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 3Q 2025

The U.S. economy remains resilient. Our portfolios are modestly long risk, focusing on credit and targeted equity overweights. We prefer ex-U.S. duration and anticipate further dollar weakness in the second half of the year.

Global Fixed Income Views 3Q 2025

Amid strong corporate balance sheets and global fiscal expansion, the U.S. is likely to avoid recession, although growth may slow. We approve Federal Reserve policymakers’ pause, given current uncertainties. We favor non-U.S. exposures, emerging market debt, AT1 securities and securitized credit.

Global Equity Views 3Q 2025

We expect solid profit growth this year and some acceleration into 2026. Our investors are more enthusiastic about markets in Europe and Asia than in the U.S. and broadly favor quality financial and health care stocks.

Factor Views 2Q 2025

Factors delivered a strong first quarter, offering investors a diversifying source of returns as uncertainty rose about the outlook for equity market performance and economic growth.

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