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  • Insights

      Liquidity Insights

      • Liquidity Insights Overview
      • Global Liquidity Investment Outlook

        Global Liquidity Investment Outlook

      • Tokenization

        Explore the full whitepaper to learn how tokenized MMFs can transform your approach to cash management and position your organization at the forefront of digital finance.

      • Case Studies

        Read about companies with specific cash management challenges and the solutions when they worked with J.P. Morgan Asset Management.

      • Partnership with fintechs

        A focus on digital innovation and institutional liquidity solutions drive our dynamic partnership with fintech.

      • ESG Resources for Liquidity Investors

        We’ve created a clear, rigorous ESG process meets the many needs of liquidity investors.

      • Leveraging the Power of Cash Segmentation

        The most effective strategy incorporates a clear investment policy, well-defined goals and parameters for liquidity, quality and return.

      • Cash Investment Policy Statement

        How to write an investment policy statement for your organization

      Market Insights

      • Market Insights Overview
      • Eye on the Market

        Explore Eye on the Market, timely commentary that offers views on the economy, markets, and investment portfolios by Michael Cembalest.

      • Guide to the Markets

        The J.P. Morgan Guide to the Markets illustrates a comprehensive array of market and economic histories, trends and statistics through clear charts and graphs.

      • Market Updates

        Read our weekly commentaries to get market insights that may help inform your investment strategy.

      • Podcasts

        Insights from Tai Hui, Chief Market Strategist, Asia, on what is happening in financial markets, from our Asia Pacific headquarters in Hong Kong.

      • Guide to Investing in Asia

        The Guide to Investing in Asia explores the diverse economies, markets and investment trends across Asia, including Japan, India, China and Southeast Asia.

      Portfolio Insights

      • Portfolio Insights Overview
      • Currency

        Our currency team provides solutions for clients, controlling risk using passive management strategies and generating returns by actively managing global currencies.

      • Fixed Income

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

      • Long-Term Capital Market Assumptions

        Our Long-Term Capital Market Assumptions (LTCMAs) deliver forward-looking return, volatility and correlation estimates for 200+ asset and strategy classes in 20+ base currencies.

      • Sustainable investing

        Sustainable Insights

      • Strategic Investment Advisory Group

        The Strategic Investment Advisory Group approaches today’s investment challenges with a global view across asset classes.

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          About us

          Backed by $4.6T in assets, we harness our active edge to deliver timely ideas and actionable insights that empower investors to achieve what matters most.

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        <p>Strategic Investment Advisory Group</p>

        “Our Strategic Investment Advisory Group, with a sharp view from every vantage point, can connect the dots across global markets. That’s the power of perspective."

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        Our mission

        The Strategic Investment Advisory Group approaches today’s investment challenges with a global view across asset classes. Through an unrivaled collaboration that unites our deep expertise and research within each investment sector, we yield the power of perspective to help our most sophisticated clients achieve their long-term investment goals and build stronger portfolios.

        Who we are

        We’re J.P. Morgan Asset Management’s most seasoned CIOs, portfolio managers and strategists. Collectively we’ve managed more than $2 trillion in assets while investing through countless market cycles. We work together to identify big-picture ideas and develop the deep insights that only our globally connected outlook can deliver.

        What we do

        We apply rigorous research and debate to find solutions that overcome the most pressing obstacles facing investors. Working together to examine the cross-currents running through markets, we find emerging investment opportunities and deliver actionable insights.

        Our insights

        Meet our experts

        Executive Sponsor

        george-gatch

        George Gatch

        CEO of J.P. Morgan Asset Management

        Chair

        michael_cembalest

        Michael Cembalest

        Chairman of Market and Investment Strategy

        Members

        John Bilton, CFA
        Head of Global Multi-Asset Strategy, Multi-Asset Solutions

        John Donohue
        Chief Executive Officer, Asset Management Americas

        Mark Ferguson
        Global Head of Research for Equities

        Jeff Geller
        Portfolio Manager, Multi-Asset Solutions

        Jared Gross
        Head of Institutional Portfolio Strategy

        Kay Herr
        Head of Research, Global Fixed Income, Currency, and Commodities 

        Tai Hui
        Chief Market Strategist, Asia, Global Market Insights Strategy

        Dr. David Kelly, CFA
        Chief Global Strategist, Head of Global Market Insights Strategy

        Jed Laskowitz
        Global Head of Asset Management Solutions

        Bob Michele
        Global Head of Fixed Income, Currency & Commodities, & Co-head of the Asset
        Management Investment Committee

        Kyongsoo Noh, CFA
        Portfolio Manager, Global Liquidity

        Anton Pil
        Global Head of Alternatives

        Paul Quinsee
        Global Head of Equities & Co-head of the Asset Management Investment Committee

        Karen Ward
        Chief Market Strategist, EMEA, Global Market Insights Strategy

        Ash Williams
        Vice Chair, J.P. Morgan Asset Management

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