Insights

Why private credit remains a strong opportunity

Amid a changing macro environment and a boom in investment, we believe private credit sustains its advantage

Defying the tariff drag: 3 reasons markets are moving…

The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.

Let’s make a deal

With the August 1st tariff deadline approaching, Washington's negotiations with Asia bring hope, but Europe and China remain…

Private credit: Promising or problematic?

Though it carries some risk, private credit can deliver strong returns with good management. Here’s where we see potential.

Up to Speed

This video series is designed to provide you with timely macro updates on hot topics and investment ideas, ensuring you stay…

The first rule of philanthropy: Know your “why”

Having a clear idea of the impact you hope to achieve is the best starting point for a process that is rewarding—and often…

Market Thoughts: A human hamster wheel

Earnings season is off to a strong start, financials weighing in with robust profits and positive outlook. Buybacks and dividen…

At mid-year, alternatives shine in a volatile market

Economic uncertainty may spark opportunity for select alternatives.

3 lessons from Eye on the Market 20th Anniversary Edition

From U.S. exceptionalism to AI, we discuss the top insights from Eye on the Market’s 20-year archive.

Market Thoughts: To infinity and beyond!

Markets have advanced as initial fears dissipate, reflecting a resilient U.S. economy. Equity valuations appear 'frothy,' yet…

Don’t sell America—bet on it

History shows us that past challenges have ultimately renewed U.S. strength. This time is no different.

Eye on the Market 20th Anniversary Podcast

Take a look back at 30 standout pieces which are just as relevant for the future as they were for the past.

A half-year roundup: 50 events shaping 2025 so far

Despite challenges, markets have powered through. Here’s what has made headlines in 2025.

Q2 2025 Investment review; Steady Hands Prevail

The US Q1 earnings season exceeded expectations, with US assets and technology showing strong performance since 'Liberation Day…

5 things working in markets today

In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.

Market Thoughts: Hope for the best, whistle past the rest

Safe haven assets, including the dollar and government bonds, served their purpose buffering recent market volatility. Again,…

Asia Mid-Year Outlook 2025 in five minutes

Strategies for Investment Amid Economic Uncertainty: Recession Risks, Fed Rate Cuts, Tech Sector Prospects, Dollar Dynamics, an…

Take advantage of international business opportunities…

Tailored securities-based lending solutions can facilitate seamless international relocations

Market Thoughts: A bigger boat

Markets have rallied, with stocks and bonds up on the year. If I asked what a basic balanced portfolio has returned year to dat…

Case studies: Ready liquidity for life goals and…

Securities-based loans allow investors to act quickly and opportunistically

Middle East tensions challenge renewed investor confidence

Markets brace for impact, but positive economic signs suggest recovery could continue.

Market Thoughts: There’s a riot going on...

With what’s unfolding in the Middle East, I’m surprised—as of this writing—how ‘well-behaved’ markets remain. Further escalatio…

Dynamic income funds: Adapting to a changing world

Adding income funds can fortify portfolio resilience with predictable income, diversification, enhanced yield and robust risk…

Asia Mid-year Outlook

As we move through 2025, Asia stands at the crossroads of trade tensions, currency volatility and evolving growth models. Let’s…

The Power of a Resilient Portfolio Maintaining Access to…

In a challenging market, a resilient portfolio keeps you on track to meet your goals – while preserving your access to liquidity

All eyes on DC: 3 things investors should watch

We discuss how the deficit, Section 899 of the new bill and deregulation might affect portfolios.

Market Thoughts: Is everything going to be alright?

It comes down to a resilient, though cooling, macro landscape. It doesn’t hurt that strong earnings across ‘big tech’ continue…

The next chapter: Diving deeper into the tariff saga

Tariffs are becoming just one of the many things driving markets. How might investors respond?

Market Thoughts: Rope-a-dope redux; fiscal largess and bonds

Since April, Wall Street’s been channeling its inner Ali in the face of a constant barrage of tariff gut punches. With a first…

How to protect portfolios from increasing deficits

A new tax bill is poised to push the U.S. debt burden higher. Here’s what you can do to protect against the risks

Market Thoughts: Let the sunshine in; does a U.S.…

Does Moody’s downgrade of the U.S. government matter? Yes, but in a slow-bleed sort of way. Had fixed income markets thrown a…

Rattled by tariffs? Four reasons to explore European…

U.S. stocks have outperformed global peers for a long stretch, but investors are reconsidering their allocations after…

Enhancing credit portfolios with new sources of yield

Recent market changes have sparked a dramatic surge in U.S. corporate hybrid issuance, offering investors new opportunities for…

What’s on the horizon for the new proposed House…

The new bill in its draft form includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and…

Market Thoughts: De-escalating indigestion

Tossing out 145% tariffs on Chinese imports as an opening offer spooked markets. It effectively equates to a trade blockade.…

U.S.-China tariff truce: What investors need to know

The U.S.-China trade truce offers welcome respite, but it's not a cure-all; elevated uncertainty persists. Investors should be…

How to better position portfolios before the hard data…

The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.

Market Thoughts: Let The Great World Spin

Explore themes of U.S. exceptionalism and global market dynamics, highlighting strategic patience in investing amidst evolving…

Understanding the big moves in Asia FX

Let's analyze the reasons for the moves in some Asian currencies and consider the implications for their respective economies…

Tech, Tariffs, and Turbulence: Insights from the CIO

Gain insights on tariffs, global resilience, and strategic portfolio shifts for informed investment decisions today

The first 100 days: What Trump’s policies mean for investors

Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.

The case for alternative investments

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

Market Thoughts: Waiting for the great leap forwards

Markets are forward-looking. Investors interpret, then anticipate direction. Occasionally direction comes from pure adrenaline,…

Threading the needle: Where markets may be mispricing…

As tension grows between the world’s largest economies, we explore where investors can find opportunity.

Market Thoughts: A matter of trust

I said this a few weeks ago, I think it’s worth repeating. Anyone telling you they know what comes next doesn’t. Perhaps with…

Is this the downfall of the U.S. dollar?

A sharp rise in U.S. policy uncertainty has caused investors to reassess their considerable overweights to U.S. assets. It has …

U.S.-China: Deal or no deal?

Let's address some of the most frequently asked questions regarding the recent volatility in Treasuries, we look at the roles o…

Where will tariff rates settle? Three scenarios explained

Amid rapid policy changes, we’re refining our views on global economies and markets.

Why investors are looking carefully at “human capital…

As the pandemic wanes, investors and companies are focusing on this key ESG factor.

5 thoughts on the market’s tariff tantrum

The market cast a loud “no” vote on tariffs, but opportunities emerged. Here are some key takeaways rising from the turmoil.

Market Thoughts: All better now?

I mentioned in my last note the concept of anchoring as a negotiating tactic. The White House did just that when it kicked off…

Dollar Diversification: Why Now?

Investors have long been heavily weighted to U.S. assets. We think it is time to increase global diversification.

What you need to know about the trade war rollercoaster

Tariff pause? Looming U.S.-China trade war? An economic primer can provide helpful background for your investment decision making.

Lessons from “Liberation Day”: A guide to tariffs

What could President Trump’s tariffs mean for the U.S. economy—and investors?

The 2025 Tariff Shock

Uncover Michael Cembalest’s views on recent tariff news and their potential implications.

High Anxiety: Market Implications of Tariffs

Market pundits like to play the spread between greed and fear. They pick a corner and take turns amping up extreme views. I wan…

5 key strategies to fortify portfolios

Learn how to boost portfolio resilience with five strategies that offer diversification, inflation protection and risk management.

Tariff update and what they mean for markets

President Trump shocked the global economy yesterday by announcing an increase in tariffs that raises the effective U.S. tariff…

Market Thoughts: What, me worry?

As markets struggle to find their footing, investors are caught in a headline fettered whirlwind. The pace and misdirection of…

Q1 2025 Investment Review: Rotation and Consolidation

Sentiment rules, tariffs loom, and central banks are ready. What does this mean for investors? Get the full story in our latest…

Navigating Washington's risks: Mar-a-Lago accord and tariffs

Political uncertainty has reached rare heights, with tariffs and the value of the dollar the primary risks.

Ways to strengthen a portfolio—especially for…

In uncertain times, building a resilient core is essential

Can Emerging Markets survive Trade War II?

We revisit EM winners from the last trade war, assess the impact of surging Chinese imports into these markets, and identify…

The opportunity in renewed U.S. industrial policy

In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.

Insights from our CIO: Tell me something good

Powell hit on a theme I’ve been harping on for a while: the disconnect between hard and soft (survey) data.

The bull side, the bear side and the reality

U.S. equity markets approached their first weekly gain in a month. What’s coming next?

Are you ready to embrace the potential of global equities?

As risks to U.S. market exceptionalism rise, now is the time to explore often-overlooked opportunities in global equities.

Tariff implications for investors: Building a resilient…

How long can the economy’s strength last? We examine the risks to our base case.

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.

Tariffs: the reasons, responses and repercussions

Let’s delve into the reasons behind tariffs, take stock of market moves and potential responses from trading partners, and…

Tariff delays: Uncovering the most impacted sectors

We examine the impact of tariffs on key sectors and what it means for investors.

How investors should think about geopolitical risk

Even if we are in a more febrile environment, hiding in cash is not a winning strategy.

Navigating rate risks: How bonds are better positioned in…

Higher yields make bonds a strategic choice for investors looking to navigate the complexities of rate changes in 2025.

The China equity rally: artificial or intelligent?

Is the China Artificial intelligence (AI) opportunity real?

Insights from our CIO: Running to stand still

It’s never a good idea to overreact to headline hustlers. Investor quivers create opportunity. I count on emotional overreactio…

War and peace: What to know about global security

As world leaders reassess their defense strategies, here’s what investors should know.

Brave New Europe? Redefining trade, defense, and power

Europe is at a crossroads, and a new path that strengthens defense and embraces innovation is essential.

Beyond the Fed: Where to focus now

With the Federal Reserve likely on pause, here’s where investors can put their focus.

Why Japan remains one of our top calls

Japan currently stands out as our favorite market given its relative macro stability, safety amid global trade uncertainty.

Proposals versus policy: How to deal with uncertainty

Here are some strategies to consider for managing your portfolio in light of recent news about tariffs and geopolitical…

Exploring new opportunities in the 2025 Alternatives…

Powered by the knowledge and experience of our global team, we are pleased to share with you a carefully curated set of private…

Is the DeepSeek drama a gamechanger for the AI trade?

What does the China-based startup’s breakthrough mean for the artificial intelligence industry?

The first days of the Trump presidency: 3 things we learned

From executive orders to tariffs, here’s what we know about the President’s first few days.

Why have 10-year U.S. Treasury yields increased since the…

We break down what’s causing the atypical move in 10-year yields and what to do about it.

Alternative Investments in 2025: Our top five themes to…

Normalizing rates and new growth drivers appear poised to transform private markets, creating potential opportunities

Finding investments where disruption meets transformation

Here’s a look at how markets are solving problems—and revealing potential opportunities

Navigating the New Year: 3 resolutions for investors

Here’s what to keep in mind when refining your portfolio in 2025.

Finding investments where disruption meets transformation

Here’s a look at how markets are solving problems—and revealing potential opportunities

Would a shutdown have tarnished a banner year for U.S.…

History suggests there will be little impact, but could this time be different?

2024’s unanswered questions: 3 things we want to know

We’re still seeking answers about tariffs, China’s stimulus and more.

5 ways to build a resilient portfolio

To preserve the past year’s market gains—and prepare for unexpected shocks in 2025—here’s how you can consider building a…

The Year of Living Dangerously

I was visited by six ghosts recently warning me of dangers related to predictions, allocations, apparitions, legalizations,…

Is the deficit threat being overhyped?

Actually, the U.S. fiscal deficit has been a crucial ingredient in recent economic growth. Here’s a framework for when the…

Profiles of Purpose–Cindy McCain is leading the fight…

Cindy McCain's dedication to alleviating global hunger exemplifies purposeful leadership, as she champions innovative solutions…

Visionaries in Action–Dan Carter’s journey from rugby…

Dan Carter, rugby icon and UNICEF Ambassador, shares how his commitment to philanthropy is transforming lives and inspiring…

Are you set up to maintain your lifestyle—for life?

Your strategy may be sound, but it may need some adjusting. Here’s how to plan for your spending needs in any market cycle.

Wealth planning video series

Life can be unpredictable. A plan for your wealth may not be at the top of your agenda.

How to find meaning and purpose in a life of plenty?

For next-generation family members: Find your way forward by developing these four core competencies.

Navigating Aging: How to plan for “what if?”

These six planning steps can help you and your family members manage the challenges that often come with aging.

Awards and Recognition for the Asia Private Bank

At J.P. Morgan Private Bank, we strive to build long-term relationships with our clients while delivering first-class business…

Asia Pacific Top 100 Women-Powered, High-Growth Businesse…

The report, developed in partnership with Ernst & Young, recognizes women leaders behind some of the region’s highest-growth…

Love and money: How to be open and honest about finances

Some couples avoid talking about wealth. But frank conversations can bring you closer together.

How much cash is too much cash?

Cash: How much do you really need on hand?

Do you have too much, or too little, in cash reserves? Behavioral biases may be influencing your decision making.

Near-and-dear assets deserve a special place in your trus…

Private businesses, real estate and/or mineral asset holdings for example, may have a special place in your heart as well as…

Latest & Featured

Keep up with the most recent and impactful insights across investing, wealth planning, philanthropy and more.

Wealth Planning

From essential updates on the tax landscape and how you can navigate it most efficiently, to tips on making the most out of the…