Market Insights

Simplify the complex with Market Insights

29/06/2020

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

3Q 2020 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

The Year Ahead 2020

We use 15 charts from our Guide to the Markets - Asia to illustrate the global economic backdrop, as well as how investors can keep FIT and build portfolios when walking this economic tightrope. We hope these charts, along with our Market Insights program, can help you navigate 2020’s investment environment.

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.

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.

Market Bulletins

Market Strategists provide commentary and analysis on the latest events and their likely impact on the markets and investing.

Guide to Alternatives

The Guide to Alternatives is an objective analysis of key themes - real estate, infrastructure, transport, private credit, private equity and hedge funds.

Guide to the Markets

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

Solving for income

The Solving for Income presentation uses selective slides from the Guide to the Markets – Asia to examine the role of income and how it will benefit investors by keeping it as a key investment objective.

When it comes to fixed income, do you like high yield?

One of the best trades to put on in the aftermath of the financial crisis was going long high yield. Spreads blew out to nearly 18% in November 2008, implying a default rate of almost 30%. Looking back, this is far from what actually materialized, as default rates on U.S. high yield peaked at a level of 11% in November of the following year. With the Federal Reserve (Fed) becoming increasingly active in credit markets, we have been getting more and more questions on the outlook for high yield; the bottom line is that while valuations are not terribly compelling, the near-term path for credit spreads may be tighter.

Enhance yields with Chinese bonds in the zero interest rate era

This paper, written by Ian Hui and Chaoping Zhu, looks at the attractiveness of the Chinese bond market in the current global environment.

The European Central Bank levels up its stimulus efforts

Today’s actions from the European Central Bank (ECB) were at the upper end of market expectations.

The Fed’s balance sheet: To infinity and beyond

To frame the balance sheet discussion, we consider the impact to real GDP, employment and inflation under each recovery scenario.

The European Central Bank aims to ‘thread the needle’

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

Monetary Medicine until the Patient is on the Mend

This paper addresses the FOMC's April meeting announcement.

The Great Glut: A historic supply and demand shock in the oil market

This paper, written by Tillman Galler and Kerry Craig, discusses the latest movements in the oil markets amid the global pandemic and implication for investors.

1Q20 earnings: Virus oddity

This paper, written by David Lebovitz and Tyler Voigt, reviews the 1Q 2020 U.S. earnings results and the significant volatility that has taken place.

Chinese GDP in Recession amid Virus Outbreak

This paper, written by Chaoping Zhu, discussed the performance and outlook of Chinese economy, policies amid the global pandemic and implication for investors.

The COVID-19 Relief Bill-Holding the Economy in Suspended Animation

This paper, written by Dr. David Kelly, reviews the U.S> relief bill and its investment implications.

A COVID-driven spike in claims

This paper, written by David Lebovitz and Meera Pandit, reviews the surge in U.S. initial claims for unemployment and its investment implications.

What is the Fed doing and what does it mean for fixed income?

This paper, written by David Lebovitz, Alex Dryden, and Jack Manley, reviews the latest U.S. Fed increased liquidity actions and its investment implications.

The investment implications of COVID-19: March 17 update

This paper written by Dr. David Kelly updates the latest on the coronavirus impact to global markets.

The investment implications of COVID-19

This paper, written by David Kelly, provides an update on the investment implications of COVID-19.

UK monetary and fiscal stimulus – Unprecedented shock, unprecedented response

This paper, written by Karen Ward, highlights the recent rate cut by the Bank of England and its investment implications.

Monitoring the global impact of COVID-19

This paper, written by Tai Hui and Karen Ward, provides a framework for tracking COVID-19 infection rates globally, monitoring the impact on economic activity using high frequency or daily data, and assessing the economic linkages that could serve to transmit economic stress.

Cash: it’s what you do with it that matters

This paper, written by David Lebovitz and Tyler Voigt, highlights the short-term and long-term uses of corporate cash investors could take advantage of within their portfolios.

The Investment Implications of the 2020 Election

This paper, written by Dr. David Kelly, Hannah Anderson and Meera Pandit, addresses the upcoming U.S. election and its investment implications.

4Q19 Earnings: Lots of moving parts

This paper, written by David M. Lebovitz and Tyler J. Voigt, reviews 4Q19 U.S. earnings with performance of various sectors and its investment implications.

Cyclical tailwinds vs. secular headwinds in Asia ex-Japan equities

This paper, written by Dr. Jasslyn Yeo, explains why cyclical tailwinds support a positive stance for Asia ex-Japan equities this year, and why persisting secular headwinds mean that the investment case for Asia ex-Japan growth stocks remains strong.

2019 Market Bulletins

Market Strategists provide commentary and analysis on the latest events and their likely impact on the markets and investing.

Tai Hui

Managing Director Chief Market Strategist, Asia Pacific

7 years with J.P. Morgan

20 years in the Industry

View Full Profile

Yoshinori Shigemi

Managing Director Global Market Strategist

7 years with J.P. Morgan

18 years in the Industry

View Full Profile

Kerry Craig

Executive Director Global Market Strategist

9 years with J.P. Morgan

13 years in the Industry

View Full Profile

Dr. Jasslyn Yeo, CFA, CAIA, CFTe

Executive Director Global Market Strategist

4 years with J.P. Morgan

14 years in the Industry

View Full Profile

Marcella Chow

Vice President Global Market Strategist

4 years with J.P. Morgan

12 years in the Industry

View Full Profile

Ian Hui

Vice President Global Market Strategist

8 years with J.P. Morgan

15 years in the Industry

View Full Profile

Agnes Lin

Vice President Global Market Strategist

4 years with J.P. Morgan

19 years in the Industry

View Full Profile

Shogo Maekawa

Vice President Global Market Strategist

8 years with J.P. Morgan

8 years in the Industry

View Full Profile

Chaoping Zhu

Vice President Global Market Strategist

2 years with J.P. Morgan

11 years in the Industry

View Full Profile

Wina Appleton

Executive Director APAC Retirement Strategist

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, CAIA, 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

Wina Appleton

Executive Director APAC Retirement Strategist

Market Bulletins

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

Fund Listing

Featured Funds

Retirement Insights

Knowing the Basics

Getting Started

Simplify the complex with Market Insights

Timely Resources

Guide to the Markets

3Q 2020 Guide to the Markets Overview

Quarterly Perspectives

Tai Hui

Yoshinori Shigemi

Kerry Craig

Dr. Jasslyn Yeo, CFA, CAIA, CFTe

Marcella Chow

Ian Hui

Agnes Lin

Shogo Maekawa

Chaoping Zhu

Wina Appleton

Tai Hui

Yoshinori Shigemi

Kerry Craig

Dr. Jasslyn Yeo, CFA, CAIA, CFTe

Marcella Chow

Ian Hui

Agnes Lin

Shogo Maekawa

Chaoping Zhu

Wina Appleton

RELATED INSIGHTS

Market Bulletins

Retirement Insights

Simplify the complex with Market Insights

Timely Resources

Guide to the Markets

3Q 2020 Guide to the Markets Overview

Quarterly Perspectives

Featured Market Insights

The Year Ahead 2020

Weekly Market Recap

On the Minds of Investors

Monthly Market Review

Principles for Successful Long-term Investing

Market Bulletins

Guide to Alternatives

Guide to the Markets

Solving for income

Latest Market Bulletins

When it comes to fixed income, do you like high yield?

Enhance yields with Chinese bonds in the zero interest rate era

The European Central Bank levels up its stimulus efforts

The Fed’s balance sheet: To infinity and beyond

The European Central Bank aims to ‘thread the needle’

Monetary Medicine until the Patient is on the Mend

The Great Glut: A historic supply and demand shock in the oil market

1Q20 earnings: Virus oddity

Chinese GDP in Recession amid Virus Outbreak

The COVID-19 Relief Bill-Holding the Economy in Suspended Animation

A COVID-driven spike in claims

What is the Fed doing and what does it mean for fixed income?

The investment implications of COVID-19: March 17 update

The investment implications of COVID-19

UK monetary and fiscal stimulus – Unprecedented shock, unprecedented response

Monitoring the global impact of COVID-19

Cash: it’s what you do with it that matters

The Investment Implications of the 2020 Election

4Q19 Earnings: Lots of moving parts

Cyclical tailwinds vs. secular headwinds in Asia ex-Japan equities

2019 Market Bulletins

Tai Hui

Yoshinori Shigemi

Kerry Craig

Dr. Jasslyn Yeo, CFA, CAIA, CFTe

Marcella Chow

Ian Hui

Agnes Lin

Shogo Maekawa

Chaoping Zhu

Wina Appleton

Tai Hui

Yoshinori Shigemi

Kerry Craig

Dr. Jasslyn Yeo, CFA, CAIA, CFTe

Marcella Chow

Ian Hui

Agnes Lin

Shogo Maekawa

Chaoping Zhu

Wina Appleton

RELATED INSIGHTS

Market Bulletins

Retirement Insights