Webcasts

SI Insights

Hosted by Hugh Gimber, Global Market Strategist, the series will feature the specialist perspectives of our analysts, senior investors and sustainable investing experts, to help you build a more complete picture.

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Monthly | 3PM

Market Watch Series

Join us monthly where Karen Ward, Chief Market Strategist for EMEA, will provide a market update, and will be joined by one of our senior investment professionals for a more detailed look at an individual asset class or market.

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Monthly | 10AM

Macro Strategies Webinar

Join the Macro Strategies team monthly for an update on their macro and market views, positioning and recent performance. The team will refer to data for the JPMorgan Investment Funds – Global Macro Opportunities Fund as representative of the funds they manage.

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2023 Alternatives Outlook

We present a 12- to 18-month outlook for alternative assets and explore the most promising investment ideas from the CEOs, CIOs and strategists of our USD 200 billion-plus alternatives platform.

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Eye on the Market Outlook 2023

Policy tightening around the globe in response to rising inflation has shifted the catalysts that have driven markets for more than a decade, ushering in a new era of investing. Join Michael Cembalest and Mary Erdoes to hear their insights on asset repricing, the next recession, opportunities in fixed income, the future of inflation, the decline of globalisation and more.

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2023 Long-Term Capital Market Assumptions

John Bilton, Thushka Maharaj, and Maria Paola Toschi discussed the projections that are at the core of our approach to building stronger portfolios and explained how you can use them to inform your own strategic asset allocations.

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Rethinking fixed income?

For the first time in a generation fixed income yields are attractive, but investors are grappling with persistent inflation and wage growth, ‘nasty’ central banks, and the prospect of a hard landing into a recession. Bob Michele will be joined by expert speakers to explain their outlook for yields, how they are navigating heightened bond market volatility and the best opportunities in fixed income markets.

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Fixed Income Quarterly

Each quarter, the senior investors from across the Global Fixed Income, Currency and Commodities Group (GFICC) come together to discuss the key factors driving fixed income markets. This meeting sets the roadmap for the coming 3-6 months, establishes the team's macroeconomic outlook and explores the implications for fixed income markets.

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Bonds are Back

Join Lisa Coleman, Head of the Global Investment Grade Corporate Credit team, Leah Parento, Senior Portfolio Manager Emerging Markets Corporate Debt, and Bob Michele, our fixed income CIO, to explore what we expect from bond markets in 2023 and our highest conviction sectors, including IG credit and emerging markets.

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Investment Options

Capabilities & Solutions

Market Insights

Portfolio Insights

ETF Insights

SI Insights

Market Watch Series

Macro Strategies Webinar

2023 Alternatives Outlook

Eye on the Market Outlook 2023

2023 Long-Term Capital Market Assumptions

Rethinking fixed income?

Fixed Income Quarterly

Bonds are Back

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