Market Insights

Simplify the complex with our timely and thought-provoking insights on market events and outlook and make informed investment decisions more confidently.

Explore our most popular Insights

Guide to the Markets

The J.P. Morgan Guide to the Markets illustrates a comprehensive array of market and economic histories, trends and statistics through clear charts and graphs.

Guide to Alternatives

Get insights on macro topics such as manager dispersion, while also diving into real estate, private credit, private equity and hedge funds and more.

Eye on the Market

Explore Eye on the Market, timely commentary that offers views on the economy, markets, and investment portfolios by Michael Cembalest.

ESG investing in China: Considerations for sustainable portfolios

China does not stack up well on most ESG metrics. Explore our take on whether investing in China can be reconciled with investing sustainably.

Achieving net zero: The path to a carbon-neutral world

Governments are aligning behind the goal of achieving net zero emissions by 2050, but dramatic changes to the global economy will be required to get us there. Learn more about the policies and innovations that could pave the way to a carbon-neutral world.

A new supercycle – the clean tech transition and implications for global commodities

A forced and rapid energy transition is under way. Discover what impact this will have on commodity markets and clean energy investment opportunities.

Protecting against inflation: Part 3 – Protecting your capital

Explore how investors can hedge against inflation to protect their capital in the next cycle with the help of alternatives and cyclical sectors.

Protecting against inflation: Part 2 – The labour market is key

Today, there are more job openings than there are unemployed workers. Explore what impact a tight labour market could have on inflation in 2022.

Protecting against inflation: Part 1 - Storm in the ports

Inflation is standing at record levels across many markets. Explore our framework for tracking the impact of supply chain disruption on inflation in 2022.

Interpreting the market implications of Omicron

There is a lot we don’t know about the latest virus mutation – labelled Omicron. Markets are clearly concerned by the fact that the early studies suggest it is a significant mutation and appears to be considerably more infectious than former strains.

COP26: Not a failure, not a success

COP26 saw significant announcements in areas such as coal, methane and deforestation, yet progress fell short of the scale required to give us confidence that disruptive climate outcomes can be avoided. Physical climate risks warrant careful consideration for long-term investors.

Where do we stand on infrastructure spending?

From our vantage point, it seems like a given that the President will sign the bipartisan bill into law. Looking at the budget reconciliation package, a deal will get done but it may come down to the wire.

UK equities offer value

With UK shares looking cheap, long-term investors may be able to pick up a bargain in the UK stock market this year. Explore our outlook for UK equities.

The impact of ESG factors on portfolio returns

History provides only a limited guide to the implications of ESG factors for returns. We look at the conclusions that can be drawn from the past, and how investors can prepare for the future.

Why and how to re-think the 60:40 portfolio

The challenge of low government bond yields means investors must rethink the 60:40 stock:bond allocation. Discover where they can turn for diversification.

The European Central Bank aims to ‘thread the needle’

The leader of the European Central Bank (ECB) has become very familiar with the challenge of ‘threading the needle’ in recent years and the test facing Christine Lagarde today was no different.

What are the implications of rising corporate bond defaults in China?

This paper, written by Marcella Chow and Chaoping Zhu, discusses the outlook on capital markets following a rise in Chinese bond defaults.

Karen Ward

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19 years in the Industry

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Maria Paola Toschi

14 years with J.P. Morgan

14 years in the Industry

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Mike Bell

7 years with J.P. Morgan

14 years in the Industry

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Tilmann Galler

15 years with J.P. Morgan

21 years in the Industry

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Vincent Juvyns

4 years with J.P. Morgan

4 years in the Industry

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Hugh Gimber

4 years with J.P. Morgan

4 years in the Industry

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Ambrose Crofton

7 years with J.P. Morgan

7 years in the Industry

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Maximilian McKechnie

2 years with J.P. Morgan

2 years in the Industry

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Karen Ward

Maria Paola Toschi

Mike Bell

Tilmann Galler

Vincent Juvyns

Hugh Gimber

Ambrose Crofton

Maximilian McKechnie

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Explore our most popular Insights

Guide to the Markets

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Karen Ward

Maria Paola Toschi

Mike Bell

Tilmann Galler

Vincent Juvyns

Hugh Gimber

Ambrose Crofton

Maximilian McKechnie

Karen Ward

Maria Paola Toschi

Mike Bell

Tilmann Galler

Vincent Juvyns

Hugh Gimber

Ambrose Crofton

Maximilian McKechnie

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Market Insights

Stay Current

Explore our most popular Insights

Guide to the Markets

Guide to Alternatives

Eye on the Market

Latest commentary

ESG investing in China: Considerations for sustainable portfolios

Achieving net zero: The path to a carbon-neutral world

A new supercycle – the clean tech transition and implications for global commodities

Protecting against inflation: Part 3 – Protecting your capital

Protecting against inflation: Part 2 – The labour market is key

Protecting against inflation: Part 1 - Storm in the ports

Interpreting the market implications of Omicron

COP26: Not a failure, not a success

Where do we stand on infrastructure spending?

UK equities offer value

The impact of ESG factors on portfolio returns

Why and how to re-think the 60:40 portfolio

The European Central Bank aims to ‘thread the needle’

What are the implications of rising corporate bond defaults in China?

Karen Ward

Maria Paola Toschi

Mike Bell

Tilmann Galler

Vincent Juvyns

Hugh Gimber

Ambrose Crofton

Maximilian McKechnie

Karen Ward

Maria Paola Toschi

Mike Bell

Tilmann Galler

Vincent Juvyns

Hugh Gimber

Ambrose Crofton

Maximilian McKechnie