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Mid-Year Investment Outlook 2025

Stable foundations for an unstable world
 

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Stay Current

  • 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 2022 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

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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US tariffs: What to do and what not to do, in light of tariff news

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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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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The cost of holding cash in a volatile market | J.P. Morgan Asset Management

Is cash really king? Explore why holding cash may underperform other asset classes and how smarter investment strategies can thrive in a volatile market.

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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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UK equity market: A value opportunity, not a value trap

Explore the UK equity market's potential for recovery. Learn how shifts in corporate behaviour, supportive policies and an economic upswing can help drive demand for UK stocks.

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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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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.

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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 1Q 2025

Our portfolios reflect a pro-growth outlook and a strong preference for U.S. assets. We continue to overweight equities and credit and are broadly neutral on global duration. Credit spreads are tight but all-in yields remain attractive. Asset markets could be volatile at times in 2025, but we expect investors to buy on any dips.

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Global Fixed Income Views 4Q 2024

Amid the debate around the rate cut, we nod to policymakers for cooling a supercharged economy, though risks remain. Our overwhelming bias: investments benefiting from proactive central bank easing, including carry-oriented ideas and yield curve steepeners. Our ABCs for rate-cutting cycle? Anything But Cash.

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Global Equity Views 4Q 2024

Overall our portfolio managers take a neutral view on markets. Most expect a broadening of market leadership but still prefer higher quality stocks. Our equity research team sees 10% profit growth in 2024, well balanced across regions and sectors.

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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 scenario for the assets class.

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Factor Views 4Q 2024

As equity and credit markets climbed, factors posted small gains in Q3, overcoming a bout of mid-summer volatility. U.S. equity factors led the way and commodity factors performed well; FX carry and momentum had a tough quarter.

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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.