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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.

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

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.

Sustainability and portfolio returns

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

India’s appeal to investors

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

European stocks deserve more attention

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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Global Fixed Income Views 3Q 2023

Recession is still our base case scenario, but we’ve lowered it to 55% while raising the likelihood of Sub Trend Growth to 40%. Our Crisis (5%) and Above Trend Growth (0%) scenarios are unchanged. Our top pick: agency mortgage-backed securities.

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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.

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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.

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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.

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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.

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Global Asset Allocation Views 3Q 2023

Global Fixed Income Views 3Q 2023

Global Equity Views 3Q 2023

Emerging Market Debt Quarterly Strategy report Q2 2023

Factor Views 3Q 2023

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Stay Current

Guide to the Markets

Investment Principles

Webconferences

On the Minds of Investors

Beyond the pause: What happens after peak rates?

Sustainability and portfolio returns

India’s appeal to investors

European stocks deserve more attention

What happens if the US breaches the debt ceiling?

The changing shape of Europe’s energy transition

The advantage of high dividend stocks in a stagflationary environment

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

The impact of higher interest rates on housing and consumers

Green bonds: Is doing good compatible with doing well in fixed income?

Marking the bottom of the Chinese economic cycle

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

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

Portfolio Insights

Global Asset Allocation Views 3Q 2023

Global Fixed Income Views 3Q 2023

Global Equity Views 3Q 2023

Emerging Market Debt Quarterly Strategy report Q2 2023

Factor Views 3Q 2023

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