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Weekly Market Recap

A one-page snapshot of market performance, statistics and trends.

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Multi-Asset Solutions Weekly Strategy Report

After several months of calm, recent weeks have brought a resurgence of international trade disputes; the U.S. and China raised tariffs again on each other’s goods, and other trade issues continue to ferment.

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From crisis to Goldilocks

By Pierre-Yves Bareau
We enter the 2nd quarter with a constructive view on emerging markets debt. In our view, the combination of a dovish Federal Reserve, Chinese stimulus and a stable servicing backdrop should lead to a stable returns profile for the rest of 2019.
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Factor Views 2Q 2019

By Yazann Romahi, Garrett Norman
Factor performance was bifurcated amid sharp market reversals. Equity factors were down across the board; macro factors were bolstered by carry across asset classes. We see potential catalysts in place across equity, event-driven and macro spaces.
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Global Fixed Income Views 2Q19

By Bob Michele
We cut the chances of Above Trend Growth to 45%; we expect a soft landing and roughly trend growth for the global economy and don’t see recession in 2019 or early 2020. Favored sectors: emerging market debt and FX, BBB corporates, high yield credit and loans and short-term securitized credit.
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Global Asset Allocation Views 2Q 2019

By John Bilton
Although recession risk is muted, we anticipate subtrend global growth in 2019. We slightly underweight stocks and overweight duration, taking cash back to neutral. The current environment supports carry a little more than capital growth. 
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Global Equity Views 1Q 2019

By Paul Quinsee
After a year of weak returns, we see an above-average level of opportunity across areas of global stock markets. By region our U.S. investors are the most optimistic as 2019 begins. Trade tensions and tariffs pose the main risk to equity markets.
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UK Bank of England meeting: Rates on hold amid mixed signals on the economy

By Karen Ward
The Bank of England (BoE) held its base rate of interest unchanged at 0.5% at its meeting today.
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Renewable energy and battery storage: Impacts of disruption on the core infrastructure investor

Disruption threatens all investors. Every industry and sector faces disruption risks from new technologies, competitors, politics and regulations.
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3Q 2017 Guide to the Markets and Quarterly Perspectives

Introducing our third quarter 2017 Guide to the Markets and Quarterly Perspectives. A comprehensive array of market and economic trends illustrated with clear and compelling charts.
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