Insights

In-depth analysis into markets and the evolving investment landscape from our expert investment teams and strategists.

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.

Investment Principles

The key to successful investing isn’t predicting the future, it’s learning from the past and understanding the present. We present seven time-test strategies.

Webconferences

Listen to recorded updates from our portfolio managers and market strategists and register for future editions. These materials are for financial professionals only.

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?

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.

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.

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.

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.

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.

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.

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.

Read the latest views

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.

Read the latest views

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.

Read the latest views

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

Read the latest views

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.

Read the latest views

ETF Perspectives

Explore insights from J.P. Morgan Asset Management’s ETF research. In addition discover data and commentary on current topics related to ETF classes and strategies.

Find out more

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

Fund Explorer

Capabilities

Fund Information

Market Insights

Portfolio Insights

Webconferences

Stay Current

Guide to the Markets

Investment Principles

Webconferences

Portfolio Insights

Global Asset Allocation Views 4Q 2022

Global Fixed Income Views 4Q 2022

Global Equity Views 3Q 2022

Emerging Market Debt Quarterly Strategy report Q1 2022

Factor Views 4Q 2022

Insights App

Stay Current

Guide to the Markets

Investment Principles

Webconferences

On the Minds of Investors

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

Exploring the economics of Europe’s energy crisis

The advantage of high dividend stocks in a stagflationary environment

ESG investing in China: Considerations for sustainable portfolios

Achieving net zero: The path to a carbon-neutral world

A new supercycle – the clean tech transition and implications for global commodities

The impact of ESG factors on portfolio returns

Portfolio Insights

Global Asset Allocation Views 4Q 2022

Global Fixed Income Views 4Q 2022

Global Equity Views 3Q 2022

Emerging Market Debt Quarterly Strategy report Q1 2022

Factor Views 4Q 2022

Insights App