Drawing on the depth and breadth of their market and economic expertise, our global macro strategists offer insight into today's big investment themes to enable more confident portfolio decisions.
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On the Minds of Investors tackles the big questions we hear in our conversations with clients – it’s our latest thinking on the issues that matter to you.
Explore the reasons behind the rise in UK Gilt yields, why the UK bond market is subject to a political premium and the implications for investors.
Assess the investment implications of the Iran conflict, and explore the potential economic and market impact under different scenarios, with the latest analysis from J.P. Morgan’s Market Insights team.
Discover the risks of passive investing in today’s shifting economic and political tides, and how they influence portfolio returns.
Explore the drivers behind the recent rise in gold, the outlook for gold prices, and the role that gold can play in a diversified investment portfolio.
Explore how investing in quality stocks can build resilient portfolios, offering stability and outperformance in uncertain market conditions.
Uncover the factors influencing the future path of the US dollar and what they mean for investors.
Uncover how AI megacaps are tackling innovation, business shifts, and future chip demand in a changing landscape.
Is cash really king in today's volatile market? Discover why a diversified portfolio might be a smarter investment choice.
Understand the drivers of small cap stock valuations and find out why small cap investing could offer attractive opportunities for long-term investors.
Read about the complex issues at the heart of measuring the financial impact of ESG investing.
