On the Minds of Investors

What would it take for value to outperform again?

Discover how growth stocks have surpassed value stocks since 2007, and the economic scenarios in which value could once again outperform growth stocks.

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How will the 2020 US presidential election affect markets?

Historically, S&P 500 volatility has been higher in election years than in non-election years. Learn more on how the 2020 election may impact the market.

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Do investors need to worry about a Japanese-style stagnation in Europe?

Demographics, debt, and equities have caused past stagnation of the Japanese economy. Discover whether Europe’s similarities could lead to the same fate.

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A menu of options for income-hungry investors

The late stage of the economic cycle poses challenges for investors seeking income. Explore risks investors may add to portfolios whilst hunting for yield.

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How can we track the health of the US economy?

US economic indicators across the board have deteriorated, but are not yet indicating a recession is imminent.

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How is ESG affecting the investment landscape?

We discuss how ESG factors are affecting the investments process and the ways in which investors can include these factors in their investment decisions.

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How should we prepare portfolios for the next downturn?

The US recovery is now the longest on record. There is nothing to suggest it will end in the near future, so the broad prognosis for risk assets remains good.

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Is the flattening yield curve a sign of trouble ahead?

Inverted yield curve has lost some of its predictive power. Learn how flattening yield curve can be used with other indicators to track economic momentum.

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Why invest in alternative assets?

Discover how strategic allocation to alternative assets can improve the yield profile and resilience of your portfolio in today's post-crisis environment.

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Finding income in a low yield environment

Investing in a low rate environment requires risk. Discover our ways to reduce the risk associated with higher yielding investments in a low yield world.

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Are emerging market assets worth the volatility?

Whilst emerging markets are inherently volatile, discover how investors with longer horizons can expect returns greater than developed market equities.

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Europe at a crossroads: Recession or turnaround?

Discover what slowing economic growth means for those investing in Europe and how the emerging world could improve prospects for the region.

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Picking the right team: Value or growth?

Much like managing a football team, the best investment portfolios optimise for both growth and value. Discover pivotal market insights with J.P. Morgan.

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Are we on the brink of a global trade war?

Amid trade tensions between the USA and China, learn about potential global market impacts of a trade war. Explore market insights with J.P. Morgan.

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COVID-19: How bad will the recession be?

We assess how bad the COVID-19 recession will be, considering disease containment time, pre-existing economy vulnerabilities, and the global policy response.

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