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    1. Insights

    Insights

    In-depth analysis into markets and the evolving investment landscape from our expert investment teams and strategists.

     

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    • The Weekly Brief
    • ESG Explained
    • Investment Outlook

    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.

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    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.

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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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    On the Minds of Investors

    Portfolio Insights

    Global Asset Allocation Views 2Q 2022

    As asset markets recalibrate, we expect ongoing volatility and reduce risk levels accordingly. We trim equities to neutral, keep our duration underweight and remain overweight credit. Later in 2022 we see potential for better returns as uncertainty clears.

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    Global Fixed Income Views Q4 2021

    Unprecedented stimulus was effective yet challenges remain. Above Trend Growth is still our base case; our preferences include certain U.S. corporates, munis.

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    Global Equity Views 2Q 2022

    Despite recent weakness in global markets, many of our portfolio managers remain rather cautious about the outlook. Quality and predictability, as well as modest valuations, matter most in this environment.

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    Emerging Market Debt Quarterly Strategy report Q1 2022

    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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    Factor Views 2Q 2022

    Amid tumultuous markets, factors generally had a positive quarter. Equity value, merger arbitrage and commodity factors all fared particularly well. We see an attractive outlook for equity factors, which remain historically cheap.

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    What’s rattling emerging market equities and where they may go from here

    Rate hikes, COVID-19 lockdowns and geopolitics have been punishing but we see potential silver linings.

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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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    Decorative

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

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