Long Term Capital Markets 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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TIMELY RESOURCES
Monthly Strategy Report
We review trends across markets and economies, consider what they mean for our multi-asset portfolios and present a positioning update.
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Factor Views
During one of the most challenging years for investors, equity factors, led by value and quality, continued to climb. A blend of factors hit a record high to close out the year.
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Transportation investment outlook: Navigating global supply chain shifts
Explore our Transportation Industry Outlook to find out how external factors such as disrupted supply chains are expected to impact performance over 2023.
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Global Equity Views
Despite recent weakness in global markets, many of our portfolio managers remain rather cautious about the outlook. Quality and predictability, as well as modest valuations, matter most in this environment.
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State of the high yield market: Top-of-mind questions for investors
2022 was a challenging year, characterised by tightening monetary policy in response to high inflation caused by a post-Covid pickup in demand, and by a European war.
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What’s rattling emerging market equities and where they may go from here
Rate hikes, COVID-19 lockdowns and geopolitics have been punishing but we see potential silver linings.
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Where’s the snow? The climate is changing in ski regions
Climate change is currently making snow scarcer in regions where snow sports have traditionally thrived.
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The global carbon market: How offsets, regulation and new standards may catalyze lower emissions and create opportunities
Sarah Kapnick, Ph.D., our Senior Climate Scientist and Sustainability Strategist, explains why interest in carbon markets and emissions trading systems is surging—to both help halt climate change, and for investors, to potentially achieve long-term returns.
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Emerging Market Equity Views
Our Emerging Market Equity Views assesses the outlook for Emerging Market equities and focus on where key markets are in the economic cycle.
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FOMC Statement & Potential Impact on Fixed Income
This paper, written by Ramon Maronilla, highlights the market view from the Global Fixed Income, Currency & Commodities Team regarding the recent Federal Reserve’s announcement.
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Emerging Market Strategy
Fundamentals of emerging markets remain strong, while risks to the asset class are primarily external, not internal, and trade skirmishes amid a rebalancing and slowing Chinese economy.
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Fixed income investing in 2020
After a challenging 2018, fixed income investors caught a break in 2019 with the U.S. Barclays Aggregate returning 8.7%, its best year since 2002.
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Understanding the opportunity in Chinese equities
Understanding the opportunity in Chinese equities
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A sweet spot for the Australian dollar
A sweet spot for the Australian dollar
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Multi-family property investing in Japan – The population paradox
Shrinking and rapidly-aging population. Low economic growth. Muted inflation. These are some of the misconceptions around real estate investment in Japan. Given such branding, investing in Japan multi-family residential assets may seem paradoxical. However, when we look beyond the headlines we see the valuable investment opportunities in the sector.
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Asset class views
Asset class views
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Long Term Capital Markets Assumptions
Discover J.P. Morgan's Long-Term Capital Market Assumptions, drawing on the best thinking of our experienced investment professionals worldwide.
Read more
Fixed Income Insights
We highlight themes and implications from various fixed income teams to help guide your portfolio decisions.
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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)