Market Insights Overview

Market Insights

Simplify the complex with our timely and thought-provoking insights on market events and outlook and make informed investment decisions more confidently.

Featured insights

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Making good investment decisions in times of volatility

Investors are often tempted to sell in downturns even though market shocks usually have only short-term effects on asset prices. Explore the reasons why it's important to stay invested with a long time

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.

Eye on the Market

Explore Eye on the Market, timely commentary that offers views on the economy, markets, and investment portfolios by Michael Cembalest.

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.

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.

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.

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.

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.

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.

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

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

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.

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.

The European Central Bank aims to ‘thread the needle’

The leader of the European Central Bank (ECB) has become very familiar with the challenge of ‘threading the needle’ in recent years and the test facing Christine Lagarde today was no different.

The ECB unveils targeted measures and passes the baton

The ECB announced measures to cushion the COVID-19 financial shock, but stopped short of cutting rates. All eyes are now on governments for a fiscal response.

UK monetary and fiscal stimulus – Unprecedented shock, unprecedented response

The UK’s coordinated monetary and fiscal response to the COVID-19 outbreak is unprecedented.

Changing of Lagarde, but toolkit challenges remain

The European Central Bank (ECB) made no changes to its key interest rates, asset purchases and forward guidance and is unlikely to make any changes in the coming months.