Market Insights Overview

Featured insights

Making good investment decisions in times of volatility

Investors are often tempted to sell in downturns even though market shocks usually have only short-term effects on asset prices. Explore the reasons why it's important to stay invested with a long time

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.

Eye on the Market

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

Beyond the pause: What happens after peak rates?

A likely pause in the US hiking cycle is now approaching. See how the peak in rates has impacted equity and bond markets in the past.

Sustainability and portfolio returns

Read about the complex issues at the heart of measuring the financial impact of ESG investing.

India’s appeal to investors

This paper, written by Tai Hui and Tilmann Galler, discusses the outlook for India equities and the investment implications.

European stocks deserve more attention

Europe has made structural improvements and we think investors should sit up and take notice.

What happens if the US breaches the debt ceiling?

Global Market Strategists Meera Pandit and Max McKechnie explain the implications of a potential failure of US debt ceiling negotiations.

The changing shape of Europe’s energy transition

Accelerating efforts to achieve a green and secure energy supply are having an impact on the economy and markets.

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.

Answers to the key questions raised by the recent stress in the banking sector

Amid ongoing market volatility, the Market Insights team answers the key questions raised by the recent stress in the US and European banking sectors.

Green bonds: Is doing good compatible with doing well in fixed income?

Green bonds are attractive instruments for working towards positive environmental benefits. Find out why demand for green bonds from investors is expected to continue to grow.

Marking the bottom of the Chinese economic cycle

This paper discusses the outlook for the Chinese economy with an update on latest GDP number and the COVID-19 situation.

The impact of higher interest rates on housing and consumers

Learn whether rising interest rates could cause a housing market crash and what it means for consumers.

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.

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.

The European Central Bank aims to ‘thread the needle’

The leader of the European Central Bank (ECB) has become very familiar with the challenge of ‘threading the needle’ in recent years and the test facing Christine Lagarde today was no different.

The ECB unveils targeted measures and passes the baton

The ECB announced measures to cushion the COVID-19 financial shock, but stopped short of cutting rates. All eyes are now on governments for a fiscal response.

UK monetary and fiscal stimulus – Unprecedented shock, unprecedented response

The UK’s coordinated monetary and fiscal response to the COVID-19 outbreak is unprecedented.

Changing of Lagarde, but toolkit challenges remain

The European Central Bank (ECB) made no changes to its key interest rates, asset purchases and forward guidance and is unlikely to make any changes in the coming months.