Market Insights

SIMPLIFY THE COMPLEX WITH MARKET INSIGHTS

01/02/2016

Simplify the complex with our timely and thought-provoking insights on market events and outlook and make informed investment decisions more confidently

Timely Resources

Guide to the Markets

The Guide to the Markets illustrates an array of market and economic trends using compelling charts, providing the building blocks to support conversations with your clients.

Discover more

4Q 2019 Guide to the Markets Overview

Join Tai Hui, Chief Market Strategist Asia, as he uses slides from the new Guide to the Markets - Asia, an essential tool that illustrates market and economic insights, trends and themes, to provide perspectives on recent market-moving events and the prospects for investing going forward.

Play video

Quarterly Perspectives

Quarterly Perspectives highlights key themes from our Guide to the Markets book and offers critical insights for engaging in portfolio discussions.

Learn more

Featured Market Insights

Yield Curve Inversion

The yield curve, specifically its potential inversion, has become a trusted signal of impending economic turmoil due to the close historical relationship between inversions and recessions.

Should U.S. Investors Worry About Turkey?

Turkish assets have been under severe pressure, with the Turkish lira depreciating by 42% against the U.S. dollar this year, down 22% this week alone.

Modi returns in another landslide win

Modi returns in another landslide win, written by Ian Hui, summarizes the result of Indian election and its investment implications.

Domestic demand: Silver lining amid the cloudy Asian trade outlook

This paper, written by Marcella Chow and Marcus Yiu, evaluates the current trade outlook and analyzes our newly constructed 'domestic' vs. 'export-oriented' indices with investment implication.

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.

On the Minds of Investors

Top questions on the minds of investors. See what your peers are asking and read answers from our team of Global Market Strategists.

Monthly Market Review

A summary of the factors driving markets over the last month, covering the global economy as well as major asset classes, complete with Guide slides.

The Year Ahead 2019

Expectations for 2019 are for a year of rising volatility and greater variation in asset returns. Read our breakdown of investing in 2019 into three key themes: Agility, Income, and Resilience.

Principles for Successful Long-term Investing

We believe that a combination of these principles, sound financial advice and deeper insights can help make every investor better off.

Guide to Alternatives

This is a sister publication to Guide to the Markets, delivering insight on macro topics like fundraising and manager dispersion, while also diving into real estate, infrastructure & transport, private credit, private equity and hedge funds in detail.

Market Bulletins

Market Insights Market Bulletins

European Parliament elections: The populist risk remains contained

This paper, written by Vincent Juvyns, highlights the result of European Parliament elections and its investment implications.

Lots of talk about tariffs

This paper, written by Gabriela Santos, David Lebovitz and Alex Dryden, evaluates the current trade uncertainty with outlook on the U.S. Federal Reserve’s direction and its investment implication.

Guide to the Markets

The Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics through clear, compelling charts.

Keeping a LID on portfolio volatility for Asian investors

This paper, written by Tai Hui and Marcus Yiu, evaluates the historical returns of Asian equities and the benefits of diversification across asset classes and geographies.

Modi returns in another landslide win

Modi returns in another landslide win, written by Ian Hui, summarizes the result of Indian election and its investment implications.

Lots of talk about tariffs

This paper, written by Gabriela Santos, David Lebovitz and Alex Dryden, evaluates the current trade uncertainty with outlook on the U.S. Federal Reserve’s direction and its investment implication.

European Parliament elections: The populist risk remains contained

This paper, written by Vincent Juvyns, highlights the result of European Parliament elections and its investment implications.

Should U.S. Investors Worry About Turkey?

Turkish assets have been under severe pressure, with the Turkish lira depreciating by 42% against the U.S. dollar this year, down 22% this week alone.

Yield Curve Inversion

The yield curve, specifically its potential inversion, has become a trusted signal of impending economic turmoil due to the close historical relationship between inversions and recessions.

Domestic demand: Silver lining amid the cloudy Asian trade outlook

This paper, written by Marcella Chow and Marcus Yiu, evaluates the current trade outlook and analyzes our newly constructed 'domestic' vs. 'export-oriented' indices with investment implication.

2Q19 Earnings bulletin: Threading the needle

This paper, written by David M. Lebovitz and Tyler J. Voigt, reviews 2Q19 U.S. earnings with performance of various sectors and its investment implications.

Why invest in alternative assets

For long term investors able to forego some liquidity, a strategic allocation to alternative assets could help to improve the overall risk/return profile of their portfolio

Yield curve inversion: Understanding the fire alarm

This paper, written by Alex Dryden, examines the current yield curve and its investment implication.

Fed rate cut: What does it mean for investors?

This paper, written by Alex Dryden and Jordan Jackson, addresses the latest U.S. Federal Reserve’s rate cut decision and its investment implications.

U.S.–China Trade: Latest 10% Tariff

This paper, written by Hannah Anderson, address the outcome of recent U.S.-China trade talk and its investment implications.

Brexit: New UK prime minister, same challenges

The yield curve, specifically its potential inversion, has become a trusted signal of impending economic turmoil due to the close historical relationship between inversions and recessions.

China’s economy and policies: A mid-year review

This paper, written by Chaoping Zhu, provides a mid-year review on the Chinese economy and policies.

Does the yield curve inversion signal trouble ahead?

This paper, written by John Manley, examines recent yield curve inversion and its investment implications.

Super Mario goes out with a bang

This paper, written by Michael Bell, examines the European Central Bank meeting outcome and its investment implications.

Entering uncharted waters: Understanding negative bond yields

This paper, written by Alex Dryden, addresses five of the most pressing questions on negative-yielding bonds and discusses their investment implications.

Not the same as last time

This paper examines the impact of past and upcoming hikes in the consumption tax on Japan's economy.

Brexit in the week ahead - crunch time

This paper examines the impact of past and upcoming hikes in the consumption tax on Japan's economy.

Keeping a LID on portfolio volatility for Asian investors

This paper, written by Tai Hui and Marcus Yiu, evaluates the historical returns of Asian equities and the benefits of diversification across asset classes and geographies.

Modi returns in another landslide win

Modi returns in another landslide win, written by Ian Hui, summarizes the result of Indian election and its investment implications.

Lots of talk about tariffs

This paper, written by Gabriela Santos, David Lebovitz and Alex Dryden, evaluates the current trade uncertainty with outlook on the U.S. Federal Reserve’s direction and its investment implication.

European Parliament elections: The populist risk remains contained

This paper, written by Vincent Juvyns, highlights the result of European Parliament elections and its investment implications.

Should U.S. Investors Worry About Turkey?

Turkish assets have been under severe pressure, with the Turkish lira depreciating by 42% against the U.S. dollar this year, down 22% this week alone.

Yield Curve Inversion

The yield curve, specifically its potential inversion, has become a trusted signal of impending economic turmoil due to the close historical relationship between inversions and recessions.

Domestic demand: Silver lining amid the cloudy Asian trade outlook

This paper, written by Marcella Chow and Marcus Yiu, evaluates the current trade outlook and analyzes our newly constructed 'domestic' vs. 'export-oriented' indices with investment implication.

2Q19 Earnings bulletin: Threading the needle

This paper, written by David M. Lebovitz and Tyler J. Voigt, reviews 2Q19 U.S. earnings with performance of various sectors and its investment implications.

Why invest in alternative assets

For long term investors able to forego some liquidity, a strategic allocation to alternative assets could help to improve the overall risk/return profile of their portfolio

Yield curve inversion: Understanding the fire alarm

This paper, written by Alex Dryden, examines the current yield curve and its investment implication.

Fed rate cut: What does it mean for investors?

This paper, written by Alex Dryden and Jordan Jackson, addresses the latest U.S. Federal Reserve’s rate cut decision and its investment implications.

U.S.–China Trade: Latest 10% Tariff

This paper, written by Hannah Anderson, address the outcome of recent U.S.-China trade talk and its investment implications.

Brexit: New UK prime minister, same challenges

The yield curve, specifically its potential inversion, has become a trusted signal of impending economic turmoil due to the close historical relationship between inversions and recessions.

China’s economy and policies: A mid-year review

This paper, written by Chaoping Zhu, provides a mid-year review on the Chinese economy and policies.

Does the yield curve inversion signal trouble ahead?

This paper, written by John Manley, examines recent yield curve inversion and its investment implications.

Super Mario goes out with a bang

This paper, written by Michael Bell, examines the European Central Bank meeting outcome and its investment implications.

Entering uncharted waters: Understanding negative bond yields

This paper, written by Alex Dryden, addresses five of the most pressing questions on negative-yielding bonds and discusses their investment implications.

Not the same as last time

This paper examines the impact of past and upcoming hikes in the consumption tax on Japan's economy.

Brexit in the week ahead - crunch time

This paper examines the impact of past and upcoming hikes in the consumption tax on Japan's economy.

Tai Hui

Managing Director Chief Market Strategist, Asia Pacific

Hong Kong

6 years with J.P. Morgan

19 years in the Industry

View Full Profile

Yoshinori Shigemi

Managing Director Global Market Strategist

Hong Kong

6 years with J.P. Morgan

17 years in the Industry

View Full Profile

Kerry Craig

Executive Director Global Market Strategist

Hong Kong

9 years with J.P. Morgan

12 years in the Industry

View Full Profile

Dr. Jasslyn Yeo, CFA, CFTe

Executive Director Global Market Strategist

Hong Kong

4 years with J.P. Morgan

13 years in the Industry

View Full Profile

Marcella Chow

Vice President Global Market Strategist

Hong Kong

3 years with J.P. Morgan

11 years in the Industry

View Full Profile

Ian Hui

Vice President Global Market Strategist

Hong Kong

7 years with J.P. Morgan

14 years in the Industry

View Full Profile

Agnes Lin

Vice President Global Market Strategist

Hong Kong

3 years with J.P. Morgan

19 years in the Industry

View Full Profile

Shogo Maekawa

Vice President Global Market Strategist

Hong Kong

7 years with J.P. Morgan

7 years in the Industry

View Full Profile

Chaoping Zhu

Vice President Global Market Strategist

Hong Kong

2 years with J.P. Morgan

10 years in the Industry

View Full Profile

Hannah Anderson

Associate Global Market Strategist

Hong Kong

5 years with J.P. Morgan

5 years in the Industry

View Full Profile

Wina Appleton

Executive Director APAC Retirement Strategist

Hong Kong

11 years with J.P. Morgan

11 years in the Industry

View Full Profile

Tai Hui

Managing Director Chief Market Strategist, Asia Pacific

Yoshinori Shigemi

Managing Director Global Market Strategist

Kerry Craig

Executive Director Global Market Strategist

Dr. Jasslyn Yeo, CFA, CFTe

Executive Director Global Market Strategist

Marcella Chow

Vice President Global Market Strategist

Ian Hui

Vice President Global Market Strategist

Agnes Lin

Vice President Global Market Strategist

Shogo Maekawa

Vice President Global Market Strategist

Chaoping Zhu

Vice President Global Market Strategist

Hannah Anderson

Associate Global Market Strategist

Wina Appleton

Executive Director APAC Retirement Strategist

Insights in Brief

Learn more

Retirement Insights

Learn more

Feel free to call our InvestorLine or email us if you would like further information about our Funds or eTrading services:

(852) 2265 1188

investor.services@jpmorgan.com

Feel free to call our InvestorLine or email us if you would like further information about our Funds or eTrading services:

(852) 2265 1188

investor.services@jpmorgan.com

Fund Listing

Featured Funds

Retirement Insights

Knowing the Basics

Getting Started

SIMPLIFY THE COMPLEX WITH MARKET INSIGHTS

Timely Resources

Guide to the Markets

4Q 2019 Guide to the Markets Overview

Quarterly Perspectives

Tai Hui

Yoshinori Shigemi

Kerry Craig

Dr. Jasslyn Yeo, CFA, CFTe

Marcella Chow

Ian Hui

Agnes Lin

Shogo Maekawa

Chaoping Zhu

Hannah Anderson

Wina Appleton

Tai Hui

Yoshinori Shigemi

Kerry Craig

Dr. Jasslyn Yeo, CFA, CFTe

Marcella Chow

Ian Hui

Agnes Lin

Shogo Maekawa

Chaoping Zhu

Hannah Anderson

Wina Appleton

RELATED INSIGHTS

Insights in Brief

Retirement Insights

SIMPLIFY THE COMPLEX WITH MARKET INSIGHTS

Timely Resources

Guide to the Markets

4Q 2019 Guide to the Markets Overview

Quarterly Perspectives

Featured Market Insights

Yield Curve Inversion

Should U.S. Investors Worry About Turkey?

Modi returns in another landslide win

Domestic demand: Silver lining amid the cloudy Asian trade outlook

Weekly Market Recap

On the Minds of Investors

Monthly Market Review

The Year Ahead 2019

Principles for Successful Long-term Investing

Guide to Alternatives

Market Bulletins

European Parliament elections: The populist risk remains contained

Lots of talk about tariffs

Guide to the Markets

Latest Market Bulletins

Keeping a LID on portfolio volatility for Asian investors

Modi returns in another landslide win

Lots of talk about tariffs

European Parliament elections: The populist risk remains contained

Should U.S. Investors Worry About Turkey?

Yield Curve Inversion

Domestic demand: Silver lining amid the cloudy Asian trade outlook

2Q19 Earnings bulletin: Threading the needle

Why invest in alternative assets

Yield curve inversion: Understanding the fire alarm

Fed rate cut: What does it mean for investors?

U.S.–China Trade: Latest 10% Tariff

Brexit: New UK prime minister, same challenges

China’s economy and policies: A mid-year review

Does the yield curve inversion signal trouble ahead?

Super Mario goes out with a bang

Entering uncharted waters: Understanding negative bond yields

Not the same as last time

Brexit in the week ahead - crunch time

Latest Market Bulletins

Keeping a LID on portfolio volatility for Asian investors

Modi returns in another landslide win

Lots of talk about tariffs

European Parliament elections: The populist risk remains contained

Should U.S. Investors Worry About Turkey?

Yield Curve Inversion

Domestic demand: Silver lining amid the cloudy Asian trade outlook

2Q19 Earnings bulletin: Threading the needle

Why invest in alternative assets

Yield curve inversion: Understanding the fire alarm

Fed rate cut: What does it mean for investors?

U.S.–China Trade: Latest 10% Tariff

Brexit: New UK prime minister, same challenges

China’s economy and policies: A mid-year review

Does the yield curve inversion signal trouble ahead?

Super Mario goes out with a bang

Entering uncharted waters: Understanding negative bond yields

Not the same as last time

Brexit in the week ahead - crunch time

Tai Hui

Yoshinori Shigemi

Kerry Craig

Dr. Jasslyn Yeo, CFA, CFTe

Marcella Chow

Ian Hui

Agnes Lin

Shogo Maekawa

Chaoping Zhu

Hannah Anderson

Wina Appleton

Tai Hui

Yoshinori Shigemi

Kerry Craig

Dr. Jasslyn Yeo, CFA, CFTe

Marcella Chow

Ian Hui

Agnes Lin

Shogo Maekawa

Chaoping Zhu