Monthly Strategy Report
We review trends across markets and economies, consider what they mean for our multi-asset portfolios and present a positioning update.
A range of information on educational research, portfolio manager insights, timely trends, and asset allocation applications.
We review trends across markets and economies, consider what they mean for our multi-asset portfolios and present a positioning update.
During one of the most challenging years for investors, equity factors, led by value and quality, continued to climb. A blend of factors hit a record high to close out the year.
Our portfolio managers are becoming more optimistic. Profit forecasts are getting more realistic, so far earnings have held up well, and valuations look much more attractive than they did a year ago.
2022 was a challenging year, characterised by tightening monetary policy in response to high inflation caused by a post-Covid pickup in demand, and by a European war.
Discover the outlook and outcomes for Emerging Market Equities. See the key points and more with J.P. Morgan.
Rate hikes, COVID-19 lockdowns and geopolitics have been punishing but we see potential silver linings.
Understanding the opportunity in Chinese equities
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.
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.
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.
Asset class views
We present a 12- to 18-month outlook for alternative assets and explore the most promising investment ideas from the CEOs, CIOs and strategists of our USD 150 billion alternatives platform. We explain why alternatives are no longer optional—but essential.
The 27th annual edition explores how lower valuations and higher yields mean that markets today offer the best potential long-term returns since 2010. After a year of turmoil and the unwind of market dislocations, asset return forecasts move close to their long-term equilibrium – effectively “back to par.”
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.
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