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

Should investors be concerned with the rise in U.S. Treasury yields?

This paper discusses the factors surrounding the rise in U.S. Treasury yields, and the investment implications.

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By Tai HuiTai HuiTai HuiChief Market Strategist, Asia Pacific and Jordan Jackson
JJ
Jordan JacksonGlobal Market Strategist
2 days ago
6 days ago

Trade Turbulence (Part 5): Pivoting with a pause in tariffs

This paper discusses the 90-day pause on reciprocal tariffs by U.S. President Trump, and the investment implications.

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By Kerry CraigKerry CraigKerry CraigGlobal Market Strategist and Jennifer QiuJennifer QiuJennifer QiuGlobal Market Strategist
6 days ago
07/04/2025

Potential impacts of the April 2nd tariff announcements

This paper addresses the potential impacts of the universal and reciprocal tariffs announced by the U.S. on 2nd April, and the investment implications.

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By Gabriela Santos
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Gabriela SantosGlobal Market Strategist
, Mary Park Durham
MD
Mary Park DurhamGlobal Market Strategist
, and Jennifer QiuJennifer QiuJennifer QiuGlobal Market Strategist
07/04/2025
26/03/2025

Investing principles: Steering the boat through choppy seas

This paper, written by Raisah Rasid and Jennifer Qiu, addresses the importance of a diversified portfolio to manage market volatility and capture potential recovery upside.

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By Raisah RasidRaisah RasidRaisah RasidGlobal Market Strategist and Jennifer QiuJennifer QiuJennifer QiuGlobal Market Strategist
26/03/2025
25/03/2025

Trade Turbulence (Part 4): Ahead of April 2

This paper discusses the tariff proposed and implemented by the Trump administration, and what to expect on April 2nd and the potential impact.

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By Jennifer QiuJennifer QiuJennifer QiuGlobal Market Strategist and Adrian WongAdrian WongAdrian WongGlobal Market Strategist
25/03/2025
19/03/2025

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
19/03/2025