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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
  • Market Watch
  • Sustainable Investing
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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.

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The Investment Outlook for 2021

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.

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Monthly strategy report

Stay up to date with the latest research themes for Multi-Asset Solutions, and learn how they are reflected in our multi-asset portfolios.

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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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Portfolio Insights

Global Asset Allocation Views Q2 2021

The main driver of asset returns likely transitions from liquidity to growth in 2021. We maintain a pro-risk tilt, prefer cyclical equities, are neutral on U.S. large caps and in credit favor EM debt. We move duration from underweight to neutral.

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Global Fixed Income Views Q2 2021

Above Trend Growth is our base case (90%) given stimulus, accelerating vaccinations and likely strong growth. Our top picks: high yield bonds and leveraged loans for returns; European bank capital notes, securitized credit and emerging sovereign debt.

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Global Equity Views 1Q21

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 Q1 2021

In our view, emerging market growth, led by China, could reach 6.7% in 2021. A backdrop of easy global monetary policy further supports the case for emerging market assets broadly, with risks to the upside.

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Factor Views Q1 2021

As equity markets hit record highs, the equity value and size factors got a boost, but equity momentum and quality factors plunged. Our outlook remains optimistic while we acknowledge that above-average returns may require a shift in market sentiment.

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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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On the mind of investors

Asia's decade: Getting ahead of the growth opportunity

Rapidly rising incomes in vast populations are set to make Asia the largest contributor to global growth in the 2020s. For investors, the opportunity looks too big to ignore.

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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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The case for ESG integration when investing in EM

Explore the strategies that can help investors maintain income and diversification in a post-Covid world of low interest rates and negative government bond yields.

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Rethinking the traditional multi-asset portfolio

The challenge of low government bond yields means investors must rethink the 60:40 stock:bond allocation. Discover where they can turn for diversification.

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What does Biden's presidency mean for the global climate agenda?

Joe Biden’s presidency is expected to bring increased momentum on tackling climate change. Carbon intensity is likely to become an increasingly important metric in investment decisions.

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When will the vaccines allow for a sustained economic recovery?

Successful vaccine rollout should drive an economic rebound as pent-up spending is unleashed. We assess the timings and market implications.

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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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How should investors consider the impact of climate change on their portfolios?

Vincent Juvyns, Global Market Strategist, looks at how investors can manage climate-related risks in their portfolios, while also driving real change.

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Will trade hostilities undermine the investment case for Chinese assets?

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.

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Could the policy response to Covid-19 lead to a resurgence in inflation?

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.

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Income hunting: If life was tough before, it’s even tougher now

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.

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COVID-19 shows ESG matters more than ever

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.

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The Great Glut: Coronavirus's impact on the oil market

Rising production and collapsing demand is causing an unprecedented glut in the oil market. Discover how COVID-19 is impacting the oil industry worldwide.

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How could trade tensions affect global markets?

Discover the latest reactions from global markets to the US China trade war. Tariff hikes and escalated tensions prove concerning for global expansion.

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Why invest in alternative assets?

Discover how strategic allocation to alternative assets can improve the yield profile and resilience of your portfolio in today's post-crisis environment.

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Finding income in a low yield 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.

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Are emerging market assets worth the volatility?

Whilst emerging markets are inherently volatile, discover how investors with longer horizons can expect returns greater than developed market equities.

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Europe at a crossroads: Recession or turnaround?

Discover what slowing economic growth means for those investing in Europe and how the emerging world could improve prospects for the region.

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How low can they go? What do negative rates mean for savers?

The theory of negative interest rates is straightforward, but the practice is not. Learn how this monetary phenomenon affects savers.

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How is ESG affecting the investment landscape?

We discuss how ESG factors are affecting the investments process and the ways in which investors can include these factors in their investment decisions.

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Are we on the brink of a global trade war?

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.

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Do investors need to worry about a Japanese-style stagnation in Europe?

Demographics, debt, and equities have caused past stagnation of the Japanese economy. Discover whether Europe’s similarities could lead to the same fate.

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Should we worry about quantitative tightening?

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

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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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