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Insights to empower better decisions

Tools and resources necessary to help you make informed investment decisions and build stronger portfolios

OUR FLAGSHIP INSIGHTS

JPMorgan Guide to the Markets calendar

Guide to the Markets

The J.P. Morgan Guide to the Markets illustrates a comprehensive array of market and economic histories, trends and statistics through clear charts and graphs.

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Guide to Alternatives

Guide to Alternatives

Get insights on macro topics such as manager dispersion, while also diving into real estate, private credit, private equity and hedge funds and more.

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LTCMA

Long-Term Capital Market Assumptions

Discover the 2021 edition of J.P. Morgan's Long-Term Capital Market Assumptions, drawing on the best thinking of our experienced investment professionals.

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alts-outlook-left-2800x900

Global Alternatives Outlook

Explore the most promising investment ideas across our global alternatives platform and learn why alternatives are no longer optional—but essential.

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MARKET COMMENTARY

When will the vaccines allow for a sustained economic recovery?

Successful vaccine rollout should drive an economic rebound as pent-up spending is unleashed. We assess the timings and market implications.

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Where still offers value and could continue to benefit if a vaccine is approved?

A Covid-19 vaccine could be a game changer for the global economy and markets. Global Market Strategist, Mike Bell highlights three areas that could continue to benefit should a vaccine be approved.

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How should investors consider the impact of climate change on their portfolios?

Vincent Juvyns, Global Market Strategist, looks at how investors can manage climate-related risks in their portfolios, while also driving real change.

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Will trade hostilities undermine the investment case for Chinese assets?

Discover how the trade disruption between the US and China due to the pandemic and rising political tensions affect the investment case for Chinese assets.

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Could the policy response to Covid-19 lead to a resurgence in inflation?

Will inflation return after COVID-19? Explore the thoughts of our experts as they review the effects COVID-19 will have on a post-coronavirus economy.

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As the midnight hour draws near, how will Brexit conclude?

Brexit risk is not a thing of the past. As the 11-month transition period progresses, look out for the negotiations to become a source of heightened volatility.

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Income hunting: If life was tough before, it’s even tougher now

While dividends in some regions are likely to face pressure in the coming months, now is not the time to give up on equities as a key source of income for multi-asset portfolios.

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COVID-19 shows ESG matters more than ever

The COVID-19 crisis is causing short-term ESG repercussion and longer-term shifts. Find out why sustainability has never been more important for investors.

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

Rising production and collapsing demand due to the COVID-19 pandemic is causing an unprecedented glut in the oil market. As a result, we are currently witnessing a pronounced supply and demand shock that has sent oil prices to a multi-year low.

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How bad will the Covid-19 recession be?

We assess how bad the COVID-19 recession will be, considering disease containment time, pre-existing economy vulnerabilities, and the global policy response.

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Do investors need to worry about a Japanese-style stagnation in Europe?

Demographics, debt, and equities have caused past stagnation of the Japanese economy. Discover whether Europe’s similarities could lead to the same fate.

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Three reasons investors could return to UK stocks post Brexit

Brexit uncertainty is not over. But that wasn’t the only thing holding back UK stocks, and investors could be tempted back to the market.

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Featured Portfolio Insights

Global Asset Allocation Views 1Q21

The main driver of asset returns likely transitions from liquidity to growth in 2021. We maintain a pro-risk tilt, prefer cyclical equities, are neutral on U.S. large caps and in credit favor EM debt. We move duration from underweight to neutral.

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Factor Views 4Q20

Factor performance was mixed, on balance, over the quarter with many factors following their recent trajectories. Fundamental factors generally underperformed; merger arbitrage had a strong quarter.

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Global Equity Views 4Q20

Discover our insights into global equity markets, including investors' views on the greatest risks and opportunities in the face of the ongoing pandemic.

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Emerging Market Debt Strategy 4Q20

Our base case scenario remains a “gradual normalisation,” where the global economy slowly exits recession into 2021. China, which is ahead of the rest of the world in this cycle, continues to lead the recovery.

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Global Fixed Income Views 1Q21

Above Trend Growth remains our base case as vaccinations start and global reopening begins. Inflation is a risk but we think it would be short term. Our preferences include emerging market local bonds, investment grade bank credit, high yield bonds.

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