Back to homepage

Posts From JP Morgan

How investors can reach their 7% return target

How investors can reach their 7% return target

🕔17:55, 28.Jul 2021

IN BRIEF Traditional investment approaches are unlikely to meet investors’ long-term goals in the coming years. Simply taking on more market risk will not suffice. There’s no single silver bullet here. Yet investors can reach a 7% return target by

Read Full Article
Food Fight: An update on private equity performance vs public equity markets

Food Fight: An update on private equity performance vs public equity markets

🕔12:33, 22.Jul 2021

Every two years, we take a close look at the performance of the private equity industry given its rising share of institutional and individual portfolios. Our findings this year: the private equity industry is still outperforming public equity, but this

Read Full Article
Guide to the Markets – Q3 2021

Guide to the Markets – Q3 2021

🕔10:15, 6.Jul 2021 Read Full Article
The U.S. economy is moving toward mid cycle

The U.S. economy is moving toward mid cycle

🕔09:15, 29.Jun 2021

Global Asset Allocation Views: High frequency data suggest that economic activity is surging, aggregate household balance sheets are in good health, and economic output in developed markets is expected to surpass pre-pandemic levels by 3Q21. The question, perhaps, might be

Read Full Article
Saver to Investor

Saver to Investor

🕔09:04, 26.May 2021

As a result of COVID, we all now live in an age of uncertainty where having choices is important for our well-being, both financially and emotionally. Financial independence gives us choices and without these we will be trapped in unfulfilling

Read Full Article
Significant uncertainty in US inflation forecasts

Significant uncertainty in US inflation forecasts

🕔10:01, 19.May 2021

The Weekly Brief: The rise in US economic growth and inflation has been well flagged by markets and economists but uncertainty remains as to the persistence of these pickups. A successful vaccine rollout is enabling a reopening of the economy

Read Full Article
Net zero commitments are hitting the headlines

Net zero commitments are hitting the headlines

🕔16:30, 5.May 2021

The Weekly Brief: Net zero commitments are hitting the headlines, following President Biden’s recent pledge to cut US greenhouse gas (GHG) emissions in half by 2030. In total, 58 countries, representing 54% of global GHG emissions, have now communicated a

Read Full Article
And You May Ask Yourself, Well, How Did I Get Here?

And You May Ask Yourself, Well, How Did I Get Here?

🕔12:36, 19.Apr 2021

Defined Benefit Pension Trends  J.P. Morgan Asset Management Strategy & Analytics | March 2021 

Read Full Article
Guide to Alternatives

Guide to Alternatives

🕔12:40, 23.Mar 2021

Q1 2021

Read Full Article
The Weekly Brief

The Weekly Brief

🕔08:07, 16.Dec 2020

Monetary and fiscal coordination has supported economic activity in 2020. As we discuss in our Investment Outlook 2021: Bridge over troubled waters, governments and central banks have proved pivotal in helping economies to bridge the gap caused by the virus.

Read Full Article
Thanksgiving Eye on the Market

Thanksgiving Eye on the Market

🕔14:44, 23.Nov 2020

The Armageddonists were not rescued from underperformance purgatory by COVID, and markets are at alltime highs again with prospects for further gains in 2021. However, I can think of something that could rescue them, at least temporarily: the risk of

Read Full Article
Long-Term Capital Market Assumptions

Long-Term Capital Market Assumptions

🕔11:39, 10.Nov 2020

2021 | 25th annual edition Time-tested projections to build stronger portfolios A global pandemic can shift our perspective, making it more difficult to focus on the future. But, of course, this is the essential task of any long-term investor, regardless

Read Full Article
Multi-Asset Solutions Monthly Strategy Report

Multi-Asset Solutions Monthly Strategy Report

🕔13:25, 22.Oct 2020

Global markets and multi-asset portfolios  The coronavirus pandemic has dominated news flow throughout 2020. Looking forward, even after the first acute phase of the pandemic has passed, its imprint on our economy and indeed on the very fabric of our

Read Full Article
The Weekly Brief

The Weekly Brief

🕔14:37, 16.Oct 2020

In the final quarter of this year, investors are likely to learn the answers to three pivotal questions for markets. First, we are likely to hear the results of vaccine trials. Second, we will learn the results of the US

Read Full Article
Guide to the Markets

Guide to the Markets

🕔12:46, 14.Oct 2020

Europe | | 4Q 2020 As of 30 September 2020  

Read Full Article
A new role for US equities in multi-asset portfolios

A new role for US equities in multi-asset portfolios

🕔13:24, 7.Oct 2020

Multi-Asset Solutions Weekly Strategy Report IN BRIEF From a portfolio perspective, exposure to tech winners in U.S. equities is not a free lunch. The same growth stories that prompted outsize U.S. equity returns in recent years and a faster recovery

Read Full Article
Japan: Beyond Abe, but nog beyond Abenomics

Japan: Beyond Abe, but nog beyond Abenomics

🕔14:55, 15.Sep 2020

Multi-Asset Solutions Weekly Strategy Report  Global markets and multi-asset portfolios  In late August, Japanese Prime Minister Shinzo Abe announced his resignation because of health problems. Abe had served for nearly eight years, with his administration lending stability to Japanese politics

Read Full Article
Multi-Asset Solutions Weekly Strategy Report

Multi-Asset Solutions Weekly Strategy Report

🕔11:03, 26.Aug 2020

Global markets and multi-asset portfolios The rebound in global equities has been quite dramatic, but so too has been the recovery in the market pricing of inflation, especially in the U.S. Since March, 10-year U.S. CPI swaps and Treasury inflation

Read Full Article
Review of markets over the second quarter of 2020

Review of markets over the second quarter of 2020

🕔15:11, 7.Aug 2020

Market Review  It’s been a very strong quarter for equities and credit as central banks and governments provided enormous amounts of stimulus and economies started to reopen. Despite the strong rebound in risk …

Read Full Article
Guide to the Markets

Guide to the Markets

🕔15:12, 17.Jul 2020

US 3Q 2020, As of June 30, 2020  

Read Full Article
Strong Recovery Puts Chinese A Shares in the Spotlight

Strong Recovery Puts Chinese A Shares in the Spotlight

🕔09:56, 15.Jul 2020

Multi-Asset Solutions Weekly Strategy Report  China has been leading other major emerging market (EM) equity markets, staging a strong recovery from March’s lows. China’s CSI 300 Index (of onshore stocks traded in Shenzhen and Shanghai) has more than fully recovered

Read Full Article
Multi-Asset Solutions Weekly Strategy Report

Multi-Asset Solutions Weekly Strategy Report

🕔13:10, 25.Jun 2020

Global markets and multi-asset portfolios  This recession will forever be remembered as one of the most rapid and shocking economic slowdowns on record. The question at the forefront of asset allocation decisions is whether the recovery will be equally distinctive

Read Full Article
Review of markets over May 2020

Review of markets over May 2020

🕔14:36, 4.Jun 2020

The rebound in equity markets extended into May. The impact of the COVID-19 pandemic continued to dominate markets, with an increasing focus on how countries would begin to relax their lockdown measures and how this would affect the economy. Volatility

Read Full Article
Moderately greater risk tolerance: An update to our views

Moderately greater risk tolerance: An update to our views

🕔12:07, 4.Jun 2020

A changed economic and market environment leads us to an off-cycle update of our asset allocation views, typically published after our quarterly Strategy Summits. Overall, our views reflect a moderately greater risk tolerance and a recognition that central banks are

Read Full Article
Review of markets over April 2020

Review of markets over April 2020

🕔14:18, 15.May 2020

After the severe shock in March, markets rebounded strongly in April. COVID-19 continued to spread globally, but some countries saw daily new infection rates start to fall and are now planning to gradually reopen their economies. Governments and central banks

Read Full Article
Is the earnings downgrade cycle already nearly over?

Is the earnings downgrade cycle already nearly over?

🕔12:57, 15.May 2020

Is the earnings downgrade cycle already nearly over? Following the shortest bear market in history (from February 19 to March 23), equities have staged a massive rally. This has left investors wondering whether markets have bottomed or will instead revisit

Read Full Article
Multi-Asset Solutions Weekly Strategy Report

Multi-Asset Solutions Weekly Strategy Report

🕔09:10, 13.May 2020

Portfolio Insights Following the shortest bear market in history (from February 19 to March 23), equities have staged a massive rally. This has left investors wondering whether markets have bottomed or will instead revisit their March lows. To gain confidence

Read Full Article
Navigating The Long Road Back To Normal From Covid-19

Navigating The Long Road Back To Normal From Covid-19

🕔10:12, 29.Apr 2020

Amid the depths of a global COVID-19 pandemic and recession, global equities rebounded dramatically over the past few weeks, with the S&P 500 retracing more than half of its sharp 35% plunge. Much of that rebound reflects the anticipation and

Read Full Article
Floating in a most peculiar way

Floating in a most peculiar way

🕔07:57, 28.Apr 2020

1Q20 earnings: Virus oddity Global stock markets saw an unprecedented level of volatility in March, as investors attempted to discern how the rapid spread of COVID-19 would aect the economy and corporate profits. The past few weeks have seen a

Read Full Article
Markets Wait On Plans For The Economy To Restart

Markets Wait On Plans For The Economy To Restart

🕔16:52, 24.Apr 2020

Since the coronavirus shock began, we have focused on several broad categories within the information flow: bank funding and market operational stress; the policy response; messages from economic data; and, most importantly, the outlook for the virus itself. Following their

Read Full Article
COVID-19: Plotting a path to eventual recovery

COVID-19: Plotting a path to eventual recovery

🕔15:38, 24.Apr 2020

Quarantine measures to tackle the COVID-19 coronavirus outbreak pushed down global economic activity in March. We expect further steep declines through April and May, leading to a sharp plunge in second-quarter activity data. Beyond that, however, thoughts will turn to

Read Full Article

Eye on the Market: COVID and culture

🕔10:28, 20.Apr 2020 Read Full Article
Guide to Alternatives

Guide to Alternatives

🕔16:53, 17.Apr 2020

Market Insights  Powerpoint by JP Morgan Asset Management

Read Full Article
Volatility Eases And Normalcy Begins To Return To Treasury Markets

Volatility Eases And Normalcy Begins To Return To Treasury Markets

🕔16:01, 17.Apr 2020

Bond markets took a roller coaster ride over the last month. The extreme volatility reflected illiquid conditions as dealers worked from home; regulatory pressure weighing on dealer balance sheets; de-risking in risk-parity funds; and profit taking in fixed income to

Read Full Article
Multi-Asset Solutions Weekly Strategy Report

Multi-Asset Solutions Weekly Strategy Report

🕔12:14, 15.Apr 2020

Portfolio Insights In the history of financial markets, there has never been a quarter like Q1 2020. As the global outbreak of COVID-19 gathered force, various forms of lockdowns and quarantines ensued, causing risk assets to plummet at an unprecedented

Read Full Article

Tracking funding stress in currency markets

🕔13:56, 14.Apr 2020 Read Full Article

Eye on the Market: The Equity Rally and Herd Immunity

🕔11:28, 13.Apr 2020 Read Full Article
Global Asset Allocation Views

Global Asset Allocation Views

🕔16:50, 9.Apr 2020

Insights and implications from the Multi-Asset Solutions Strategy Summit  We are in a time of extreme volatility and uncertainty. New information, policy announcements and data are becoming available every day. As we navigate this crisis, we expect to increase the

Read Full Article
Review of markets over the first quarter of 2020

Review of markets over the first quarter of 2020

🕔13:12, 9.Apr 2020

This quarter has not been an easy one for most investors. While it was already clear that we were in the later stages of the economic cycle, nobody could have predicted at the start of this year that large parts

Read Full Article
A review of global markets and portfolio positioning in Q1

A review of global markets and portfolio positioning in Q1

🕔11:13, 9.Apr 2020

We review trends across markets and economies in Q1 2020, consider what they mean for our multi-asset portfolios and present a positioning update. In the history of financial markets, there has never been a quarter like Q1 2020. As the

Read Full Article

COVID-19 and U.S. life insurers

🕔11:01, 7.Apr 2020

We look at YE2019 asset exposures in the U.S. life industry that have a high likelihood of being impacted by the effects of and response to COVID-19.

Read Full Article

Eye on the Market: Man vs Nature Part II

🕔18:01, 6.Apr 2020

In this week’s note, we take a close look at country and regional virus data, and examine the pitfalls of over-extrapolating trends that often reverse. We compare the US and China versions of an “economic lockdown”, and unsurprisingly find that

Read Full Article
Capital-efficient alternatives for Asian insurers

Capital-efficient alternatives for Asian insurers

🕔12:22, 6.Apr 2020

Capital-efficient alternatives for Asian insurers – J.P. Morgan Institutional Asset Management Skip Nav J.P.Morgan Home / Institutional Asset Management / Capital-efficient alternatives for Asian insurers Alternatives may enhance returns opportunities, improve diversification, and help insulate insurers’ balance sheets from public

Read Full Article
Insights and implications from the Multi-Asset Solutions Strategy Summit 2Q 2020

Insights and implications from the Multi-Asset Solutions Strategy Summit 2Q 2020

🕔13:46, 1.Apr 2020

Just as headwinds from trade policy were beginning to dissipate, the outbreak of COVID19 has pushed the global economy into recession. The speed and depth of the ‘sudden stop’ in the economy is unprecedented, but should the virus be contained,

Read Full Article
Eye on the Market: Man vs Nature

Eye on the Market: Man vs Nature

🕔17:01, 30.Mar 2020

Man vs Nature: what the government can and cannot fix There are things the government can try and fix during a pandemic and other things which it can’t. In this note we highlight some of what we have added to

Read Full Article
A COVID-driven spike in claims

A COVID-driven spike in claims

🕔20:41, 26.Mar 2020

This morning, initial claims for unemployment insurance surged to the highest level ever. Initial claims came in at 3,283,000, spiking from a slightly revised 282,000 last week. They also exceeded the prior peak of 695,000 reached in October 1982, and

Read Full Article

The COVID-19 Relief Bill-Holding the Economy in Suspended Animation

🕔17:09, 26.Mar 2020

In the early hours of this morning, the U.S. Senate passed a 2.2 trillion USD stimulus bill to combat the devastating impact of COVID-19 and social distancing on the U.S. economy. These measures cannot prevent the economy from falling into

Read Full Article
What is the Fed doing and what does it mean for fixed income?

What is the Fed doing and what does it mean for fixed income?

🕔20:41, 25.Mar 2020

What has the Fed done?The U.S. Federal Reserve (Fed) has pulled out its alphabet bazooka in an effort to ensure sufficient liquidity and the smooth functioning of financial markets, while also providing credit to businesses that are affected by the

Read Full Article

The Federal Reserve keeps at it

🕔15:01, 25.Mar 2020

The Federal Reserve keeps at it: New supportive actions this week The Federal Reserve (Fed) on Monday announced new programs, with total buying power of USD300 billion, and enhanced existing ones to help support the economy and guide the markets

Read Full Article
Managing volatility

Managing volatility

🕔20:15, 24.Mar 2020

LATEST INSIGHTS TO STAY ON TOP OF THE MARKETSCoronavirus research compilation Michael Cembalest presents his latest research on COVID-19, the U.S. election and other current events causing market volatility. Continue reading Shock, crisis, rinse, repeat Bob Michele, Global CIO and

Read Full Article

SEARCH