Skip to main content
logo
  • Funds
      Contact Us

      Fund Listing

      • Fund Explorer
      • Fund Managers
      • Fund Documents
      • How to Invest

      Capabilities

      • All Funds
      • Equities
      • Fixed Income
      • Multi-asset
      • ETF Investing
      • Investment Research

      Featured Funds

      • JPMorgan Singapore & Asia Equity Income Fund
      • JPMorgan Income Fund
      • Equity Funds
      • Equity Premium Income Active ETFs
      • JPMorgan Flexible Credit Fund
    • Insights
        Contact Us

        Market Insights

        • Market Insights Overview
        • 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.

        • Weekly Market Recap

          Start to simplify the complex with our Weekly Market Recap – a timely summary of recent market movements, economic developments and a look at what's ahead.

        • On the Minds of Investors

          What investment questions are on the minds of investors? Explore the questions investors ask frequently and find answers at J.P. Morgan Asset Management.

        • 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.

        • Multimedia

          Interviews with Fund Managers and Investment Strategists bring you insights on global market trends and investment news.

        • Solving for Income

          Solving for Income uses slides from the Guide to the Markets – Asia to examine the role of income and why it should remain a key investment objective.

        • Solving for Fixed Income

          Slides from the Guide to the Markets – Asia examine the role of fixed income and why it should remain a key investment objective.

        • U.S. Policy Pulse Hub

          Insights to guide investors through the opportunities and risks arising from policy from the new administration.

        Portfolio Insights

        • Portfolio Insights Overview
        • Global Asset Allocation Views

          Amid resilient growth and a fading energy shock, we stay positive on risk assets, favoring U.S., Japan and EM equities and U.S. high yield.

        • Global Fixed Income Views

          Central bank credibility, solid profits, capex and resilient consumers lift expansion odds to 85%, outweighing inflation and AI headwinds.

        • Global Equity Views

          Massive AI spending is driving exceptional profit growth at reasonable valuations. We see long-term value in “AI losers” and defensive stocks.

        • Alternative Insights

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

        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.

        Retirement Insights

        • Retirement Resources

          To achieve our desired retirement, it is important to anticipate the possible challenges that retirees could face and be better financially prepared.

        • Guide to Retirement

          Our Guide to Retirement, updated annually, provides an effective framework for retirement planning conversations with clients.

      • Investment Ideas
          Contact Us
          • What's new
          • Sustainable investing
          • ETF Knowledge
        • Resources
            Contact Us
            • All Resources
            • Announcements
            • Forms & Literature
            • About Mutual Funds
            • Investment Glossary
            • Insights App
          • About Us
              Contact Us
              • Overview
              • Awards
              • Diversity, Opportunity and Inclusion
              • Our Leadership Team
            • Contact Us
            You are about to leave the site Close
            J.P. Morgan Asset Management’s website and/or mobile terms, privacy and security policies don't apply to the site or app you're about to visit. Please review its terms, privacy and security policies to see how they apply to you. J.P. Morgan Asset Management isn’t responsible for (and doesn't provide) any products, services or content at this third-party site or app, except for products and services that explicitly carry the J.P. Morgan Asset Management name.
            CONTINUE Go Back

            1. Insights

            JPM54312_GTM_Daily_Guide_Hero-800x900-updated

             

            Guide to the Markets

            Comprehensive insights on all the latest global economic and market developments, updated for Q2 2024.

            Explore now

             

            Stay Current

            • Market Outlook 2026
            • Weekly Market Recap
            • Guide to Investing in Asia
            • Quarterly Perspectives

            EXPLORE OUR FLAGSHIP INSIGHTS

            Guide to the Markets

            Updated each quarter, our popular Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics through clear, compelling charts.

            Learn more

            Market Insights

            Simplify the complex with our timely and thought-provoking insights on market events and outlook and make informed investment decisions more confidently.

            Read more

            Portfolio Insights

            Get perspectives and analysis from your investment teams to help guide portfolio decisions.

            Read more

            Market Insights

            On the Minds of Investors

            Drawing on the depth and breadth of their market and economic expertise, our global macro strategiests offer insights into today's big investment themes to enable more condifent portfolio decisions.

            Learn more

            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 of guiding your clients

            Read more

            Quarterly Perspectives

            Quarterly Perspectives highlights key themes from our Guide to the Markets book and offers critical insights for engaging in portfolio discussions.

            Read more

            Portfolio Insights

            Global Asset Allocation Views 4Q 2026

            Our base case assumes steady nominal growth and disinflation over the coming year. We are constructive on equities, with a preference for the U.S. and Japan. We lean into U.S. high yield for carry and prefer a long duration position in Europe rather than the U.S.

            Learn more

            Global Fixed Income Views 4Q 2026

            Evidence of central banks’ independence and inflation fighting credibility, solid economic data and corporate profits, robust capex and resilient consumers lift the likelihood of expansion to 85%, overpowering headwinds from inflation and pushback against AI.

            Learn more

            Global Equity Views 3Q 2026

            Massive AI investment spending is driving exceptional profit growth. Markets have moved mostly in line with earnings and valuations don’t look excessive. We find long-term value among the so-called “AI losers” and in many defensive stocks far from the AI boom.

            Learn more

            Emerging Market Debt Quarterly Strategy

            Our quarterly EMD strategy report assesses the latest economic developments in emerging markets and sets out our base case scenario for the asset class.

            Read the latest views

            Factor Views 3Q 2026

            Factors extended gains in Q2, on average, led by equity momentum. We maintain a positive outlook for factors overall: Equity value and equity quality are historically inexpensive; equity momentum could climb, with heightened risk. We recommend diversification among and across factors more than ever.

            Read the latest views
            Webpage-hero-background-image

            Insights App for iPhone® and iPad®

            Get everything you need, everywhere you go

              

            lets-solve-it-logo

            For Fund or Institutional enquiries, please call or email us. You can also contact your financial advisor or your J.P.Morgan Representative.

            (65) 6882 1328

            singapore.investor.services@jpmorgan.com

            JPMorgan Asset Management
            • Terms of Use
            • Privacy Statement
            • Cookies Policy
            • Investment stewardship
            • Sitemap
            J.P. Morgan
            • J.P. Morgan
            • JPMorgan Chase
            • Chase

            The information contained herein is intended only for use by Singapore residents. By using this information, you are representing and warranting that you are either residing in Singapore or the applicable laws and regulations of your jurisdiction allow you to access the information, and you confirm that you accept the Terms of Use as set out in https://www.jpmorgan.com/sg/am/per/. Investment involves risk. Past performance is not indicative of future performance. In particular, funds which are invested in emerging markets and smaller companies may involve a higher degree of risk and are usually more sensitive to price movements. Investors should carefully read and consider the fund offering document(s), which contain details on investment objectives, risk factors, charges and expenses of the fund, before making any investment decisions. Information in this website does not constitute investment advice, or an offer to sell, or a solicitation of an offer to buy any security, investment product or service, nor a distribution of information for any such purpose. Informational sources are considered reliable but you should conduct your own verification of information contained herein. Issued by JPMorgan Asset Management (Singapore) Limited. This advertisement or publication has not been reviewed by the Monetary Authority of Singapore (“MAS”).

             

            JPMorgan Asset Management (Singapore) Ltd is regulated by the Monetary Authority of Singapore. (Co. Reg. No. 197601586K)