Portfolio Insights

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.

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.

Factor Views

Factors were generally positive amid volatile markets; equity value, quality and momentum performed well. Merger arbitrage extended all-time highs and remains well supported.

Preparing for climate change: How drought will change the U.S. West

As the Western U.S. drought moves towards a megadrought, it's time to start preparing for climate change. Explore how climate-based phenomena may unfold.

Emerging Market Debt Quarterly Strategy

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

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.

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.

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.

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.

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.

Monthly Strategy Report

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

Fixed Income Insights

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

A sweet spot for the Australian dollar

Understanding the opportunity in Chinese equities

Asset class views

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.

Alternative Asset Management Outlook

Given the uncertain near-term outlook, we believe it is prudent to focus on strategies that do well in volatility and are ready to take advantage of market dislocations.

Why are currencies calm amid rates repricing?

Over the last few months markets have priced significant additional policy tightening from global central banks in response to a widespread acceleration in inflation. This phenomenon has been global in nature, catalysed by changes in outlook and policy from smaller central banks but also affecting the largest markets.

How can I invest for climate change

Investors have a role in helping to slow, stabilize, potentially reverse—or adapt to some inevitable—climate change

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.

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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