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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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    • Value vs. Growth investing
    The best of both worlds

    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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    Starting up the UK’s engines

    An economic recovery is good news for UK mid- and small-cap stocks

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    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

    UK Global Emerging Markets Asia Europe Education
    UK

    Six reasons to invest in The Mercantile Investment Trust

    Mercantile’s managers are positive about the future and believe the type of medium and smaller companies they focus on are robust and will continue to produce good returns.

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    Exploring the UK market opportunity

    UK stocks have been pretty much unloved since 2016’s Brexit vote. Even now they remain undervalued compared to other developed world markets. JPMorgan Claverhouse Investment Trust has been a strong “all-weather” UK stock picker amidst these challenges.

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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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    Starting up the UK’s engines

    An economic recovery is good news for UK mid- and small-cap stocks

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    Mapping the travel sector’s rebound

    More than a year of lockdown restrictions have tested the travel sector’s resilience, but we believe that the short-to-mid term prospects for companies and investors are now positive, with a number of key holdings in JMF primed to benefit from a mix of pent-up demand and high levels of savings by consumers waiting to be spent.

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    Why Mercantile

    How the Mercantile Investment Trust provide investors with a way into UK small and mid caps

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    Unlocking the untapped power of mid-caps

    They are rich in potential, but often underestimated. See how J.P. Morgan Asset Management’s dedicated investment trust specialising in UK mid-cap companies could provide diversification as well as strong growth and income opportunities for your portfolio.

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    Optimism for the UK economy

    The Mercantile Investment Trust’s find managers, Guy Anderson, Anthony Lynch share their outlook for the UK

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    Long-term engines of growth

    UK investors have a lot of reasons to like mid- and small-cap stocks for the long haul

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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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    Playing the long game pays off for Claverhouse

    How J.P. Morgan's Claverhouse Investment Trust has predicted early stellar success and continues to play the long game

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    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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    Consumer mid-caps set to benefit from a return to normality

    The past five years have been a mixed time for the UK mid-cap company universe as Brexit and then Covid-19 have led to bouts of market nervousness that have hit domestically-focused stocks particularly hard.

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    A framework for long-term investing

    The economic, social and geopolitical effects of Covid-19 are expected to be long-lasting. These changes pose challenges for investors, but also create a wealth of opportunities as companies adapt to a post-pandemic world.

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    Providing income and growth across the market cycle

    Co-portfolio managers William Meadon and Callum Abbot explain why the JPMorgan Claverhouse Investment Trust plc’s high conviction portfolio of UK mid and large-cap stocks is positioned for future returns and dividend growth through the market cycle.

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    Global

    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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    The case for medium and small companies

    Where The Mercantile trust is looking for tomorrow’s market leaders.

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    Great British Bargains

    Where are investors finding value in the UK?

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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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    Picks of the bunch

    JPMorgan Global Growth & Income’s distinctive strategy seeks out the picks of the bunch, aiming to deliver sustainable income and capital

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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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    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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    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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    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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    Emerging Markets

    Sustainable growth through volatile markets

    Volatile markets can be uncomfortable for investors and portfolio managers alike. As investors for decades in the emerging markets, the portfolio managers of the JPMorgan Emerging Markets Investment Trust plc (JMG) have found that anchoring around a sound strategy is key to navigating choppy markets.

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    Creating a sustainable advantage in Emerging Markets

    We look at how investors can take a sustainable approach in emerging markets through The JPMorgan Emerging Markets Investment Trust

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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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    Fast-changing emerging markets require a steady focus

    A high-quality, long-term, focused portfolio has been the key to returns over time.

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    Accelerating the future

    Recovery positions: The themes and companies shaping the future of emerging markets investing, revealed - with Austin Forey, lead portfolio manager of the JPMorgan Emerging Market Investment Trust.

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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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    Securing the future: JPMorgan Emerging Markets Investment Trust

    Find out how JP Morgan's Emerging Markets Investment Trust's ESG philosophy has powered a decade of benchmark-beating performance with a portfolio of exciting, innovative, sustainable companies – and how it can contribute to a better future for all.

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    Asia

    At the cutting edge of Japan’s technological transformation

    Japan is home to some of the world’s most entrepreneurial and fast-growing companies. Yet the sector is under-researched. JPMorgan Japan Small Cap Growth & Income plc specialises in this part of the market, searching out the hidden gems.

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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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    Winds of change in the land of the rising sun

    Decarbonisation is one of the most exciting long-term investment themes in Japan.

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    JFJ: Delivering a Decade of Growth from Japanese Equities

    Explore our success secrets and find out how the JP Morgan Japanese Investment Trust (JFJ) delivered a decade of growth and benchmark-beating performance.

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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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    JPMorgan 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.

    Read more

    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

    Read more

    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

    Read more
    Europe

    Uncovering Europe's hidden gems

    Explore the case for European Discovery and the attractive opportunities presented in Europe’s small cap market

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    Education

    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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    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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    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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    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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    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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    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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    Mid-Year Investment Outlook

    Our Mid-Year Investment Outlook 2022 explores what type of recession might be priced into markets and the impact for investment decisions.

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    Portfolio Insights

    Global Asset Allocation Views 2Q 2022

    As asset markets recalibrate, we expect ongoing volatility and reduce risk levels accordingly. We trim equities to neutral, keep our duration underweight and remain overweight credit. Later in 2022 we see potential for better returns as uncertainty clears.

    Read the latest views

    Global Fixed Income Views 3Q 2022

    Sub Trend Growth is now our base case scenario, at 45%. We cut our expectation of Above Trend Growth to 20%, increased Recession to 25% and left Crisis at 10%. Our best idea: high quality, short-duration bonds, in particular short-dated investment grade corporate bonds and securitized credit.

    Read the latest views

    Global Equity Views 2Q 2022

    Despite recent weakness in global markets, many of our portfolio managers remain rather cautious about the outlook. Quality and predictability, as well as modest valuations, matter most in this environment.

    Read the latest views

    Emerging Market Debt Quarterly Strategy report Q1 2022

    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 2022

    Amid tumultuous markets, factors generally had a positive quarter. Equity value, merger arbitrage and commodity factors all fared particularly well. We see an attractive outlook for equity factors, which remain historically cheap.

    Read the latest views

    What’s rattling emerging market equities and where they may go from here

    Rate hikes, COVID-19 lockdowns and geopolitics have been punishing but we see potential silver linings.

    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

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    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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