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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02/12/2025

Does the January CPI report signal a shift in inflation?

Explore the January CPI report's impact on inflation trends and the Fed's stance on interest rates. Discover insights into core inflation, energy prices, labor market dynamics and tariff effects. Understand how these factors influence inflation expectations and the Fed's cautious approach amid potential trade wars. Stay informed on economic indicators and their implications for future monetary policy.

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By Stephanie AliagaStephanie AliagaStephanie AliagaGlobal Market Strategist
02/12/2025
02/12/2025

Can harvesting “tax savings” turn volatility into opportunity?

Discover how savvy investors can turn market volatility into opportunity with active tax management. Learn strategies to harvest tax savings and generate alpha in 2025's unpredictable market landscape.

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By Jack ManleyJack ManleyJack ManleyGlobal Market Strategist
02/12/2025
02/07/2025

How did tariffs and taxes impact profits and performance in 2018?

Robust profit growth expectations and lofty S&P 500 price targets suggest investors are optimistic about 2025. However, there is deep uncertainty around how tariffs and tax reform may unfold, but 2018 can offer clues as to how these policies could impact profits, corporate activity, and market performance.

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By Meera PanditMeera PanditMeera PanditGlobal Market Strategist
02/07/2025
02/05/2025

How might China respond to escalating trade tensions with the U.S.?

After a stimulus-fueled rally in 3Q24, Chinese equities have recently stumbled, declining 3.2% since the U.S. election. Domestically, challenges like policy uncertainty and real estate sluggishness persist, while externally, new risks are emerging.

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By Marina ValentiniMarina ValentiniMarina ValentiniGlobal Market Strategist, Mary Park DurhamMary Park DurhamMary Park DurhamResearch Analyst, and Jennifer Qiu
JQ
Jennifer QiuGlobal Market Strategist
02/05/2025
01/30/2025

Why did the Federal Reserve hold rates steady in its first meeting of the year?

Washington has been a hub of excitement for investors in recent weeks. However, the January Federal Open Market Committee (FOMC) meeting provided a welcome change of pace with few surprises.

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By Brandon HallBrandon HallBrandon HallResearch Analyst
01/30/2025
01/28/2025

DeepSeek or Swim: Has the AI thesis fundamentally changed?

A Chinese startup has disrupted the AI landscape and sent shockwaves through markets. DeepSeek, a newly released large-language model (LLM), challenges the dominance of tech giants by boasting similar performance despite using less sophisticated chips and functioning at a fraction of the cost.

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By Stephanie AliagaStephanie AliagaStephanie AliagaGlobal Market Strategist and Aaron MulvihillAaron MulvihillAaron MulvihillGlobal Market Strategist
01/28/2025

Dr. David Kelly

Chief Global Strategist

18 years with J.P. Morgan
35 years in the Industry

Gabriela Santos

Global Market Strategist

13 years with J.P. Morgan
16 years in the Industry

Meera Pandit

Global Market Strategist

14 years with J.P. Morgan
14 years in the Industry

Jack Manley

Global Market Strategist

13 years with J.P. Morgan
13 years in the Industry

Jordan Jackson

Global Market Strategist

10 years with J.P. Morgan
10 years in the Industry

Stephanie Aliaga

Global Market Strategist

8 years with J.P. Morgan
8 years in the Industry