Rethinking retirement through research

Play with Audio Description: https://www.youtube.com/watch?v=e2sn4RX-fmQ

Explore the evolving landscape of retirement investing in today’s shifting macroeconomic environment. Discover how retirement is not just a destination, but a dynamic journey shaped by individual needs, spending patterns and regulatory changes. Gain valuable perspectives on the impact of recent policy changes, the increasing adoption of alternatives like real estate and private equity in retirement portfolios and the importance of balancing liquidity and market risk.

Join Gabriela Santos, Chief Market Strategist for the Americas, as she sits down with Katherine Santiago, Head of Quantitative Research for J.P. Morgan’s Multi-Asset Solutions team, to discuss data-driven strategies, regulatory updates, and actionable tips for navigating the future of retirement investing.

(00:32) Introduction
(02:12) Unique retirement needs
(03:14) Retirement: Destination or Journey?
(04:49) Trends in retirement data
(05:38) Is the average consumer ready for retirement?
(07:04) Policy changes on retirement
(09:42) Asset Allocation for retirement
(12:07) A day in Katherine's life
(15:28) Recommendations for future learning
(17:25) Disclosures