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Insights to build stronger portfolios

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

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  • Fixed Income Perspectives

MOST POPULAR INSIGHTS

Themes for a new decade

This inaugural paper is a collaboration between APAC Market Insights, Equity Investment Specialists and Product Strategy, and it explores key structural trends that can fundamentally drive the future industry landscape in the new decade. It also focuses on how JPMAM’s equity investment teams leverage their unique insights to identify and capture companies that are well-positioned to participate in these new trends.

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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.

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Fixed Income Insights

Above Trend Growth is our base case (90%) given stimulus, accelerating vaccinations and likely strong growth. Our top picks: high yield bonds and leveraged loans for returns; European bank capital notes, securitized credit and emerging sovereign debt.

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Sustainable Investing Insights

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

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