Insights

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

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.

Market Insights

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

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.

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.

Market Insights

Featured On the Minds of Investors

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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.

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.

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.

On the Minds of Investors

UK Budget 2025: What to Expect from the Chancellor’s Fiscal Plans

Explore how the UK Chancellor must weigh tax increases against spending cuts to resolve a fiscal shortfall.

A weak UK economy is not a headwind for UK large caps

Explore how UK large-cap stocks remain a smart portfolio choice, thanks to international revenue streams, high dividend yields, and supportive policy trends.

The cost of holding cash in a volatile market

Is cash really king in today's volatile market? Discover why a diversified portfolio might be a smarter investment choice.

Understanding small cap valuations

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

US tariffs: What to do and what not to do

Explore the potential impact of US tariffs on global markets, and learn how to build more resilient portfolios that can protect against varied risks and capitalise on opportunities amid the current economic uncertainty. Updated regularly.

A new path for the US dollar

Explore the factors behind the US dollar's recent peak valuation, find out why the dollar is expected to decline gradually from here, and discover strategies for managing currency exposures amid evolving economic and trade dynamics.

Rethinking equity income in volatile markets

Find out how regional diversification and income strategies—from the income available from dividend-paying stocks, or the additional income provided by premiums from covered call options—could help investors maintain a more defensive equity market exposure in the current volatile market environment.

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.

Understanding the shifting risks of passive investing

Discover the risks of passive investing in today’s shifting economic and political tides, and how they influence portfolio returns.

How to invest in an age of tariffs and growing trade tensions

Find out how US tariffs may impact markets and learn strategies for investing during rising trade tensions. Explore inflation risks, market dynamics and the potential investment implications

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

Sustainability and portfolio returns

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

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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.

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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.

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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.

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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

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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.

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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.

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Insights

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

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.

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.

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.

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.

Portfolio Insights

Global Asset Allocation Views Q3 2021

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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.

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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.

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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

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Factor Views Q3 2021

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Global Alternatives Outlook 2020

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.

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Guide to the Markets

Market Insights

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Market Insights

Investment Outlook 2021

Investment Principles

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

Portfolio Insights

Global Asset Allocation Views Q3 2021

Global Fixed Income Views Q3 2021

Global Equity Views Q3 2021

Emerging Market Debt Quarterly Strategy report Q3 2021

Factor Views Q3 2021

Global Alternatives Outlook 2020

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Guide to the Markets

Guide to Alternatives

Investment Outlook

Long Term Capital Market Assumptions

Portfolio Insights

Global Asset Allocation Views Q3 2021

Global Fixed Income Views Q3 2021

Global Equity Views Q3 2021

Emerging Market Debt Quarterly Strategy report Q3 2021

Factor Views Q3 2021

Global Alternatives Outlook 2020