Market Insights

Tools and resources necessary to help investment professionals and their clients make informed investment decisions and build stronger portfolios

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14/03/2025

2025 U.S. Policy Pulse

Insights on the 2024 U.S. general election, potential election outcomes, policy agendas and investment implications to help investors navigate the election cycle in portfolios.

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14/03/2025
2 days ago

Weekly Market Recap

Start each week with J.P. Morgan Asset Management’s one-page snapshot of top headlines, market performance, chart of the week and more.

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2 days ago
26/03/2025

Investing principles: Steering the boat through choppy seas

This paper, written by Raisah Rasid and Jennifer Qiu, addresses the importance of a diversified portfolio to manage market volatility and capture potential recovery upside.

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By Raisah RasidRaisah RasidRaisah RasidGlobal Market Strategist and Jennifer QiuJennifer QiuJennifer QiuGlobal Market Strategist
26/03/2025
25/03/2025

Trade Turbulence (Part 4): Ahead of April 2

This paper discusses the tariff proposed and implemented by the Trump administration, and what to expect on April 2nd and the potential impact.

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By Jennifer QiuJennifer QiuJennifer QiuGlobal Market Strategist and Adrian WongAdrian WongAdrian WongGlobal Market Strategist
25/03/2025
19/03/2025

Separating the inflation signal from the policy noise

This paper summarizes the key highlights from the latest Federal Open Market Committee meeting. (3-min read)

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By Dr. David Kelly
DK
Dr. David KellyChief Global Strategist
19/03/2025
19/03/2025

U.S. Market Correction: What’s next?

This paper discusses the slowdown in growth in the U.S. economy and the possibility of a recession on the back of policy uncertainty, and the investment implications.

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By Raisah RasidRaisah RasidRaisah RasidGlobal Market Strategist and Jennifer QiuJennifer QiuJennifer QiuGlobal Market Strategist
19/03/2025
13/03/2025

Rethinking equity income as market uncertainties rise

This paper addresses the case for defensive and income seeking strategies on the back of growing uncertainties around government policies, geopolitics and monetary policies.

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By Marcella ChowMarcella ChowMarcella ChowGlobal Market Strategist and Adrian WongAdrian WongAdrian WongGlobal Market Strategist
13/03/2025
2025 U.S. Policy Pulse

Insights on the 2024 U.S. general election, potential election outcomes, policy agendas and investment implications to help investors navigate the election cycle in portfolios.

Explore more
The Essentials of Sustainable Investing

This paper discusses the importance of sustainable investing for investors, and the latest areas of focus that clients have been asking about, such as AI, help in scouting future growth opportunities, and food security.

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Principles for successful long-term investing

Our principle six time-tested strategies for guiding investors and their portfolios through today's challenging markets to reach tomorrow's goals.

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