Skip to main content
logo
  • Funds
    Overview

    Fund Explorer

    • Search our funds

    Capabilities

    • Fixed Income
    • Equities
    • Multi-Asset
    • Alternatives
    • ETFs

    Fund Information

    • Fund news and announcements
    • Regulatory updates
    • Capacity management
  • Investment Themes
    Overview
    • Sustainable investing
    • Emerging Markets
    • Strategic Beta
  • Insights
    Overview

    Market Insights

    • Guide to the Markets
    • On the Minds of Investors
    • The Weekly Brief
    • Investment Principles
    • Investment Outlook 2025
    • Foundations of Alternatives
    • Why Alternatives?

    Portfolio Insights

    • Asset Allocation Views
    • Fixed Income Views
    • Equity Views
    • Factor Views
    • Emerging Market Debt Strategy
    • ETF Perspectives

    Webconferences

    • Webconferences
  • Library
  • About Us
    Overview
    • Diversity, Equity and Inclusion
    • Our Leadership Team
  • Contact Us
  • Role
  • Country
Search
Menu
Search

  1. Insights

investment-outlook-2025-1400x600

 

 

Investment Outlook 2025

Pushing the Boundaries

Our Investment Outlook covers all the big issues facing investors, from US economic policy and AI investing, to portfolio diversification, Chinese stimulus and European equity valuations.
 

Explore now

 

Stay Current

  • Guide to the Markets
  • The Weekly Brief
  • ESG Explained

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.

Read 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.

Read more

Webconferences

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

Read more

On the Minds of Investors

Portfolio Insights

Global Asset Allocation Views 4Q 2024

We have growing conviction in a return to trend-like growth and an extension of the cycle. We overweight credit, which should offer equity-like returns over the next two to three quarters. In our equity overweight we favor the U.S., Japan and emerging market ex-China equity. We are neutral overall on duration.

Read the latest views

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 a rate-cutting cycle? Anything But Cash.

Read the latest views

Global Equity Views 4Q 2024

Profits remain healthy but momentum is slowing and valuations are high in the all-important U.S. market. Many of our investors favor defensive and higher quality names while remaining skeptical about AI enthusiasm.

Read the latest views

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.

Read the latest views

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.

Read the latest views

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.

Find out more

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