAGEMENT</strong></p> <h2>On screen:</h2> <p>On the right, identifying text appears beneath a man in a gray blazer:</p> <h2>On screen:</h2> <p>Ajene Oden</p> <p><strong>GLOBAL INVESTMENT STRATEGIST</strong></p> <p><strong>J.P. MORGAN WEALTH MANAGEMENT</strong></p> <h2>Elyse Ausenbaugh:</h2> <p>I'm Elyse Ausenbaugh, and I'm joined by...</p> <h2>Ajene Oden:</h2> <p>AJ Oden, and we're J.P. Morgan Wealth Management global investment strategists. We asked our audience what their biggest concern is when looking at the current economic landscape.</p> <h2>On screen:</h2> <p>The question appears beside him:</p> <h2>On screen:</h2> <p>What are you most concerned about when thinking about the current economic landscape?</p> <h2>On screen:</h2> <p>A horizontal bar graph with four numbered items shows 41% most concerned about Inflation, 19% most concerned about Government debt, 22% most concerned about Geopolitical conflicts, and 17% most concerned about Interest rates.</p> <h2>Side note:</h2> <p>Small text below reads:</p> <h2>On screen:</h2> <p>J.P. Morgan Wealth Management LinkedIn poll, July 2024. Survey responses: 866.</p> <h2>Ajene Oden:</h2> <p>Out of the 1,500 responses we received, inflation was still the top concern.</p> <h2>Elyse Ausenbaugh:</h2> <p>I'll admit, I was a little bit surprised to see that at the top of the list because, while we may not be quite back to the Fed's 2% target, we have been making tremendous progress.</p> <h2>On screen:</h2> <p>A number appears between them:</p> <h2>On screen:</h2> <p>FED Target</p> <p>2%</p> <h2>Ajene Oden:</h2> <p>Sure. But inflation is still dominating the investment narrative.</p> <h2>On screen:</h2> <p>A graph appears, titled: 'Household inflation for Sept. 2023 - Sept. 2024, YoY, %.' A horizontal axis at the top of the graph ranges from negative 20% to positive 20%. It shows 'All items' at 2.4%, 'Gasoline (all types)' at negative 15.3%, 'Used cars and trucks' at negative 5.1%, 'New vehicles' at negative 1.3%, 'Dairy products' at 0.5%, 'Fruits and vegetables' at 0.7%, 'Physicians' services' at 1.5%, 'Airline fares' at 1.6%, 'Apparel' at 1.8%, 'Medical care services' at 3.6%, 'Food away from home' at 3.9%, 'Hospital services' at 4.5%, 'Rent' at 4.8%, 'Auto repair' at 4.9%, and 'Auto insurance' at 16.3%.</p> <h2>Side note:</h2> <p>Small text reads:</p> <h2>On screen:</h2> <p>Source: Bureau of Labor Statistics. Data as of September 30, 2024.</p> <h2>Ajene Oden:</h2> <p>It hit multi-decade highs, and consumers are still feeling it at the gas pumps. Albeit that it has cooled, it's still hitting them at the register on a regular basis.</p> <h2>Elyse Ausenbaugh:</h2> <p>It's a good point. And I guess if there's a bright side, it's that wage growth is now running faster than that pace of price increases. So, consumer purchasing power in aggregate is going up.</p> <h2>Ajene Oden:</h2> <p>You're right. Now that inflation is starting to come back under control, the Fed can start to pivot to the other side of their mandate and start looking at the labor market and the overall health of the economy when it comes to monetary policy.</p> <h2>On screen:</h2> <p>An icon of a bar graph appears with a downward trending arrow and the heading:</p> <h2>On screen:</h2> <p>FEDs Policy Rate</p> <h2>Elyse Ausenbaugh:</h2> <p>Yes! And, as the Fed's policy rate starts to head lower, it is becoming increasingly urgent for folks to think about how their money is positioned and whether they need to make any adjustments in their portfolio.</p> <h2>On screen:</h2> <p>A triangle with an exclamation point inside appears under the heading:</p> <h2>On screen:</h2> <p>How is your money positioned?</p> <h2>On screen:</h2> <p>Slider bars adjust the portions in a pie chart over the heading:</p> <h2>On screen:</h2> <p>Do you need to make adjustments in your portfolio?</p> <h2>Ajene Oden:</h2> <p>To that point, I think the big one relates to excess cash positions as well as short duration and they consider locking in longer elevated yields.</p> <h2>Elyse Ausenbaugh:</h2> <p>Right. And one way to do that is by moving out of that excess cash and into something longer-dated like core bonds. It's a lot to think about, and a theme that we cover quite frequently in the thought leadership content that we publish.</p> <h2>On screen:</h2> <p>Text appears over white:</p> <h2>On screen:</h2> <p>THE ANSWER IS J.P. MORGAN WEALTH MANAGEMENT</p> <h2>Elyse Ausenbaugh:</h2> <p>To learn more as to why we think inflation looks less threatening, please visit chase.com/theknow</p> <h2>On screen:</h2> <p>Text reads:</p> <h2>On screen:</h2> <p>To learn more, visit chase.com/theknow</p> <h2>On screen:</h2> <p>An oval around the URL turns from black to brown.</p> <h2>Side note:</h2> <p>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>Investing in securities involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved.</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>(In bold)<strong> Outlooks and past performance is not a guarantee of future results.</strong></p> <p>It is not possible to invest directly in an index.</p> <p>J.P. Morgan Wealth Management is a business of JPMorgan Chase &amp; Co., which offers investment products and services through (in bold) <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. Products not available in all states.</p> <p>Copyright {{copyrightCurrentYear}} JPMorgan Chase &amp; Co.</p>

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