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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

    European stocks deserve more attention

    Europe has made structural improvements and we think investors should sit up and take notice.

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    What happens if the US breaches the debt ceiling?

    Global Market Strategists Meera Pandit and Max McKechnie explain the implications of a potential failure of US debt ceiling negotiations.

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    The changing shape of Europe’s energy transition

    Accelerating efforts to achieve a green and secure energy supply are having an impact on the economy and markets.

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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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    Answers to the key questions raised by the recent stress in the banking sector

    Amid ongoing market volatility, the Market Insights team answers the key questions raised by the recent stress in the US and European banking sectors.

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    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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    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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    A new supercycle – the clean tech transition and implications for global commodities

    A forced and rapid energy transition is under way. Discover what impact this will have on commodity markets and clean energy investment opportunities.

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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 2Q 2023

    Subtrend growth and elevated recession risks call for cautious allocation. Our highest conviction call is to be overweight duration. We modestly underweight equity and take a neutral stance on credit, preferring investment grade to high yield.

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    Factor Views 2Q 2023

    Market reversals challenged many factors in 1Q 2023, though performance remains broadly positive over 12 months. We continue to view factors’ prospects as attractive, particularly equity value. This quarter, we introduce new credit factors.

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    Global Equity Views 2Q 2023

    Our portfolio managers remain slightly cautious and emphasize quality in portfolios. Valuations look very reasonable in most regions and industries, but the impact of higher interest rates will be a challenge in 2023.

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    Emerging Market Debt Quarterly Strategy report Q2 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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