Portfolio Insights Overview | J.P. Morgan Asset Management

Insights to build stronger portfolios

Timely commentary, strategic perspectives and in-depth analysis from our investment teams to help guide your portfolio decisions.

Fixed Income Perspectives
Strategic Investment Advisory Group

Getting real about rates

The post-war era of substantially positive real interest rates may be gone for good.

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Long-Term Capital Market Assumptions

Time-tested projections to help build stronger portfolios

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Currency Insights

Our currency team provides the latest themes and implications for managing global currencies.

Fixed Income Insights

Above Trend Growth is still our base case, but we dropped it to 80% while raising the likelihood of Sub Trend growth to 10%. Recession and Crisis remain at 5% each. Our best ideas include corporate credit, U.S. and euro high yield, and leveraged loans.

Sustainable Investing Insights

We believe that ESG considerations can play a critical role in a long-term investment strategy.

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Liquidity Insights

Market Insights