On the Minds of Investors

What investment questions are on the minds of investors? Explore the questions investors ask frequently and find answers at J.P. Morgan Asset Management.

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2 days ago

How vulnerable is mega-cap tech to tariff turmoil?

Explore the vulnerabilities of mega-cap tech stocks amid rising tariff tensions and global supply chain disruptions. Discover how trade wars and economic shifts are impacting market dynamics, investor strategies, and the future of AI-driven innovation in 2025.

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By Stephanie AliagaStephanie AliagaStephanie AliagaGlobal Market Strategist
2 days ago
2025-04-03

What are the impacts of the April 2nd tariff announcements?

Discover the effects of President Trump's new tariffs on global trade and investment strategies. Learn about potential economic impacts and how to navigate trade turmoil with diversification and active management.

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By Gabriela SantosGabriela SantosGabriela SantosChief Market Strategist for the Americas and Mary Park DurhamMary Park DurhamMary Park DurhamResearch Analyst
2025-04-03
2025-04-02

The quarter in review: what happened in 1Q 2025?

Discover the key market dynamics of 1Q 2025, including tariff uncertainty, trade policies, and economic projections, and their impact on U.S. and international markets, commodities, and investor sentiment.

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By Jack ManleyJack ManleyJack ManleyGlobal Market Strategist
2025-04-02
2025-03-26

What does a C grade on U.S. infrastructure mean for investors?

Discover investment opportunities from the ASCE's 2025 Report Card, which rates U.S. infrastructure a C grade. Learn how infrastructure investments offer stability, inflation protection and potential in public-private partnerships and energy transitions.

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By Aaron Mulvihill
AM
Aaron MulvihillGlobal Market Strategist
2025-03-26
2025-03-20

Is the Federal Reserve (Fed) concerned about policy uncertainty in Washington?

Explore the Federal Reserve's March 2025 policy decisions, economic outlook, and investment strategies amidst rising uncertainty and stagflation risks.

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By Jordan JacksonJordan JacksonJordan JacksonGlobal Market Strategist
2025-03-20
2025-03-19

Tariff turmoil or trade truce?

Explore the potential market scenarios in 2025 with Meera Pandit's insightful analysis on tariff turmoil, trade truces, tax cuts, tech tumbles, and inflation spikes. Discover how these scenarios could impact equities, yields, and your investment portfolio. Learn about the importance of diversification and alternative investments in navigating volatile markets.

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By Meera PanditMeera PanditMeera PanditGlobal Market Strategist
2025-03-19

Dr. David Kelly

Chief Global Strategist

18 years with J.P. Morgan
35 years in the Industry

Jack Manley

Global Market Strategist

13 years with J.P. Morgan
13 years in the Industry

Gabriela Santos

Global Market Strategist

13 years with J.P. Morgan
16 years in the Industry

Meera Pandit

Global Market Strategist

14 years with J.P. Morgan
14 years in the Industry

Jordan Jackson

Global Market Strategist

10 years with J.P. Morgan
10 years in the Industry

Stephanie Aliaga

Global Market Strategist

8 years with J.P. Morgan
8 years in the Industry