Insights

What’s on the horizon for China?

In this week’s Asia Strategy Focus we explore some of the recent developments by responding to five key questions.

A Conversation with our CIO: Market and portfolio insights

Gauging our response to the Fed’s surprise moves, investigating the election’s potential impact, evaluating China’s stock marke…

The Thucydides cap on the China equity rebound trade

For participants in the China equity rebound trade: once you hit your return targets, take the money and run.

Should you take the plunge? Discover the benefits and…

Taking a gradual approach to adding long-term equity exposure—known as phasing in, or dollar-cost averaging—can help reduce…

Fourth-quarter forecast: 3 things that could affect markets

We explore the potential impacts of geopolitical tensions, China’s policy stimulus and U.S. elections.

Opportunities Amid a Shifting

Investors should think internationally, plan strategically for their long-term goals, and structure their investment portfolios…

Putting last week’s major events into context

Here’s what you should know about escalating global conflicts and a mixed week for markets.

The Agony & The Ecstasy

The risks and rewards of a concentrated stock position.

Securing the future: How to invest for growth in a fragil…

As the world faces escalating and evolving risks, investing in security is as important as ever. Discover how aligning your…

Is this time different in China?

Let's discuss China’s latest policies, the macro and market outlook, and importantly, the opportunities and risks for investors.

Mind the Gap: a historically polarized US election

The US is about to conduct its most polarized Presidential election in 100 years.

3 things we heard at the rate cut after-party

Here’s what you need to know about the latest in housing, China’s new policies and recent S&P 500 all-time highs.

Three keys to better thematic investing

We see thematic investing as an essential component clients can incorporate into their long-term investment strategy.

Rate cut breakdown: What you need to know now

We examine the Fed’s historic move and what it could mean for your portfolio.

Why this economic cycle is defying history—and breaking…

In today’s unusual economy, traditional recession signals such as the “Sahm rule” are misleading. Here’s our latest thinking an…

Notes from the road: key questions and answers for today’…

Should I wait for a rebound before entering fixed income?

Why it might be a new day for growth equity

While private market growth equity valuations have seen a steep decline since the 2021 peak, we see signs that new opportunitie…

Insights from our CIO: It ain’t over till it’s over

As the battle between fear and greed intensifies, investors must navigate market volatility and political uncertainties with a…

How did the markets respond to the U.S. presidential debate?

We examine shifts in U.S. election odds and financial markets after the candidates’ first meeting.

A tale of two markets: Divergence amid the post–Labor Day…

This week, AI underperformed while fixed income shined. Here’s our take on a week of volatile market moves.

3 moments that defined August

As we set course for the upcoming rate-cutting cycle, here’s what we learned from August’s highs and lows.

Back to school: 3 principles for your portfolio

As we prepare to say so long to summer, we thought it is apt to review some investing basis for the year ahead.

Notes from Washington: Trade War Redux?

We recently returned from Washington, D.C., where we hosted meetings with a mix of policymakers, former policymakers, and…

Rate-cutting playbook: Investment strategies for offense…

Position your portfolio for the coming rate cuts

How to invest into a multi-trillion megatrend

The global economy is evolving. The energy grid and supply chains are being reimagined. We see spending on these developments…

Why there is still time to move from cash into bonds

With the Fed about to cut rates, today’s cash yields look fleeting. Remember: Bonds have historically outperformed cash during…

7 considerations to make the most of market volatility

Fluctuations are no reason to sit still. Here are some actions investors can take.

Where does Japan go from here?

In this week’s Asia Strategy Focus, we address those questions and update our views on Japan, with the perspective that…

Helping speed and scale the future of climate and energy…

Earlier this year in Scottsdale, AZ, J.P. Morgan gathered CEOs, clean-tech pioneers, officials, and investors to strategize on…

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.

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…

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…

Halftime report: How is 2024 shaping up?

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

Second Quarter 2024 Investment Review

At the start of the year, markets anticipated 175 basis points in interest rate cuts. However, expectations for Q2 rate cuts…

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.

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…

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…

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 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.

Nerves tested. Are stocks disconnected from reality?

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

Japan: capitalizing on the pullback

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

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.

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.

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.

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…

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…

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…

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.

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…

Visionaries in Action-Sir Ronald Cohen's guide to…

Here we present some highlights and key themes of impact investing explored by Sir Ronald Cohen.

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…

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.

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…

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…

Stewardship and Purpose

We discussed wealth with the world’s wealthiest. Our findings in their words.

How much cash is too much cash?

Here’s why you want to stress test your estate plan now

A quick guide to what you may want to examine—and when.

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…

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