Skip to main content
logo
  • Funds
    Overview

    Fund Explorer

    • Search our funds

    Capabilities

    • Fixed Income
    • Equities
    • Multi-Asset
    • Alternatives
    • ETFs

    Fund Information

    • Fund news and announcements
    • Regulatory updates
    • Regulatory reports
    • Capacity management
    • Administrative information
    • Policies
  • Investment Themes
    Overview
    • Global equity funds
    • Sustainable investing
    • Fixed income
  • Insights
    Overview

    Market Insights

    • Market Insights Overview
    • Guide to the Markets
    • Guide to Alternatives
    • Foundations of Alternatives
    • On the Minds of Investors
    • The Weekly Brief
    • Investment Principles
    • Investment Outlook 2025
    • Monthly Market Review
    • Why Alternatives?
    • Insights App

    Portfolio Insights

    • Portfolio Insights Overview
    • Equity Insights
    • Fixed Income Insights
    • Multi-Asset Solutions Strategy Report
    • Asset Allocation Views
    • Equity Views
    • Factor Views
    • Long-Term Capital Market Assumptions
    • ETF Perspectives
    • Strategic Investment Advisory Group
    • Alternatives Insights

    ETF Insights

    • ETF Insights Overview
    • Guide to ETFs

    Webconferences

    • Webconferences
  • Library
  • About Us
    Overview
    • Diversity, Equity and Inclusion
    • Spectrum: Our Investment Platform
    • Our Leadership Team
  • Contact Us
  • Role
  • Country
Search
Menu
Search
You are about to leave the site Close
J.P. Morgan Asset Management’s website and/or mobile terms, privacy and security policies don't apply to the site or app you're about to visit. Please review its terms, privacy and security policies to see how they apply to you. J.P. Morgan Asset Management isn’t responsible for (and doesn't provide) any products, services or content at this third-party site or app, except for products and services that explicitly carry the J.P. Morgan Asset Management name.
CONTINUE Go Back
  1. Portfolio Insights

  • LinkedIn Twitter Facebook
  • Markets
  • Portfolios
n/a

Portfolio Insights

Timely commentary, strategic perspectives and in-depth analysis from our investment teams to help guide your portfolio decisions.

Your capital may be at risk.

Stay Current

  • Multi-Asset Solutions Strategy Report
  • Asset Class Views
  • Weekly Bond Bulletin
  • ETF Perspectives

Long-Term Capital Market Assumptions

Time-tested projections to help build stronger portfolios

Learn more

Multi-Asset Solutions Strategy Report

Highlights key developments in markets and economies, and examines the potential investment implications for multi-asset portfolios.

Read more

Global Alternatives Outlook

Explore the most promising investment ideas across our global alternatives platform and learn why alternatives are no longer optional—but essential.

Read more

Asset class views from our senior investors

Global Asset Allocation Views 2Q 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.

Read more

Global Fixed Income Views 2Q 2025

We see Sub-Trend Growth as becoming more likely at 60%, and have lowered the probability of Above-Trend Growth to 10%. We raised the probability of a Recession to 20% while Crisis remains at 10%.

Read more

Global Equity Views 1Q 2025

2025 looks like a good year for profits. Many of our investors favor adding to defensive and higher quality names while remaining cautious about AI stock valuations.

Read more

Factor Views 1Q 2025

U.S. equity factors led the market lower in the fourth quarter of 2024, the first decline, in aggregate, since early 2023 as the market was challenged by stock investors’ preference for expensive, low quality stocks. Macro factors performed well.

Read more
  • Asset Class Views