Skip to main content
logo
  • Produits
    Aperçu

    Produits

    • FNB
    • Comptes en gestion distincte
  • Stratégies
    Aperçu
    • La stratégie des marchés privés de J. P. Morgan
    • Capital-investissement
    • Placements non traditionnels
    • Placement dans les FNB
  • Perspectives
    Aperçu
  • À propos de nous
    Aperçu
  • Comment nous contacter
  • Langue
    • Français
    • English/ Anglais
  • Rôle
  • Pays
Recherche
Menu
Recherche
Vous êtes sur le point de quitter le site Fermer
Les conditions d'utilisation, les politiques de confidentialité et de sécurité du site web et/ou de l'application mobile de J.P. Morgan Asset Management ne s'appliquent pas au site ou à l'application que vous êtes sur le point de visiter. Veuillez consulter ses conditions d'utilisation, ses politiques de confidentialité et de sécurité pour voir comment elles s'appliquent à vous. J.P. Morgan Asset Management n'est pas responsable des (et ne fournit pas de) produits, services ou contenus sur ce site ou cette application tiers, sauf pour les produits et services qui portent explicitement le nom de J.P. Morgan Asset Management.
SUITE Retour
  1. Portfolio Insights

  • LinkedIn Twitter Facebook WhatsApp
  • 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 3Q 2024

The data reaffirm our base case view of moderating growth and cooling inflation. We overweight equities and credit and underweight duration. In equities we favor the U.S. and rotate our most preferred cyclical region from Japan to Europe. Positive stock-bond correlation may decline modestly but will likely persist.

Read more

Global Fixed Income Views 3Q 2024

Despite mixed data and the rarity of soft landings, the Fed may have engineered one. Our base case: 70% probability of Sub Trend Growth. An economy gliding to trend growth, and 2% inflation, have always been good for credit risk. This time should be no exception.

Read more

Global Equity Views 2Q 2024

Our portfolio managers are a little more cautious on the outlook. Many prefer quality stocks and find less expensive names in the more cyclical, industrial areas of the market. Fundamentals of corporate profits still look good.

Read more

Factor Views 2Q 2024

Factors had a strong first quarter, particularly equity factors. Equity value rose in nearly every region and remains inexpensive. Prospects remain attractive for a range of factors, including equity value and quality in the U.S., and macro carry

Read more
  • Perspectives sur les classes d’actifs