J.P. Morgan
Guide to the Markets
Presented & Sponsored by:
Charles Peloquin, CAIA, CIMA®, Executive Director
J.P. Morgan Asset Management
925.963.9933
charles.peloquin@jpmorgan.com
Presentation Summary:
We will review 7 slides in 4 main subjects including a 2024 recap. 2025, and early 2026 economic and investing implications.
Presidential elections since 1980 with GDP and S&P 500 performance.
U.S. Market 2024 review and 2025 outlook with discussion on EPS, P. E. multiples, Style investing, Cap size comparisons, A.I. innovation thru Enablers and Adapters, volatility, and Sector outlook within historical context.
Federal Reserve outlook focusing on interest rates, C.D. rates, and inflation.
Investing returns and draw down analysis under various holding periods.
Q and A and discussion
Learning Objectives:
About Our Speaker:
Charles Peloquin, Executive Director - CIMA ®, CAIA, is a Client Advisor for J.P. Morgan Asset Management. Charlie represents JPMorgan's intellectual capital and investment solutions including mutual funds, separately managed accounts, ETF's, and alternative investment capabilities to premier financial advisors at major brokerage firms in Northern California & Nevada.
An employee since 2007, prior to joining Asset Management Charlie worked in the J.P. Morgan Investment Bank on both our Credit Derivatives Desk as well as Equity Prime Brokerage. Prior to joining J.P. Morgan Chase & Co., Charlie also work in Fixed Income Derivatives at Societe Generale. He holds a Bachelors degree from the University of Connecticut in both Economics and Political Science as well as Series 7 & 63 licenses and is a Certified Investment Management Analyst as well as a Chartered Alternative Investment Analyst.
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