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    Access timely insights, solutions and tools to help navigate market volatility >

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    2023 Alternatives outlook

    CEOs, CIOs and strategists from J.P. Morgan’s $200+ billion Global Alternatives platform provided a 12- to 18-month perspective on the trends influencing markets.

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    Timberland Investing

    Gain exposure to assets that can deliver attractive risk-adjusted returns and boost your portfolio’s sustainability profile.

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    Sustainable Investing

    Plan for the future you want to see

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    Q12023 Guide to the Markets

    Our latest Guide illustrates an array of key economic
    and market themes through charts and graphs that you can use
    to answer your toughest questions.

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    Explore our most popular Insights

    guide to the markets

    Guide to the Markets

    The 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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    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.

    Read more
    EOTM

    Eye on the Market

    Eye on the Market offers timely commentary and views on the economy, markets, and investment portfolios from Michael Cembalest, Chairman of Market and Investment Strategy.

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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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    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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    Global Fixed Income Views 2Q 2022

    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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    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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    For more information, please email us or contact your J.P. Morgan client advisor.

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