11/04/2025
While the markets may have forced the President’s hand to change tack on tariffs, the revised announcement still entails the highest tariff rates in 100 years, subject to some necessary assumptions regarding what happens to $460 bn of US imports from China.
11/04/2025
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.
10/04/2025
Occasionally, macroeconomic and political uncertainty causes extreme moves that destabilise financial institutions and the economy. In recent days, US assets experienced significant volatility, prompting fixed income investors to question what might stabilise the bond market if the partial reversal of the Trump administration’s policies doesn’t suffice. This week’s Bond Bulletin explores past central bank interventions, causes of the current volatility and what it means for investors.
10/04/2025
09/04/2025
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.
08/04/2025
Discover global market insights from our weekly brief. Find out how to adopt your investment strategy with insights from J.P. Morgan Asset Management.
07/04/2025
One clear advantage of getting older, (and I can attest to many of its disadvantages), is that you learn from experience. The financial market chaos, following the President’s tariff announcement, is different from previous market slumps.
07/04/2025
07/04/2025
George C.W. Gatch is CEO of J.P. Morgan Asset Management. He joined the firm in 1986, and during his tenure, has helped build one of the world’s leading asset managers.
07/04/2025
This paper addresses the potential impacts of the universal and reciprocal tariffs announced by the U.S. on 2nd April, and the investment implications.
07/04/2025
A weekly one-page snapshot of market performance and the latest market headlines.
06/04/2025
04/04/2025
Explore the potential impact of US tariffs on global markets, and learn how to build more resilient portfolios that can protect against inflation risk and capitalise on opportunities amid the current economic uncertainty.
04/04/2025
04/04/2025
04/04/2025
04/04/2025
Themes and implications from the Multi-Asset Solutions Strategy Summit to help guide your portfolio decisions.
04/04/2025
Explore timely commentary, strategic perspectives and in-depth analysis from our investment teams to help guide your portfolio decisions.
04/04/2025
A forced and rapid energy transition is under way. Discover what impact this will have on commodity markets and clean energy investment opportunities.