Market Insights

SIMPLIFY THE COMPLEX WITH MARKET INSIGHTS

01/02/2016

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

Timely Resources

Guide to the Markets

The Guide to the Markets illustrates an array of market and economic trends using compelling charts, providing the building blocks to support conversations with your clients.

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Guide to the Markets Overview

Join Kerry Craig, Global Market Strategist, as he uses slieds from the latest Guide tothe Markets - Australia to provide perspectives on recent market-moving events and the prsopects for investing going forward.

10/27/2019

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Quarterly Perspectives

Quarterly Perspectives highlights key themes from our Guide to the Markets and offers critical insights for engaging in portfolio discussions.

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Featured Market Insights

Weekly Market Recap

Start to simplify the complex with our Weekly Market Recap – a timely summary of recent market movements, economic developments and a look at what’s ahead.

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.

Guide to the Markets

The Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics through clear, compelling charts.

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.

Monthly Market Review

A summary of the factors driving markets over the last month, covering the global economy as well as major asset classes, complete with Guide slides.

Solving for Fixed Income

Solving for Fixed Income explores how the current environment has affected fixed income's traditional role and the many other opportunities that can accomplish its traditional objectives.

Principles for Successful Long-term Investing

The key to successful investing isn’t predicting the future, it’s learning from the past and understanding the present. We present time-tested strategies.

The Year Ahead 2019

Read a discussion of our expectations for the year ahead, including an economic outlook plus asset class implications for building stronger portfolios.

Market Bulletins

Market Strategists provide commentary and analysis on the latest events and their likely impact on the markets and investing.

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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J.P. Morgan Insights App

A great way to access and customise J.P. Morgan's intellectual capital.

The Demographic Challenge to Above 2% Growth

This paper, written by Dr. David Kelly and Meera Pandit, analyzes the current U.S. economic growth with its factors and investment implications.

Does the yield curve inversion signal trouble ahead?

This paper, written by John Manley, examines recent yield curve inversion and its investment implications.

China’s economy and policies: A mid-year review

This paper, written by Chaoping Zhu, provides a mid-year review on the Chinese economy and policies.

U.S.–China Trade: Latest 10% Tariff

This paper, written by Hannah Anderson, address the outcome of recent U.S.-China trade talk and its investment implications.

Fed rate cut: What does it mean for investors?

This paper, written by Alex Dryden and Jordan Jackson, addresses the latest U.S. Federal Reserve’s rate cut decision and its investment implications.

2Q19 Earnings bulletin: Threading the needle

This paper, written by David M. Lebovitz and Tyler J. Voigt, reviews 2Q19 U.S. earnings with performance of various sectors and its investment implications.

Yield curve inversion: Understanding the fire alarm

This paper, written by Alex Dryden, examines the current yield curve and its investment implication.

Two for two

This update, written by Kerry Craig, summarizes the second successive rate cut and why the impact to the market was so muted.

Domestic demand: Silver lining amid the cloudy Asian trade outlook

This paper, written by Marcella Chow and Marcus Yiu, evaluates the current trade outlook and analyzes our newly constructed 'domestic' vs. 'export-oriented' indices with investment implication.

Lots of talk about tariffs

This paper, written by Gabriela Santos, David Lebovitz and Alex Dryden, evaluates the current trade uncertainty with outlook on the U.S. Federal Reserve’s direction and its investment implication.

Why invest in alternative assets

For long term investors able to forego some liquidity, a strategic allocation to alternative assets could help to improve the overall risk/return profile of their portfolio

European Parliament elections: The populist risk remains contained

This paper, written by Vincent Juvyns, highlights the result of European Parliament elections and its investment implications.

Brexit: New UK prime minister, same challenges

This paper, written by Karen Ward, addresses the current resignation of UK prime minister Theresa May and its investment implication.

Rushing towards easy

This publication, written by Kerry Craig, highlights the Reserve Bank of Australia’s May meeting minutes with outlook of rate announcement in June.

Drifting towards easy

The update, written by Kerry Craig, provides details on the RBA rate decision, and what to expect going forward.

Kerry Craig

Executive Director Global Market Strategist

9 years with J.P. Morgan

12 years in the Industry

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Yoshinori Shigemi

Managing Director Global Market Strategist

6 years with J.P. Morgan

17 years in the Industry

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Tai Hui

Managing Director Chief Market Strategist, Asia Pacific

7 years with J.P. Morgan

19 years in the Industry

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Dr. Jasslyn Yeo, CFA, CAIA, CFTe

Executive Director Global Market Strategist

4 years with J.P. Morgan

13 years in the Industry

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Marcella Chow

Vice President Global Market Strategist

4 years with J.P. Morgan

11 years in the Industry

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Ian Hui

Vice President Global Market Strategist

7 years with J.P. Morgan

14 years in the Industry

View Full Profile

Chaoping Zhu

Vice President Global Market Strategist

2 years with J.P. Morgan

10 years in the Industry

View Full Profile

Agnes Lin

Vice President Global Market Strategist

3 years with J.P. Morgan

19 years in the Industry

View Full Profile

Shogo Maekawa

Vice President Global Market Strategist

7 years with J.P. Morgan

7 years in the Industry

View Full Profile

Hannah Anderson

Associate Global Market Strategist

5 years with J.P. Morgan

5 years in the Industry

View Full Profile

Patrik Schöwitz

Managing Director Global Multi-Asset Strategist

Hong Kong

7 years with J.P. Morgan

19 years in the Industry

View Full Profile

Kerry Craig

Executive Director Global Market Strategist

Yoshinori Shigemi

Managing Director Global Market Strategist

Tai Hui

Managing Director Chief Market Strategist, Asia Pacific

Dr. Jasslyn Yeo, CFA, CAIA, CFTe

Executive Director Global Market Strategist

Marcella Chow

Vice President Global Market Strategist

Ian Hui

Vice President Global Market Strategist

Chaoping Zhu

Vice President Global Market Strategist

Agnes Lin

Vice President Global Market Strategist

Shogo Maekawa

Vice President Global Market Strategist

Hannah Anderson

Associate Global Market Strategist

Patrik Schöwitz

Managing Director Global Multi-Asset Strategist

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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Portfolio Insights

SIMPLIFY THE COMPLEX WITH MARKET INSIGHTS

Timely Resources

Guide to the Markets

Guide to the Markets Overview

Quarterly Perspectives

J.P. Morgan Web Casts

J.P. Morgan Insights App

Kerry Craig

Yoshinori Shigemi

Tai Hui

Dr. Jasslyn Yeo, CFA, CAIA, CFTe

Marcella Chow

Ian Hui

Chaoping Zhu

Agnes Lin

Shogo Maekawa

Hannah Anderson

Patrik Schöwitz

Kerry Craig

Yoshinori Shigemi

Tai Hui

Dr. Jasslyn Yeo, CFA, CAIA, CFTe

Marcella Chow

Ian Hui

Chaoping Zhu

Agnes Lin

Shogo Maekawa

Hannah Anderson

Patrik Schöwitz

SIMPLIFY THE COMPLEX WITH MARKET INSIGHTS

Timely Resources

Guide to the Markets

Guide to the Markets Overview

Quarterly Perspectives

Featured Market Insights

Weekly Market Recap

On the Minds of Investors

Guide to the Markets

Guide to Alternatives

Monthly Market Review

Solving for Fixed Income

Principles for Successful Long-term Investing

The Year Ahead 2019

Market Bulletins

J.P. Morgan Web Casts

J.P. Morgan Insights App

Latest Market Bulletins

The Demographic Challenge to Above 2% Growth

Does the yield curve inversion signal trouble ahead?

China’s economy and policies: A mid-year review

U.S.–China Trade: Latest 10% Tariff

Fed rate cut: What does it mean for investors?

2Q19 Earnings bulletin: Threading the needle

Yield curve inversion: Understanding the fire alarm

Two for two

Domestic demand: Silver lining amid the cloudy Asian trade outlook

Lots of talk about tariffs

Why invest in alternative assets

European Parliament elections: The populist risk remains contained

Brexit: New UK prime minister, same challenges

Rushing towards easy

Drifting towards easy

Kerry Craig

Yoshinori Shigemi

Tai Hui

Dr. Jasslyn Yeo, CFA, CAIA, CFTe

Marcella Chow

Ian Hui

Chaoping Zhu

Agnes Lin

Shogo Maekawa

Hannah Anderson

Patrik Schöwitz

Kerry Craig

Yoshinori Shigemi

Tai Hui

Dr. Jasslyn Yeo, CFA, CAIA, CFTe

Marcella Chow

Ian Hui

Chaoping Zhu

Agnes Lin

Shogo Maekawa

Hannah Anderson

Patrik Schöwitz