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    1. Insights

    market-insights

    Insights

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

     

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    • Investment Outlook 2023
    • The Weekly Brief
    • Mid-Year Investment Outlook
    The best of both worlds

    Investing in blue-chip stocks across value & growth sectors

    William Meadon, joint portfolio manager of JPMorgan Claverhouse Investment Trust plc (JCH), is excited about the trust’s prospects and he has three good reasons to be so.

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    getting-paid-to-wait-out-the-volatility

    Getting paid to wait out the volatility

    JPMorgan Claverhouse Investment Trust plc seeks to provide growth and income, with an investment strategy focused on investing in blue chip UK companies and a dividend that over the last 10 years has grown at an annualized rate exceeding 5% per annum.

    Read more
    The stars align for UK equities

    The stars are aligned for UK equities

    With recovery in prospect, could this be UK equities' moment?

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    Investment Trust Insights

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    UK

    Getting paid to wait out the volatility

    JPMorgan Claverhouse Investment Trust plc seeks to provide growth and income, with an investment strategy focused on investing in blue chip UK companies and a dividend that over the last 10 years has grown at an annualized rate exceeding 5% per annum.

    Read more

    The enduring attractions of the US small cap market

    The US small cap market is entrepreneurial, diverse, and under-researched, characteristics that have historically made it a rewarding market for investors.

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    JPMorgan American Investment Trust

    The latest JPMorgan American Investment Trust update, which explores the Trusts outlook for 2023 and delves deeper into the current market sentiment. Learn about the latest portfolio analysis and growth, as identified by our specialist portfolio managers

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    Mercantile Investment Trust news

    The latest Mercantile Investment Trust news reviews the outlook for 2023, learn about the impacts which have shown promising growth.

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    Small-cap outlook: Time to pick up small-cap bargains

    It’s been a turbulent first half of the year for UK smaller companies. Explore our small-cap outlook for a forecast of other potential developments in 2022.

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    Overcoming the valuation gap

    At JPMorgan Claverhouse Investment Trust, the managers focus on building a truly diversified portfolio of their best ideas, tapping into the long-term potential of UK large cap stocks even when economic circumstances are unpredictable, as they have been.

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    The stars are aligned for UK equities

    With recovery in prospect, could this be UK equities' moment?

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    Fortress Claverhouse

    Discover how JPMorgan’s Claverhouse Investment Trust could offer investors a safe haven in stormy waters.

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    Global

    JGGI: Achieving steady outperformance and income in growth and value markets

    JPMorgan Global Growth & Income plc focuses on investing in the best ideas from across the world’s stock markets, along with a predictable quarterly income.

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    JP Morgan Japanese Investment Trust is well placed to reap recovery rewards

    JPMorgan Japanese Investment Trust offers exposure to growth stocks and sectors in post-pandemic Japan.

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    Enhanced dividends: Investment Trusts' advantage for income seekers

    Read about how enhanced dividend policies can potentially enable investment trusts to meet many investors’ need for income today.

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    JPMorgan Japanese Investment Trust – portfolio manager insights

    Watch our series of videos to find out more about the opportunities the trust provides.

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    Combating inflation with pricing power

    US equity investors are experiencing today a challenging investment environment with the fastest rate of price increase seen for decades. However, we think, the JPMorgan American Investment Trust is well placed to navigate this backdrop.

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    Best of both worlds

    How JPMorgan Global Growth & Income Investment Trust seeks to pick winners and deliver the best of both income and capital

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    An actively managed portfolio of the highest quality US growth and value names, at a very competitive fee.

    JAM’s managers believe now is a particularly exciting and interesting time for growth investors, as the sell-off in growth names over the past couple of years has created many opportunities to acquire high-quality businesses, especially tech companies, at very reasonable valuations.

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    Investing in blue-chip stocks across value and growth sectors

    William Meadon, joint portfolio manager of JPMorgan Claverhouse Investment Trust plc (JCH), is excited about the trust’s prospects and he has three good reasons to be so.

    Read more

    JARA and core real asset class performance | J. P. Morgan Asset Management

    Some less traditional assets have continued to perform well during recent economic turmoil. Learn more about JARA and real asset class performance

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    The importance of profit growth in a rising rate environment

    US equities have come under pressure this year from a cocktail of concerns, including elevated inflation, rising interest rates, slower growth and geopolitical tensions.

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    Observations from the US equity desk: Is it time for a small cap cycle?

    2022 has been a year marked with tremendous market volatility and a broad move away from risk assets across the globe, few more pronounced than in the small cap market. In fact, in the past decade, small caps have lagged large caps (as measured by the S&P 500 Index) by over 220 bps per year, on average.

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

    The Senate is currently split 50/50 with Vice President Kamala Harris casting tie-breaking votes on items that only require a simple majority. In the upcoming midterms, 35 Senate seats are up for election, 21 currently held by Republicans and 14 held by Democrats. If they can maintain their current seats, Republicans only need to flip one more to take control of the Senate, but the balance of power remains too close to call.

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    Active vs passive investing: Use active to your advantage

    Much has been written about the demise of active management at the hands of passive investing. Certainly, some market environments can favour passive over active but the opposite is also true, and the current backdrop may well be one in which active management can thrive.

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    JARA: Real assets investing in real time | J.P. Morgan Asset Management

    The macro-environment has changed significantly since the launch of JPMorgan Global Core Real Assets Limited. Learn more about JARA's real assets investing.

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    Emerging Markets

    JGGI: Assessing the emerging market landscape

    The JPMorgan Global Growth & Income Trust (JGGI) is a style agnostic, concentrated, global best ideas portfolio.

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    Balancing China’s importance with its risks

    China is not only the largest economy in the emerging markets, carrying a roughly 35% weight in the MSCI Emerging Markets Index as of 31 October 2021, it is also the second largest economy in the world, behind only the United States.

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    Asia

    Japan – A differentiator in tumultuous times

    The world seems a particularly unnerving place for investors at present, even by recent standards. High inflation, rising interest rates and the associated risk of recession in some major economies have generated high levels of financial market volatility.

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    Market rotations don’t change long-term growth trends

    The rotation in the Japanese equity market in the first couple of months of 2022 has been extreme. However, a careful look at the drivers reveals why it is likely to prove temporary.

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    Japan is unique; therein lies the opportunity

    Owning businesses with long-term drivers of growth creates a differentiated portfolio.

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    JFJ: Investment Themes Driving Japan’s New Economic Growth | J.P. Morgan Asset Management

    Japan is drawing attention of investors with accelerated growth during the pandemic. Explore the key themes to consider for making long-term investments.

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    Taking the long view on Japanese growth

    The JPMorgan Japanese Investment Trust offers investors capital growth opportunities from a market often overlooked by UK investors

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    Strategy, structure and specialism safeguard success for The JPMorgan Japanese Investment Trust

    How local knowledge, a fine ESG philosophy and the strengths of the investment trust structure drive the long-term success of the JPMorgan Japanese Investment Trust

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    Investing in Japan: Uncovering the opportunities

    With improving corporate governance and growth, Japanese equities are poised for long-term growth. Learn why the case for investing in Japan remains intact.

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    Europe
    Education

    The ABC of Junior ISAs: Limits, allowance and more

    Discover the reasons for investing in a JISA, and why they're potentially one of the most effective ways to save for your child's future.

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    Is a stocks and shares ISA right for me?

    Discover whether a stocks and shares ISA is right for you. Stocks and shares ISA's can help you build long-term savings in a tax-efficient way.

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    Investment trusts for the long-term

    Today’s unprecedented pace of technological change is creating attractive investment opportunities across global markets and sectors. One of the most effective ways to capitalise on this growth potential is through investment trusts.

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    How to fine-tune your ISA for regular income

    The end of the tax year - and the start of a new one – is the ideal time to review and adjust your ISA investments.

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    Shaping up: Building an effective ISA savings plan

    Learn more about our step-by-step method to create an effective savings plan, from building a balanced portfolio to delving into investment trust options.

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    Make the Most of Tax-Efficient Investing with your ISA

    Bring a world of opportunities within reach with a Stocks & Shares ISA. Receive tax-efficient income and tax-free growth from a range of investment trusts.

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    Discover the Tax Benefits of ISAs

    Discover the tax benefits of investing in Stocks and Shares ISAs. Ensure you maximise the opportunity of sustainable income and powerful growth.

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    Market Insights

    jpm_am_web_exp-icon_OTMOI_b200_card_850x240

    On the Minds of Investors

    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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    IP

    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 for guiding your clients.

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    JPM53946_MI_Investment_Outlook_2023_Darker_2800x900px

    Investment Outlook 2023

    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.

    Read more

    Portfolio Insights

    Global Asset Allocation Views 2Q 2023

    Subtrend growth and elevated recession risks call for cautious allocation. Our highest conviction call is to be overweight duration. We modestly underweight equity and take a neutral stance on credit, preferring investment grade to high yield.

    Read the latest views

    Global Fixed Income Views 2Q 2023

    Recession remains our base case, at 60% probability, as central bankers say they will fight inflation aggressively. We lowered Crisis to 5% and raised Sub Trend Growth to 35%, acknowledging the global economy’s resilience.

    Read the latest views

    Global Equity Views 2Q 2023

    Our portfolio managers remain slightly cautious and emphasize quality in portfolios. Valuations look very reasonable in most regions and industries, but the impact of higher interest rates will be a challenge in 2023.

    Read the latest views

    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.

    Read the latest views

    Factor Views 2Q 2023

    Market reversals challenged many factors in 1Q 2023, though performance remains broadly positive over 12 months. We continue to view factors’ prospects as attractive, particularly equity value. This quarter, we introduce new credit factors.

    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

    Insights App

    Insights App

    Insights App allows you to create custom versions of our industry-leading Guide to the Markets You’ll find audio commentary and talking points for each Guide slide along with videos, podcasts, market bulletins, commentary and portfolio analytics – all of which you can save, organise and share.

    Download app

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