Market volatility | J.P. Morgan Asset Management

Build resilient portfolios

Managing frequent bouts of market volatility is crucial for pension funds, insurers and all institutional investors in order to avoid a negative impact on future returns, funding levels or solvency ratios.

Current Market Insights Long Term Views Fixed Income Alternatives

Current Market Insights

Eye on the Market

Michael Cembalest, Chairman of Market and Investment Strategy offers timely commentary on the economy, markets and investment portfolios.

Bond Bulletin

Gain insights on fundamentals, quantitative valuations, technical and more in the weekly report by the Global Fixed Income, Currency & Commodities (GFICC) team.

Market Commentary

Simplify the complex with our timely and thought-provoking insights on market events and outlook and make informed investment decisions more confidently.

Long Term Views

2023 Long-Term Capital Market Assumptions

The 27th annual edition explores how lower valuations and higher yields mean that markets today offer the best potential long-term returns since 2010.

Eye on the Market Outlook 2023: The End of the Affair

The affair with market catalysts of the last decade is over now, and a new era of investing begins. A look at a world of higher inflation, more regionalized trade and investment and more capital scarcity.

2023 Investment Outlook

We believe there are already convincing signs that inflation is set to moderate, which is good news for stocks and bonds. Learn more about our macro views in our 2023 Investment Outlook.

Fixed Income

Bond Bulletin

Gain insights on fundamentals, quantitative valuations, technical and more in the weekly report by the Global Fixed Income, Currency & Commodities (GFICC) team.

Global Fixed Income Blog

Perspectives from our Global Fixed Income, Currency & Commodities Group.

Global Fixed Income Views

Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly meeting.

Alternatives

2023 Global Alternatives Outlook

Persistently high inflation, high rates and high volatility are creating an Alternatives investment landscape unlike any we've faced - but with the right preparation we will be equipped for the wilds of 2023.

Guide to Alternatives Q1 2023

This is a sister publication to Guide to the Markets, delivering insight on macro topics like fundraising and manager dispersion, while also diving into real estate, infrastructure & transport, private credit, private equity and hedge funds in detail.

Timberland Investing

Investing in core timberland can bring a variety of benefits to investors’ portfolios, including managing inflation risk, a regular income, and enhanced diversification, while also capturing carbon and generating verified carbon assets (VCAs).

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Unpicking current turmoil and implications for the economy and markets

Volatility following the collapse of SVB, and turmoil in the price of certain European bank shares, has prompted concerns that another crisis could be on the horizon. Join Karen Ward, Chief Market Strategist for EMEA, and Alexei Kapkin, Global Sector Specialist, as they unpick recent events, consider scenarios for the coming months and assess the potential market implications.

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Featured Webinars

Breaking down the Silicon Valley Bank failure

Join us for a discussion on the collapse of Silicon Valley Bank, the most recent developments and the implications for investments and the broader economy.

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Europe's economic outlook 2023

In this edition of Market Watch, Karen will be joined by Rolf Strauch, Chief Economist and Managing Board Member of the European Stability Mechanism, to discuss Europe’s economic outlook.

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