Market Insights

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

EXPLORE OUR MOST POPULAR INSIGHTS

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.

Guide to Alternatives

Get insights on macro topics such as manager dispersion, while also diving into real estate, private credit, private equity and hedge funds and more.

Eye on the Market

Explore Eye on the Market, timely commentary that offers views on the economy, markets, and investment portfolios by Michael Cembalest.

When will the vaccines allow for a sustained economic recovery?

Successful vaccine rollout should drive an economic rebound as pent-up spending is unleashed. We assess the timings and market implications.

What are the implications of the Brexit deal for the economy and markets?

It is hard to remember a time when Brexit was not dominating British headlines, but at the midnight hour, UK and EU negotiators finally reached agreement on a new trade deal.

Where still offers value and could continue to benefit if a vaccine is approved?

A Covid-19 vaccine could be a game changer for the global economy and markets. Global Market Strategist, Mike Bell highlights three areas that could continue to benefit should a vaccine be approved.

Monitoring the global impact of COVID-19

The spread of the coronavirus and its impact on global economic activity has materially changed the investment outlook for 2020. In this piece we provide a framework for tracking infection rates globally and monitoring the impact on economic activity.

How should investors consider the impact of climate change on their portfolios?

Vincent Juvyns, Global Market Strategist, looks at how investors can manage climate-related risks in their portfolios, while also driving real change.

Will trade hostilities undermine the investment case for Chinese assets?

Discover how the trade disruption between the US and China due to the pandemic and rising political tensions affect the investment case for Chinese assets.

ECB: Talking the talk but not walking the walk

The European Central Bank (ECB) made no changes to its key monetary policy instruments at today’s meeting.

A good investor knows their tools

Part of being a good builder is knowing what tools to use. Is something being demolished? Get a sawzall and a sledge hammer.

Could the policy response to Covid-19 lead to a resurgence in inflation?

Will inflation return after COVID-19? Explore the thoughts of our experts as they review the effects COVID-19 will have on a post-coronavirus economy.

EU agrees on budget and recovery fund: A step towards more integration

After four days of negotiations the European Union (EU) council has come to an agreement on a EUR 1,074 billion Multiannual Financial Framework and a EUR 750 billion Next Generation EU recovery fund.

Bank of England boosts its bond-buying plans

Today the Bank of England (BoE) announced an increase to its planned asset purchases of GBP 100bn, taking the purchase target to GBP 300bn in total.

As the midnight hour draws near, how will Brexit conclude?

Brexit risk is not a thing of the past. As the 11-month transition period progresses, look out for the negotiations to become a source of heightened volatility.

The European Central Bank levels up its stimulus efforts

Today’s actions from the European Central Bank (ECB) were at the upper end of market expectations.

Income hunting: If life was tough before, it’s even tougher now

While dividends in some regions are likely to face pressure in the coming months, now is not the time to give up on equities as a key source of income for multi-asset portfolios.

COVID-19 shows ESG matters more than ever

The COVID-19 crisis is causing short-term ESG repercussion and longer-term shifts. Find out why sustainability has never been more important for investors.

The European Central Bank aims to ‘thread the needle’

The leader of the European Central Bank (ECB) has become very familiar with the challenge of ‘threading the needle’ in recent years and the test facing Christine Lagarde today was no different.

The Great Glut: A historic supply and demand shock in the oil market

Rising production and collapsing demand due to the COVID-19 pandemic is causing an unprecedented glut in the oil market. As a result, we are currently witnessing a pronounced supply and demand shock that has sent oil prices to a multi-year low.

How bad will the Covid-19 recession be?

We assess how bad the COVID-19 recession will be, considering disease containment time, pre-existing economy vulnerabilities, and the global policy response.

Do investors need to worry about a Japanese-style stagnation in Europe?

Demographics, debt, and equities have caused past stagnation of the Japanese economy. Discover whether Europe’s similarities could lead to the same fate.

Three reasons investors could return to UK stocks post Brexit

Brexit uncertainty is not over. But that wasn’t the only thing holding back UK stocks, and investors could be tempted back to the market.

Karen Ward

3 years with J.P. Morgan

17 years in the Industry

View Full Profile

Ambrose Crofton

5 years with J.P. Morgan

5 years in the Industry

View Full Profile

Tilmann Galler

13 years with J.P. Morgan

19 years in the Industry

View Full Profile

Hugh Gimber

2 years with J.P. Morgan

2 years in the Industry

View Full Profile

Vincent Juvyns

2 years with J.P. Morgan

2 years in the Industry

View Full Profile

Jai Malhi

7 years with J.P. Morgan

7 years in the Industry

View Full Profile

Michael Bell

5 years with J.P. Morgan

12 years in the Industry

View Full Profile

Maria Paola Toschi

12 years with J.P. Morgan

12 years in the Industry

View Full Profile

Karen Ward

Ambrose Crofton

Tilmann Galler

Hugh Gimber

Vincent Juvyns

Jai Malhi

Michael Bell

Maria Paola Toschi

Article Tags: Market Insights

Investment Options

Capabilities & Solutions

Market Insights

Portfolio Insights

Market Insights

Stay Current

EXPLORE OUR MOST POPULAR INSIGHTS

Guide to the Markets

Guide to Alternatives

Eye on the Market

Karen Ward

Ambrose Crofton

Tilmann Galler

Hugh Gimber

Vincent Juvyns

Jai Malhi

Michael Bell

Maria Paola Toschi

Karen Ward

Ambrose Crofton

Tilmann Galler

Hugh Gimber

Vincent Juvyns

Jai Malhi

Michael Bell

Maria Paola Toschi

Copyright 2021 JPMorgan Chase & Co. All rights reserved.

Market Insights

Stay Current

EXPLORE OUR MOST POPULAR INSIGHTS

Guide to the Markets

Guide to Alternatives

Eye on the Market

LATEST COMMENTARY

When will the vaccines allow for a sustained economic recovery?

What are the implications of the Brexit deal for the economy and markets?

Where still offers value and could continue to benefit if a vaccine is approved?

Monitoring the global impact of COVID-19

How should investors consider the impact of climate change on their portfolios?

Will trade hostilities undermine the investment case for Chinese assets?

ECB: Talking the talk but not walking the walk

A good investor knows their tools

Could the policy response to Covid-19 lead to a resurgence in inflation?

EU agrees on budget and recovery fund: A step towards more integration

Bank of England boosts its bond-buying plans

As the midnight hour draws near, how will Brexit conclude?

The European Central Bank levels up its stimulus efforts

Income hunting: If life was tough before, it’s even tougher now

COVID-19 shows ESG matters more than ever

The European Central Bank aims to ‘thread the needle’

The Great Glut: A historic supply and demand shock in the oil market

How bad will the Covid-19 recession be?

Do investors need to worry about a Japanese-style stagnation in Europe?

Three reasons investors could return to UK stocks post Brexit

Karen Ward

Ambrose Crofton

Tilmann Galler

Hugh Gimber

Vincent Juvyns

Jai Malhi

Michael Bell

Maria Paola Toschi

Karen Ward

Ambrose Crofton

Tilmann Galler

Hugh Gimber

Vincent Juvyns

Jai Malhi

Michael Bell

Maria Paola Toschi