Insights

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Q4 Guide to the Markets

Comprehensive insights on all the latest global economic and market developments.

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US Election 2024

The 2024 US presidential race raises many questions for investors. Stay informed throughout the campaign with our regularly updated EMEA investor guide.

Market Insights

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

Webconferences

Listen to recorded updates from our portfolio managers and market strategists and register for future editions. These materials are for financial professionals only.

Long-Term Capital Market Assumptions

Discover the 2022 edition of J.P. Morgan's Long-Term Capital Market Assumptions, drawing on the best thinking of our experienced investment professionals.

Market Insights

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Investment Outlook 2024

Explore our Investment Outlook 2024 to see the challenges and opportunities for investors from navigating current economic and market trends.

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.

On the Minds of Investors

UK equity market: A value opportunity, not a value trap

Explore the UK equity market's potential for recovery. Learn how shifts in corporate behaviour, supportive policies and an economic upswing can help drive demand for UK stocks.

What can sustain the latest Chinese equity rally?

This paper addresses the impact of Beijing’s coordinated policies on the recent Chinese equity market rally, and the long-term investment implications.

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.

The US Labour Market: Cooling, but not collapsing

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

Does a slowing US economy challenge current earnings forecasts?

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

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.

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

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

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

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.

European stocks deserve more attention

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

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.

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.

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.

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.

Sustainability and portfolio returns

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

India’s appeal to investors

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

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.

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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Portfolio Insights

Global Asset Allocation Views 4Q 2024

We have growing conviction in a return to trend-like growth and an extension of the cycle. We overweight credit, which should offer equity-like returns over the next two to three quarters. In our equity overweight we favor the U.S., Japan and emerging market ex-China equity. We are neutral overall on duration.

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Global Fixed Income Views 4Q 2024

Recession and Sub Trend Growth are now our equal-weighted base cases at 50% each. We reduced the probability of Recession by 5% and increased the likelihood of Sub Trend Growth by 10%. Our top pick: short-duration securitized credit.

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Global Equity Views 3Q 2024

Before the recent setback in markets, higher valuations and a narrow market in the U.S. had made our investors more cautious on the outlook. Profits remain healthy but forecasts for further gains in 2025 look aggressive.

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Emerging Market Debt Quarterly Strategy 1Q 2024

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 3Q 2024

Factors delivered a solid quarter, moving to their own beat as Magnificent 6 stocks surged. Equity momentum led; other factors diverged across regions, sectors and individual factors. Factors continue to offer a range of opportunities.

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What’s rattling emerging market equities and where they may go from here

Rate hikes, COVID-19 lockdowns and geopolitics have been punishing but we see potential silver linings.

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ETF Perspectives

Explore insights from J.P. Morgan Asset Management’s ETF research. In addition discover data and commentary on current topics related to ETF classes and strategies.

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