Insights
In-depth analysis into markets and the evolving investment landscape from our expert investment teams and strategists.
China does not stack up well on most ESG metrics. Explore our take on whether investing in China can be reconciled with investing sustainably.
Governments are aligning behind the goal of achieving net zero emissions by 2050, but dramatic changes to the global economy will be required to get us there. Learn more about the policies and innovations that could pave the way to a carbon-neutral world.
A forced and rapid energy transition is under way. Discover what impact this will have on commodity markets and clean energy investment opportunities.
Explore how investors can hedge against inflation to protect their capital in the next cycle with the help of alternatives and cyclical sectors.
Today, there are more job openings than there are unemployed workers. Explore what impact a tight labour market could have on inflation in 2022.
Inflation is standing at record levels across many markets. Explore our framework for tracking the impact of supply chain disruption on inflation in 2022.
COP26 saw significant announcements in areas such as coal, methane and deforestation, yet progress fell short of the scale required to give us confidence that disruptive climate outcomes can be avoided. Physical climate risks warrant careful consideration for long-term investors.
With UK shares looking cheap, long-term investors may be able to pick up a bargain in the UK stock market this year. Explore our outlook for UK equities.
Explore how the fiscal stimulus provided by the EU's pandemic recovery fund could lead to stronger economic growth and boost demand for European assets.
Will this year’s value rally continue, or are growth stocks set to regain the initiative? In our latest On the Minds of Investors article, Global Market Strategist Tilmann Galler examines the basic drivers of value outperformance, and looks at how value stocks may perform in three near-term economic scenarios based on our latest projections.
Could carbon prices be about to rise? Global market strategist Vincent Juvyns looks at the increasing regulatory pressures on carbon pricing, and assesses the potential impact on markets
History provides only a limited guide to the implications of ESG factors for returns. We look at the conclusions that can be drawn from the past, and how investors can prepare for the future.
The challenge of low government bond yields means investors must rethink the 60:40 stock:bond allocation. Discover where they can turn for diversification.
ETF Perspectives
Explore insights from J.P. Morgan Asset Management’s ETF research. In addition discover data and commentary on current topics related to ETF classes and strategies.
Insights App allows you to create custom versions of our industry-leading Guide to the Markets You’ll find audio commentary and talking points for each Guide slide along with videos, podcasts, market bulletins, commentary and portfolio analytics – all of which you can save, organise and share.
Picture sources from top to bottom and left to right: Shutterstock, J.P. Morgan Asset Management. Banner “Principles”: Shutterstock.
The value of investments may go down as well as up and investors may not get back the full amount invested.
