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.

Exploring the economics of Europe’s energy crisis

Surging energy prices and faltering gas supply could trigger an economic shock for Europe. Learn more about the investment implications of the looming energy crisis.

ESG investing in China: Considerations for sustainable portfolios

China does not stack up well on most ESG metrics. Explore our take on whether investing in China can be reconciled with investing sustainably.

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.

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.

Interpreting the market implications of Omicron

There is a lot we don’t know about the latest virus mutation – labelled Omicron. Markets are clearly concerned by the fact that the early studies suggest it is a significant mutation and appears to be considerably more infectious than former strains.

Where do we stand on infrastructure spending?

From our vantage point, it seems like a given that the President will sign the bipartisan bill into law. Looking at the budget reconciliation package, a deal will get done but it may come down to the wire.

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

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.

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.