In this All Into Account podcast Joyce Chang, Chair of Global Research and Jan Loeys, Long-term Strategist discuss the following topics:

Regime shifts that are not yet reflected in asset prices and implications for strategic asset allocation • Global warming and climate change • Working-age depopulation in DM • Shift from Democracy to Populism • De-globalization • Higher US bond yields

Current dynamics of longevity, retirement savings and investment • Longer life expectancy and rising longevity inequality • Rules of thumb for managing retirement savings

Lessons learned and final advice • History does not always repeat • KISS Investing

Speakers Joyce Chang, Chair of Global Research, J.P. Morgan Jan Loeys, Long-term Strategist

Jan Loeys retired from JPMorgan this month after an impressive 40 year career that included numerous senior research roles, including Head of Market Research, Chief Bond Strategist in London, and Chief Investment Strategist in New York. In 2018, at the age of 65, Jan transitioned from tactical strategy to a new challenge with the launch of The Long-Term Strategist, advising investors on strategic asset allocations with a long-term perspective. Prior to joining JPMorgan, Jan taught finance and economics at UCLA, the Wharton School, NYU, and Fordham University, and was Senior Economist at the Federal Reserve Bank of Philadelphia.

This podcast was recorded on June 9, 2025.

This communication is provided for information purposes only. Institutional clients can view the related reports at https://www.jpmm.com/research/content/GPS-5007106-0. For more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2025 JPMorgan Chase & Co. All rights reserved.

The Best of The Long-Term Strategist

All into Account