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    1. Insights

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    Insights to empower better decisions

    Tools and resources necessary to help you make informed investment decisions and build stronger portfolios

    The Weekly Brief
    New Europe 07 - 03 - 2022
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    Our flagship Insights

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    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.

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    ltcma

    Long-Term Capital Market 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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    gta

    Guide to Alternatives

    Get insights on macro topics such as manager dispersion, while also diving into real estate, private credit, private equity and hedge funds and more.

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    Market Commentary

    How might the balance of power shift in Congress after the midterms?

    With the midterm elections fast approaching, how might the power shift in Washington, and how should investors prepare?

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    The advantage of high dividend stocks in a stagflationary environment

    Explore how dividend paying stocks can help build portfolio resilience against the prospects of high inflation and recession.

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    Exploring the economics of Europe’s energy crisis

    Surging energy prices and faltering gas supply could trigger an economic shock for Europe. Learn more about the investment implications of the looming energy crisis.

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    ESG investing in China: Considerations for sustainable portfolios

    China does not stack up well on most ESG metrics. Explore our take on whether investing in China can be reconciled with investing sustainably.

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    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.

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    A new supercycle – the clean tech transition and implications for global commodities

    A forced and rapid energy transition is under way. Discover what impact this will have on commodity markets and clean energy investment opportunities.

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    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.

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    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

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    Featured Portfolio Insights

    Global Asset Allocation Views 1Q 2023

    Expecting subtrend global growth and cooling inflation, we remain underweight equities and lean away from U.S. stocks In duration, we are neutral, with a preference for U.S. Treasuries. We upgrade credit to overweight, but specifically for investment grade.

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    Factor Views 4Q 2022

    The factors that we favor held up well in a challenging 3Q 2022 market environment: Equity momentum, merger arbitrage and macro carry were all positive, and losses across other factors were relatively limited. We maintain our positive outlook for equity factors, which appear cheap.

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    Global Equity Views 1Q 2023

    Our portfolio managers are becoming more optimistic. Profit forecasts are getting more realistic, so far earnings have held up well, and valuations look much more attractive than they did a year ago.

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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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    Global Fixed Income Views 1Q 2023

    Recession is our base case scenario, at 60%. We’re keeping Sub Trend Growth at 30% while reducing Above Trend Growth to 0% and Crisis to 10%. Our best idea: Use every backup in yields to add high quality duration, such as investment grade corporate bonds.

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