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  1. Insights

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Insights

In-depth analysis into markets and the evolving investment landscape from our expert investment teams and strategists.

Stay Current

  • The Weekly Brief
  • Weekly Bond Bulletin
  • Monthly Strategy Report
  • Monthly Market Review

Guide to the Markets

The J.P. Morgan Guide to the Markets illustrates a comprehensive array of market and economic histories, trends and statistics through clear charts and graphs.

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Market Insights

Simplify the complex with our timely and thought-provoking insights on market events and outlook and make informed investment decisions more confidently.

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Investment Outlook

Discover the 2021 edition of J.P. Morgan's Investment Outlook; gain insights from our team’s broad view on the major economies and asset markets globally.

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Long-Term Capital Market Assumptions

Discover the 2021 edition of J.P. Morgan's Long-Term Capital Market Assumptions, drawing on the best thinking of our experienced investment professionals.

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Market Insights

Featured On the Minds of Investors
Featured

Investment Outlook 2021

The EMEA Market Insights team expects a Covid-19 vaccine to lead to a robust recovery as 2021 progresses. Find out about the investment implications and the risks to this view.

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Investment Principles

Investing for the future successfully doesn't require prediction. See how strategies like compound interest investing can help you in the long-term at J.P. Morgan.

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Where still offers value and could continue to benefit if a vaccine is approved?

A Covid-19 vaccine could be a game changer for the global economy and markets. Global Market Strategist, Mike Bell highlights three areas that could continue to benefit should a vaccine be approved.

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On the Minds of Investors

Budget choices and challenges facing the new UK chancellor

Explore the fiscal challenges and tough choices facing the UK's new chancellor, Rachel Reeves, as she prepares her first budget.

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The US Labour Market: Cooling, but not collapsing

Understand why the US labour market is cooling and what it means for the economy.

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Does a slowing US economy challenge current earnings forecasts?

Explore our article on whether a slowing US economy challenges expectations for corporate earnings.

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French elections 2024: What to expect when France votes for a new National Assembly

Read our latest On the Minds of Investors article to understand what the outcome of the French National Assembly elections could mean for investors.

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The UK general election: Will all change mean no change?

We explore what the UK election means for the economy and markets.

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Japan is changing – opportunities and risks for equity investors

Japanese equities are in the spotlight, but investors should be mindful of the risks as well as the opportunities

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Implications of Middle East tensions for the global economy and markets

We explore the potential economic and market scenarios stemming from escalating tensions in the Middle East.

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European stocks deserve more attention

Europe has made structural improvements and we think investors should sit up and take notice.

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Opportunities in US stocks extend beyond the magnificent seven

We look at why we think investors should look to diversify their exposure to the magnificent seven US stocks.

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China economy: stay patient for policy catalyst

This paper, written by Tilmann Galler and Chaoping Zhu, discusses the recent Chinese economic data releases and the investment implications.

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China’s bumpy road to recovery

This paper, written by Chaoping Zhu, Marcella Chow and Tilmann Galler, discusses the outlook of China and policy implications.

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Understanding small cap valuations

Understand the drivers of small cap valuations and find out why small cap stocks could still offer attractive opportunities for long-term investors.

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Sustainability and portfolio returns

Read about the complex issues at the heart of measuring the financial impact of ESG investing.

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India’s appeal to investors

This paper, written by Tai Hui and Tilmann Galler, discusses the outlook for India equities and the investment implications.

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Green bonds: Is doing good compatible with doing well in fixed income?

Green bonds are attractive instruments for working towards positive environmental benefits. Find out why demand for green bonds from investors is expected to continue to grow.

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A new supercycle – the clean tech transition and implications for global commodities

A forced and rapid energy transition is under way. Discover what impact this will have on commodity markets and clean energy investment opportunities.

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View more On the Minds of Investors

Portfolio Insights

Global Asset Allocation Views Q3 2021

Despite economic optimism, expressing a risk-on view is likely to be more nuanced in 2021. We favor cyclical equity regions and value as a style. Credit, especially high yield, is still our preferred fixed income asset.

Read the latest views

Global Fixed Income Views Q3 2021

Unprecedented stimulus was effective yet challenges remain. Above Trend Growth is still our base case; our preferences include certain U.S. corporates, munis.

Read the latest views

Global Equity Views Q3 2021

While valuations are much higher and speculative activity is on the rise, our investors take comfort from powerful corporate profit growth and favorable comparisons with exceptionally low bond yields. Within markets, we recommend a balanced approach.

Read the latest views

Emerging Market Debt Quarterly Strategy report Q3 2021

Our quarterly EMD strategy report assesses the latest economic developments in emerging markets and sets out our base case scenario for the asset class

Read the latest views

Factor Views Q3 2021

Factors have seemingly found their footing after a volatile 2020. Equity value exhibited its strongest performance in around 20 years and equity size was up significantly. Merger arbitrage and trend factors extended recent gains.

Read the latest views

Global Alternatives Outlook 2020

Our 12- to 18-month outlook for a wide range of alternative asset classes, drawing on the insights of more than 700 professionals around the globe to explore how alternative asset allocation can help build resilient portfolios, reduce risk and satisfy investor appetite for income and alpha.

Read the latest views
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Insights

In-depth analysis into markets and the evolving investment landscape from our expert investment teams and strategists.

  • The Weekly Brief
  • Bond Bulletin
  • Monthly Market Review
  • Monthly Strategy Report
  • Market Watch

Guide to the Markets

Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics through compelling charts.

Read more

Guide to Alternatives

This quarterly sister publication to Guide to the Markets provides insight on the macro and asset class-specific topics that matter to alternatives investors.

Read more

Investment Outlook

Inform your investment decisions with our twice-yearly analysis of what’s in store for markets, including a detailed look at some big-picture themes.

Read more

Long Term Capital Market Assumptions

Discover the 2021 edition of J.P. Morgan's Long-Term Capital Market Assumptions, drawing on the best thinking of our experienced investment professionals.

Read more

On the Minds of Investors

Portfolio Insights

Global Asset Allocation Views Q3 2021

Despite economic optimism, expressing a risk-on view is likely to be more nuanced in 2021. We favor cyclical equity regions and value as a style. Credit, especially high yield, is still our preferred fixed income asset.

Read the latest views

Global Fixed Income Views Q3 2021

Unprecedented stimulus was effective yet challenges remain. Above Trend Growth is still our base case; our preferences include certain U.S. corporates, munis.

Read the latest views

Global Equity Views Q3 2021

Corporate profits are breaking records and we expect robust growth in 2022. But high valuations, especially for fast-growing companies, restrain our enthusiasm. We have modest return expectations overall, seeing good opportunities for stock selection.

Read the latest views

Emerging Market Debt Quarterly Strategy report Q3 2021

Our quarterly EMD strategy report assesses the latest economic developments in emerging markets and sets out our base case scenario for the asset class

Read the latest views

Factor Views Q3 2021

Factors have seemingly found their footing after a volatile 2020. Equity value exhibited its strongest performance in around 20 years and equity size was up significantly. Merger arbitrage and trend factors extended recent gains.

Read the latest views

Global Alternatives Outlook 2020

Our 12- to 18-month outlook for a wide range of alternative asset classes, drawing on the insights of more than 700 professionals around the globe to explore how alternative asset allocation can help build resilient portfolios, reduce risk and satisfy investor appetite for income and alpha.

Read the latest views

The value of investments may go down as well as up and investors may not get back the full amount invested.