Insights

In-depth analysis into markets and the evolving investment landscape from our expert investment teams and strategists.

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 Insights

Simplify the complex with our timely and thought-provoking insights on market events and outlook and make informed investment decisions more confidently.

Webconferences

Listen to recorded updates from our portfolio managers and market strategists and register for future editions. These materials are for financial professionals only.

Long-Term Capital Market Assumptions

Discover the 2022 edition of J.P. Morgan's Long-Term Capital Market Assumptions, drawing on the best thinking of our experienced investment professionals.

Market Insights

Featured On the Minds of Investors

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Investment Outlook 2022

With valuations where they are today, we need to be selective about where we’re putting our money to work. Explore our Investment Outlook for 2022.

Investment Principles

Investing for the future successfully doesn't require prediction. See how strategies like compound interest investing can help you in the long-term at J.P. Morgan.

Introducing the 7 Essentials of ESG

We’ve all seen how Sustainable Investing and ESG themes have captured the headlines and investor attention. To help you understand the key implications, and to facilitate conversations with clients, we have launched the 7 Essentials of ESG, a new infographic from our Market Insights team.

On the Minds of Investors

Protecting against inflation: Part 2 – The labour market is key

Today, there are more job openings than there are unemployed workers. Explore what impact a tight labour market could have on inflation in 2022.

Protecting against inflation: Part 1 - Storm in the ports

Inflation is standing at record levels across many markets. Explore our framework for tracking the impact of supply chain disruption on inflation in 2022.

COP26: Not a failure, not a success

COP26 saw significant announcements in areas such as coal, methane and deforestation, yet progress fell short of the scale required to give us confidence that disruptive climate outcomes can be avoided. Physical climate risks warrant careful consideration for long-term investors.

UK equities offer value

With UK shares looking cheap, long-term investors may be able to pick up a bargain in the UK stock market this year. Explore our outlook for UK equities.

Monetary and fiscal coordination and the inflation risks

With the recovery supported by loose monetary and fiscal policy, Global Market Strategist Jai Malhi asks whether the balance of risk has shifted towards higher inflation.

Four reasons why investors should not underestimate the European Union’s pandemic recovery fund

Explore how the fiscal stimulus provided by the EU's pandemic recovery fund could lead to stronger economic growth and boost demand for European assets.

Value is back, but growth is not out

Will this year’s value rally continue, or are growth stocks set to regain the initiative? In our latest On the Minds of Investors article, Global Market Strategist Tilmann Galler examines the basic drivers of value outperformance, and looks at how value stocks may perform in three near-term economic scenarios based on our latest projections.

The implications of carbon pricing initiatives for investors

Could carbon prices be about to rise? Global market strategist Vincent Juvyns looks at the increasing regulatory pressures on carbon pricing, and assesses the potential impact on markets

Achieving net zero: The path to a carbon-neutral world

Governments are aligning behind the goal of achieving net zero emissions by 2050, but dramatic changes to the global economy will be required to get us there. Learn more about the policies and innovations that could pave the way to a carbon-neutral world.

The impact of ESG factors on portfolio returns

History provides only a limited guide to the implications of ESG factors for returns. We look at the conclusions that can be drawn from the past, and how investors can prepare for the future.

Why and how to re-think the 60:40 portfolio

The challenge of low government bond yields means investors must rethink the 60:40 stock:bond allocation. Discover where they can turn for diversification.

What are the implications of rising corporate bond defaults in China?

This paper, written by Marcella Chow and Chaoping Zhu, discusses the outlook on capital markets following a rise in Chinese bond defaults.

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Portfolio Insights

Global Asset Allocation Views 1Q 2022

While the pace of growth may moderate in 2022 we continue to see a positive backdrop for risk assets. The strong earnings outlook and gradual increase in yields keeps us overweight stocks and credit and underweight bonds and cash.

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Global Fixed Income Views 1Q 2022

We kept our 4Q scenario expectations intact: Above Trend Growth is still our base case, at 80%; Sub Trend growth stays at 10% and we leave Recession and Crisis at 5% each. Best ideas include high yield debt, bank loans and bank AT1 securities.

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Global Equity Views Q4 2021

The outlook for profit growth in 2022 remains pretty robust. High valuations for the most popular stocks are a challenge, but many markets, industries and themes are much less expensive. In Chinese equity markets, there’s gloom but not doom.

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Emerging Market Debt Quarterly Strategy report Q1 2022

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

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Factor Views Q4 2021

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

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Global Alternatives Outlook 2021

Explore the most promising investment ideas across our global alternatives platform and learn why alternatives are no longer optional—but essential.

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ETF Perspectives

Explore insights from J.P. Morgan Asset Management’s ETF research. In addition discover data and commentary on current topics related to ETF classes and strategies.

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Sustainable Investing Insights

We believe that ESG considerations can play a critical role in a long-term investment strategy.

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Insights App

Insights App allows you to create custom versions of our industry-leading Guide to the Markets You’ll find audio commentary and talking points for each Guide slide along with videos, podcasts, market bulletins, commentary and portfolio analytics – all of which you can save, organise and share.

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Guide to the Markets

Market Insights

Webconferences

Long-Term Capital Market Assumptions

Market Insights

Investment Outlook 2022

Investment Principles

Introducing the 7 Essentials of ESG

Portfolio Insights

Global Asset Allocation Views 1Q 2022

Global Fixed Income Views 1Q 2022

Global Equity Views Q4 2021

Emerging Market Debt Quarterly Strategy report Q1 2022

Factor Views Q4 2021

Global Alternatives Outlook 2021

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