Skip to main content
logo
  • My collections
    View saved content and presentation slides
  • Logout
  • Investment Strategies
      Contact Us

      Investment Options

      • All Investment Strategies
      • Alternatives
      • Beta Strategies
      • Equities
      • Fixed Income
      • Global Liquidity
      • Multi-Asset Solutions

      Capabilities & Solutions

      • ETFs
      • Sustainable investing
    • Insights
        Contact Us

        Market Insights

        • Market Insights Overview
        • Eye on the Market

          Explore Eye on the Market, timely commentary that offers views on the economy, markets, and investment portfolios by Michael Cembalest.

        • 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.

        • Guide to Alternatives

          Objective insights on alternatives industry trends, with charts and data across private equity, private credit, real estate, infrastructure and hedge funds.

        • Market Updates

          Read our weekly commentaries to get market insights that may help inform your investment strategy.

        • Podcasts

          Insights from Tai Hui, Chief Market Strategist, Asia, on what is happening in financial markets, from our Asia Pacific headquarters in Hong Kong.

        • Mid-Year Outlook 2026

          Global uncertainties abound: the Middle East conflict, central banks' response to returning inflation, U.S. policy shifts and the fast-changing AI landscape.

        • Guide to Investing in Asia

          The Guide to Investing in Asia explores the diverse economies, markets and investment trends across Asia, including Japan, India, China and Southeast Asia.

        Portfolio Insights

        • Portfolio Insights Overview
        • Alternatives

          We bring you insights based on our nearly 50 years of experience investing in alternatives and more than 800 alternatives professionals around the globe.

        • Asset Class Views

          Themes and implications from the Multi-Asset Solutions Strategy Summit to help guide your portfolio decisions.

        • Equity

          We highlight themes and implications from our equity team to help guide your portfolio decisions.

        • ETF Perspectives

          Insights from J.P. Morgan Asset Management’s ETF research, with data and commentary on current topics across ETF classes and strategies.

        • Fixed Income

          We highlight themes and implications from various fixed income teams to help guide your portfolio decisions.

        • Long-Term Capital Market Assumptions

          Our Long-Term Capital Market Assumptions (LTCMAs) deliver forward-looking return, volatility and correlation estimates for 200+ asset and strategy classes in 20+ base currencies.

        • Sustainable Investing

          Sustainable Insights

        • Strategic Investment Advisory Group

          Factors extended gains in Q2, led by equity momentum. Value and quality look inexpensive, and diversification matters more than ever.

        ETF Insights

        • ETF Insights overview
        • Guide to ETFs

          Explore J.P. Morgan Asset Management’s ETF investing guide with insights on ETF market trends and best investing practices for smarter portfolio decisions.

        • ETF Perspectives

          Insights from J.P. Morgan Asset Management’s ETF research, with data and commentary on current topics across ETF classes and strategies.

      • Resources
          Contact Us
          • All Resources
          • Center for Investment Excellence Podcasts
          • Insights App
          • Library
          • Multimedia
        • About Us
            Contact Us

            About us

            Backed by $4.6T in assets, we harness our active edge to deliver timely ideas and actionable insights that empower investors to achieve what matters most.

            • Overview
            • Spectrum: Our Investment Platform
            • Our Leadership Team
            • Our Commitment to Research
          • Contact Us
            • My collections
              View saved content and presentation slides
            • Logout
          • Financial Professional Login
          Log in

          <p>2027 Long-Term Capital Market Assumptions</p>

          The 31st annual edition explores how economic nationalism, faster tech adoption and shifts in capital flows are reshaping returns over the next 10 to 15 years – supporting faster growth but also more inflation volatility, and calling for thoughtful diversification.

          The 2025 Tariff Shock

          Hear from Michael Cembalest, Chairman of Market and Investment Strategy, as he shares his insights on the economic and investment implications of the new tariffs implemented by the US administration.

          Eye on the Market

          Michael Cembalest, Chairman of Market and Investment Strategy offers timely commentary on the economy, markets and investment portfolios.

          Guide to the Markets

          illustrates a comprehensive array of market and economic histories, trends and statistics through clear charts and graphs.

          Insights

          Harnessing the power of perspective to build stronger portfolios

           

          For more than a century, through changing market cycles, the individuals, families, businesses and institutions we serve have relied on our perspective to help them build stronger portfolios. Together with our clients, partners and the companies we invest in, we believe we can drive better outcomes, for today and for the future we want to see.

          Stay ahead the latest insights

          Learn more

          Listen to the latest insights from Tai Hui, Chief Market Strategist - Asia at J.P. Morgan Asset Management to better understand what is happening the financial markets from our Asia Pacific headquarters in Hong Kong