Insights | J.P. Morgan Asset Management

Guide to the Markets

Updated each quarter, our popular Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics through clear, compelling charts you can share with your clients.

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Guide to Alternatives

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.

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Long-Term Capital Market Assumptions

Discover J.P. Morgan's Long-Term Capital Market Assumptions, drawing on the best thinking of our experienced investment professionals worldwide.

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Market Insights

Get better informed on investment decisions with timely insights into macroeconomic trends and market themes.

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Portfolio Insights

A range of information on educational research, portfolio manager insights, timely trends, and asset allocation applications.

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Featured Insights

On the Minds of Investors

Top questions on the minds of investors. See what your peers are asking and read answers from our team of Global Market Strategists.

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Monthly Market Review

A summary of the factors driving global markets over the last month.

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Principles for Successful Long-term Investing

We believe that a combination of these principles, sound financial advice and deeper insights can help make every investor better off.

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Global Asset Allocation Views

While the pace of growth may moderate in 2022 we continue to see a positive backdrop for risk assets. The strong earnings outlook and gradual increase in yields keeps us overweight stocks and credit and underweight bonds and cash.

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Global Fixed Income Views

We kept our 4Q scenario expectations intact: Above Trend Growth is still our base case, at 80%; Sub Trend growth stays at 10% and we leave Recession and Crisis at 5% each. Best ideas include high yield debt, bank loans and bank AT1 securities.

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Global Equity Views

The outlook for profit growth in 2022 remains pretty robust. High valuations for the most popular stocks are a challenge, but many markets, industries and themes are much less expensive. In Chinese equity markets, there’s gloom but not doom.

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J.P. Morgan Web Casts

Interviews and updates from fund managers, market strategists and investment strategists that deliver insights on global market trends and investment news.

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Guide to Alternatives

The Guide to Alternatives is an objective analysis of the key themes impacting alternatives asset classes. View our charts to deepen your understanding of alts.

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