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    1. Institutional Investor Home
    2. Insights
  2. Market Insights
  3. Guide to the Markets

There are 65 pages in the Guide to the Markets. However, we believe that the key themes for the quarter can be highlighted by referencing just 10 slides.

Economic & Market Update: Using the Guide to the Markets to explain the investment environment

Economic growth and the composition of GDP
Source: BEA, FactSet, J.P. Morgan Asset Management.
Unemployment and wages
Source: BLS, FactSet, J.P. Morgan Asset Management. Private production and non-supervisory jobs represent just over 80% of total private nonfarm jobs. Guide to the Markets – U.S. Data are as of December 31, 2024.
Inflation components
Source: BLS, FactSet, J.P. Morgan Asset Management.
The Fed and interest rates
Source: Compustat, FactSet, Standard & Poor’s, J.P. Morgan Asset Management.
SP500 index concentration
Source: Bloomberg, FactSet, Federal Reserve, J.P. Morgan Asset Management.
Fixed income yields and forward returns
Source: J.P. Morgan Economic Research, Standard & Poor’s, J.P. Morgan Asset Management.
Dollar drivers
Source: Bloomberg, FactSet, Standard & Poor’s, U.S. Treasury, J.P. Morgan Asset Management.
Global equity valuations
Source: FactSet, Standard & Poor’s, J.P. Morgan Asset Management.
Alternatives Correlations
Source: FactSet, MSCI, Standard & Poor’s, J.P. Morgan Asset Management.
6040 portfolio drift
Source: Burgiss, Cliffwater, FactSet, Gilberto-Levy, HFRI, MSCI, NCREIF, J.P. Morgan Asset Management.