Portfolio Insights

Insights to build stronger portfolios - educational research, portfolio manager insights, timely trends and asset allocation applications.

Long-Term Capital Market Assumptions

Time-tested projections to help build stronger portfolios

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Multi-Asset Solutions Strategy Report

Highlights key developments in markets and economies, and examines the potential investment implications for multi-asset portfolios.

Fixed Income Insights

We highlight themes and implications from various fixed income teams to help guide your portfolio decisions

TIMELY RESOURCES

2025 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.

Factor Views 4Q 2024

As equity and credit markets climbed, factors posted small gains in Q3, overcoming a bout of mid-summer volatility. U.S. equity factors led the way and commodity factors performed well; FX carry and momentum had a tough quarter.

Global Equity Views 4Q 2024

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.

Between a soft and firm landing: Q3 2024

Our quarterly EMD strategy report assesses the latest economic developments in emerging markets and sets out our base case scenario for the asset class.

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.

Multi-Asset Solutions Strategy Report

We review trends across markets and economies, consider what they mean for our multi-asset portfolios and present a positioning update.

Asset class views

Fixed Income Insights

We highlight themes and implications from various fixed income teams to help guide your portfolio decisions.

Global Asset Allocation Views 4Q 2024

We have growing conviction in a return to trend-like growth and an extension of the cycle. We overweight credit, which should offer equity-like returns over the next two to three quarters. In our equity overweight we favor the U.S., Japan and emerging market ex-China equity. We are neutral overall on duration.

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Global Fixed Income Views 4Q 2024

Amid the debate around the rate cut, we nod to policymakers for cooling a supercharged economy, though risks remain. Our overwhelming bias: investments benefiting from proactive central bank easing, including carry-oriented ideas and yield curve steepeners. Our ABCs for a rate-cutting cycle? Anything But Cash.

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Global Equity Views 4Q 2024

Profits remain healthy but momentum is slowing and valuations are high in the all-important U.S. market. Many of our investors favor defensive and higher quality names while remaining skeptical about AI enthusiasm.

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