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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.

Your capital may be at risk. 

You asked, we answer. On the Minds of Investors tackles the big questions we hear in our conversations with clients – it’s our latest thinking on the issues that matter to you.

Karen Ward

What does Biden's presidency mean for the global climate agenda?

Joe Biden’s presidency is expected to bring increased momentum on tackling climate change. Carbon intensity is likely to become an increasingly important metric in investment decisions.

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When will the vaccines allow for a sustained economic recovery?

Successful vaccine rollout should drive an economic rebound as pent-up spending is unleashed. We assess the timings and market implications.

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Where still offers value and could continue to benefit if a vaccine is approved?

A Covid-19 vaccine could be a game changer for the global economy and markets. Global Market Strategist, Mike Bell highlights three areas that could continue to benefit should a vaccine be approved.

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How should investors consider the impact of climate change on their portfolios?

Vincent Juvyns, Global Market Strategist, looks at how investors can manage climate-related risks in their portfolios, while also driving real change.

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Will trade hostilities undermine the investment case for Chinese assets?

Discover how the trade disruption between the US and China due to the pandemic and rising political tensions affect the investment case for Chinese assets.

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Could the policy response to Covid-19 lead to a resurgence in inflation?

Will inflation return after COVID-19? Explore the thoughts of our experts as they review the effects COVID-19 will have on a post-coronavirus economy.

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What impact will the US election have on markets?

Explore our 2020 US election analysis, covering poll interpretation, Covid-19, Republican versus Democratic victory prospects and investment implications.

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Income hunting: If life was tough before, it’s even tougher now

While dividends in some regions are likely to face pressure in the coming months, now is not the time to give up on equities as a key source of income for multi-asset portfolios.

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COVID-19 shows ESG matters more than ever

The COVID-19 crisis is causing short-term ESG repercussion and longer-term shifts. Find out why sustainability has never been more important for investors.

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The Great Glut: Coronavirus's impact on the oil market

Rising production and collapsing demand is causing an unprecedented glut in the oil market. Discover how COVID-19 is impacting the oil industry worldwide.

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COVID-19: How bad will the recession be?

We assess how bad the COVID-19 recession will be, considering disease containment time, pre-existing economy vulnerabilities, and the global policy response.

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Do investors need to worry about a Japanese-style stagnation in Europe?

Demographics, debt, and equities have caused past stagnation of the Japanese economy. Discover whether Europe’s similarities could lead to the same fate.

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Three reasons investors could return to UK stocks post Brexit

Brexit uncertainty is not over. But that wasn’t the only thing holding back UK stocks, and investors could be tempted back to the market.

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How can we track the health of the US economy?

US economic indicators across the board have deteriorated, but are not yet indicating a recession is imminent.

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How is ESG affecting the investment landscape?

We discuss how ESG factors are affecting the investments process and the ways in which investors can include these factors in their investment 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-tested strategies for guiding portfolios towards tomorrow’s goals.

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The Weekly Brief

Start the week with our snapshot of key economic and market trends from the previous seven days.

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Investment Outlook

Karen Ward, Chief Market Strategist for EMEA, looks ahead and considers what might be in store for global markets in the year ahead.

Key themes

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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