Skip to main content
logo
  • Products
    Overview

    Products

    • ETFs
    • Separately Managed Accounts
  • Strategies
    Overview

    Strategies

    • J.P. Morgan Private Market Strategy
    • Private Equity Investing
    • Alternatives Investing
    • ETF Investing
  • Insights
    Overview

    Market Insights

    • Market Insights Overview
    • Guide to the Markets
    • Guide to Alternatives
    • The Canada Economic and Market Update
    • On the Minds of Investors
    • Principles of Alternative Investing

    Portfolio Insights

    • Portfolio Insights Overview
    • Alternatives
    • Asset Class Views
    • Long-Term Capital Market Assumptions
    • Alternative Outlook
    • Multi-Asset Solutions Strategy Report
  • About Us
    Overview
  • Contact Us
  • Language
    • English
    • Français/ French
  • Financial Advisers
  • Canada
Search
Menu
Search
You are about to leave the site Close
J.P. Morgan Asset Management’s website and/or mobile terms, privacy and security policies don't apply to the site or app you're about to visit. Please review its terms, privacy and security policies to see how they apply to you. J.P. Morgan Asset Management isn’t responsible for (and doesn't provide) any products, services or content at this third-party site or app, except for products and services that explicitly carry the J.P. Morgan Asset Management name.
CONTINUE Go Back

  1. Portfolio Insights

  • LinkedIn Twitter Facebook
  • Markets
  • Portfolios


Insights to build stronger portfolios

Timely commentary, strategic perspectives and in-depth analysis from  our investment teams to help guide your portfolio decisions.

 

 

Most popular Insights

Long-Term Capital Market Assumptions

Time-tested projections to help build stronger portfolios

Learn more

Global Alternatives Outlook

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

Read more

Asset class views from our senior investors

Global Asset Allocation Views 2Q 2025

As U.S. growth is cooling, but not collapsing, we have trimmed overall risk in our portfolios. We are broadly neutral to modestly overweight equity; we overweight credit with reasonable conviction and mildly overweight duration.

Read more

Global Fixed Income Views 2Q 2025

We see Sub-Trend Growth as becoming more likely at 60%, and have lowered the probability of Above-Trend Growth to 10%. We raised the probability of a Recession to 20% while Crisis remains at 10%.

Read more

Global Equity Views 1Q 2025

2025 looks like a good year for profits. Many of our investors favor adding to defensive and higher quality names while remaining cautious about AI stock valuations.

Read more

Factor Views 1Q 2025

U.S. equity factors led the market lower in the fourth quarter of 2024, the first decline, in aggregate, since early 2023 as the market was challenged by stock investors’ preference for expensive, low quality stocks. Macro factors performed well.

Read more
  • Asset Class Views
JP Morgan Asset Management
  • About us
  • Investment stewardship
  • Privacy policy
  • Cookie policy
  • Sitemap
  • Conflicts of interest disclosure

  • J.P. Morgan

  • JPMorgan Chase

  • Chase

Copyright 2025 JPMorgan Chase & Co. All rights reserved.

The price of equity securities may fluctuate rapidly or unpredictably due to factors affecting individual companies, as well as changes in economic or political conditions. These price movements may result in loss of your investment. The website is not to be construed as a public offering of a security in any jurisdiction in Canada. Commissions, trailing commissions, management fees and expenses all may be associated with ETF investments. Important information about the JPMorgan ETFs, including investment objectives and strategies, and applicable management fees, performance fees (if any), and other charges, is contained in their respective prospectus. Please read the prospectus carefully before investing. ETFs are not guaranteed, their values change frequently and past performance may not be repeated. Past returns are not necessarily indicative of future performance. You should not rely on or view any past performance as a guarantee of future investment performance. The JPMorgan ETFs are not being offered in the United States by way of this website and are not intended for distribution, or to be marketed or sold, in the United States. The information and materials in this website are for informational purposes only. They are not intended as investment, financial or other advice. The information included in this website is not an offer to sell. While the information and material in this website are believed to be accurate at the time its prepared, J.P. Morgan Asset Management (Canada), Inc. (and its affiliates, subsidiaries, or sub-advisors) cannot give any assurance that it is accurate, complete, or current at all times. By accessing this website or any of its pages you understand, accept, and agree to the terms set out above. If you do not agree to these terms, do not view the website or any of its pages. This website is issued in Canada, by JPMorgan Asset Management (Canada) Inc., which is a registered Portfolio Manager and Exempt Market Dealer in all Canadian provinces and territories except the Yukon and is also registered as an Investment Fund Manager in British Columbia, Ontario, Quebec and Newfoundland and Labrador.

 

J.P. Morgan Asset Management is the brand for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide.

Hello,

You appear to be located in:

United States

Do you want to be redirected?

Change to another country/region