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  1. Insights

Mid-Year Investment Outlook 2025

 

 

Mid-Year Investment Outlook 2025

Stable foundations for an unstable world

The volatility experienced in the first half of the year is likely to persist as markets continue to play a crucial role in guiding the US administration towards sensible, amicable policy. We consider stable strategies that will help investors thrive in these unstable times.
 

Explore the Mid-Year Investment Outlook

 

Stay Current

  • Guide to the Markets
  • The Weekly Brief

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 3Q 2025

The U.S. economy remains resilient. Our portfolios are modestly long risk, focusing on credit and targeted equity overweights. We prefer ex-U.S. duration and anticipate further dollar weakness in the second half of the year.

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Global Fixed income views 3Q 2025

Amid strong corporate balance sheets and global fiscal expansion, the U.S. is likely to avoid recession, although growth may slow. We approve Federal Reserve policymakers’ pause, given current uncertainties. We favor non-U.S. exposures, emerging market debt, AT1 securities and securitized credit.

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Global Equity Views 2Q 2025

The outlook for profits is cloudier, but we still expect modest growth this year. Many of our investors favor quality stocks in the financial and industrial sectors while avoiding high priced defensives.

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Factor Views 2Q 2025

Factors delivered a strong first quarter, offering investors a diversifying source of returns as uncertainty rose about the outlook for equity market performance and economic growth.

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