Insights

OUR FLAGSHIP INSIGHTS

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.

Long-Term Capital Market Assumptions

Discover J.P. Morgan's Long-Term Capital Market Assumptions, drawing on the best thinking of our experienced investment professionals worldwide.

Economic & Market Update

Watch J.P. Morgan Asset Management Chief Global Strategist Dr. David Kelly as he focuses on the most important themes for investors.

Investment Outlook

Discover how growing government debt and the fiscal response to the Covid-19 recession by policymakers will have a future cost for investors.

Global Asset Allocation Views 1Q 2024

In 2024 we expect moderate growth, cooling inflation and less restrictive policy. We upgrade equities to a modest overweight, maintain a constructive view on duration and continue to find pockets of opportunity across the credit complex.

Global Fixed Income Views 1Q 2024

The Fed’s dovish pivot has tipped the odds away from recession. Sub Trend Growth is now our base case probability at 60%, and we’ve dropped the likelihood of Recession to 30%. We raised the probabilities of Above Trend Growth and Crisis from 0% to 5%.

Global Equity Views 1Q 2024

Overall our portfolio managers take a neutral view on markets. Most expect a broadening of market leadership but still prefer higher quality stocks. Our equity research team sees 10% profit growth in 2024, well balanced across regions and sectors.

Factor Views 1Q 2024

Economic and market regime shifts in Q4 left factors little changed to slightly lower. Performance diverged by market segment and region. Equity factors look well supported; we maintain our positive outlook and expect relative value opportunities in 2024.

The value of investments may go down as well as up and investors may not get back the full amount invested.

Market Insights

Portfolio Insights

Insights to empower better decisions