Insights | J.P. Morgan Asset Management

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Guide to the Markets

Comprehensive insights on all the latest global economic and market developments, updated for Q2 2024.

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Guide to the Markets

Updated each quarter, our popular Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics through clear, compelling charts.

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Market Insights

Simplify the complex with our timely and thought-provoking insights on market events and outlook and make informed investment decisions more confidently.

Portfolio Insights

Get perspectives and analysis from your investment teams to help guide portfolio decisions.

On the Minds of Investors

Drawing on the depth and breadth of their market and economic expertise, our global macro strategiests offer insights into today's big investment themes to enable more condifent portfolio decisions.

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Investment Principles

The key to successful investing isn't predicting the future, it's learning from the past and understanding the present. We present seven time-test strategies of guiding your clients

Quarterly Perspectives

Quarterly Perspectives highlights key themes from our Guide to the Markets book and offers critical insights for engaging in portfolio discussions.

Global Asset Allocation Views 4Q 2024

We have growing conviction in a return to trend-like growth and an extension of the cycle. We overweight credit, which should offer equity-like returns over the next two to three quarters. In our equity overweight we favor the U.S., Japan and emerging market ex-China equity. We are neutral overall on duration.

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Global Fixed Income Views 4Q 2024

Amid the debate around the rate cut, we nod to policymakers for cooling a supercharged economy, though risks remain. Our overwhelming bias: investments benefiting from proactive central bank easing, including carry-oriented ideas and yield curve steepeners. Our ABCs for a rate-cutting cycle? Anything But Cash.

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Global Equity Views 4Q 2024

Profits remain healthy but momentum is slowing and valuations are high in the all-important U.S. market. Many of our investors favor defensive and higher quality names while remaining skeptical about AI enthusiasm.

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Emerging Market Debt Quarterly Strategy

Our quarterly EMD strategy report assesses the latest economic developments in emerging markets and sets out our base case scenario for the asset class.

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Factor Views 4Q 2024

As equity and credit markets climbed, factors posted small gains in Q3, overcoming a bout of mid-summer volatility. U.S. equity factors led the way and commodity factors performed well; FX carry and momentum had a tough quarter.

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