Insights | J.P. Morgan Asset Management

Guide to the Markets

Updated each quarter, our popular Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics through clear, compelling charts you can share with your clients.

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Principles for a Successful Retirement

Eight essential retirement planning principles to give investment professionals and their clients the confidence to make more informed decisions and take positive steps toward a successful retirement.

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Market Insights

Get better informed on investment decisions with timely insights into macroeconomic trends and market themes.

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Retirement Insights

Get better guidance and understand today’s retirement challenges.

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Portfolio Insights

A range of information on educational research, portfolio manager insights, timely trends, and asset allocation applications.

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Featured Insights

The Year Ahead 2020

We use 15 charts from our Guide to the Markets - Asia to illustrate the global economic backdrop, as well as how investors can keep FIT and build portfolios when walking this economic tightrope. We hope these charts, along with our Market Insights program, can help you navigate 2020’s investment environment.

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On the Minds of Investors

What does the Global Industry Classification Standard (GICS) sector reclassification mean for equities?

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Monthly Market Review

A summary of the factors driving global markets over the last month.

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Global Asset Allocation Views

Anticipating subtrend growth well into 2023, we remain neutral duration and overweight cash. We underweight equities, expecting meaningful earnings downgrades. We take a neutral stance on credit, with a clear preference for investment grade over high yield.

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Global Fixed Income Views

Recession is our base case scenario, at 50%. We raised the likelihood of Crisis to 15% while lowering Sub Trend Growth to 30% and Above Trend Growth to 5%. We’re using market rallies to reduce our interest rate exposure and credit risk. Our best idea: high quality, short-dated cash flows.

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Investing for Retirement

Goals-based investing is the key to investing for retirement: Define and prioritize your goals, and align your investment strategy to meet those goals. Get invested, diversity, and stay invested, especially in long-term growth assets.

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