Skip to main content
logo
  • Funds

    Fund Explorer

    • SICAVs
    • Exchange-Traded Funds
    • Liquidity Funds

    Fund Information

    • Regulatory Documents
    • Regulatory Updates
  • Investment Strategies

    Investment Options

    • Alternatives
    • Beta Strategies
    • Equities
    • Fixed Income
    • Global Liquidity
    • Multi-Asset Solutions

    Capabilities & Solutions

    • ETFs
    • Global Insurance Solutions
    • Outsourced CIO
    • Sustainable investing
    • Investing in China
    • Market Volatility
    • Fixed income revival
  • Insights

    Market Insights

    • Market Insights Overview
    • Eye on the Market
    • Guide to the Markets
    • Guide to Alternatives
    • Investment Outlook

    Portfolio Insights

    • Portfolio Insights Overview
    • Alternatives
    • Asset Class Views
    • Currency
    • Equity
    • ETF Perspectives
    • Fixed Income
    • Long-Term Capital Market Assumptions
    • Sustainable Investing Insights
    • Strategic Investment Advisory Group
  • Resources
    • Center for Investment Excellence Podcasts
    • Library
    • Insights App
    • Webcasts
    • Morgan Institutional
    • Investment Academy
  • About us
    • Diversity, Equity and Inclusion
    • Corporate and Social Responsibility
  • Contact Us
  • English
  • Role
  • Country
    • Morgan Institutional
    Search
    Search
    Menu
    You are about to leave the site Close
    J.P. Morgan Asset Management’s website and/or mobile terms, privacy and security policies don't apply to the site or app you're about to visit. Please review its terms, privacy and security policies to see how they apply to you. J.P. Morgan Asset Management isn’t responsible for (and doesn't provide) any products, services or content at this third-party site or app, except for products and services that explicitly carry the J.P. Morgan Asset Management name.
    CONTINUE Go Back

    1. Insights

    • LinkedIn Twitter Facebook Line
    • Markets
    • Portfolios
    Hero Banner

    Insights to empower better decisions

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

    The Weekly Brief
    Read now
    Download

    Our flagship Insights

    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.

    Read more

    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.

    Read more

    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.

    Read more

    Market Commentary

    Is there a risk of another energy crisis in Europe?

    Volatile gas prices remain a challenge for Europe. Find out how energy costs may influence the European economy in the months ahead.

    Read more

    Beyond the pause: What happens after peak rates?

    A likely pause in the US hiking cycle is now approaching. See how the peak in rates has impacted equity and bond markets in the past.

    Read more

    Sustainability and portfolio returns

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

    Read more

    India’s appeal to investors

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

    Read more

    European stocks deserve more attention

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

    Read more

    What happens if the US breaches the debt ceiling?

    Global Market Strategists Meera Pandit and Max McKechnie explain the implications of a potential failure of US debt ceiling negotiations.

    Read more

    The changing shape of Europe’s energy transition

    Accelerating efforts to achieve a green and secure energy supply are having an impact on the economy and markets.

    Read more

    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.

    Read more

    Answers to the key questions raised by the recent stress in the banking sector

    Amid ongoing market volatility, the Market Insights team answers the key questions raised by the recent stress in the US and European banking sectors.

    Read more

    The impact of higher interest rates on housing and consumers

    Learn whether rising interest rates could cause a housing market crash and what it means for consumers.

    Read more

    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.

    Read more

    Marking the bottom of the Chinese economic cycle

    This paper discusses the outlook for the Chinese economy with an update on latest GDP number and the COVID-19 situation.

    Read more

    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.

    Read more

    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.

    Read more

    Featured Portfolio Insights

    Global Asset Allocation Views 3Q 2023

    The economy faces slightly subtrend growth, with risks in both directions. We maintain a duration overweight, upgrade equity to neutral, remain neutral on credit and keep a slight overweight to cash. As stock-bond correlations follow inflation lower we favor selectively adding more risk-on positions.

    Learn more

    Factor Views 3Q 2023

    Factor performance remained broadly positive despite a quarter of twists and turns. Macro carry factors enjoyed their second best quarter since the global financial crisis. Equity factors, especially value, look well supported by current valuations.

    Learn more

    Global Equity Views 3Q 2023

    Our portfolio managers are modestly positive on markets. Despite high valuations, we think it is too early to take a stance against the AI winners. We prefer quality stocks across sectors, but the most obviously defensive stocks look overpriced.

    Learn more

    Emerging Market Debt Quarterly Strategy report Q2 2023

    Our quarterly EMD strategy report assesses the latest economic developments in emerging markets and sets out our base case scenario for the asset class.

    Learn more

    Global Fixed Income Views 4Q 2023

    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.

    Learn more
    J.P. Morgan Asset Management
    • About us
    • Investment stewardship
    • Privacy policy
    • Cookie policy
    • Sitemap
    J.P. Morgan
    • J.P. Morgan
    • JPMorgan Chase
    • Chase
    Opens LinkedIn site in new window

    READ IMPORTANT LEGAL INFORMATION. CLICK HERE >

    The value of investments may go down as well as up and investors may not get back the full amount invested.

    Copyright 2023 JPMorgan Chase & Co. All rights reserved.