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.
Insights to build stronger portfolios - educational research, portfolio manager insights, timely trends and asset allocation applications.
We bring you insights based on our nearly 50 years of experience investing in alternatives and more than 800 alternatives professionals around the globe.
We review trends across markets and economies, consider what they mean for our multi-asset portfolios and present a positioning update.
Factors had a strong first quarter, particularly equity factors. Equity value rose in nearly every region and remains inexpensive. Prospects remain attractive for a range of factors, including equity value and quality in the U.S., and macro carry.
Our portfolio managers are modestly positive on markets. Despite high valuations, we think it is too early to take a stance against the AI winners. We prefer quality stocks across sectors, but the most obviously defensive stocks look overpriced.
Our quarterly EMD strategy report assesses the latest economic developments in emerging markets and sets out our base case scenario for the asset class.
Discover J.P. Morgan's Long-Term Capital Market Assumptions, drawing on the best thinking of our experienced investment professionals worldwide.
Asset class views
We highlight themes and implications from various fixed income teams to help guide your portfolio decisions.
Keep portfolios on course through fast-moving markets
Get instant portfolio analytics, side-by-side comparisons, historic stress tests, future scenarios, observations and client reports – all at no cost.
For more information, please call or email us. You can also contact your J.P. Morgan representative.
1800 576 100 (Application enquiries)