Guide to Alternatives
Check out the latest Guide to Alternatives for objective insights on the latest trends in the alternatives industry, including charts and data across private equity, private credit, real estate, infrastructure and hedge funds.
Key Takeaways
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The global economy has so far been resilient in the face of yet another shock. Growth is holding up well, and while energy prices have led to higher rates of inflation, still-subdued wage pressures give western central banks the chance to be patient.
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US and EM stock markets remain incredibly concentrated towards the AI theme. Strong earnings have helped tech valuations to moderate, but we firmly believe in the benefits of regional diversification, which is helped by fiscal stimulus picking up outside of the US.
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The best explanation for rising bond yields is the simplest. Governments and corporates are spending huge amounts of money and are borrowing heavily to do so. Bond volatility is likely to persist, but higher yields are increasingly attractive for long-term investors.
With a comprehensive library of articles, webcasts, and podcasts, our experts break down the latest economic trends, investment themes, and portfolio strategies – giving you the intelligence you need to guide your clients with confidence.
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Frequently asked questions
The Guide to the Markets is a slide-based publication from J.P. Morgan Asset Management that translates the current economic and market environment into a curated set of charts and data visualisations. The Guide spans equities, the economy, fixed income, international markets, alternatives and investment principles. It is designed as a single, objective reference for financial professionals of all kinds who need to ground market conversations, portfolio decisions and education in clearly sourced data.
The Guide to the Markets is refreshed each quarter, when the Market Insights team revises the pages and charts in response to significant economic or market themes and developments. The underlying data is also refreshed daily, and the Guide is available in daily, monthly and quarterly versions for download so users can choose the cadence that best fits their needs.
The Guide to the Markets helps financial professionals make sense of a complex, fast-moving market environment by distilling it into clear, objective, data-driven charts. It provides a common factual foundation for framing market-outlook conversations, grounding portfolio and investment decisions, reinforcing long-term investing principles, and educating clients, committees and boards.
The Guide to the Markets is produced by the Market Insights Strategy team at J.P. Morgan Asset Management, led by Dr. David Kelly, Chief Global Strategist. The regional teams led by Tai Hui, Chief Market Strategist for APAC, Gabriela Santos, Chief Market Strategist for the Americas, and Karen Ward, Chief Market Strategist EMEA, produce 7 regional Guides in 12 languages across 42 countries. The charts draw on the firm's own research alongside reputable third-party data providers spanning market indices, economic statistics and industry research, and each slide includes its source in the footnotes.
Yes. The Guide is built to be a shared reference across advisory, institutional and liquidity settings, and users can pull individual slides into meeting presentations, investment committee materials or written commentary. In addition to the slides used, also include the specific disclosure page at the back of the book. Slides taken from any of these books may not be changed or altered in any way, the J.P. Morgan Asset Management branding must not be removed, and the firm must receive credit for the information presented. Always work from the most current edition before sharing.
Yes. The Guide to the Markets is made available to financial professionals at no cost via J.P. Morgan Asset Management's website and Insights app. Users can view it online and download the full Guide for free. Certain interactive features and more detailed materials may require a login so content can be tailored appropriately.
The Guide to the Markets is available online through J.P. Morgan Asset Management's Market Insights hub, where users can view the full interactive slide book or download the complete Guide. It is also accessible through J.P. Morgan Asset Management’s Insights app for on-the-go access. Companion publications — including regional editions and topic-focused guides such as the Guide to Alternatives and Guide to ETFs — are available through the broader J.P. Morgan Asset Management Insights programme.