Market Insights

Investment Outlook 2025

Pushing the Boundaries

Our Investment Outlook covers all the big issues facing investors, from US economic policy and AI investing, to portfolio diversification, Chinese stimulus and European equity valuations.

Explore now

Foundations of Alternatives

Foundations of Alternatives seeks to demystify alternatives by highlighting five key pillars that are essential for understanding and navigating the alternative investment landscape.

Guide to Alternatives

Get insights on macro topics such as manager dispersion, while also diving into real estate, private credit, private equity and hedge funds and more.

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.

Webconferences

Listen to recorded updates from our portfolio managers and market strategists and register for future editions. These materials are for financial professionals only.

A new supercycle – the clean tech transition and implications for global commodities

A forced and rapid energy transition is under way. Discover what impact this will have on commodity markets and clean energy investment opportunities.

The cost of holding cash in a volatile market | J.P. Morgan Asset Management

Is cash really king? Explore why holding cash may underperform other asset classes and how smarter investment strategies can thrive in a volatile market.

Understanding the shifting risks of passive investing

Discover the risks of passive investing in today’s shifting economic and political tides, and how they influence portfolio returns.

How to invest in an age of tariffs and growing trade tensions

Find out how US tariffs may impact markets and learn strategies for investing during rising trade tensions. Explore inflation risks, market dynamics and the potential investment implications

UK equity market: A value opportunity, not a value trap

Explore the UK equity market's potential for recovery. Learn how shifts in corporate behaviour, supportive policies and an economic upswing can help drive demand for UK stocks.

What can sustain the latest Chinese equity rally?

This paper addresses the impact of Beijing’s coordinated policies on the recent Chinese equity market rally, and the long-term investment implications.

Budget choices and challenges facing the new UK chancellor

Explore the fiscal challenges and tough choices facing the UK's new chancellor, Rachel Reeves, as she prepares her first budget.

The US labour market: Cooling, but not collapsing

Understand why the US labour market is cooling and what it means for the economy.

Japan is changing – opportunities and risks for equity investors

Japanese equities are in the spotlight, but investors should be mindful of the risks as well as the opportunities

Implications of Middle East tensions for the global economy and markets

We explore the potential economic and market scenarios stemming from escalating tensions in the Middle East.

Understanding small cap valuations

Understand the drivers of small cap valuations and find out why small cap stocks could still offer attractive opportunities for long-term investors.

Sustainability and portfolio returns

Read about the complex issues at the heart of measuring the financial impact of ESG investing.

Insights App for iPhone® and iPad®

Get everything you need, everywhere you go

Karen Ward

EMEA Chief Market Strategist

8 years with J.P. Morgan

22 years in the Industry

View Full Profile

Tilmann Galler

Global Market Strategist

18 years with J.P. Morgan

24 years in the Industry

View Full Profile

Maria Paola Toschi

Global Market Strategist

17 years with J.P. Morgan

40 years in the Industry

View Full Profile

Hugh Gimber

Global Market Strategist

6 years with J.P. Morgan

12 years in the Industry

View Full Profile

Vincent Juvyns

Global Market Strategist

12 years with J.P. Morgan

26 years in the Industry

View Full Profile

Aaron Hussein

Global Market Strategist

2 years with J.P. Morgan

6 years in the Industry

View Full Profile

Maximilian McKechnie

Global Market Strategist

5 years with J.P. Morgan

5 years in the Industry

View Full Profile

Natasha May

Global Market Analyst

3 years with J.P. Morgan

4 years in the Industry

View Full Profile

Zara Nokes

Global Market Analyst

3 years with J.P. Morgan

5 years in the Industry

View Full Profile

Karen Ward

EMEA Chief Market Strategist

Tilmann Galler

Global Market Strategist

Maria Paola Toschi

Global Market Strategist

Hugh Gimber

Global Market Strategist

Vincent Juvyns

Global Market Strategist

Aaron Hussein

Global Market Strategist

Maximilian McKechnie

Global Market Strategist

Natasha May

Global Market Analyst

Zara Nokes

Global Market Analyst

Article Tags:

Market Insights

Fund Explorer

Capabilities

Fund Information

Portfolio Insights

Stay current

Foundations of Alternatives

Guide to Alternatives

Investment Principles

Webconferences

Karen Ward

Tilmann Galler

Maria Paola Toschi

Hugh Gimber

Vincent Juvyns

Aaron Hussein

Maximilian McKechnie

Natasha May

Zara Nokes

Karen Ward

Tilmann Galler

Maria Paola Toschi

Hugh Gimber

Vincent Juvyns

Aaron Hussein

Maximilian McKechnie

Natasha May

Zara Nokes

Stay current

Foundations of Alternatives

Guide to Alternatives

Investment Principles

Webconferences

On the Minds of Investors

A new supercycle – the clean tech transition and implications for global commodities

The cost of holding cash in a volatile market | J.P. Morgan Asset Management

Understanding the shifting risks of passive investing

How to invest in an age of tariffs and growing trade tensions

UK equity market: A value opportunity, not a value trap

What can sustain the latest Chinese equity rally?

Budget choices and challenges facing the new UK chancellor

The US labour market: Cooling, but not collapsing

Japan is changing – opportunities and risks for equity investors

Implications of Middle East tensions for the global economy and markets

Understanding small cap valuations

Sustainability and portfolio returns

Karen Ward

Tilmann Galler

Maria Paola Toschi

Hugh Gimber

Vincent Juvyns

Aaron Hussein

Maximilian McKechnie

Natasha May

Zara Nokes

Karen Ward

Tilmann Galler

Maria Paola Toschi

Hugh Gimber

Vincent Juvyns

Aaron Hussein

Maximilian McKechnie

Natasha May

Zara Nokes