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    1. Insights

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    Insights to empower better decisions

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

    The Weekly Brief
    New Europe 07 - 03 - 2022
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    Our flagship Insights

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    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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    ltcma

    Long-Term Capital Market Assumptions

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

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    gta

    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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    Market Commentary

    The impact of higher interest rates on housing and consumers

    Learn whether rising interest rates could cause a housing market crash and what it means for consumers.

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    Green bonds: Is doing good compatible with doing well in fixed income?

    Green bonds are attractive instruments for working towards positive environmental benefits. Find out why demand for green bonds from investors is expected to continue to grow.

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    Fixed income opportunities for 2023 portfolios

    Explore these five charts to find out why we think fixed income opportunities offer some exciting potential to investors in a multi-asset portfolio.

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    Marking the bottom of the Chinese economic cycle

    This paper discusses the outlook for the Chinese economy with an update on latest GDP number and the COVID-19 situation.

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    The advantage of high dividend stocks in a stagflationary environment

    Explore how dividend paying stocks can help build portfolio resilience against the prospects of high inflation and recession.

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    ESG investing in China: Considerations for sustainable portfolios

    China does not stack up well on most ESG metrics. Explore our take on whether investing in China can be reconciled with investing sustainably.

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    Achieving net zero: The path to a carbon-neutral world

    Governments are aligning behind the goal of achieving net zero emissions by 2050, but dramatic changes to the global economy will be required to get us there. Learn more about the policies and innovations that could pave the way to a carbon-neutral world.

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    The impact of ESG factors on portfolio returns

    History provides only a limited guide to the implications of ESG factors for returns. We look at the conclusions that can be drawn from the past, and how investors can prepare for the future.

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    Featured Portfolio Insights

    Global Asset Allocation Views 1Q 2023

    Expecting subtrend global growth and cooling inflation, we remain underweight equities and lean away from U.S. stocks In duration, we are neutral, with a preference for U.S. Treasuries. We upgrade credit to overweight, but specifically for investment grade.

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    Factor Views 1Q 2023

    During one of the most challenging years for investors, equity factors, led by value and quality, continued to climb. A blend of factors hit a record high to close out the year.

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    Global Equity Views 1Q 2023

    Our portfolio managers are becoming more optimistic. Profit forecasts are getting more realistic, so far earnings have held up well, and valuations look much more attractive than they did a year ago.

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    Emerging Market Debt Quarterly Strategy report Q1 2023

    Our quarterly EMD strategy report assesses the latest economic developments in emerging markets and sets out our base case scenario for the asset class

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    Global Fixed Income Views 2Q 2023

    Recession remains our base case, at 60% probability, as central bankers say they will fight inflation aggressively. We lowered Crisis to 5% and raised Sub Trend Growth to 35%, acknowledging the global economy’s resilience.

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