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    1. Insights

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    Insights to empower better decisions

    Tools and resources necessary to help you make informed investment decisions and build stronger portfolios

    The Weekly Brief
    New Europe 07 - 03 - 2022
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    Our flagship Insights

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    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.

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    ltcma

    Long-Term Capital Market Assumptions

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

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    gta

    Guide to Alternatives

    Get insights on macro topics such as manager dispersion, while also diving into real estate, private credit, private equity and hedge funds and more.

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    Market Commentary

    How might the balance of power shift in Congress after the midterms?

    With the midterm elections fast approaching, how might the power shift in Washington, and how should investors prepare?

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    The advantage of high dividend stocks in a stagflationary environment

    Explore how dividend paying stocks can help build portfolio resilience against the prospects of high inflation and recession.

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    Exploring the economics of Europe’s energy crisis

    Surging energy prices and faltering gas supply could trigger an economic shock for Europe. Learn more about the investment implications of the looming energy crisis.

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    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.

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    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.

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    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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    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 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

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    Featured Portfolio Insights

    Global Asset Allocation Views 4Q 2022

    Anticipating subtrend growth well into 2023, we remain neutral duration and overweight cash. We underweight equities, expecting meaningful earnings downgrades. We take a neutral stance on credit, with a clear preference for investment grade over high yield.

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    Factor Views 4Q 2022

    The factors that we favor held up well in a challenging 3Q 2022 market environment: Equity momentum, merger arbitrage and macro carry were all positive, and losses across other factors were relatively limited. We maintain our positive outlook for equity factors, which appear cheap.

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    Global Equity Views 3Q 2022

    Though global equity markets are already down more than 20% this year, our portfolio managers remain cautious. In a downturn, quality matters, in managements and balance sheets.

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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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    Global Fixed Income Views 4Q 2022

    Recession is our base case scenario, at 50%. We raised the likelihood of Crisis to 15% while lowering Sub Trend Growth to 30% and Above Trend Growth to 5%. We’re using market rallies to reduce our interest rate exposure and credit risk. Our best idea: high quality, short-dated cash flows.

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