Market volatility | J.P. Morgan Asset Management

Build resilient portfolios

Managing frequent bouts of market volatility is crucial for pension funds, insurers and all institutional investors in order to avoid a negative impact on future returns, funding levels or solvency ratios.

Current Market Insights Long Term Views Fixed Income Alternatives

Current Market Insights

Eye on the Market

Michael Cembalest, Chairman of Market and Investment Strategy offers timely commentary on the economy, markets and investment portfolios.

Bond Bulletin

Gain insights on fundamentals, quantitative valuations, technical and more in the weekly report by the Global Fixed Income, Currency & Commodities (GFICC) team.

Market Commentary

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

Long Term Views

2023 Long-Term Capital Market Assumptions

The 27th annual edition explores how lower valuations and higher yields mean that markets today offer the best potential long-term returns since 2010.

Eye on the Market Outlook 2023: The End of the Affair

The affair with market catalysts of the last decade is over now, and a new era of investing begins. A look at a world of higher inflation, more regionalized trade and investment and more capital scarcity.

2023 Investment Outlook

We believe there are already convincing signs that inflation is set to moderate, which is good news for stocks and bonds. Learn more about our macro views in our 2023 Investment Outlook.

Fixed Income

Bond Bulletin

Gain insights on fundamentals, quantitative valuations, technical and more in the weekly report by the Global Fixed Income, Currency & Commodities (GFICC) team.

Global Fixed Income Blog

Perspectives from our Global Fixed Income, Currency & Commodities Group.

Global Fixed Income Views

Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly meeting.

Alternatives

2023 Global Alternatives Outlook

Persistently high inflation, high rates and high volatility are creating an Alternatives investment landscape unlike any we've faced - but with the right preparation we will be equipped for the wilds of 2023.

Guide to Alternatives 4Q 2022

This is a sister publication to Guide to the Markets, delivering insight on macro topics like fundraising and manager dispersion, while also diving into real estate, infrastructure & transport, private credit, private equity and hedge funds in detail.

Timberland Investing

Investing in core timberland can bring a variety of benefits to investors’ portfolios, including managing inflation risk, a regular income, and enhanced diversification, while also capturing carbon and generating verified carbon assets (VCAs).

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2023 Long-Term Capital Market Assumptions

The 27th annual edition explores how lower valuations and higher yields mean that markets today offer the best potential long-term returns since 2010. After a year of turmoil and the unwind of market dislocations, asset return forecasts move close to their long-term equilibrium – effectively “back to par.

Explore now

Featured Webinars

1Q 2023 Guide to the Markets

Join Chief Market Strategist for EMEA Karen Ward and Global Market Strategists Mike Bell and Hugh Gimber as they discuss the outlook for the year ahead.

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2023 Investment Outlook

Join Karen Ward, Chief Market Strategist for EMEA, and Paul Quinsee, Global Head of Equities, as they consider how much corporate earnings are likely to be impacted by slowing economic activity in 2023, and which styles and segments of the global market look set to thrive.

Listen now