Skip to main content
logo
  • My collections
    View saved content and presentation slides
  • Accounts and documents
    Digital servicing offering for active investors
  • Log out
  • Funds

      Fund Explorer

      • SICAVs
      • Exchange-Traded Funds
      • Liquidity Funds

      Fund Information

      • Regulatory Documents
      • Regulatory Updates
    • Investment Strategies

        Investment Options

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

        Capabilities & Solutions

        • ETFs
        • Global Insurance Solutions
        • Pension investment solutions
        • Outsourced CIO
        • The power of active
        • Sustainable investing
        • Fixed income
      • Insights

          Market Insights

          • Market Insights Overview
          • Eye on the Market
          • Guide to the Markets
          • Guide to Alternatives
          • Mid-Year Investment Outlook 2026
          • Why Alternatives?

          Portfolio Insights

          • Portfolio Insights Overview
          • Alternatives
          • Asset Class Views
          • Equity
          • ETF Perspectives
          • Fixed Income
          • Long-Term Capital Market Assumptions
          • Sustainable Investing Insights
          • Strategic Investment Advisory Group

          ETF Insights

          • ETF Insights Overview
          • Guide to ETFs

          Events

          • Webcasts
        • Resources
            • Overview
            • Center for Investment Excellence Podcasts
            • Library
            • Insights App
            • Morgan Institutional
            • Investment Academy
          • About us
              • Overview
              • Diversity, Opportunity & Inclusion
              • Spectrum: Our Investment Platform
              • Our Leadership Team
              • Our Commitment to Research
            • Contact Us
            • English
              • My collections
                View saved content and presentation slides
              • Accounts and documents
                Digital servicing offering for active investors
              • Log out
            • Log in
            Welcome
            Log in for exclusive access and a personalized experience
            Log in
            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
            Thursday 1 October

            <p>Q4 Guide to the Markets webcast</p>

            Join Karen Ward, Chief Market Strategist for EMEA, and Hugh Gimber, Global Market Strategist, as they address the most important questions facing investors today. 

            AI-conscious asset allocation: Portfolio construction in a capital investment boom

            How can investors harness AI’s extraordinary potential while maintaining appropriate levels of portfolio risk diversification? A new report from the Strategic Investment Advisory Group explores this pivotal question.

            Eye on the Market | Rear Window

            Over the last year, the Eye on the Market included views on sectors, rates and currencies. For this back-to-school piece, Michael Cembalest, Chairman of Market and Investment Strategy, prepared a rear window post-mortem on each.

            Mid-Year Investment Outlook 2026

            Discover the latest analysis from our Market Insights team on the global economy and the prospects for global markets, including the main opportunities and risks across asset classes.

            Insights

            Harnessing the power of perspective to build stronger portfolios

             

            For more than a century, through changing market cycles, the individuals, families, businesses and institutions we serve have relied on our perspective to help them build stronger portfolios. Together with our clients, partners and the companies we invest in, we believe we can drive better outcomes, for today and for the future we want to see.

            Stay ahead with weekly insights

            Subscribe now

            Receive the latest updates on market events, economic developments, and investment themes directly in your inbox every Monday.

            936598b1-095e-11f0-bd30-e7c5c7ae7e5c

            J.P. Morgan Asset Management

            • About us
            • Investment stewardship
            • Privacy policy
            • Cookie policy
            • Sitemap
            J.P. Morgan

            • J.P. Morgan
            • JPMorgan Chase
            • Chase

            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 2026 JPMorgan Chase & Co. All rights reserved.