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Weekly Bond Bulletin: Balancing dollar bearishness

By GFICC Investors
We may not be outright US dollar bulls, but fundamentals and quantitative valuation factors both suggest that investors are currently too negative on the currency.
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Should we be concerned about the rising inflation in China?

By Chaoping Zhu
This paper, written by Chaoping Zhu, discusses China's surging inflation and its implication for monetary policy.
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Should investors be optimistic on U.S.-China trade negotiations?

By Tai Hui
This paper, written by Tai Hui, discusses the outlook of recent U.S.-China trade negotiations.
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Monthly Market Review - November

By Tai Hui
We are pleased to release this month's market review, a summary of the factors driving global markets over the last quarter.
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4Q 2019 Global Fixed Income Views (Taiwan Traditional Chinese)

By Bob Michele
Every quarter, J.P. Morgan's Global Fixed Income, Currency & Commodities team, led by Robert Michele, CIO, determines its outlook for fixed income markets for the next three to six months and identifies its most attractive investment ideas.
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Wrapping up the mid-cycle adjustment

By Dr. David Kelly
This paper addresses the FOMC's October meeting announcement.
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Will a general election in the UK solve the Brexit impasse?

By Dr. David Kelly
This paper discusses the upcoming UK general election and its implications for markets.
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Global Equity Views 4Q 2019

By Paul Quinsee
As corporate profit growth has slowed, we have a more balanced outlook on equity markets. Valuations are mostly well within historical norms and we’re seeing opportunities among higher growth companies with sustainable profits and cash generation.
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Should we be worried about Chinese growth?

By Chaoping Zhu
This paper discusses the latest economic data releases from China.
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Monthly Market Review - October (Hong Kong Traditional Chinese)

By Tai Hui
We are pleased to release this month's market review, a summary of the factors driving global markets over the last month.
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Monthly Market Review - October (Taiwan Traditional Chinese)

By Tai Hui
We are pleased to release this month's market review, a summary of the factors driving global markets over the last month.
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4Q 2019 Global Asset Allocation Views (Taiwan Traditional Chinese)

By John Bilton
Each quarter, the J.P. Morgan Multi-Asset Solutions team meets to debate current views and establish key global themes. Our 4Q 2019 Global Asset Allocation Views represents the output of this meeting.
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Navigating recession risk

By Pierre-Yves Bareau
We emerged with a cautious near-term view from our latest quarterly strategy meeting in early September. In our base case scenario, the global economy is expected to narrowly avoid recession and continue to grow, albeit much more slowly.
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Factor Views 4Q 2019

By Yazann Romahi, Garrett Norman
Factor performance was positive, on balance. Equity value and momentum experienced sharp reversals in early September. Event-driven factors were mixed and macro factors were up across the board despite geopolitical uncertainty.
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4Q 2019 Emerging Market Debt Strategy: Navigating recession risk

By Pierre-Yves Bareau
This paper analyzes the emerging market debt sectors and its strategic implications over the coming quarter.
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Two actions to tackle health care costs in retirement

By Wina Appleton
This paper, written by Wina Appleton, outlines the five things to know and two actions investors can take to tackle health care costs in retirement.
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3Q19 Earnings bulletin: Skating on thin ice

By David Lebovitz, Tyler Voigt
This paper, written by David M. Lebovitz and Tyler J. Voigt, reviews 3Q19 U.S. earnings with performance of various sectors and its investment implications.
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Should investors cheer Brexit progress and trade agreement?

By Tai Hui
This paper, written by Tai Hui, discusses the latest progress and implications of the U.S.-China trade and Brexit.
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Brexit in the week ahead – crunch time

By Karen Ward
This paper provides an update on latest situation and timeline of Brexit negotiations.
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Monthly Market Review - October

By Tai Hui
We are pleased to release this month's market review, a summary of the factors driving global markets over the last month.
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4Q 2019 Guide To The Markets – Asia

By Tai Hui
Updated quarterly, the Guide to the Markets provides a comprehensive array of market and economic histories, trends and statistics.
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4Q 2019 Quarterly Perspectives - Asia

By Tai Hui
Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.
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Global Asset Allocation Views 4Q19

By John Bilton
Weakness in global trade and manufacturing dampen the global growth outlook. We keep a modest underweight to stocks, trim credit back to neutral given a deterioration in corporate fundamentals, and maintain a small overweight to USD cash.
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Not the same as last time

By Yoshinori Shigemi, Ian Hui, Shogo Maekawa
This paper, written by Y. Shigemi, I. Hui and S. Maekawa, examines the impact of past and upcoming hikes in the consumption tax on Japan's economy.
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What do we expect from Japan’s upcoming tax hike?

By Ian Hui
This paper, written by Ian Hui, discusses the implications of the upcoming hike in Japan's consumption tax.
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No clear end to the mid-cycle adjustment

By Dr. David Kelly
This paper addresses the latest U.S. Federal Reserve’s rate cut decision and its investment implications.
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Monthly Market Review - September (Hong Kong Traditional Chinese)

By Tai Hui
We are pleased to release this month's market review, a summary of the factors driving global markets over the last month.
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Monthly Market Review - September (Taiwan Traditional Chinese)

By Tai Hui
We are pleased to release this month's market review, a summary of the factors driving global markets over the last month.
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Global Fixed Income Views 4Q19

By Bob Michele
We doubled Recession probability to 40%, lowering Above Trend Growth from 25% to 10% and Sub Trend Growth from 45% to 40%. We favor: 10- and 30-yr Treasuries, short- and intermediate-term investment grade corporates and selected securitized instruments.
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Can higher oil prices threaten growth?

By Tai Hui
This paper, written by Tai Hui, discusses the potential implications of an escalation in geopolitical tensions in the Middle East and consequently, higher oil prices.
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3Q19 Guide to Alternatives

The Guide is designed to simplify the complex world of alternative investments to help you make more informed decisions across real estate, infrastructure, private markets and hedge funds.
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Super Mario goes out with a bang

By Michael Bell
This paper, written by Michael Bell, examines the European Central Bank meeting outcome and its investment implications.
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Building better retirement portfolios (2019 Update) – Taiwan Chinese version

By Wina Appleton
This paper outlines the asset allocation portfolios framework designed to help investors achieve their retirement goals.
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Building better retirement portfolios (2019 Update)

By Wina Appleton
This paper outlines the asset allocation portfolios framework designed to help investors achieve their retirement goals.
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Entering uncharted waters: Understanding negative bond yields

By Alex Dryden
This paper, written by Alex Dryden, addresses five of the most pressing questions on negative-yielding bonds and discusses their investment implications.
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Monthly Market Review - September

By Tai Hui
We are pleased to release this month's market review, a summary of the factors driving global markets over the last month.
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Monthly Market Review - August (Taiwan Traditional Chinese)

By Tai Hui
We are pleased to release this month's market review, a summary of the factors driving global markets over the last month.
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Monthly Market Review - August (Hong Kong Traditional Chinese)

By Tai Hui
We are pleased to release this month's market review, a summary of the factors driving global markets over the last month.
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Why is the potential for US currency intervention a topic of interest?

By GFICC Investors
The potential for unilateral US intervention in the currency markets to weaken the US dollar is increasing as the US administration becomes more frustrated with the dollar’s persistent strength.
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China’s economy and policies: A mid-year review

By Chaoping Zhu
This paper, written by Chaoping Zhu, provides a mid-year review on the Chinese economy and policies.
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Retirement Insights: Principles for a successful retirement - Hong Kong [2019 update] (Hong Kong Traditional Chinese)

By Wina Appleton
We are pleased to present the 2019 Hong Kong version of the "Principles for a successful retirement" with the latest data points to help simplify the complex for your clients and help end investors make more informed investment decisions about their retirement.
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Monthly Market Review - August

By Tai Hui
We are pleased to release this month's market review, a summary of the factors driving global markets over the last month.
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3Q 2019 Global Asset Allocation Views (Taiwan Traditional Chinese)

By John Bilton
Each quarter, the J.P. Morgan Multi-Asset Solutions team meets to debate current views and establish key global themes. Our 3Q 2019 Global Asset Allocation Views represents the output of this meeting.
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U.S.-China Trade: Latest 10% Tariff

By Hannah Anderson
This paper, written by Hannah Anderson, address the outcome of recent U.S.-China trade talk and its investment implications.
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Fed rate cut: What does it mean for investors?

By Alex Dryden, Jordan Jackson
This paper, written by Alex Dryden and Jordan Jackson, addresses the latest U.S. Federal Reserve’s rate cut decision and its investment implications.
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3Q 2019 Global Fixed Income Views (Taiwan Traditional Chinese)

By Bob Michele
Every quarter, J.P. Morgan's Global Fixed Income, Currency & Commodities team, led by Robert Michele, CIO, determines its outlook for fixed income markets for the next three to six months and identifies its most attractive investment ideas.
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Monthly Market Review - July (Taiwan Traditional Chinese)

By Tai Hui
We are pleased to release this month's market review, a summary of the factors driving global markets over the last month.
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2Q19 Earnings bulletin: Threading the needle

By David Lebovitz, Tyler Voigt
This paper reviews 2Q19 U.S. earnings with performance of various sectors and its investment implications.
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3Q19 Emerging Market Debt Strategy

By Pierre-Yves Bareau
This paper, written by Pierre-Yves Bareau, analyzes the emerging market debt sectors and its strategic implications over the coming quarter.
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Principles for a successful retirement – Hong Kong (2019 Update)

By Wina Appleton
We are pleased to present the 2019 Hong Kong version of the "Principles for a successful retirement" with the latest data points to help simplify the complex for your clients and help end investors make more informed investment decisions about their retirement.
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Yield curve inversion: Understanding the fire alarm

By Alex Dryden
This paper examines the current yield curve and its investment implication.
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Monthly Market Review - July (Hong Kong Traditional Chinese)

By Tai Hui
We are pleased to release this month's market review, a summary of the factors driving global markets over the last month.
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Does an ESG tilt improve corporate bond portfolio outcomes?

This paper evaluates whether the environmental, social and governance (ESG) can help in bond portfolio construction and its investment implications.
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Keeping a LID on portfolio volatility for Asian investors

By Tai Hui
This paper, written by Tai Hui and Marcus Yiu, evaluates the historical returns of Asian equities and the benefits of diversification across asset classes and geographies.
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Monthly Market Review - July

By Tai Hui
We are pleased to release this month's market review, a summary of the factors driving global markets over the last month.
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The macroeconomics of climate risk: How global warming could impact economic growth

Traditional macroeconomic models run the risk of overstating potential global growth by not adequately accounting for natural resource constraints and climate change.
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Monthly Market Review - June (Hong Kong Traditional Chinese)

By Tai Hui
We are pleased to release this month's market review, a summary of the factors driving global markets over the last month.
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Monthly Market Review - June (Taiwan Traditional Chinese)

By Tai Hui
We are pleased to release this month's market review, a summary of the factors driving global markets over the last month.
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Domestic demand: Silver lining amid the cloudy Asian trade outlook

By Marcella Chow, Marcus Yiu
This paper, written by Marcella Chow and Marcus Yiu, evaluates the current trade outlook and analyzes our newly constructed 'domestic' vs. 'export-oriented' indices with investment implication.
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Monthly Market Review - June

By Tai Hui
We are pleased to release this month's market review, a summary of the factors driving global markets over the last month.
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2Q19 Guide to Alternatives

The Guide is designed to simplify the complex world of alternative investments to help you make more informed decisions across real estate, infrastructure, private markets and hedge funds.
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European Parliament elections: The populist risk remains contained

By Vincent Juvyns
This paper, written by Vincent Juvyns, highlights the result of European Parliament elections and its investment implications
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Brexit: New UK prime minister, same challenges

By Karen Ward
This paper addresses the current resignation of UK prime minister Theresa May and its investment implication.
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Rushing towards easy

By Kerry Craig
This paper highlights the RBA’s May meeting minutes with outlook of rate announcement in June and its investment implication.
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Modi returns in another landslide win

By Ian Hui
This paper summarizes the result of Indian election and its investment implications.
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Emerging Market Equity Views – Favorable global cycle and USD outlooks create a positive environment

By Richard Titherington
This paper provides an update on the performance and outlook of emerging market equities.
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Are you letting volatility derail your retirement plan?

By Wina Appleton
This paper, written by Wina Appleton, summarizes the survey results on investor confidence and behaviour in Hong Kong.
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2Q 2019 Global Fixed Income Views (Taiwan Traditional Chinese)

By Bob Michele
Every quarter, J.P. Morgan's Global Fixed Income, Currency & Commodities team, led by Robert Michele, CIO, determines its outlook for fixed income markets for the next three to six months and identifies its most attractive investment ideas.
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Understanding the Fed balance sheet

By Alex Dryden
This paper, written by Alex Dryden, examines the Fed balance sheet with its future outlook and investment implications.
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Monthly Market Review - April (Hong Kong Traditional Chinese)

By Tai Hui
We are pleased to release this month's market review, a summary of the factors driving global markets over the last month.
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Monthly Market Review - April (Taiwan Traditional Chinese)

By Tai Hui
We are pleased to release this month's market review, a summary of the factors driving global markets over the last month.
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1Q19 Earnings: Is the party almost over?

By David Lebovitz, Tyler Voigt
This paper, written by David M. Lebovitz and Tyler J. Voigt, reviews 1Q19 U.S. earnings with performance of various sectors and its investment implications.
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2Q 2019 Global Asset Allocation Views (Taiwan Traditional Chinese)

By John Bilton
Each quarter, the J.P. Morgan Multi-Asset Solutions team meets to debate current views and establish key global themes. Our 2Q 2019 Global Asset Allocation Views represents the output of this meeting.
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Monthly Market Review - April

By Tai Hui
We are pleased to release this month's market review, a summary of the factors driving global markets over the last month.
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Brexit: Third vote fails. What happens next?

By Karen Ward
This paper reviews the result of the third vote on Brexit deal with its next steps and investment implications.
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Five things to know about the corporate debt market

By Kerry Craig, Alex Dryden
This paper, written by Kerry Craig and Alex Dryden, addresses five changes in the corporate bond market that investors should be aware of and the investment implications.
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The Fed: Top of the molehill?

By Dr. David Kelly
This paper addresses the main implications of the U.S. Federal Reserve meeting in March.
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Essential Elements of a Sound Retirement System

By Wina Appleton
This paper, written by Wina Appleton, outlines a framework for policymakers as they consider their choices and constraints in building the right structures and incentives to encourage adequate personal saving and investing for retirement.
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Brexit: A week of high drama, and a modicum of progress

By Karen Ward
This paper summarizes the result of the third vote on the Brexit deal held by British Prime Minister Theresa May and its investment implications.
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2019 Solving for Income (Taiwan Traditional Chinese)

By Tai Hui
The Solving for Income presentation uses selected slides from the Guide to the Markets – Asia to examine the role of income and how it will benefit investors by keeping it as a key investment objective.
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Monthly Market Review - March (Taiwan Traditional Chinese)

By Tai Hui
We are pleased to release this month's market review, a summary of the factors driving global markets over the last month.
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Monthly Market Review - March (Hong Kong Traditional Chinese)

By Tai Hui
We are pleased to release this month's market review, a summary of the factors driving global markets over the last month.
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European Central Bank adds to dovish central bank chorus

By Karen Ward, Ambrose Crofton
This paper, written by Karen Ward and Ambrose Crofton, examines the European Central Bank meeting outcome and its investment implications.
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Monthly Market Review - March

By Tai Hui
We are pleased to release this month's market review, a summary of the factors driving global markets over the last month.
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2019 Solving for income

By Tai Hui
This presentation uses selected slides from the Guide to examine the role of income and benefits to investors.
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Emerging Market Equity Views : Guarded optimism on the dollar and trade

By Richard Titherington
This paper provides an update on the performance and outlook of emerging market equities.
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Monthly Market Review - February (Hong Kong Traditional Chinese)

By Tai Hui
We are pleased to release this month's market review, a summary of the factors driving global markets over the last month.
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Monthly Market Review - February (Taiwan Traditional Chinese)

By Tai Hui
We are pleased to release this month's market review, a summary of the factors driving global markets over the last month.
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Fixed income investing in the late cycle

By Alex Dryden
This paper analyses the performance of different fixed income sectors and its investment opportunities in the late cycle.
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Bank of England still constrained by Brexit uncertainty

By Ambrose Crofton
This paper addresses the latest Bank of England’s interest rates announcement and its investment implications.
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4Q18 Earnings: A fork in the road

By David Lebovitz, Tyler Voigt
This paper reviews 4Q18 U.S. earnings with performance of cyclical sectors and its investment implications.
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The 2019 BoJ outlook; No normalization in sight

By Yoshinori Shigemi, Shogo Maekawa
This paper examines the recent monetary policy decision of the Bank of Japan and its investment implications.
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Fed announcement

By Dr. David Kelly, Jordan Jackson
This paper addresses the main implications of the U.S. Federal Reserve meeting in January.
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1Q 2019 Global Fixed Income Views (Taiwan Traditional Chinese)

By Bob Michele
Every quarter, J.P. Morgan's Global Fixed Income, Currency & Commodities team, led by Robert Michele, CIO, determines its outlook for fixed income markets for the next three to six months and identifies its most attractive investment ideas.
Continue reading

Brexit: Reflections on House of Commons votes

By Karen Ward
This paper summarizes the result of votes in the UK House of Commons regarding Brexit negotiations and its investment implications.
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China’s stimulus package: What to expect this time?

By Chaoping Zhu
This paper highlights the latest Chinese economy with priority of monetary policy and fiscal stimulus and its investment implications.
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Monthly Market Review - January (Taiwan Traditional Chinese)

By Tai Hui
We are pleased to release this month's market review, a summary of the factors driving global markets over the last month.
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Monthly Market Review - January (Hong Kong Traditional Chinese)

By Tai Hui
We are pleased to release this month's market review, a summary of the factors driving global markets over the last month.
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Global Asset Allocation Views 1Q 2019 (Taiwan Traditional Chinese)

By John Bilton
Each quarter, the J.P. Morgan Multi-Asset Solutions team meets to debate current views and establish key global themes. Our 1Q 2019 Global Asset Allocation Views and Model Portfolios represent the outputs of this meeting.
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Monthly Market Review - January

By Tai Hui
We are pleased to release this month's market review, a summary of the factors driving global markets over the last month.
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The Fed: One hike and a flock of dovish signals

By Dr. David Kelly
This paper, written by Dr. David P. Kelly, addresses the main implications of the U.S. Federal Reserve meeting in December.
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European Central Bank meeting: Quantitative easing is coming to an end but low rates likely to persist

By Jai Malhi
This paper, written by Jai Malhi, examines the European Central Bank meeting outcome and its investment implications.
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Monthly Market Review - December (Hong Kong Traditional Chinese)

By Tai Hui
We are pleased to release this month's market review, a summary of the factors driving global markets over the last month.
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Monthly Market Review - December (Taiwan Traditional Chinese)

By Tai Hui
We are pleased to release this month's market review, a summary of the factors driving global markets over the last month.
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Honing in on China: more about companies, less about the economy

By Shumin Huang, Alexander Treves
This paper analyses the Chinese equities market and its investment opportunities.
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Monthly Market Review - December

By Tai Hui
We are pleased to release this month's market review, a summary of the factors driving global markets over the last month.
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2019 Long-Term Capital Market Assumptions - Executive Summary (Taiwan Traditional Chinese)

This executive summary gives readers a broad overview of our 2019 Long-Term Capital Market Assumptions (LTCMAs) and provides a context for how some of the structural factors affecting economies today are likely to drive asset returns over a 10- to 15-year investment horizon.
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2018 Principles for successful long-term investing (Taiwan Traditional Chinese)

By Tai Hui
This presentation uses selected slides from the Guide to explain key investment principles.
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2018 Principles for successful long-term investing (Hong Kong Traditional Chinese)

By Tai Hui
This presentation uses selected slides from the Guide to explain key investment principles.
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Brexit: Getting there

By Karen Ward
This paper, written by Karen Ward, summarizes the progress of the Brexit negotiations and evaluates the withdrawal deal and its investment implications.
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Get invested, stay invested: Navigating volatile markets

By Samantha Azzarello, Jordan Jackson
This paper, written by Samantha M. Azzarello and Jordan Jackson, puts volatility in context relative to historic trends, and then outline five things to keep in mind when the market gets volatile.
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Is the selloff a signal?

By Dr. David Kelly
This paper addresses the market’s concerns due to latest market volatility and its investment implications.
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How will the Brexit negotiations conclude?

We believe the Brexit negotiations will conclude with a relatively "soft" Brexit. But, as current media headlines show, there are still a number of compromises that need to be made on both sides to seal the deal.
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The Fed: Raising rates and uncertainty

By Dr. David Kelly
This paper addresses the main implications of the U.S. Federal Reserve meeting in September.
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Investing beyond the late cycle (Hong Kong Traditional Chinese)

By Dr. David Kelly, Tai Hui, Kerry Craig
This month marks the 10th anniversary of the collapse of Lehman Brothers, the event that transformed financial turmoil in the U.S. housing market into the global financial crisis. A decade on and investors are naturally wondering how long until the next equity bear market and what steps they can take to protect their portfolios while still trying to achieve their investment objectives.
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Investing beyond the late cycle (Taiwan Traditional Chinese)

By Dr. David Kelly, Tai Hui, Kerry Craig
This month marks the 10th anniversary of the collapse of Lehman Brothers, the event that transformed financial turmoil in the U.S. housing market into the global financial crisis. A decade on and investors are naturally wondering how long until the next equity bear market and what steps they can take to protect their portfolios while still trying to achieve their investment objectives.
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Investing beyond the late cycle

By Dr. David Kelly, Tai Hui, Kerry Craig
This month marks the 10th anniversary of the collapse of Lehman Brothers, the event that transformed financial turmoil in the U.S. housing market into the global financial crisis. A decade on and investors are naturally wondering how long until the next equity bear market and what steps they can take to protect their portfolios while still trying to achieve their investment objectives.
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European Central Bank on autopilot

By Michael Bell
This paper examines the European Central Bank meeting outcome and its investment implications.
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Monthly Market Review - September (Taiwan Traditional Chinese)

By Tai Hui
We are pleased to release this month's market review, a summary of the factors driving global markets over the last month.
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Monthly Market Review - September (Hong Kong Traditional Chinese)

By Tai Hui
We are pleased to release this month's market review, a summary of the factors driving global markets over the last month.
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Yield curve inversion: Should we trust the alarm?

By Alex Dryden
This paper, written by Alex Dryden, evaluates whether yield curve inversion is an indicator of recession and its investment implications.
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Investing for Retirement (Taiwan Traditional Chinese)

By Wina Appleton
This paper, written by Wina Appleton, advocates why investors should consider a goals-based approach when investing for retirement.
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Investing for Retirement (Singapore version)

By Wina Appleton
This paper, written by Wina Appleton, advocates why investors should consider a goals-based approach when investing for retirement.
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Global Transportation Q&A

By Andrian R. Dacy
Assets in the transportation space may include but is not limited to anything from ships to trains to aircrafts, providing institutional investors with alternative sources of returns. Andy Dacy talks about how the asset class is evolving and where he currently sees the best investment opportunities.
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Should U.S. investors worry about Turkey?

By Gabriela Santos, Alex Dryden
This paper, written by Gabriela Santos and Alex Dryden, addresses the current Turkish economy with Turkish lira depreciation.
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Investing for Retirement (Hong Kong version)

By Wina Appleton
This paper, written by Wina Appleton, advocates why investors should consider a goals-based approach when investing for retirement.
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UK Bank of England raised interest rates 25 basis points : Walking not running

By Karen Ward
This paper, written by Karen Ward, addresses the latest Bank of England’s base rate of interest announcement and its investment implications.
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Trade, taxes and temporary distortions: growth after the second quarter surge

By Jack Manley
This paper, written by John C. Manley, addresses the latest U.S. economic growth, trade situation and the impact of tax reform with investment implications.
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2Q18 earnings update: Tug of war

By David Lebovitz
This paper, written by David M. Lebovitz and Tyler J. Voigt, reviews 2Q18 U.S. earnings with performance of cyclical sectors and its investment implications.
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What is behind the recent China slowdown?

By Marcella Chow, Chaoping Zhu, Hannah Anderson
This paper, written by Marcella Chow, Chaoping Zhu and Hannah Anderson, analyses the key factors that led the moderate economic slowdown in China and its investment implications.
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What is a trade war, and are we in one?

By Benjamin Mandel, Hannah Anderson
This paper explores the portfolio implications of trade policy uncertainty, at a time when trade-related market shocks are becoming more frequent.
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Monthly Market Review - July (Taiwan Traditional Chinese)

By Tai Hui
We are pleased to release this month's market review, a summary of the factors driving global markets over the last month.
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Monthly Market Review - July (Hong Kong Traditional Chinese)

By Tai Hui
We are pleased to release this month's market review, a summary of the factors driving global markets over the last month.
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Here we go again: U.S.-China trade tensions

By Hannah Anderson
This paper, written by Hannah Anderson, responds to the latest escalation in the U.S.-China trade dispute and discusses how investors can position themselves for rising trade tensions.
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3Q 2018 Emerging Market Debt Strategy

By Pierre-Yves Bareau
This paper, written by Pierre-Yves Bareau, analyzes the emerging market debt sectors and its strategic implications over the coming quarter.
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Brexit: Ready for the main event

By Karen Ward
This paper, written by Karen Ward, provides an update on Brexit following Prime Minister Theresa May's cabinet meeting and the subsequent resignation of David Davis, Brexit Secretary.
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The portfolio implications of trade disputes

By Benjamin Mandel, Hannah Anderson
Trade policy is of first-order importance in a more connected world, and markets have been reacting nervously to U.S. trade disputes.
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Australian Budget 2018-2019: finding the middle ground

By Kerry Craig
This paper, written by Kerry Craig, addresses the latest announcement of Australian budget and its investment implications.
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1Q18 earnings update: A tailwind from taxes

By David Lebovitz
This paper, written by David M. Lebovitz and Tyler J. Voigt, reviews 1Q18 U.S. earnings with performance of cyclical sectors and its investment implications.
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2Q 2018 Global Fixed Income Views (Taiwan Traditional Chinese)

By Bob Michele
Every quarter, J.P. Morgan's Global Fixed Income, Currency & Commodities team, led by Robert Michele, CIO, determines its outlook for fixed income markets for the next three to six months and identifies its most attractive investment ideas.
Continue Reading

Monthly Market Review - April (Taiwan Traditional Chinese)

By Tai Hui
We are pleased to release this month's market review, a summary of the factors driving global markets over the last month.
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Global Asset Allocation Views 2Q 2018 (Taiwan Traditional Chinese)

By John Bilton
Each quarter, the J.P. Morgan Multi-Asset Solutions team meets to debate current views and establish key global themes. Our 2Q 2018 Global Asset Allocation Views and Model Portfolios represent the outputs of this meeting.
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Monthly Market Review - April (Hong Kong Traditional Chinese)

By Tai Hui
We are pleased to release this month's market review, a summary of the factors driving global markets over the last month.
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PBoC to push financial market opening with a concrete timetable

By Marcella Chow
This paper, written by Marcella Chow, analyzes the recent financial market opening measures announced by Governor Yi and how they impact our view on Chinese equities.
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Monthly Market Review - April

By Tai Hui
We are pleased to release this month's market review, a summary of the factors driving global markets over the last month.
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A logical tilt toward tighter policy

By Dr. David Kelly
This paper, written by Dr. David P. Kelly, addresses the main implications of this week’s U.S. Federal Reserve meeting.
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301 problems, and retaliation is one

By Hannah Anderson
This paper, written by Hannah Anderson, unpacks the latest changes in U.S. trade policy and discusses their market implications.
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Renewable energy and battery storage: Impacts of disruption on the core infrastructure investor

Disruption threatens all investors. Every industry and sector faces disruption risks from new technologies, competitors, politics and regulations.
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Monthly Market Review - March (Taiwan traditional Chinese)

By Tai Hui
We are pleased to release this month's market review, a summary of the factors driving global markets over the last month.
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Shedding light on trade turmoil

By Dr. David Kelly, Samantha Azzarello, David Lebovitz
Over the past week financial markets have reacted negatively to President Trump’s announcement of tariffs on steel and aluminum, mainly due to fears of a trade war that could reduce global trade. We address a number of key questions that investors have been asking about this issue.
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Italian election: Let the coalition battle commence

By Maria Paola Toschi
This paper, written by Maria Paola Toschi, examines the impact of the Italian election outcome and its investment implications.
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European Central Bank meeting: Subdued inflation to keep policy accommodative

By Karen Ward
This paper, written by Karen Ward, examines the European Central Bank meeting outcome and its investment implications.
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Time to stress test your portfolio

A case for private core infrastructure. Now is the time for investors to prepare for the next period of financial stress, by testing their portfolios against a wide range of potential outcomes.
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The Fed in 2018: Five things to know

By Alex Dryden, Jack Manley
This paper, written by Alexander Dryden and John C. Manley, addresses that the composition of the Fed will be different in 2018 and will likely be moving in a more hawkish direction.
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2018 Solving for income (Taiwan Traditional Chinese)

By Tai Hui
This presentation uses selected slides from the Guide to examine the role of income and benefits to investors.
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1Q 2018 Global Fixed Income Views (Taiwan Traditional Chinese)

By Bob Michele
Every quarter, J.P. Morgan's Global Fixed Income, Currency & Commodities team, led by Robert Michele, CIO, meets to discuss and determines its outlook for fixed income markets for the next three to six months and identifies its most attractive investment ideas.
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2018 Principles for successful long-term investing (Hong Kong Traditional Chinese)

By Tai Hui
This presentation uses select slides from the Guide to explain key investment principles.
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2018 Principles for successful long-term investing (Taiwan Traditional Chinese)

By Tai Hui
This presentation uses select slides from the Guide to explain key investment principles.
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The investment implications of tax reform

By Dr. David Kelly
This paper, written by David Kelly and John Manley, addresses the key elements of the U.S. tax reform and its investment implications.
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Monthly Market Review - December (Hong Kong traditional Chinese)

By Tai Hui
We are pleased to release this month's market review, a summary of the factors driving global markets over the last month.
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The Year Ahead | 2018

By Tai Hui
This paper spotlights the 2018 investment landscape that investors should monitor to formulate an informed and rational view.
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Monthly Market Review - June

By Tai Hui
We are pleased to release this month's market review, a summary of the factors driving global markets over the last month.
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Monthly Market Review - May

By Tai Hui
We are pleased to release this month's market review, a summary of the factors driving global markets over the last month.
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1Q 2017 earnings update: The recovery continues

By David Lebovitz
Given our view that the economy should continue to expand at a moderate pace, wage growth will gradually accelerate and interest rates will drift higher, it seems reasonable to expect that S&P 500 earnings will continue to rise over the remainder of 2017. For investors, we believe the prudent strategy is to follow the cash flows, and invest in those companies that are able to grow their earnings against the economic backdrop described previously.
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UK GDP: Continued strong growth numbers 

By Alex Dryden
With the economy growing at 2% and inflation hitting a 30-month high in December, the Bank of England is in a tough spot. In normal times, strong economic growth and higher inflation would lead to tighter monetary policy.
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