Quarterly Update
Navigate today's evolving market with our quarterly insights using slides from Guide to the Markets to help you convey investment themes and positioning with clients.
Multi-Asset Solutions insights
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Funds
Fund Listing
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Insights
Market Insights
- Market Insights Overview
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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.
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Guide to Alternatives
Objective insights on alternatives industry trends, with charts and data across private equity, private credit, real estate, infrastructure and hedge funds.
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Guide to Investing in Asia
The Guide to Investing in Asia explores the diverse economies, markets and investment trends across Asia, including Japan, India, China and Southeast Asia.
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Weekly Market Recap
Finding balance in Chinese equities: export sectors could gain from progress on trade, while domestic-facing companies cushion against global trade volatility.
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On the Minds of Investors
What investment questions are on the minds of investors? Explore the questions investors ask frequently and find answers at J.P. Morgan Asset Management.
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Podcasts
Insights from Tai Hui, Chief Market Strategist, Asia, on what is happening in financial markets, from our Asia Pacific headquarters in Hong Kong.
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Mid-Year Outlook 2026
Global uncertainties abound: the Middle East conflict, central banks' response to returning inflation, U.S. policy shifts and the fast-changing AI landscape.
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Solving for Fixed Income
Exploring how the current environment has affected fixed income's traditional role and the many other opportunities that can accomplish its traditional objectives.
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Eye on the Market
Explore Eye on the Market, timely commentary that offers views on the economy, markets, and investment portfolios by Michael Cembalest.
Portfolio Insights
- Portfolio Insights Overview
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Guide to ETFs
Explore J.P. Morgan Asset Management’s ETF investing guide with insights on ETF market trends and best investing practices for smarter portfolio decisions.
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Global Asset Allocation Views
Amid resilient growth and a fading energy shock, we stay positive on risk assets, favoring U.S., Japan and EM equities and U.S. high yield.
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Global Equity Views
The profit outlook is cloudier, but we still expect modest growth. Many of our investors favor quality financials and industrials, avoiding high-priced defensives.
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Fixed Income
We highlight themes and implications from various fixed income teams to help guide your portfolio decisions.
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Global Fixed Income Views
Central bank credibility, solid profits, capex and resilient consumers lift expansion odds to 85%, outweighing inflation and AI headwinds.
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Sustainable Investing
Sustainable Insights
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Alternatives Insights
We bring you insights based on our nearly 50 years of experience investing in alternatives and more than 800 alternatives professionals around the globe.
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Long-Term Capital Market Assumptions
Our Long-Term Capital Market Assumptions (LTCMAs) deliver forward-looking return, volatility and correlation estimates for 200+ asset and strategy classes in 20+ base currencies.
- Investment Ideas
- Resources
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About Us
About us
Backed by $4.6T in assets, we harness our active edge to deliver timely ideas and actionable insights that empower investors to achieve what matters most.
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