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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.

1 day ago

Today

The quarter in review: what happened in 1Q 2025?

Discover the key market dynamics of 1Q 2025, including tariff uncertainty, trade policies, and economic projections, and their impact on U.S. and international markets, commodities, and investor sentiment.

By Jack Manley

Today

2 days ago

Economic Update

This weekly update provides a snapshot of changes in the economy and markets and their implications for investors.

By Dr. David Kelly

2 days ago

5 days ago

Industrials: boom or bust?

Explore the industrial sector's outlook post-election, exploring reshoring, energy and M&A impacts, with insights on key opportunities and challenges for investors.

By Meera Pandit and Joanna Shatney

5 days ago

03/26/2025

What does a C grade on U.S. infrastructure mean for investors?

Discover investment opportunities from the ASCE's 2025 Report Card, which rates U.S. infrastructure a C grade. Learn how infrastructure investments offer stability, inflation protection and potential in public-private partnerships and energy transitions.

By Aaron Mulvihill

03/26/2025

03/24/2025

Fiscal Fudge

I may have mentioned this before, but as a young lad, I had a very healthy appetite. Consequently, when deciding on a hobby, I prudently elected to go with “cooking”. My experiments included making fudge and my mother dutifully supplied me with sugar, vanilla and helpful advice.

By David Kelly

03/24/2025

03/20/2025

Is the Federal Reserve (Fed) concerned about policy uncertainty in Washington?

Explore the Federal Reserve's March 2025 policy decisions, economic outlook, and investment strategies amidst rising uncertainty and stagflation risks.

By Jordan Jackson

03/20/2025

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.

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AI Insights

Artificial Intelliegence technologies, particularly generative AI, appear likely to revolutionize the way we work, innovate and create. Explore our insights on the potential investment implications of AI.

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Avoiding the cash trap

Excess cash has a significant opportunity cost. Learn why cash still is not king, what markets may deliver in 2024 and how to gain the confidence to be a long-term, diversified investor against an uncertain backdrop.

Be tax active with J.P. Morgan

Leverage our expert insights to address timely tax topics and learn about our diverse lineup of tax-efficient investments that help you actively build tax savings into client portfolios.

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Insights Now

Listen to the latest insights from Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, where he sits down with a variety of thought leaders for a conversational breakdown of big ideas, future trends, emerging topics and their investment implications to help inform building stronger investment plans for the long-term.

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Insights Now

A healthier outlook for healthcare

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Watch the video version on YouTube.

As the world emerged from the pandemic, healthcare companies encountered several challenges, including declining COVID-19-related revenues, increased R&D expenses and rising labor costs, all of which impacted earnings. Although the sector began to recover from its prolonged earnings slump in 2024, performance remained sluggish. Healthcare stocks rose just 2.6% last year, with performance suffering most after the election. Importantly, the healthcare sector is comprised of a range of sub-industries and performance beneath the surface has diverged. For example, as the sector has addressed the backlog of elective procedures delayed during the pandemic, healthcare facilities and equipment manufacturers have performed well, while insurers have struggled. When seeking exposure to growth themes driving markets, investors often overlook healthcare in favor of other sectors. That said, whether it be GLP-1 drug development or AI-powered customized therapies, the reality is that the sector is at the epicenter of transformational change. Looking ahead, healthcare earnings are set to improve in 2025. However, policy actions taken by the incoming administration could meaningfully alter the sector’s landscape.

On this episode of Insights Now, Gabriela Santos, is joined by Holly Morris, an equity research analyst covering the healthcare sector and a portfolio manager here at J.P. Morgan Asset Management.

Subscribe to the Notes on the Week Ahead podcast for more insights from Dr. David Kelly: Apple Podcasts | Spotify