Market Insights

Simplify the complex with our timely and thought-provoking insights on market events and outlook and make informed investment decisions more confidently.

Your capital may be at risk.

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.

Investment Principles

The key to successful investing isn’t predicting the future, it’s learning from the past and understanding the present. We present seven time-test strategies for guiding your clients.

Webconferences

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

Market Update webconferences: Russia’s invasion of Ukraine

2 March 2022

Commodities and the risks of global recession

Following a material escalation of the conflict Karen discusses the risk of supply disruptions in oil and gas markets and updates on market volatility. Anuj Arora highlights the impact on Russia’s economy and markets and broader EM.

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9 March 2022

Macro policy options in the face of further escalation

With commodity prices soaring the risks of recession are rising. Karen and Myles will discuss the policy options available to support activity and market implications.

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21 March 2022

Ukraine and Investing: A Global Perspective

In this call, our Chief Strategists Karen, David and Tai have a global discussion on Ukraine, China, the Fed, and what this means for investing.

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On the Minds of Investors

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.

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.