Latest & Featured

There’s no place like home

Work-from-home trends have plateaued at ~30%, which has important implications for owners of impaired office buildings. Most…

Triple take: What did we learn from last week?

Our thoughts on the Fed’s recent news, AI spending and geopolitics.

Is the “Trump Trade” a good deal?

We assess whether there could be real market impact and how investors might prepare.

The Lion in Winter

From 1930 to 2010, there were six extended periods of small cap outperformance as it dominated large cap over that entire perio…

President Biden bows out of the election

What the change at the top of the Democratic ticket might mean for investors.

What’s driving the rotation into small-cap stocks?

There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?

Bank of Japan – to hike or not to hike?

In this week’s Asia Strategy Focus, we address the BoJ’s rate hike debate and assess the implications of that discussion on the…

Euromoney names J.P. Morgan “World’s Best Private Bank"

Prestigious annual award recognizes J.P. Morgan Private Bank’s service to clients by voting us as the best globally and awardin…

How AI can boost productivity and jump start growth

Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.

Building a robust investment portfolio: 3 ideas for how t…

With market risks rising, structured products may be useful tools to help enhance portfolio resilience, help generate income—an…

Three big surprises that could drive markets in the secon…

We consider three ways markets could take investors by surprise in the second half of the year—and what each development might…

3 considerations for investing in a bull market

The S&P 500 is up big time year-to-date. That doesn’t mean you should wait on the sidelines.

Myth-busting about derivatives: Are they right for your…

Some investors shy away from using derivatives because they’re thought to be complex and costly—but these tools can help…

The Supreme Court vs the Regulatory State

The Supreme Court vs the Regulatory State. Recent Supreme Court rulings may now usher in the largest pushback on the regulatory…

Halftime report: How is 2024 shaping up?

The markets have had a great six months. But we still see opportunities.

Moving to Dubai: What you need to know

Dubai has become a very attractive destination for entrepreneurs, highly skilled professionals, investors and their families.

Presidential candidate replacement procedures

US Presidential elections: a brief primer on candidate replacement; Supreme Court decisions. As part of our ongoing coverage in…

A Powerful Combination of Tailwinds Powering Impact…

Carlotta Saporito, Head of Impact, reflects on the resilience and growth in climate solutions, education, and workforce…

Could derivatives help enhance your portfolio?

For sophisticated investors, structured notes, options and other derivatives can help navigate many of today’s challenges.

How worried should you be about the U.S. debt and deficit?

We break down common concerns, share possible scenarios, and discuss how policymakers and investors might respond.

China Mid-year Outlook 2024 : Waiting for policy

This week’s note dives into our expectations for China’s policy, macro and market direction for the second half of the year.

Pushbacks and top tracks: A mid-year mixtape

We answer your top questions with the help of our favorite summer tracks.

Are overlooked small- and mid-cap stocks about to surge?

Now is a good time to consider adding quality small- and mid-cap stocks. Durable earnings growth and near-record valuation…

Asia Mid-year Outlook 2024: Rising optimism but risks on…

In this note, we update our outlook for Asia ex-China, and will focus specifically on China in an upcoming publication.

A Piece of the Action

Investing in professional sports leagues and related businesses. As rules around private equity ownership of sports leagues…

Embracing the unknown: 5 principles for your portfolio

Predicting where the market might be headed can be complex and overwhelming, but the real key to investing can be as simple as…

100 trading days in: Why 2024 is different

It’s been a paradox of progress for investors in 2024. But what’s the market’s secret to success—and what could come next?

How do geopolitical shocks impact markets?

While geopolitical events don’t often have lasting impacts on equities, local markets can be hit hard. Here’s what you need to…

China: Navigating a real estate rescue and renewed trade…

In this week’s Asia Strategy Focus, we’ll unpack both of these developments and our expectations of their impact on the economy…

Investing in the foundation of the digital world

Present-day necessities like phones and futuristic innovations like Artificial Intelligence (AI) can’t work without physical…

Is a Goldilocks economy just a fairy tale?

With 2024’s tale still unfolding, we decipher between promising dynamics and looming threats

Could too much fixed income be a bad thing?

Taking advantage of the highest yields in a decade was smart, but long term, being underweight equities could hurt your chances…

Animal Farm

With spring planting season having arrived in Zone 7, it’s a good time to review agriculture from an investor’s perspective.…

The why, who, what and how of starting a family office

Thinking of starting a family office? Four key decision points to consider.

Heard on the Street: 5 things we’ve learned from Corporat…

As earning season winds down, here’s what we’ve picked up

Nothing is as good (or bad) as they say it is

It’s going to take the Fed longer to achieve the confidence to ease. It’s all about confidence. It always is.

How to invest in a world of increasing security risks

Globally, governments and corporations are now spending more to implement new, innovative security solutions, creating…

How to assess the potential impact of AI on your portfolio

Here's what we're watching to assess how well companies are managing the challenges that come with AI integration to position…

China: Chase the rally or fade the bounce?

In this edition of Asia Strategy Focus we zoom in on exactly what factors are driving this rally, assess whether it can continu…

Have you protected your portfolio from market…

Professional money management can help ensure that you follow the data, not the headlines.

Midnight musings: 3 risks keeping us up at night

Risks abound—from high rates and frothy valuations to election uncertainty. Here’s how investors can stay vigilant.

Wealth planning

Nerves tested. Are stocks disconnected from reality?

Growth is solid, not stagnant. Inflation is sticky, not high. Here’s why stocks are so resilient.

Visionaries in Action–An Emmy Award–winning filmmaker…

Martha Adams is an Emmy-winning film producer, director, storyteller and activist whose documentaries about women’s rights have…

Japan: capitalizing on the pullback

We delve into the distinctive reasons why Japan offers a compelling investment landscape.

Cicadian Rhythms

Cicadian Rhythms: the fading prospects of a US disinflationary boom; Japan’s structural reform/M&A emergence; and Eye on the…

Navigating geopolitical uncertainty: To hedge or not to…

Building on our recent assessment of Middle East unrest and market implications, such events offer a reminder that investors…

Alternatives: Do you want to invest? Here's how to start.

Alternative investments can help with portfolio diversification as well as provide inflation protection. Read more about how to…

An exclusive private markets platform

Powered by the knowledge and experience of our global team, we are pleased to share with you private market opportunities for…

Four reasons to consider private credit despite the…

Some investors say direct lending has grown too fast or looks too risky. We think the asset class is still appealing.

How to invest in AI’s next phase

We think it’s time for investors who want to buy into AI to expand their approach. Here’s how you could consider investing.

Profiles of Purpose–Cherie Blair’s vision to empower wome…

Cherie Blair CBE KC advocates for tech as a beacon for women’s empowerment, highlighting its potential and perils in…

Does it matter if the Fed cuts?

So long as growth is solid and inflation doesn’t reaccelerate, we continue to see opportunity for investors.

Geopolitical unrest: Assessing market implications

As tensions in the Middle East escalated this weekend, what does that mean for the economic and market landscape?

Why India Now?

In today’s Asia Strategy Focus we address the key question facing investors: What’s driving the Indian market and can it continue?

Zooming out to see the 3 largest trends of Q1

Inflation, growth and the markets—here’s what you should know now.

Bubble or bliss? Why we think stocks could grind higher

The market has made over 20 new highs this year. Here’s what’s driving it and why the gains could continue.

The Good, the Bad and the Ugly

The Good, the Bad and the Ugly: on tech valuations, AI, energy and US politics Last week I spoke to the firm’s tech CEO…

Outlook revisited: What's next for investors

Against the macroeconomic backdrop, looming presidential elections and geopolitical tensions, we explore the challenges and…

The race to rate cuts is on: What it means for you

Central banks have given the go ahead on rate cuts. Is your portfolio ready?

Testing the five big insights of our 2024 Outlook

As we said in December: There haven’t been this many attractive investment choices to consider in more than a decade.

Election year investing jitters? Considerations that coul…

History has shown that elections have a minimal effect on the stock market in the long run. However, there are often…

One year later: Bank failures and lessons learned

Last week last year, a bout of stress in regional banks shook confidence across the globe. Here’s what we learned and what to…

Is China at a turning point?

China is at a crossroads in its growth trajectory – faced with the difficult transition away from real estate and towards a…

Is it a golden era for gold?

Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.

State of the Union: How are things progressing?

From Super Tuesday to Chair Powell’s testimony and commercial real estate, we take stock of the latest news cycle.

The case for alternative investments

Explore the primary roles alternatives play in a portfolio and why more investors are considering them.

Eye on the Market 14th Annual Energy Paper: Electravision

The predominant vision for the future involves the electrification of everything, powered by solar, wind, transmission and…

4 key actions to position your portfolio for what’s to…

A falling rate environment could bring opportunities to move away from cash. Take a health check of your investment portfolio b…

Bull vs. bear: 3 debates that defined the week

Here’s where we stand as investors clash over inflation, stock market highs, and Washington dysfunction.

Japan: Is this time different?

We detail our Japanese equity market outlook and address the top questions that investors have about investing into Japan.

Is your money working its hardest for you?

If your portfolio is holding a lot of cash, history says it may not be positioned for growth.

Record-breaking rallies: What does it mean for you?

Nvidia made new milestones this week, but the rally wasn’t just big tech. Today, we unpack the moves across the globe and where…

Your Top 2024 Outlook Questions Answered

In this note we summarize some of the top questions across categories and address the key concerns that clients have expressed.

Alternative Investments in 2024: Our advice on what to watch

Five alternative investment strategies that can potentially help investors capture returns and meet financial goals

Ready to dip your toe into innovative water markets?

Explore how advances in water technology are opening potential opportunities for investors.

5 better ways to track inflation in 2024 and beyond

Don’t fear inflation re-accelerating. But it’s important to consider its future path. Here are five key takeaways from our…

Asia Outlook 2024 : After the Rate Reset

As we look to the year ahead, we at J.P. Morgan Private Bank believe the most important dynamic for investors to consider is…

Five Easy Pieces

Five Easy Pieces: on Magnificent 7 stocks, open source large language models, the No Labels movement, the Armageddonists and…

Protecting yourself online this Lunar New Year

In the lead-up to Lunar New Year, we’ve prepared this quick guide to protecting yourself and your loved ones from cyber threats.

China Outlook 2024: Bear with it

In our 2024 China Outlook, we take a close look at the key areas of interest for the Chinese economy and equity markets.

Is the world economy deglobalizing?

Despite dire predictions, global economic integration is not unraveling. But for a few critical imports affecting national…

Medical Complications

This Eye on the Market is about all the things that can be true at the same time. The collapse of the political middle in…

Asia Outlook 2024: A Year of Transition

In 2024, we see risks and opportunities for Asia amidst slowing global growth, China’s ongoing economic challenges, and…

3 election year myths debunked

Should an election year worry investors? Here’s why we don’t think so.

Eye on the Market Outlook 2024: Pillow Talk

Michael Cembalest takes a closer look at equities, fixed income, China, Japan, antitrust, weight loss drugs and ten surprises…

Why now may be a good time to consider Indian equities

From economics to technology, geopolitics to demographics—India and its markets are on the cusp of a new era.

Profiles of Purpose–Insights from a Rockefeller…

Susan Rockefeller and David Rockefeller Jr are a powerhouse philanthropic duo. For decades they have been activists for the…

Digital reinvention fuels a fast-growing luxury sector

Global luxury brands command exceptional pricing power. Now their stocks may offer investors an attractive entry point.

Where is the Chinese economy heading in 2024?

we bring to light the key takeaways from the conference and explore the potential implications for the Chinese economy and…

It's Mostly a Paper Moon: Alternative Investments Review

A review on industry returns in private equity, venture capital, hedge funds, commercial real estate, infrastructure and privat…

Our 2024 Outlook - After The Rate Reset: Investing…

Our 2024 Global Investment Outlook covers 5 different considerations as you look ahead. We dive into Inflation, Cash, Bonds,…