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    1. Insights

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    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 2023

    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 1Q 2023

    Expecting subtrend global growth and cooling inflation, we remain underweight equities and lean away from U.S. stocks In duration, we are neutral, with a preference for U.S. Treasuries. We upgrade credit to overweight, but specifically for investment grade.

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    Global Fixed Income Views 1Q 2023

    Recession is our base case scenario, at 60%. We’re keeping Sub Trend Growth at 30% while reducing Above Trend Growth to 0% and Crisis to 10%. Our best idea: Use every backup in yields to add high quality duration, such as investment grade corporate bonds.

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    Global Equity Views 1Q 2023

    Our portfolio managers are becoming more optimistic. Profit forecasts are getting more realistic, so far earnings have held up well, and valuations look much more attractive than they did a year ago.

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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 1Q 2023

    During one of the most challenging years for investors, equity factors, led by value and quality, continued to climb. A blend of factors hit a record high to close out the year.

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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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