Insights to empower better decisions

Tools and resources necessary to help make informed investment decisions and build stronger portfolios

Filter by topic
04/01/2025

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 more
04/01/2025
1 day ago

How have other countries responded to the tariff turmoil?

Explore 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 more
By Mary Park DurhamMary Park DurhamMary Park DurhamResearch Analyst
1 day ago
2 days ago

Navigating market volatility: A guide for retirement investors

Market 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 more
By Michael ConrathMichael ConrathMichael ConrathChief Retirement Strategist
2 days ago
3 days ago

How vulnerable is mega-cap tech to tariff turmoil?

Explore 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 more
By Stephanie AliagaStephanie AliagaStephanie AliagaGlobal Market Strategist
3 days ago
5 days ago

Monthly Active ETF Monitor

A comprehensive resource for understanding current economic data and navigating changing market conditions in the active ETF landscape.

Read more
By Jon MaierJon MaierJon MaierChief ETF Strategist and Shannon AhernShannon AhernShannon AhernETF Strategist
5 days ago
5 days ago

Leveraging Tax-Smart SMAs

Discover the advantages of tax-smart SMA and intelligent tax technology in helping advisors tailor solutions to client’s tax needs.

Read more
5 days ago
5 days ago

ETFs’ tax efficiency and structure challenge conventional wisdom

As 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 more
By Jon MaierJon MaierJon MaierChief ETF Strategist
5 days ago
Artificial Intelligence

Artificial intelligence (AI) technologies, particularly generative AI, appear likely to revolutionize the way we work, innovate and create.

Learn more
The First 100 Days: From the polls to policy

Insights to guide investors through the opportunities and risks arising from policy from the new administration.

Learn more
Avoiding the cash trap

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.

Learn more