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    1. Asset Class Views | Portfolio Insights

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    Asset Class Views

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

    Global Asset Allocation Views 1Q 2023

    Expecting subtrend global growth and cooling inflation, we remain underweight equities and lean away from U.S. stocks In duration, we are neutral, with a preference for U.S. Treasuries. We upgrade credit to overweight, but specifically for investment grade.

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    Global Fixed Income Views 1Q 2023

    Recession is our base case scenario, at 60%. We’re keeping Sub Trend Growth at 30% while reducing Above Trend Growth to 0% and Crisis to 10%. Our best idea: Use every backup in yields to add high quality duration, such as investment grade corporate bonds.

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    Global Equity Views 3Q 2022

    Though global equity markets are already down more than 20% this year, our portfolio managers remain cautious. In a downturn, quality matters, in managements and balance sheets.

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    Factor Views 4Q 2022

    The factors that we favor held up well in a challenging 3Q 2022 market environment: Equity momentum, merger arbitrage and macro carry were all positive, and losses across other factors were relatively limited. We maintain our positive outlook for equity factors, which appear cheap.

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    This website is a general communication being provided for informational purposes only. It is educational in nature and is not designed to be a recommendation for any specific investment product, strategy, plan feature or purpose in any jurisdiction, nor a commitment from J.P. Morgan Asset Management or any of its subsidiaries to participate in any of the transactions mentioned herein. Any examples used in this website are generic, hypothetical and for illustrative purposes only. This material does not contain sufficient information to support an investment decision and should not be relied upon by you in evaluating the merits of investing in securities or products. In addition, users must perform an independent assessment of the legal, regulatory, tax, credit, financial and accounting implications and determine, in conjunction with their own professional advisors, whether any investment referenced in this document is considered appropriate for their personal objectives and profile of risk. Investors should ensure that they obtain all relevant information available before making any investments. All forecasts, figures, opinions or investment techniques and strategies established are for information only, based on certain assumptions and current market conditions and are subject to change without prior notice. All information presented in this document is considered accurate at the time of writing, but no assurance of accuracy is given and no liability is accepted with respect to any error or omission. It must be considered that the investments carry risks, the value of the investments and the income generated may fluctuate according to market conditions and tax provisions and that investors do not recover the principal invested in certain circumstances. Both performance and past performance are not reliable indicators of current and future results.

    The listing of the ETFs in the Sistema Internacional de Cotizaciones de la Bolsa Mexicana de Valores does not imply any certification as to the goodness of the securities, the solvency of the issuers or the accuracy or veracity of the information contained in the placement prospectuses and supplements, information, nor validates the acts which, if applicable, have been carried out in contravention of the law.

    J.P. Morgan Asset Management in México does not market or distribute the ETFs listed in this document. To purchase the product, investors should contact their broker / distributor directly, without the intermediation or involvement of J.P. Morgan Asset Management.

    J.P. Morgan Asset Management is the brand name for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide.