Transportation investment outlook: Navigating global supply chain shifts
Explore our Transportation Industry Outlook to find out how external factors such as disrupted supply chains are expected to impact performance over 2023.
Insights to build stronger portfolios - educational research, portfolio manager insights, timely trends and asset allocation applications.
Explore our Transportation Industry Outlook to find out how external factors such as disrupted supply chains are expected to impact performance over 2023.
Rate hikes, COVID-19 lockdowns and geopolitics have been punishing but we see potential silver linings.
Understanding the opportunity in Chinese equities
A sweet spot for the Australian dollar
We review trends across markets and economies, consider what they mean for our multi-asset portfolios and present a positioning update.
After a challenging 2018, fixed income investors caught a break in 2019 with the U.S. Barclays Aggregate returning 8.7%, its best year since 2002.
Shrinking and rapidly-aging population. Low economic growth. Muted inflation. These are some of the misconceptions around real estate investment in Japan. Given such branding, investing in Japan multi-family residential assets may seem paradoxical. However, when we look beyond the headlines we see the valuable investment opportunities in the sector.
This paper, written by Ramon Maronilla, highlights the market view from the Global Fixed Income, Currency & Commodities Team regarding the recent Federal Reserve’s announcement.
Our Emerging Market Equity Views assesses the outlook for Emerging Market equities and focus on where key markets are in the economic cycle.
Fundamentals of emerging markets remain strong, while risks to the asset class are primarily external, not internal, and trade skirmishes amid a rebalancing and slowing Chinese economy.
Our quarterly EMD strategy report assesses the latest economic developments in emerging markets and sets out our base case scenario for the asset class.
Economic and market regime shifts in Q4 left factors little changed to slightly lower. Performance diverged by market segment and region. Equity factors look well supported; we maintain our positive outlook and expect relative value opportunities in 2024.
Our portfolio managers are modestly positive on markets. Despite high valuations, we think it is too early to take a stance against the AI winners. We prefer quality stocks across sectors, but the most obviously defensive stocks look overpriced.
Discover J.P. Morgan's Long-Term Capital Market Assumptions, drawing on the best thinking of our experienced investment professionals worldwide.
Asset class views
We highlight themes and implications from various fixed income teams to help guide your portfolio decisions.
Explore our Transportation Industry Outlook to find out how external factors such as disrupted supply chains are expected to impact performance over 2023.
Rate hikes, COVID-19 lockdowns and geopolitics have been punishing but we see potential silver linings.
Understanding the opportunity in Chinese equities
A sweet spot for the Australian dollar
We review trends across markets and economies, consider what they mean for our multi-asset portfolios and present a positioning update.
After a challenging 2018, fixed income investors caught a break in 2019 with the U.S. Barclays Aggregate returning 8.7%, its best year since 2002.
Shrinking and rapidly-aging population. Low economic growth. Muted inflation. These are some of the misconceptions around real estate investment in Japan. Given such branding, investing in Japan multi-family residential assets may seem paradoxical. However, when we look beyond the headlines we see the valuable investment opportunities in the sector.
This paper, written by Ramon Maronilla, highlights the market view from the Global Fixed Income, Currency & Commodities Team regarding the recent Federal Reserve’s announcement.
Our Emerging Market Equity Views assesses the outlook for Emerging Market equities and focus on where key markets are in the economic cycle.
Fundamentals of emerging markets remain strong, while risks to the asset class are primarily external, not internal, and trade skirmishes amid a rebalancing and slowing Chinese economy.
Our quarterly EMD strategy report assesses the latest economic developments in emerging markets and sets out our base case scenario for the asset class.
Economic and market regime shifts in Q4 left factors little changed to slightly lower. Performance diverged by market segment and region. Equity factors look well supported; we maintain our positive outlook and expect relative value opportunities in 2024.
Our portfolio managers are modestly positive on markets. Despite high valuations, we think it is too early to take a stance against the AI winners. We prefer quality stocks across sectors, but the most obviously defensive stocks look overpriced.
Discover J.P. Morgan's Long-Term Capital Market Assumptions, drawing on the best thinking of our experienced investment professionals worldwide.
Asset class views
We highlight themes and implications from various fixed income teams to help guide your portfolio decisions.
Keep portfolios on course through fast-moving markets
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