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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2 days ago

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
2 days ago
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
04/03/2025

How can we address market concentration risks?

This paper discusses how investors can manage the concentration risk in the global equity markets, and the investment implications from diversifying across indices, geographies and asset classes.

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By Kerry CraigKerry CraigKerry CraigGlobal Market Strategist and Adrian WongAdrian WongAdrian WongGlobal Market Strategist
04/03/2025
26/02/2025

Trade Turbulence (Part 3): Potential tariff goals and implications for Asia

This paper discusses the motivation and impact of the proposed U.S. tariffs on its trading partners, and the investment implications.

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By Raisah RasidRaisah RasidRaisah RasidGlobal Market Strategist and Jennifer QiuJennifer QiuJennifer QiuGlobal Market Strategist
26/02/2025
20/02/2025

Growth drag from policy uncertainty

This paper discusses the impact of higher tariffs and lower immigration on the U.S. economy, and the uncertainty accompanied by the rapid pace of the executive orders initiated by U.S. President Trump.

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By Dr. David Kelly
DK
Dr. David KellyChief Global Strategist
20/02/2025