On the Minds of Investors

What investment questions are on the minds of investors? Explore the questions investors ask frequently and find answers at J.P. Morgan Asset Management.

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Potential impacts of the April 2nd tariff announcements

This paper addresses the potential impacts of the universal and reciprocal tariffs announced by the U.S. on 2nd April, and the investment implications.

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By Gabriela Santos
GS
Gabriela SantosGlobal Market Strategist
, Mary Park Durham
MD
Mary Park DurhamGlobal Market Strategist
, and Jennifer QiuJennifer QiuJennifer QiuGlobal Market Strategist
Today
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

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
11/03/2025

One stabilizer, two boosters: Key takeaways from Chinese NPC annual session

This paper discusses the key takeaways from the Chinese NPC annual session, and the investment implications for Chinese and Asian investors based off recent market volatility.

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By Chaoping ZhuChaoping ZhuChaoping ZhuGlobal Market Strategist
11/03/2025