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Insights

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

  • The Weekly Brief
  • Monthly Market Review
  • On the Minds of Investors

Highlights

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Market Watch 2020

Track market and economic developments related to COVID-19 and assess the implications for your clients’ portfolios with expert analysis from our senior investors and strategists.

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Putting the 'S' and 'G' in ESG

Explore how the JPMorgan Emerging Markets Investment Trust tackles the challenge of ESG in emerging markets.

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Morningstar feature

JPMorgan Emerging Markets Trust manager Austin Forey talks ESG investing in emerging markets and why he ignores politics.

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Investment Trust Insights

UK Global Emerging Markets Far East Education
UK

Picking winners in a pandemic

Mercantile’s strong performers navigating structural change during the pandemic.

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Nifty Claverhouse

Focusing on quality stocks, Nifty, JPMorgan Investment Trust Claverhouse Investment Trust looks to weather Covid storm.

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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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Why JPMorgan Claverhouse offers the best of British in an uncertain world

Many UK companies offer growth in both income and capital for the long term investor. Find out how.

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The Mercantile Investment Trust: Offering UK investors a world of long-term growth opportunities

The Mercantile Investment Trust: offering UK investors a world of long-term growth opportunities.

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Actively seeking sector leaders: Mercantile’s mid- and small-cap stars

We explore some of The Mercantile Investment Trust’s recent portfolio performers, from tech to retail, who could be set for even greater success in the future.

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Global

How long-term investment can help us cope with short-term uncertainty

The short-term investment outlook may be uncertain, but let dividends pay us to be patient, says Ian Cowie.

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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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Small and medium sized companies for growth and income

Medium-sized and smaller companies can offer greater scope for capital growth than businesses that are already very large.

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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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Emerging Markets

How JPMorgan Emerging Markets Investment Trust puts the ’S’ and ‘G’ into ESG

Discover how the J.P.Morgan Emerging Market Investment Trust’s experience and expertise enable it to cut through the noise and focus on the fundamentals

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Emerging Markets 2020: Experience and expertise never more needed

Discover how the J.P.Morgan Emerging Market Investment Trust’s experience and expertise enable it to cut through the noise and focus on the fundamentals.

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Why JPMorgan Emerging Markets Investment Trust has the secret sauce for uncertain times

Now more than ever, investing in emerging markets requires experience and expertise for successful stock selection.

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For emerging market opportunities, look east

Read insights from Austin Forey, portfolio manager for the Emerging Markets Investment Trust, concerning the potential market opportunities from the East.

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Emerging markets, evolving opportunities

Austin Forey, lead portfolio manager for the JPMorgan Emerging Markets Investment Trust, discusses how to identify the best new investment opportunities.

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Far East

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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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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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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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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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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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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Portfolio Insights

Global Asset Allocation Views Q1 2021

The main driver of asset returns likely transitions from liquidity to growth in 2021. We maintain a pro-risk tilt, prefer cyclical equities, are neutral on U.S. large caps and in credit favor EM debt. We move duration from underweight to neutral.

Read the latest views

Global Fixed Income Views Q1 2021

After unprecedented global stimulus stabilized economies, what’s next? Many challenges. Still, Above Trend Growth remains our base case at a reduced 60% probability. Our preferences: higher beta U.S. corporates and munis; some local emerging market debt.

Read the latest views

Global Equity Views Q4 2020

The rebound in equities has been impressive, but it is still uneven. Enthusiasm for large cap technology winners has intensified and valuations vary widely. For our team, the big debate is about stock selection rather than market direction.

Read the latest views
Investor Insights – our free monthly source of knowledge for investment trust investors

J.P. Morgan Asset Management's Investor Insights condenses timely insights from our investment professionals on a wide range of topics from income investing to global macro trends.

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

J.P. Morgan Asset Management

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