11-04-2025
While the markets may have forced the President’s hand to change tack on tariffs, the revised announcement still entails the highest tariff rates in 100 years, subject to some necessary assumptions regarding what happens to $460 bn of US imports from China.
11-04-2025
With J.P. Morgan Asset Management, institutional investors get access to insights, strategies and solutions to help them reach their long-term investing goals.
10-04-2025
Occasionally, macroeconomic and political uncertainty causes extreme moves that destabilise financial institutions and the economy. In recent days, US assets experienced significant volatility, prompting fixed income investors to question what might stabilise the bond market if the partial reversal of the Trump administration’s policies doesn’t suffice. This week’s Bond Bulletin explores past central bank interventions, causes of the current volatility and what it means for investors.
08-04-2025
07-04-2025
This paper addresses the potential impacts of the universal and reciprocal tariffs announced by the U.S. on 2nd April, and the investment implications.
07-04-2025
A weekly one-page snapshot of market performance and the latest market headlines.
07-04-2025
04-04-2025
Themes and implications from the Multi-Asset Solutions Strategy Summit to help guide your portfolio decisions.
04-04-2025
This paper discusses the major tariff announcements by U.S. President Trump, and the investment implications.
03-04-2025
03-04-2025
A summary of the factors driving markets over the last month, covering the global economy as well as major asset classes.
02-04-2025
Straight talk from the CEO front lines on Liberation Day. Almost all the news on tariffs and declining CEO business confidence that’s fit to print, with only a few minor redactions.
02-04-2025
31-03-2025
In this blog, we discuss the fiscal package for 2025 against rising AI (artificial intelligence) and accelerated tariffs and assess the corresponding economic impact.
28-03-2025
As U.S. growth is cooling, but not collapsing, we have trimmed overall risk in our portfolios. We are broadly neutral to modestly overweight equity; we overweight credit with reasonable conviction and mildly overweight duration.
27-03-2025
This episode hosted by David Lebovitz features a discussion with Dr. David Kelly, chief global strategist at J.P. Morgan. It covers topics such as the economic outlook for 2025, the impact of U.S. immigration and trade policies, and potential fiscal and regulatory changes under the new administration. The conversation also touches on the implications of government efficiency measures and potential tax reforms.
27-03-2025
Casting a spotlight on exchange-traded funds (ETFs) in Asia Pacific. The guide serves as a go to source for APAC ETF investors – from global trading best practices to tips on portfolio construction.