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Market Insights
- Market Insights Overview
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Guide to the Markets (EN)
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.
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On the minds of investors (EN)
Our global macro strategists offer insight into today's big investment themes to support confident portfolio decisions.
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The Weekly Brief (EN)
Discover global market insights from our weekly brief. Find out how to adopt your investment strategy with insights from J.P. Morgan Asset Management.
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Monthly Market Review (EN)
Review August’s market moves: which stock market regions outperformed, what drove fixed income returns, and what it all means for investment portfolios.
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Mid-Year Investment Outlook 2026 (EN)
Our Mid-Year Outlook: latest insights on the global economy and markets, including the main opportunities and risks for investors.
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Guide to Alternatives (EN)
Objective insights on alternatives industry trends, with charts and data across private equity, private credit, real estate, infrastructure and hedge funds.
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Foundations of Alternatives (EN)
Demystifying alternatives by highlighting five key pillars essential for understanding and navigating the alternative investment landscape.
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Investment Principles (EN)
Seven time-tested investment strategies for guiding investors through today’s challenges toward tomorrow’s goals and long-term success.
Portfolio Insights
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Bond Bulletin (EN)
Central banks have shifted to tighter policy and regained some inflation credibility. This Bond Bulletin examines what that means for the long end of yield curves.
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Asset Allocation Views (EN)
Amid resilient growth and a fading energy shock, we stay positive on risk assets, favoring U.S., Japan and EM equities and U.S. high yield.
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Fixed Income Views (EN)
Central bank credibility, solid profits, capex and resilient consumers lift expansion odds to 85%, outweighing inflation and AI headwinds.
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Equity Views (EN)
Massive AI spending is driving exceptional profit growth at reasonable valuations. We see long-term value in “AI losers” and defensive stocks.
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Factor Views (EN)
Factors extended gains in Q2, led by equity momentum. Value and quality look inexpensive, and diversification matters more than ever.
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Emerging Market Debt Strategy (EN)
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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Long-Term Capital Market Assumptions (EN)
The 30th edition explores how economic nationalism and fiscal activism create challenges and silver linings, and how technology will lift profits and productivity.
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ETF Perspectives (EN)
Insights from J.P. Morgan Asset Management’s ETF research, with data and commentary on current topics across ETF classes and strategies.
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Strategic Investment Advisory Group [EN]
The Strategic Investment Advisory Group approaches today’s investment challenges with a global view across asset classes.
ETF Insights
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Guide to ETFs
Explore J.P. Morgan Asset Management’s ETF investing guide with insights on ETF market trends and best investing practices for smarter portfolio decisions.
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ETF perspectives
Insights from J.P. Morgan Asset Management’s ETF research, with data and commentary on current topics across ETF classes and strategies.
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