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Mid-Year Investment Outlook 2025

Stable foundations for an unstable world
 

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  • Mid-Year Investment Outlook 2025
  • The Weekly Brief
  • Weekly Bond Bulletin

Foundations of Alternatives

Foundations of Alternatives seeks to demystify alternatives by highlighting five key pillars that are essential for understanding and navigating the alternative investment landscape.

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Webconferences

Listen to recorded updates from our portfolio managers and market strategists and register for future editions. These materials are for financial professionals only.

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Long-Term Capital Market Assumptions

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

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Market Insights

Featured On the Minds of Investors
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Mid-Year Investment Outlook 2025

Explore our Investment Outlook, with insights on what you need to know about global markets and economies.

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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.

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On the Minds of Investors

UK Budget 2025: What to Expect from the Chancellor’s Fiscal Plans

Explore how the UK Chancellor must weigh tax increases against spending cuts to resolve a fiscal shortfall.

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A weak UK economy is not a headwind for UK large caps

Explore how UK large-cap stocks remain a smart portfolio choice, thanks to international revenue streams, high dividend yields, and supportive policy trends.

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The cost of holding cash in a volatile market

Is cash really king in today's volatile market? Discover why a diversified portfolio might be a smarter investment choice.

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Understanding small cap valuations

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

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US tariffs: What to do and what not to do

Explore the potential impact of US tariffs on global markets, and learn how to build more resilient portfolios that can protect against varied risks and capitalise on opportunities amid the current economic uncertainty. Updated weekly.

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Implications of Middle East tensions for the global economy and markets

Explore potential oil price scenarios and the economic implications stemming from heightened tensions in the Middle East.

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A new path for the US dollar

Explore the factors behind the US dollar's recent peak valuation, find out why the dollar is expected to decline gradually from here, and discover strategies for managing currency exposures amid evolving economic and trade dynamics.

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Rethinking equity income in volatile markets

Find out how regional diversification and income strategies—from the income available from dividend-paying stocks, or the additional income provided by premiums from covered call options—could help investors maintain a more defensive equity market exposure in the current volatile market environment.

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Lessons to be learned from the recent selloff in US Treasuries

Discover the factors behind the recent rise in US Treasury yields. Learn about structural shifts, market dynamics, and the Fed's role, offering insights into why core government bonds remain a hedge against recession risks over the medium term.

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The outlook for US equities after a difficult first quarter

Read our latest equity market outlook to learn why the US stock market has had a volatile start to 2025, and to find out what the rest of the year may have in store for equity investors.

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Understanding the shifting risks of passive investing

Discover the risks of passive investing in today’s shifting economic and political tides, and how they influence portfolio returns.

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How to Invest amidst Trade Tensions & Inflation Risk

Find out how US tariffs may impact markets and learn strategies for investing during rising trade tensions. Explore inflation risks, market dynamics and the potential investment implications

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What can sustain the latest Chinese equity rally?

This paper addresses the impact of Beijing’s coordinated policies on the recent Chinese equity market rally, and the long-term investment implications.

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Budget choices and challenges facing the new UK chancellor

Explore the fiscal challenges and tough choices facing the UK's new chancellor, Rachel Reeves, as she prepares her first budget.

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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.

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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.

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View more On the Minds of Investors

Portfolio Insights

Global Asset Allocation Views 3Q 2025

The U.S. economy remains resilient. Our portfolios are modestly long risk, focusing on credit and targeted equity overweights. We prefer ex-U.S. duration and anticipate further dollar weakness in the second half of the year.

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Global Fixed income views 3Q 2025

Amid strong corporate balance sheets and global fiscal expansion, the U.S. is likely to avoid recession, although growth may slow. We approve Federal Reserve policymakers’ pause, given current uncertainties. We favor non-U.S. exposures, emerging market debt, AT1 securities and securitized credit.

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Global Equity Views 3Q 2025

We expect solid profit growth this year and some acceleration into 2026. Our investors are more enthusiastic about markets in Europe and Asia than in the U.S. and broadly favor quality financial and health care stocks.

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Emerging Market Debt Quarterly Strategy

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 2025

Factors fell slightly in a quarter of policy whiplash. Regions diverged: International equity factors gained while U.S. equity factors fell. Equity value is becoming more attractive globally, and we like relative value-oriented macro factors.

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