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.

On Investors' Minds - APAC Edition

Listen to the latest insights from Tai Hui to better understand what is happening in the financial markets from our Asia Pacific headquarters in Hong Kong

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Latest commentary

Answers to the five key questions raised by the recent stress in the banking sector

Amid ongoing market volatility, the Market Insights team answers the five key questions raised by the recent stress in the US and European banking sectors.

The impact of higher interest rates on housing and consumers

Learn whether rising interest rates could cause a housing market crash and what it means for consumers.

Green bonds: Is doing good compatible with doing well in fixed income?

Green bonds are attractive instruments for working towards positive environmental benefits. Find out why demand for green bonds from investors is expected to continue to grow.

Fixed income opportunities for 2023 portfolios

Explore these five charts to find out why we think fixed income opportunities offer some exciting potential to investors in a multi-asset portfolio.

Marking the bottom of the Chinese economic cycle

This paper discusses the outlook for the Chinese economy with an update on latest GDP number and the COVID-19 situation.

The advantage of high dividend stocks in a stagflationary environment

Explore how dividend paying stocks can help build portfolio resilience against the prospects of high inflation and recession.

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.

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.

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.