Key Insights
ISS Market Intelligence, 529 Industry Analysis 2025
New York's 529 Advisor-Guided College Savings Program. Managed by J.P. Morgan. Built for Flexibility.
College savings insights
- Products
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Investment Strategies
Tax Capabilities
Education Savings
Annuities
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Insights
Market Insights
- Market Insights Overview
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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.
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Quarterly Economic & Market Update
Watch J.P. Morgan Asset Management Chief Global Strategist Dr. David Kelly as he focuses on the most important themes for investors.
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Guide to Alternatives
Objective insights on alternatives industry trends, with charts and data across private equity, private credit, real estate, infrastructure and hedge funds.
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Market Updates
Read our weekly commentaries to get market insights that may help inform your investment strategy.
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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.
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Principles for Successful Long-Term Investing
Eight time-tested strategies for guiding investors through today’s challenges and toward tomorrow’s goals.
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Weekly Market Recap
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.
Portfolio Insights
- Portfolio Insights Overview
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Asset Class Views
Commentary, strategic perspectives and in-depth analysis from our investment teams to help guide your portfolio decisions.
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Taxes
Our investment specialists and market strategists share their perspectives on key themes and solutions for tax management.
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Equity
We highlight themes and implications from our equity team to help guide your portfolio decisions.
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Fixed Income
We highlight themes and implications from various fixed income teams to help guide your portfolio decisions.
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Multi-Asset Solutions
We review trends across markets and economies, consider what they mean for our multi-asset portfolios and present a positioning update.
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Alternatives
Drawing on the insights and experience of more than 800 global alternatives professionals, we share our perspective on the alternatives landscape.
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Long-Term Capital Market Assumptions
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.
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Strategic Investment Advisory Group
The Strategic Investment Advisory Group approaches today’s investment challenges with a global view across asset classes.
Retirement Insights
- Retirement Insights Overview
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Guide to Retirement
Our Guide to Retirement, updated annually, provides an effective framework for retirement planning conversations with clients.
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Principles for a Successful Retirement
Using slides from the award-winning Guide to Retirement, we present 7 essential retirement planning principles, to help investors make more informed decisions.
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Retirement Hot Topics
Monthly short-form articles on timely retirement topics, with concise, up-to-date information for informed retirement planning decisions.
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Social Security and Medicare Hub
Our Retirement Insights team’s guidance on Social Security and Medicare strategies, with actionable research for a secure retirement.
ETF Insights
- ETF Insights Overview
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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.
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Monthly Active ETF Monitor
Monthly ETF roundup covering U.S. AUM trends, fund flows, investor positioning, active ETF growth launches, and key developments across the industry.
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Tools
- Resources
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About Us
About us
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.
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