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.

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

Featured On the Minds of Investors

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Mid-Year Investment Outlook 2022

Our Mid-Year Investment Outlook 2022 explores what type of recession might be priced into markets and the impact for investment decisions.

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.

Introducing the 7 Essentials of ESG

We’ve all seen how Sustainable Investing and ESG themes have captured the headlines and investor attention. To help you understand the key implications, and to facilitate conversations with clients, we have launched the 7 Essentials of ESG, a new infographic from our Market Insights team.

On the Minds of Investors

ESG investing in China: Considerations for sustainable portfolios

China does not stack up well on most ESG metrics. Explore our take on whether investing in China can be reconciled with investing sustainably.

Achieving net zero: The path to a carbon-neutral world

Governments are aligning behind the goal of achieving net zero emissions by 2050, but dramatic changes to the global economy will be required to get us there. Learn more about the policies and innovations that could pave the way to a carbon-neutral world.

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.

The implications of carbon pricing initiatives for investors

Could carbon prices be about to rise? Global market strategist Vincent Juvyns looks at the increasing regulatory pressures on carbon pricing, and assesses the potential impact on markets

The impact of ESG factors on portfolio returns

History provides only a limited guide to the implications of ESG factors for returns. We look at the conclusions that can be drawn from the past, and how investors can prepare for the future.

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Portfolio Insights

Global Asset Allocation Views 3Q 2022

Subtrend global growth and tighter monetary policy create a challenging outlook for asset markets in 2H22. We downgrade equities to underweight and credit to neutral, move to an overweight in cash and close our underweight to duration.

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Global Fixed Income Views 3Q 2022

Sub Trend Growth is now our base case scenario, at 45%. We cut our expectation of Above Trend Growth to 20%, increased Recession to 25% and left Crisis at 10%. Our best idea: high quality, short-duration bonds, in particular short-dated investment grade corporate bonds and securitized credit.

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Global Equity Views 2Q 2022

Despite recent weakness in global markets, many of our portfolio managers remain rather cautious about the outlook. Quality and predictability, as well as modest valuations, matter most in this environment.

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Emerging Market Debt Quarterly Strategy report Q1 2022

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 2Q 2022

Amid tumultuous markets, factors generally had a positive quarter. Equity value, merger arbitrage and commodity factors all fared particularly well. We see an attractive outlook for equity factors, which remain historically cheap.

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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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