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

Global growth is above trend, but changes to U.S. trade policy and the impact of higher U.S. rates have increased risks to our outlook.

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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

What does the Global Industry Classification Standard (GICS) sector reclassification mean for equities?

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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

Global growth is above trend, but changes to U.S. trade policy and the impact of higher U.S. rates have increased risks to our outlook. We overweight stocks, but trim our positioning, upgrade duration to a small overweight and remain neutral on credit.

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Global Fixed Income Views

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

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Global Equity Views

We are a little more cautious amid rising U.S. rates and economic and profits cycles that are long by historical standards. We find opportunity in out-of-favor areas including emerging markets and Europe, and many financial stocks look attractive.

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