In-depth analysis into markets and the evolving investment landscape from our expert investment teams and strategists.
The late stage of the economic cycle poses challenges for investors seeking income. Explore risks investors may add to portfolios whilst hunting for yield.
The US recovery is now the longest on record. There is nothing to suggest it will end in the near future, so the broad prognosis for risk assets remains good.
Much like managing a football team, the best investment portfolios optimise for both growth and value. Discover pivotal market insights with J.P. Morgan.
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.
Explore our 2020 US election analysis, covering poll interpretation, Covid-19, Republican versus Democratic victory prospects and investment implications.
Vincent Juvyns, Global Market Strategist, looks at how investors can manage climate-related risks in their portfolios, while also driving real change.
Discover how the trade disruption between the US and China due to the pandemic and rising political tensions affect the investment case for Chinese assets.
Will inflation return after COVID-19? Explore the thoughts of our experts as they review the effects COVID-19 will have on a post-coronavirus economy.
Brexit risk is not a thing of the past. As the 11-month transition period progresses, look out for the negotiations to become a source of heightened volatility.
While dividends in some regions are likely to face pressure in the coming months, now is not the time to give up on equities as a key source of income for multi-asset portfolios.
The COVID-19 crisis is causing short-term ESG repercussion and longer-term shifts. Find out why sustainability has never been more important for investors.
Rising production and collapsing demand is causing an unprecedented glut in the oil market. Discover how COVID-19 is impacting the oil industry worldwide.
We assess how bad the COVID-19 recession will be, considering disease containment time, pre-existing economy vulnerabilities, and the global policy response.
Inverted yield curve has lost some of its predictive power. Learn how flattening yield curve can be used with other indicators to track economic momentum.
Discover the latest reactions from global markets to the US China trade war. Tariff hikes and escalated tensions prove concerning for global expansion.
Discover how strategic allocation to alternative assets can improve the yield profile and resilience of your portfolio in today's post-crisis environment.
Investing in a low rate environment requires risk. Discover our ways to reduce the risk associated with higher yielding investments in a low yield world.
Whilst emerging markets are inherently volatile, discover how investors with longer horizons can expect returns greater than developed market equities.
Discover what slowing economic growth means for those investing in Europe and how the emerging world could improve prospects for the region.
The theory of negative interest rates is straightforward, but the practice is not. Learn how this monetary phenomenon affects savers.
We discuss how ESG factors are affecting the investments process and the ways in which investors can include these factors in their investment decisions.
Amid trade tensions between the USA and China, learn about potential global market impacts of a trade war. Explore market insights with J.P. Morgan.
Demographics, debt, and equities have caused past stagnation of the Japanese economy. Discover whether Europe’s similarities could lead to the same fate.
Quantitative tightening isn’t something to fear necessarily, but as central banks begin to take away the punch bowl, there should be an increasing focus on quality assets, those without unsustainable leverage
The value of investments may go down as well as up and investors may not get back the full amount invested.
We use cookies to provide necessary site functionality and improve your online experience. To learn more about the cookies we use, view our Cookies Policy.
