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.
Help build customized bond ladders for your clients and explore our municipal bond SMA investment capabilities
Create the optimal bond ladder, starting with a cash amount, based on your clients’ individual needs, tax rate and risk tolerance using a broad range of assumptions and understand the benefits of laddering municipal bond portfolios. We also offer a transition analysis tool for clients funding an SMA with existing securities
Build bond ladders based on each individual's circumstances.
Evaluate key portfolio characteristics and performance metrics for ladder portfolios.
Provide your clients with a personalized report of their custom bond ladder analysis.
Designed to provide interest income free from federal taxes and preserve capital by investing in a diversified, laddered portfolio of investment-grade municipal bonds with a focus on 1-5 year maturities.
Designed to provide interest income free from federal taxes and preserve capital by investing in a diversified, laddered portfolio of investment-grade municipal bonds with a focus on 1-10 year maturities.
Designed to provide interest income free from federal taxes and preserve capital by investing in a diversified, laddered portfolio of investment-grade municipal bonds with a focus on 1-17 year maturities.
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