Insights and Strategies for Today and Tomorrow
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Investment Quarterly Insights: Fixed Income Outlook
Join us for a fixed income webcast with behind-the-scenes insights from our recent Investment Quarterly strategy meeting. We’ll shed light on the debate among our senior fixed income investors and their roadmap for the macroeconomic landscape and what it means for bond markets in the second half of the year.
Featuring: Kay Herr and Ed Fitzpatrick
Access in Action: JPMorgan Private Markets Fund (JPMF) Quarterly Update + Live Q&A
Private equity is evolving, and access can be a differentiator. Join our investment leaders for an interactive quarterly update on the JPMorgan Private Markets Fund (JPMF) and how access to private equity can help advisors navigate today's market environment. In this webcast, we’ll discuss:
The webcast will conclude with live Q&A, giving attendees the opportunity to engage directly with our portfolio managers.
Featuring: Ashmi Mehrotra and Spencer Kubin
Tax-efficient 529 Planning: Year-End Moves, AI Insights and Trump Accounts
Join Scott Garsson, Head of Research for the Global Strategic Relationships Group, and Greg Starita, 529 Investment Specialist for the Education Savings Team, for a timely look at the year-end questions advisors are hearing from families.
Featuring: Scott Garsson and Greg Starita
Quarterly DC Review
Tina Anstett, J.D., ERISA Strategist, and Jack Manley, Global Market Strategist, invite you to our Quarterly DC Review Webcast. Join us for an update on developments shaping the retirement and investment landscape, including perspectives on industry trends, retirement plans and market conditions.
Featuring: Tina Anstett and Jack Manley
Discover Innovative Yield Strategies with ROCY and ROCQ
Join an interactive discussion on two newly launched actively managed ETFs from the creators of JEPI and JEPQ. Discover how these strategies seek to deliver consistent tax-deferred yield and lower volatility through active management and disciplined options overlays. We’ll also explore how these differentiated approaches may address evolving client needs and the potential role they may play in yield or conservative equity portfolios.
Featuring: Hamilton Reiner
Now’s the time to diversify fixed income portfolios with Strategic Income
Featuring: Bil Eigen
Signals, Scenarios, Strategy: 2026 and Beyond
From Fed policy, inflation and rates to the latest political and market developments, our Global Market Strategist and CIOs explore the key themes affecting your clients and their portfolios for the balance of 2026. Tune in for a timely conversation with our panel as they assess where we are, what may matter most in the months ahead, and the longer-term themes investors are tracking across regions and asset classes.
Featuring: Dr. David Kelly, Paul Quinsee, Bob Michele and Jed Laskowitz
2027 Long-Term Capital Market Assumptions
We invite you to an exclusive webinar featuring Dr. David Kelly, David Lebovitz, and John Bilton, as they unpack the latest 2027 Long-Term Capital Market Assumptions from J.P. Morgan Asset Management.
Featuring: Dr. David Kelly, John Bilton and David Lebovitz
Access our latest commentary
Get insights into top-of-mind topics
Explore how the AI theme is driving market trends. Learn about Growth vs Value performance, Russell 1000 index shifts and the impact of semiconductors and hyperscalers on investment strategies.
Curious about how higher interest rates affect private credit and fixed income investments? Explore expert insights on bond yields, portfolio strategies and the Federal Reserve’s influence on credit markets.
Get expert insights on the Federal Reserve’s September meeting, rate hikes and economic projections. Find out how global central banks, inflation and rising yields are influencing investment decisions.
AI safety concerns are reshaping the tech landscape. Discover how regulation, market reactions and investment strategies are evolving in response to artificial intelligence risks.
Discover how agentic AI and Chinese open-weight models are transforming AI cost efficiency and enterprise adoption. Explore the latest trends in the U.S. and China AI competition.
AI investment is booming, but how much is it really boosting U.S. growth? Dive into the data, GDP impacts, productivity and Fed implications.
Stay ahead with expert analysis on U.S.-China AI trends, trade dynamics and investment strategies. Understand how technology and policy are reshaping global economic competitiveness.
Explore the tax advantages of real estate funds and REITs, including deductions, depreciation and capital gains benefits for investors seeking higher after-tax returns.
Explore how leveraged ETFs and thematic ETFs are amplifying market volatility and investor exuberance. Learn what momentum investing means for today’s dynamic markets.
Learn how hyperscaler free cash flow, corporate bond issuance and AI-linked financing are transforming the US investment grade credit market and influencing tech spreads.
Explore key takeaways from the latest Fed meeting. Find out Chairman Warsh’s views on the economy and where interest rates may go in the near future.
Is the AI boom over or just getting started? Get expert analysis on AI market volatility, investment opportunities and the future of artificial intelligence stocks.
Discover what’s fueling global earnings growth in 2026, from the AI investment boom and rising energy prices to currency shifts, resilient economies and improved corporate governance. See how emerging markets, the U.S., the Eurozone and Japan are exceeding expectations, even amid global challenges.
Discover how U.S. stock markets perform during midterm election years. Learn about historical trends, volatility and why staying focused on fundamentals is key for investors.
Stay informed on 2026 market predictions. Review AI course corrections, stagflation risks, and growth prospects, plus practical asset allocation guidance for investors seeking stability and income.
Understand the Russell index reconstitution and its influence on portfolio risk, sector shifts, and benchmark strategies. Get expert insights on managing concentration risk and optimizing asset allocation.
Learn about Kevin Warsh’s debut as Federal Reserve Chair, the FOMC’s unanimous rate decision, and new economic projections. Find out how these changes affect inflation, employment, and financial markets.
Mega-cap IPOs are set to transform markets and stock indices. Find out how these large listings affect volatility, index inclusion and investor portfolios.
Recent college graduates face a tough job market in 2026, with rising unemployment and fewer opportunities in tech and finance. Discover the real reasons behind the skills mismatch, AI’s impact, and shifting hiring trends in the U.S. economy.
Discover how the Iran conflict is reshaping defense and security investing. Explore how rising munitions demand and new opportunities in military technology are impacting modern warfare.
Learn how to outpace college inflation with effective savings and investment strategies. Find out how 529 plans offer tax advantages, flexibility and simplify the path to funding higher education.
Discover how record earnings, soaring markets, and S&P 500 concentration impact portfolio risk. Learn strategies to manage volatility and hidden overlaps in today’s investment landscape.
The Strait of Hormuz closure is driving up freight rates and rerouting global trade. Discover how longer voyages and higher freight rates are presenting opportunities for investors.
Understand the effects of rising oil prices on U.S. inflation and the Federal Reserve’s next moves. Get expert insights on energy shocks, CPI forecasts and market risks.
Find out what the U.S.-China summit means for tariffs, export controls and global supply chains. Get expert insights on market trends, investment strategies and the future of international trade.
Discover how Kevin Warsh could reshape monetary policy, interest rates and market outlook. Learn what investors should expect from changes in Fed communication, inflation focus and asset allocation strategies.
Discover how the 2026 stock market rally mirrors previous market trends. Explore sector performance, AI impact, political events and S&P 500 earnings growth in this in-depth analysis.
Curious about investing in private markets? Discover how semi-liquid funds like interval funds, tender offer funds, non-traded BDCs and REITs are making private investments more accessible.
Explore expert tips on tax-loss harvesting, portfolio drift and year-round tax planning for investors. Find out how to manage capital gains and maximize refunds with smart investment strategies.
Explore how the rise of agentic AI is driving unprecedented compute demand, causing shortages in chips, power and data center infrastructure. Learn what this means for AI investment and business strategy.
Stay ahead with the latest S&P 500 earnings outlook for the first quarter of 2026. Explore sector growth trends, profit forecasts and key market insights to guide your investment decisions.
Private credit is under scrutiny—find out what’s driving investor concerns, how software industry changes can impact portfolios and why private credit remains attractive for long-term investors.
Navigate the risks and opportunities in bond investing after Treasury yields surge. See why short- and intermediate-term bonds may offer the best value in today’s market.
The Iran conflict is reshaping global markets—find out how surging oil prices, helium shortages and supply chain disruptions could affecti AI chip production and the semiconductor sector.
Uncover the hidden volatility and sector dispersion beneath the S&P 500’s surface. Learn how geopolitical risks and AI anxieties are presenting opportunities in 2026.
Explore how energy sector profits and oil price swings shape the US economic outlook and investment opportunities.
Middle East risks keep the Fed hawkish as the March FOMC holds rates, with markets repricing rate cuts. Explore implications for the US economy and fixed income.
Energy disruption adds volatility to assets, yet the case for disciplined diversification strengthens as yields rise and growth remains uncertain.
Discover how geopolitical conflicts impact the energy sector, the S&P 500 and oil prices—and what investors should watch going forward.
Discover what is driving US productivity higher and how AI may be affecting it. Learn the key drivers today and what this means for markets.
Discover how quantum’s long timelines and reliability gaps can fuel volatility—and how selective, diversified exposure helps investors limit drawdowns.
Discover how Iran’s conflict can drive inflation and volatility through energy shocks—and how diversification helps investors limit drawdowns.
Discover who stands to gain if Fannie Mae and Freddie Mac go public. Explore the impact of their IPO on mortgage rates, agency MBS, taxpayers and investors in the evolving U.S. housing market.
Explore why value stocks are gaining momentum in 2026. Get insights on how rate cuts, fiscal easing and AI capex lift cyclicals and broaden market leadership.
Explore the drivers behind the abrupt sell-off in software stocks in early 2026. Get insights on how shifting IT budgets toward AI infrastructure are reshaping sector allocation trends and the future outlook for private equity and credit investors.
Explore the drivers behind the abrupt sell-off in software stocks in early 2026. Get expert insights on AI disruption, sector allocation trends and the future outlook for private equity and credit investors.
Uncover the factors behind the impressive performance of emerging market equities in 2026. Get expert insights on earnings growth, macro trends and the future investment outlook.
Discover how the January jobs report impacts the U.S. economic outlook and Federal Reserve policy. Explore key labor market trends, payroll growth and unemployment rate changes for 2026.
Explore how investing in quality stocks can build resilient portfolios, offering stability and outperformance in uncertain market conditions.
Stay updated on the latest FOMC meeting: The Federal Reserve holds rates steady at 3.50%–3.75%, signaling a hawkish stance amid solid economic growth and stable unemployment. Discover what this means for inflation, fiscal stimulus and future rate cuts.
Explore the divergence between metals and energy prices in modern markets. Find out what drives commodity volatility and how investors can hedge risks with smart asset allocation.
Explore how robotics is emerging as the next frontier for AI in 2026, shifting market focus from model creators to infrastructure and real-world applications. Discover the technological breakthroughs, economic trends, commercialization challenges and investment opportunities shaping the future of AI-powered robots.
Explore the effects of government-backed MBS purchases on mortgage rates and housing affordability. Learn what this means for homebuyers and the future of the U.S. housing market.
Explore the latest trends in the AI boom for 2026, including tech stock performance, earnings growth, valuations, adoption rates and investment strategies. Discover why AI remains a compelling opportunity despite market volatility.
Stay updated on the latest December CPI report and its impact on Fed policy. Discover how inflation trends may influence interest rates and the Federal Reserve’s next moves.
Discover how AI is being monetized across infrastructure and applications, with hyperscalers investing billions in data centers, semiconductors and cloud services. Explore the evolving economics of generative AI, enterprise software pricing strategies and the critical role of diversification for investors in the rapidly expanding AI value chain.
What does U.S. intervention in Venezuela mean for oil markets, global politics and investors? Discover key insights on geopolitical risks and investment implications in this timely analysis.
Get the latest analysis on the Federal Reserve’s potential January rate cut, with insights from November’s jobs and CPI reports. Explore how government shutdown data issues impact unemployment, inflation and monetary policy expectations.
Discover what’s driving S&P 500 stock market returns in 2025. Explore the shift from multiple expansion to robust earnings growth, the evolving impact of the Magnificent 7, and broadening profit growth across sectors like financials, industrials, utilities and materials. Learn how market volatility and sector selection shape investment strategies for a resilient equity market.
The Federal Reserve cut the federal funds rate by 0.25% at its December meeting, signaling a continued easing bias for 2026. Explore the FOMC’s latest Summary of Economic Projections, inflation and GDP growth outlook and insights from Chairman Powell on monetary policy, risk assets and the bond market.
Explore the 2026 outlook for hedge funds with insights on active management, alpha generation and diversification. Learn how market trends, rate volatility and global macro strategies are shaping investment opportunities.
Discover the real impact of AI on layoffs in 2025. This expert analysis explores whether artificial intelligence is truly driving job losses or simply reshaping the workforce, with data-backed insights on industry trends, affected roles and the future of employment.
Explore the recent reversal in the low-quality stock rally and discover why fundamentals matter in today’s market. Learn how speculative sectors like AI, crypto and biotech have performed versus quality stocks and get insights on where investors should focus for sustainable returns.
Discover why recent Federal Reserve rate cuts aren’t boosting consumer spending as expected. Explore the impact on holiday shopping, household debt and interest income in our latest market analysis.
Can nuclear power solve the energy crisis for AI data centers? Uncover the challenges, investment opportunities and market impact of uranium and small modular reactors in the U.S.
Is Big Tech’s AI-driven bond issuance a threat to credit markets? Explore expert insights on AI-related debt, sector concentration and opportunities for investors in today’s investment-grade credit market.
Discover how the Supreme Court’s ruling on IEEPA tariffs could impact U.S. trade policy, global tariff rates and market volatility. Learn what new tariff powers the administration may use and what it means for businesses and investors.
Learn how AI software is reshaping enterprise productivity and profit. Find out which companies are winning, the biggest integration challenges, and the future of AI monetization.
Discover which country is leading the global AI race—US or China. Explore key trends in artificial intelligence, technology investment and Asia’s growing influence in robotics and automation.
Discover the latest insights on the Federal Reserve’s October interest rate cut and what to expect at the December meeting. Learn how the government shutdown, inflation trends and funding market stress could impact future rate decisions.
Learn how rare earth metals drive AI and tech advancements, the effects of U.S.-China trade tensions and what investors need to know about this dynamic market.
Discover how recent defaults in the auto sector and leveraged loans are impacting private credit markets. Learn what investors should watch for and how to manage credit risk in today’s evolving landscape.
Discover how evolving U.S. economic policies, global trends like economic nationalism, fiscal activism and AI adoption are reshaping investment strategies. J.P. Morgan’s latest insights reveal why traditional 60/40 portfolios may fall short and how diversified alternatives can enhance resilience and returns. Learn how to future-proof your portfolio for the next decade with thought leadership from J.P. Morgan.
Circular spending is accelerating in AI, but does it mean a bubble is forming? Explore how overlapping partnerships among hyperscalers, chipmakers and model developers are reshaping artificial intelligence markets with robust fundamentals.
Private equity firms are changing the game in sports. Learn about the rise in minority stakes, booming team valuations and the financial appeal of investing in professional leagues.
Uncover the reasons behind record-high U.S. stock market valuations and learn expert strategies for portfolio diversification into value stocks, international equities and corporate credit for stronger returns.
Learn how to optimize your portfolio for tax efficiency during capital gains season. Find out why ETFs outperform mutual funds in tax savings and how tax loss harvesting can help you keep more of your returns.
Wondering which rates will drop as the Fed cuts? Explore expert insights on the yield curve, Treasury yields and smart investment strategies for a changing bond market.
Why is AI infrastructure spend soaring? Dive into the factors behind rising compute demand, the impact of hyperscalers and the changing business models shaping the future of artificial intelligence.
Uncover the significance of stablecoins in today's financial landscape, offering stability and efficiency in decentralized transactions. Explore the GENIUS Act's role in shaping regulatory frameworks, stablecoins' applications in cross-border payments and blockchain marketplaces, and their impact on U.S. government debt and global finance.
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