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.
Watch J.P. Morgan Asset Management Chief Global Strategist Dr. David Kelly as he focuses on the most important themes for investors.
Objective insights on alternatives industry trends, with charts and data across private equity, private credit, real estate, infrastructure and hedge funds.
Read our weekly commentaries to get market insights that may help inform your investment strategy.
What investment questions are on the minds of investors? Explore the questions investors ask frequently and find answers at J.P. Morgan Asset Management.
Eight time-tested strategies for guiding investors through today’s challenges and toward tomorrow’s goals.
Browse our Weekly Market Recap for a summary of the latest U.S. stock market headlines and insights, including an update on the S&P 500 returns.
Commentary, strategic perspectives and in-depth analysis from our investment teams to help guide your portfolio decisions.
Our investment specialists and market strategists share their perspectives on key themes and solutions for tax management.
We highlight themes and implications from our equity team to help guide your portfolio decisions.
We highlight themes and implications from various fixed income teams to help guide your portfolio decisions.
We review trends across markets and economies, consider what they mean for our multi-asset portfolios and present a positioning update.
Drawing on the insights and experience of more than 800 global alternatives professionals, we share our perspective on the alternatives landscape.
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.
The Strategic Investment Advisory Group approaches today’s investment challenges with a global view across asset classes.
Our Guide to Retirement, updated annually, provides an effective framework for retirement planning conversations with clients.
Using slides from the award-winning Guide to Retirement, we present 7 essential retirement planning principles, to help investors make more informed decisions.
Monthly short-form articles on timely retirement topics, with concise, up-to-date information for informed retirement planning decisions.
Our Retirement Insights team’s guidance on Social Security and Medicare strategies, with actionable research for a secure retirement.
Explore J.P. Morgan Asset Management’s ETF investing guide with insights on ETF market trends and best investing practices for smarter portfolio decisions.
Monthly ETF roundup covering U.S. AUM trends, fund flows, investor positioning, active ETF growth launches, and key developments across the industry.
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.
Don’t say goodbye to U.S. equities in uncertain markets. Get HELO and seek equity participation with a downside hedge.
Get HELO and target market upside with less risk
Equity portfolio
HELO is a conservative equity approach that seeks to help investors get invested and stay invested.
Options strategy
By selling options, HELO aims to provide capital appreciation through a diversified equity portfolio, while hedging overall market exposure.
Time-tested
The stock selection process for HELO is based on the proprietary valuation model we’ve refined over 30+ years.
What is HELO’s role in a portfolio?
This U.S. equity solution addresses a wide range of needs.
Add equity exposure: For investors seeking equity exposure with a smoother ride. Reduce equity risk: For investors who want to rebalance their portfolio to reduce market risk. Seek to solve problems: For investors seeking higher returns with risk profile similar to a 60/40 fund.
Risk Summary: Writing options on S&P 500 ETFs can reduce equity market risk, but it limits the opportunity to profit from an increase in the market value of stocks in exchange for upfront cash at the time of selling the call option. The value of positions in options on S&P 500 ETFs will fluctuate in response to changes in the value of the underlying ETF or index. Unusual market conditions or the lack of a ready market for any particular option at a specific time may reduce the effectiveness of the option strategies. As a result, the option strategies may not reduce the investment’s volatility to the extent desired and could result in losses.
Investing involves risk, including possible loss of principal.
ETF Insights
Your single source for timely, unbiased insights into the fast-growing world of exchange traded funds.
Benefits to you and your clients:
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