Portfolio Insights

FEATURED PORTFOLIO INSIGHTS

Global Asset Allocation Views

Global growth is above trend, but changes to U.S. trade policy and the impact of higher U.S. rates have increased risks to our outlook. We overweight stocks, but trim our positioning, upgrade duration to a small overweight and remain neutral on credit.

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Global Fixed Income Views

Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly meeting.

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Global Equity Views

We are a little more cautious amid rising U.S. rates and economic and profits cycles that are long by historical standards. We find opportunity in out-of-favor areas including emerging markets and Europe, and many financial stocks look attractive.

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Factor Views

Themes from the quarterly Quantitative Beta Research Summit

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Emerging Market Debt Strategy

We see the market's steadier fundamentals (tide) coming into conflict with outflows (wind), which has raised volatility in the period.

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Long-Term Capital Market Assumptions

The 2020 edition of J.P. Morgan Asset Management's Long-Term Capital Market Assumptions draws on the best thinking of our experienced investment professionals worldwide.

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TIMELY RESOURCES

Global Asset Allocation Views

Themes and investment implications from the Multi-Asset Solutions team to help guide your portfolio decisions.

Monthly Strategy Report

Weekly Strategy Report is J.P. Morgan's weekly review of global markets and portfolio positioning, to help you develop your portfolio strategy.

Global Fixed Income Views

After unprecedented global stimulus stabilized economies, what’s next? Many challenges. Still, Above Trend Growth remains our base case at a reduced 60% probability. Our preferences: higher beta U.S. corporates and munis; some local emerging market debt.

High yield market: Four questions for the rest of the year

The speed and magnitude of the sell-off and subsequent rally in the high yield market has been unprecedented. After the intense volatility experienced so far, we look at the main questions on the minds of high yield investors as they position for the remainder of the year.

Global Equity Views

Themes and investment implications from the Global Equity Investors Quarterly to help guide your portfolio decisions.

Factor Views

Quarterly themes and investment implications from the Quantitative Beta Research team to help guide your portfolio decisions.

Understanding the opportunity in Chinese equities

Emerging Market Debt Strategy

Quarterly themes and implications from J.P. Morgan Asset Management’s Emerging Market Debt team to help guide your portfolio decisions.

Equity Research: How Consumer Behavior Is Changing

The first in a new series of commentary from the Global Research team highlights changing trends in consumer preferences.

Long-Term Capital Market Assumptions

Our Long-Term Capital Market Assumptions (LTCMA) is an annual assessment of the long-term outlook across all major asset classes and markets.

Fixed income investing in 2020

After a challenging 2018, fixed income investors caught a break in 2019 with the U.S. Barclays Aggregate returning 8.7%, its best year since 2002.

Does an ESG tilt improve corporate bond portfolio outcomes?

Can an environmental, social and governance (ESG) overlay be used to enhance portfolio returns? Read our study and findings.

FOMC Statement & Potential Impact on Fixed Income

This paper, written by Ramon Maronilla, highlights the market view from the Global Fixed Income, Currency & Commodities Team regarding the recent Federal Reserve’s announcement.

Multi-family property investing in Japan – The population paradox

Shrinking and rapidly-aging population. Low economic growth. Muted inflation. These are some of the misconceptions around real estate investment in Japan. Given such branding, investing in Japan multi-family residential assets may seem paradoxical. However, when we look beyond the headlines we see the valuable investment opportunities in the sector.

Emerging Market Equity Views

Discover the outlook and outcomes for Emerging Market Equities. See the key points and more with J.P. Morgan.

Emerging Market Strategy

Fundamentals of emerging markets remain strong, while risks to the asset class are primarily external, not internal, and trade skirmishes amid a rebalancing and slowing Chinese economy.