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.
Read moreThe Test Company
Tools and resources necessary to help make informed investment decisions and build stronger portfolios
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.
Read moreExplore how global markets and countries are responding to recent U.S. tariff announcements, with insights into China's retaliatory measures, the European Union's strategic delays, and Southeast Asia's conciliatory approaches.
Read moreMarket volatility can make investing feel challenging and even daunting. The ups and downs of the market can be unsettling, especially for those who are new to investing or nearing retirement. However, understanding the nature of market fluctuations and maintaining a long-term perspective can help investors stay the course and achieve their financial goals.
Read moreExplore the vulnerabilities of mega-cap tech stocks amid rising tariff tensions and global supply chain disruptions. Discover how trade wars and economic shifts are impacting market dynamics, investor strategies, and the future of AI-driven innovation in 2025.
Read moreA comprehensive resource for understanding current economic data and navigating changing market conditions in the active ETF landscape.
Read moreDiscover the advantages of tax-smart SMA and intelligent tax technology in helping advisors tailor solutions to client’s tax needs.
Read moreAs discussed in Tax Efficiency of ETFs, ETFs offer potential tax efficiency advantages. We will examine how this was achieved during market turbulence in 2022. Active ETFs distributed lower capital gains, highlighting the structural benefits of ETFs like in-kind transactions, which helped minimized tax liabilities and enhanced potential investor returns.
Read moreExplore our guides
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.
Guide to Retirement
Discover our Guide to Retirement, updated annually to provide you with an effective framework for supporting retirement planning conversations with clients.
Guide to Alternatives
Get insights on macro topics such as manager dispersion, while also diving into real estate, private credit, private equity and hedge funds and more.
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.
Artificial intelligence (AI) technologies, particularly generative AI, appear likely to revolutionize the way we work, innovate and create.
Insights to guide investors through the opportunities and risks arising from policy from the new administration.
Cash looks more attractive today than at any point in the last twenty years. However, despite strong returns in recent years, excess cash has a significant opportunity cost. Learn why cash still is not king, what markets may deliver through 2025, and how to gain the confidence to be a long-term, diversified investor against an uncertain backdrop.