Learn about J.P. Morgan Asset Management's broad array of research-driven equity strategies spanning the risk/return spectrum across styles, market caps & regions.
Themes and implications from the Global Equities Investors Quarterly
How to enhance portfolio returns while limiting investment costs
Is China still the wildcard in domestic equity markets?
Emerging Market Equity Views : Favorable global cycle and USD outlooks create a positive environment
While tariffs remain a concern, the key issue is the degree—which we deem moderate—of U.S. recession risk. The current global backdrop makes the U.S. dollar unlikely to strengthen. Earnings growth expectations are modest, valuations are undemanding
Modestly but steadily lower returns
What's going on in the world of late cycle investing, unicorn IPOs, and growth in the private equity market?
J.P. Morgan 2019 LTCMA Equity Market Assumptions
Is the gap closing between US equity returns and the rest of the world’s?
Hedged equity (or options overlay) strategies can provide higher risk-adjusted returns over broad-based equity indexes, in part by using options to minimize the impact of market disruptions and downturns.