Insights

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Why Alternatives?

Discover the different categories of alternative investments and how they can enhance your portfolio.

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.

Investment Principles

The key to successful investing isn’t predicting the future, it’s learning from the past and understanding the present. We present seven time-test strategies for guiding your clients.

The US Labour Market: Cooling, but not collapsing

Understand why the US labour market is cooling and what it means for the economy.

Does a slowing US economy challenge current earnings forecasts?

Explore our article on whether a slowing US economy challenges expectations for corporate earnings.

French elections 2024: What to expect when France votes for a new National Assembly

Read our latest On the Minds of Investors article to understand what the outcome of the French National Assembly elections could mean for investors.

The UK general election: Will all change mean no change?

We explore what the UK election means for the economy and markets.

Japan is changing – opportunities and risks for equity investors

Japanese equities are in the spotlight, but investors should be mindful of the risks as well as the opportunities

Implications of Middle East tensions for the global economy and markets

We explore the potential economic and market scenarios stemming from escalating tensions in the Middle East.

European stocks deserve more attention

Europe has made structural improvements and we think investors should sit up and take notice.

Opportunities in US stocks extend beyond the magnificent seven

We look at why we think investors should look to diversify their exposure to the magnificent seven US stocks.

China economy: stay patient for policy catalyst

This paper, written by Tilmann Galler and Chaoping Zhu, discusses the recent Chinese economic data releases and the investment implications.

China’s bumpy road to recovery

This paper, written by Chaoping Zhu, Marcella Chow and Tilmann Galler, discusses the outlook of China and policy implications.

Understanding small cap valuations

Understand the drivers of small cap valuations and find out why small cap stocks could still offer attractive opportunities for long-term investors.

Sustainability and portfolio returns

Read about the complex issues at the heart of measuring the financial impact of ESG investing.

India’s appeal to investors

This paper, written by Tai Hui and Tilmann Galler, discusses the outlook for India equities and the investment implications.

Green bonds: Is doing good compatible with doing well in fixed income?

Green bonds are attractive instruments for working towards positive environmental benefits. Find out why demand for green bonds from investors is expected to continue to grow.

A new supercycle – the clean tech transition and implications for global commodities

A forced and rapid energy transition is under way. Discover what impact this will have on commodity markets and clean energy investment opportunities.

Global Asset Allocation Views 3Q 2024

The data reaffirm our base case view of moderating growth and cooling inflation. We overweight equities and credit and underweight duration. In equities we favor the U.S. and rotate our most preferred cyclical region from Japan to Europe. Positive stock-bond correlation may decline modestly but will likely persist.

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Global Fixed Income Views 3Q 2024

Despite mixed data and the rarity of soft landings, the Fed may have engineered one. Our base case: 70% probability of Sub Trend Growth. An economy gliding to trend growth, and 2% inflation, have always been good for credit risk. This time should be no exception.

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Global Equity Views 3Q 2024

Before the recent setback in markets, higher valuations and a narrow market in the U.S. had made our investors more cautious on the outlook. Profits remain healthy but forecasts for further gains in 2025 look aggressive.

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Emerging Market Debt Quarterly Strategy report Q2 2023

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 3Q 2024

Factors delivered a solid quarter, moving to their own beat as Magnificent 6 stocks surged. Equity momentum led; other factors diverged across regions, sectors and individual factors. Factors continue to offer a range of opportunities.

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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.

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