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    1. Insights

    Empower better decisions through insights

    Tools and resources necessary to help investment professionals and their clients make informed investment decisions and build stronger portfolios.

    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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    Subscribe to our market insights program

    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

    Anticipating subtrend growth well into 2023, we remain neutral duration and overweight cash. We underweight equities, expecting meaningful earnings downgrades. We take a neutral stance on credit, with a clear preference for investment grade over high yield.

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    Global Fixed Income Views

    Recession is our base case scenario, at 50%. We raised the likelihood of Crisis to 15% while lowering Sub Trend Growth to 30% and Above Trend Growth to 5%. We’re using market rallies to reduce our interest rate exposure and credit risk. Our best idea: high quality, short-dated cash flows.

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    Global Equity Views

    Though global equity markets are already down more than 20% this year, our portfolio managers remain cautious. In a downturn, quality matters, in managements and balance sheets.

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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 2019

    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.

    View the charts
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    Insights App for iPhone® and iPad®

    Get everything you need, everywhere you go

      

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    For more information, please call or email us. You can also contact your J.P. Morgan representative.

    1800 576 100 (Application enquiries)

    1800 576 468 (General enquiries)

    jpmorganam@jpmorgan.com

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