Insights

In-depth analysis into markets and the evolving investment landscape from our expert investment teams and strategists.

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.

Market Insights

Simplify the complex with our timely and thought-provoking insights on market events and outlook and make informed investment decisions more confidently.

Investment Outlook

With valuations where they are today, we need to be selective about where we’re putting our money to work. Explore our Investment Outlook for 2022.

Long-Term Capital Market Assumptions

Discover the 2021 edition of J.P. Morgan's Long-Term Capital Market Assumptions, drawing on the best thinking of our experienced investment professionals.

Market Insights

Featured On the Minds of Investors

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Investment Outlook 2022

With valuations where they are today, we need to be selective about where we’re putting our money to work. Explore our Investment Outlook for 2022.

Investment Principles

Investing for the future successfully doesn't require prediction. See how strategies like compound interest investing can help you in the long-term at J.P. Morgan.

Introducing the 7 Essentials of ESG

We’ve all seen how Sustainable Investing and ESG themes have captured the headlines and investor attention. To help you understand the key implications, and to facilitate conversations with clients, we have launched the 7 Essentials of ESG, a new infographic from our Market Insights team.

On the Minds of Investors

COP26: Not a failure, not a success

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.

UK equities offer value

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.

How to navigate the three challenges in China?

This paper, written by Tai Hui and Hugh Gimber, discusses the major challenges faced by China equity and fixed income market, and their investment implications.

Monetary and fiscal coordination and the inflation risks

With the recovery supported by loose monetary and fiscal policy, Global Market Strategist Jai Malhi asks whether the balance of risk has shifted towards higher inflation.

Investment implications of recent Chinese policy interventions

Hugh Gimber, Global Market Strategist, and Tai Hui, Chief Market Strategist, Asia Pacific, explore the investment implications of recent Chinese policy interventions.

Four reasons why investors should not underestimate the European Union’s pandemic recovery fund

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.

Value is back, but growth is not out

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.

The implications of carbon pricing initiatives for investors

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

Achieving net zero: The path to a carbon-neutral world

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.

Asia's decade: Getting ahead of the growth opportunity

Rapidly rising incomes in vast populations are set to make Asia the largest contributor to global growth in the 2020s. For investors, the opportunity looks too big to ignore.

The impact of ESG factors on portfolio returns

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.

What does Biden's presidency mean for the global climate agenda?

Joe Biden’s presidency is expected to bring increased momentum on tackling climate change. Carbon intensity is likely to become an increasingly important metric in investment decisions.

Why and how to re-think the 60:40 portfolio

The challenge of low government bond yields means investors must rethink the 60:40 stock:bond allocation. Discover where they can turn for diversification.

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Portfolio Insights

Global Asset Allocation Views Q4 2021

While moderating growth momentum is denting sentiment, we continue expecting above-trend global growth, and earnings upside, supported by easy financial conditions.

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Global Fixed Income Views Q4 2021

Unprecedented stimulus was effective yet challenges remain. Above Trend Growth is still our base case; our preferences include certain U.S. corporates, munis.

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Global Equity Views Q4 2021

The outlook for profit growth in 2022 remains pretty robust. High valuations for the most popular stocks are a challenge, but many markets, industries and themes are much less expensive. In Chinese equity markets, there’s gloom but not doom.

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Emerging Market Debt Quarterly Strategy report Q4 2021

Our quarterly EMD strategy report assesses the latest economic developments in emerging markets and sets out our base case scenario for the asset class

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Factor Views Q4 2021

Factors were generally positive amid volatile markets; equity value, quality and momentum performed well. Merger arbitrage extended all-time highs and remains well supported.

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Global Alternatives Outlook 2021

Explore the most promising investment ideas across our global alternatives platform and learn why alternatives are no longer optional—but essential.

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

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Guide to the Markets

Market Insights

Investment Outlook

Long-Term Capital Market Assumptions

Market Insights

Investment Outlook 2022

Investment Principles

Introducing the 7 Essentials of ESG

Portfolio Insights

Global Asset Allocation Views Q4 2021

Global Fixed Income Views Q4 2021

Global Equity Views Q4 2021

Emerging Market Debt Quarterly Strategy report Q4 2021

Factor Views Q4 2021

Global Alternatives Outlook 2021