Guide to the Markets

  • Introduction
  • Equities
  • Economy
  • Fixed Income
  • International
  • Alternatives
  • Investing Principles
  • Disclosures

Cover page

J.P. Morgan Asset Management – Risks & disclosures

J.P. Morgan Asset Management – Risks & disclosures

Cover page

Guide to the Markets
U.S.1Q 2025As of December 31, 2024
Guide to the Markets
Easily illustrate key investing topics during client conversations.

Global Market Insights Strategy team

Global Market Insights Strategy team

Page reference

Page reference

S&P 500 index at inflection points

S&P 500 valuation measures

P/E ratios and equity returns

Sources of earnings growth and profit margins

Earnings, buybacks and dividends by sector

Value vs. Growth: Valuations and interest rates

Value vs. Growth: Cash, R&D and capex

S&P 500: Index concentration, valuations and earnings

Magnificent 7 performance and earnings dynamics

Small cap, mid-caps and large caps

Returns and valuations by style

Returns and valuations by sector

Annual returns and intra-year declines

Components of GDP growth

Consumer finances

Consumer spending and saving

Consumer confidence and the stock market

Tech-driven capital spending

Federal finances

Unemployment and wages

Labor demand

Labor supply

Inflation

Inflation components

Oil markets

Electricity consumption

Dollar drivers

Tariffs on U.S. imports

The Fed and interest rates

The Federal Reserve balance sheet

Interest rates and inflation

Fixed income market dynamics

Yield curve

Credit market dynamics

Fixed income yields

Global fixed income

Municipal finance

Bloomberg U.S. Agg. annual returns and intra-year declines

Fixed income yields and forward returns

Global equity markets

Global equity return composition

International valuations

Global equity earnings and valuations

Interest rates and international developed markets

Global market performance and concentration

International market secular themes and trends

Global economic activity momentum

Global trade patterns

Global technology supply chains

Correlations and volatility

Alternatives: Correlations, returns and yields

Sources of global infrastructure returns

U.S. REITs and direct real estate

U.S. public equity trends

Alternatives and manager selection

Asset class returns

Valuations monitor

Single-stock volatility and equity market returns

Investing at all-time highs

Time, diversification and the volatility of returns

60/40 portfolio drift

Manager dispersion

CD rates and other investment opportunities

Market returns around the start of Fed cutting cycles

Consumer confidence by political affiliation

J.P. Morgan Asset Management – Index definitions

J.P. Morgan Asset Management – Index definitions & disclosures

J.P. Morgan Asset Management – Index definitions & disclosures

J.P. Morgan Asset Management – Risks & disclosures

J.P. Morgan Asset Management – Risks & disclosures

Cover page

Guide to the Markets
U.S.1Q 2025As of December 31, 2024
Guide to the Markets
Easily illustrate key investing topics during client conversations.

Global Market Insights Strategy team

Global Market Insights Strategy team

Page reference

Page reference

S&P 500 index at inflection points

S&P 500 valuation measures

P/E ratios and equity returns

Sources of earnings growth and profit margins

Earnings, buybacks and dividends by sector

Value vs. Growth: Valuations and interest rates

Value vs. Growth: Cash, R&D and capex

S&P 500: Index concentration, valuations and earnings

Magnificent 7 performance and earnings dynamics

Small cap, mid-caps and large caps

Returns and valuations by style

Returns and valuations by sector

Annual returns and intra-year declines

Components of GDP growth

Consumer finances

Consumer spending and saving

Consumer confidence and the stock market

Tech-driven capital spending

Federal finances

Unemployment and wages

Labor demand

Labor supply

Inflation

Inflation components

Oil markets

Electricity consumption

Dollar drivers

Tariffs on U.S. imports

The Fed and interest rates

The Federal Reserve balance sheet

Interest rates and inflation

Fixed income market dynamics

Yield curve

Credit market dynamics

Fixed income yields

Global fixed income

Municipal finance

Bloomberg U.S. Agg. annual returns and intra-year declines

Fixed income yields and forward returns

Global equity markets

Global equity return composition

International valuations

Global equity earnings and valuations

Interest rates and international developed markets

Global market performance and concentration

International market secular themes and trends

Global economic activity momentum

Global trade patterns

Global technology supply chains

Correlations and volatility

Alternatives: Correlations, returns and yields

Sources of global infrastructure returns

U.S. REITs and direct real estate

U.S. public equity trends

Alternatives and manager selection

Asset class returns

Valuations monitor

Single-stock volatility and equity market returns

Investing at all-time highs

Time, diversification and the volatility of returns

60/40 portfolio drift

Manager dispersion

CD rates and other investment opportunities

Market returns around the start of Fed cutting cycles

Consumer confidence by political affiliation

J.P. Morgan Asset Management – Index definitions

J.P. Morgan Asset Management – Index definitions & disclosures

J.P. Morgan Asset Management – Index definitions & disclosures

J.P. Morgan Asset Management – Risks & disclosures

J.P. Morgan Asset Management – Risks & disclosures
Cover page
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Guide to the Markets