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.

Protecting against inflation: Part 2 – The labour market is key

Today, there are more job openings than there are unemployed workers. Explore what impact a tight labour market could have on inflation in 2022.

Protecting against inflation: Part 1 - Storm in the ports

Inflation is standing at record levels across many markets. Explore our framework for tracking the impact of supply chain disruption on inflation in 2022.

Too Hawkish Too Fast?

This paper, written by Clara Cheong, discusses the recent turn to hawkishness of developed market central bank policies and the investment implications.

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.

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.

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.

Are all global central banks on the move?

Investors should not paint all central banks with the same brush stroke as normalization will come in different shades: some central banks are already or close to being on the move, others will remain somewhat patient until next year, while others will remain firmly on hold.

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.

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.

What should investors do after China’s increase in regulations?

Investing in China the right way is key: with a portfolio of companies, listed both offshore and onshore, with a manager that has a local presence and can do long-term fundamental analysis.

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

It’s getting hot in here: Growth and inflation are heating up

With Covid cases falling, excess household savings and US fiscal stimulus should provide the fuel for a stellar second half of 2021 for developed economies. But roaring growth could also bring risks.

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.

Can international stocks provide a hedge against rising inflation?

Inflation has been a hot topic amongst investors. Globally, inflation is expected to rise this year from 2020’s low levels. This reflation, a sign that the economy is operating above potential, should lead to strong earnings growth as well

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 case for ESG integration when investing in EM

Explore the strategies that can help investors maintain income and diversification in a post-Covid world of low interest rates and negative government bond yields.

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.

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 will COVID-19 affect Sustainable Bonds?

Global governments have been swift and bold in supporting their economies, building a bridge to get consumers, small businesses and corporates over the present abyss to the other side. Given the unknown breadth and depth of the abyss, more stimulus may be required.

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.

Can China sustain its strong economic momentum?

This paper, written by Chaoping Zhu, discusses the outlook on China following its recent economic data releases and fresh outbreak of COVID-19 infections.

What are the implications of rising corporate bond defaults in China?

This paper, written by Marcella Chow and Chaoping Zhu, discusses the outlook on capital markets following a rise in Chinese bond defaults.

Karen Ward

5 years with J.P. Morgan

19 years in the Industry

View Full Profile

Ambrose Crofton

7 years with J.P. Morgan

7 years in the Industry

View Full Profile

Tilmann Galler

15 years with J.P. Morgan

21 years in the Industry

View Full Profile

Hugh Gimber

4 years with J.P. Morgan

4 years in the Industry

View Full Profile

Vincent Juvyns

4 years with J.P. Morgan

4 years in the Industry

View Full Profile

Jai Malhi

9 years with J.P. Morgan

9 years in the Industry

View Full Profile

Michael Bell

7 years with J.P. Morgan

14 years in the Industry

View Full Profile

Maria Paola Toschi

14 years with J.P. Morgan

14 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 2022 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

Protecting against inflation: Part 2 – The labour market is key

Protecting against inflation: Part 1 - Storm in the ports

Too Hawkish Too Fast?

Interpreting the market implications of Omicron

COP26: Not a failure, not a success

Where do we stand on infrastructure spending?

Are all global central banks on the move?

UK equities offer value

Monetary and fiscal coordination and the inflation risks

What should investors do after China’s increase in regulations?

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

Value is back, but growth is not out

The implications of carbon pricing initiatives for investors

It’s getting hot in here: Growth and inflation are heating up

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

Can international stocks provide a hedge against rising inflation?

The impact of ESG factors on portfolio returns

The case for ESG integration when investing in EM

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

Monitoring the global impact of COVID-19

How will COVID-19 affect Sustainable Bonds?

The European Central Bank aims to ‘thread the needle’

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

Can China sustain its strong economic momentum?

What are the implications of rising corporate bond defaults in China?

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