J.P. Morgan Private Bank

We’re proud to recognize #WomensHistoryMonth and celebrate women’s contributions to our society, reaffirming our longstanding commitment to support women and all communities in and out of the workplace.

Have you reviewed your estate plan recently? If it no longer aligns with your vision, it’s time to make a change. Legendary investor Warren Buffet made headlines last year when he announced that his remaining wealth would be transferred to a charitable trust established upon his death, not to the Gates Foundation. Read on to learn what the Oracle of Omaha has to say about estate planning—prepare to be surprised. https://spr.ly/60400OuaG

Historically, shifts like the rapid steel production transition of the 60s and 70s occurred swiftly due to significant cost and energy savings. The move from open hearth to basic oxygen furnaces reduced production times dramatically, leading to substantial energy cost reductions. However, the current energy transition lacks such immediate financial incentives, suggesting a more gradual evolution. This underscores the complexity of today's energy landscape and the challenges in achieving rapid change. Michael Cembalest, Chairman of Market and Investment Strategy, explores the paradox of renewable energy's growth and more in the 15th Annual Eye on the Market Energy Paper titled "Heliocentrism: Objects May Be Further Than They Appear." https://spr.ly/60410EmGX

Happy International Women’s Day. We asked our women leaders from around the globe to share their perspectives on celebrating impact, advancing equity and accelerating action. #IWD2025 #jpmorganprivatebank

Now Available: The March edition of 'The View' from the Global Investment Strategy team. In our new monthly video series our team of economists, strategists, and specialists dive further into the report and offer timely insights to help you navigate market complexities. With localized insights and a global perspective, we transform complex data to empower informed investment decisions. This month, Jacob Manoukian and the rest of the team explore U.S. economic policy uncertainty driven by tariffs and our positive outlook on U.S. equity markets. Discover potential investment opportunities in the industrials, utilities, technology, and financials sectors, along with strategies for navigating a potentially volatile Trump 2.0 era. https://spr.ly/6048L22Gg

Just released: Many are optimistic about the energy transition, pointing to rapid growth in solar power and energy storage, but the reality is complex. Some prior industrial transitions were relatively quick as the new technology paid for itself and rewarded early adopters, but that’s not the case for renewables. In his 15th annual energy paper, Chairman of Market and Investment Strategy Michael Cembalest breaks down the recent surge in global solar capacity, as well as electrification, nuclear power, the Trump 2.0 energy policies, the Los Angeles fires, renewable jet fuel, and much more. https://spr.ly/6042LQiaQ

The Private Bank recently welcomed sophisticated family offices from around the world to our biennial Morgan Advisors Exchange (MAX) Family Office Forum held in Miami. Attendees networked, engaged and discussed key opportunities and challenges with fellow decision-makers and specialists. Learn how we can partner with you to achieve your family office goals: https://spr.ly/6041LZMrU

Kristin Kallergis Rowland and Jay Serpe sat down with Jamie Lavin Buzzard to discuss the five key themes that will define alternative investments in the coming year. Join us as we share our outlook: https://spr.ly/6040ILPh6 Investing in alternative assets involves higher risks than traditional investments and is suitable only for sophisticated investors. Alternative investments involve greater risks than traditional investments and should not be deemed a complete investment program. They are generally not tax efficient and an investor should consult with his/her tax advisor prior to investing. Alternative investments have higher fees than traditional investments and they may also be highly leveraged and engage in speculative investment techniques, which can magnify the potential for investment loss or gain. The value of the investment may fall as well as rise and investors may get back less than they invested.

Fresh from a thrilling victory in Sydney, J.P. Morgan is proud to announce our global partnership with Emirates Great Britain SailGP Team, the formidable SailGP team led by renowned Olympic sailor Sir Ben Ainslie. SailGP integrates high-speed racing with sustainable, cutting edge-edge marine technology, where ambition and teamwork push the limits of what is possible on the water. This new collaboration reflects our ongoing commitment to the sport—recognizing sailing as a platform for championing shared values of excellence and innovation. Discover more: https://spr.ly/6046Icjwg

Nothing is certain in financial markets but change. For investors seeking returns in private markets, staying agile and informed will be crucial to navigating the shifting market dynamics reshaping opportunities throughout 2025. Read on to learn our top five themes to watch in alternative investments. https://spr.ly/6049IZbKB Investment in alternative investment strategies is speculative, often involves a greater degree of risk than traditional investments, including limited liquidity and limited transparency among other factors, and should only be considered by sophisticated investors with the financial capability to accept the loss of all or part of the assets devoted to such strategies. They are generally not tax efficient and an investor should consult with his/her tax advisor prior to investing. Alternative investments have higher fees than traditional investments and they may also be highly leveraged and engage in speculative investment techniques, which can magnify the potential for investment loss or gain. The value of the investment may fall as well as rise and investors may get back less than they invested.