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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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MOST POPULAR INSIGHTS

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Monthly Strategy Report

Highlights key developments in markets and economies, and examines the potential investment implications for multi-asset portfolios.

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Model Portfolios

Multi-Asset Solutions' Asset allocation views are translated into a series of model portfolios to help investors make thoughtful, well-informed decisions in building and managing portfolios.

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Principles for Effective Portfolio Construction

A disciplined approach with key strategies and a systematic framework to build portfolios that help solve investor needs.

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Portfolio Trends

Powerful insights from Portfolio Insights Analytics gained from the thousands of portfolio analyses and consultative calls with advisors annually.

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ASSET CLASS VIEWS FROM OUR SENIOR INVESTORS

Global Asset Allocation Views 2Q21

Despite economic optimism, expressing a risk-on view is likely to be more nuanced in 2021. We favor cyclical equity regions and value as a style. Credit, especially high yield, is still our preferred fixed income asset.

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Global Fixed Income Views 2Q21

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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Global Equity Views 1Q21

While valuations are much higher and speculative activity is on the rise, our investors take comfort from powerful corporate profit growth and favorable comparisons with exceptionally low bond yields. Within markets, we recommend a balanced approach.

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Featured Portfolio Insights

2021 Global Alternatives Outlook

Explore the most promising investment ideas across our global alternatives platform and learn why alternatives are no longer optional—but essential.

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Equity research in-depth: How the disruptive power of technology can remake the economy

There's a lot of talk about the disruptive power of technology, but what does that mean, exactly? We think of technology less as a sector and more as a secular force that will affect every corner of the economy, spurring shifts in market share and market capitalization, and generating opportunities for wealth creation (and destruction).

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Factor Views 1Q21

As equity markets hit record highs, the equity value and size factors got a boost, but equity momentum and quality factors plunged. Our outlook remains optimistic while we acknowledge that above-average returns may require a shift in market sentiment.

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Municipal Bond Views 2Q21

Fiscal stimulus has helped stabilized the market. Technicals are more balanced, spreads have tightened and valuations are stretched. Ratio volatility may continue with potential tax changes and the infrastructure bill; consider adding duration as rates rise.

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Equity research in-depth: In the wake of COVID-19, the strong get stronger

We look at several trends that are likely to pick up steam: digital transformation, more diversified supply chains and an accelerating shift to factory automation.

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Equity research in-depth: How Consumer Behavior Is Changing

The first in a new series of commentary from the global equity research team, our experts explore the longer-term implications the global pandemic will have on consumer preferences with a focus on the remote workforce, adoption of online alternatives and increased consumer savings.

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Portfolio Analysis

Make the most of the economic recovery

See the potential impact that various recovery scenarios may have on client portfolios.

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This website is a general communication being provided for informational purposes only. It is educational in nature and not designed to be a recommendation for any specific investment product, strategy, plan feature or other purposes. By receiving this communication you agree with the intended purpose described above. Any examples used in this material are generic, hypothetical and for illustration purposes only. None of J.P. Morgan Asset Management, its affiliates or representatives is suggesting that the recipient or any other person take a specific course of action or any action at all. Communications such as this are not impartial and are provided in connection with the advertising and marketing of products and services. Prior to making any investment or financial decisions, an investor should seek individualized advice from personal financial, legal, tax and other professionals that take into account all of the particular facts and circumstances of an investor's own situation.

 

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