Insights

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 Tensions: What it means for investors

The U.S. just hiked tariffs to the highest rate in 100 years. What’s next?

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…

Risky business: How tariffs, debt, and dollar dynamics…

Political uncertainty has reached rare heights. Here’s how we understand the 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.

The bull side, the bear side and the reality

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

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.

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.

Playing the trump card: Stocks face off against uncertainty

Policy changes are prompting disruption, uncertainty is high, and risks have risen. Are you prepared?

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.

2025 Outlook update: How to parse policy uncertainty

From tariffs to technology, clashing forces are driving global markets.

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…

From tariff delays to fiscal transformation: How can…

High uncertainty makes building resilient portfolios crucial.

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…

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.

Germany votes: What it means for Europe’s economic future

Explore how Germany's election could influence Europe’s evolving economic and political climate. Change may offer investors new…

Beyond the Fed: Earnings, tariff risks, and Europe's…

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 bond yields risen since the Fed started cutting…

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

Tariffs on the rise: Implications for your portfolio

We expect tariffs to rise significantly as the U.S. continues to support domestic manufacturing. Still, we remain positive on…

UK: Ghosts from the Past?

Higher borrowing costs are causing a headache for policymakers. What can we learn from UK market volatility?

Finding investments where disruption meets transformation

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

Finding investments where disruption meets transformation

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

Calendar year 2024 Investment Review

Where did the recession go?!

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…

Europe – facing challenges or another eventual crisis?

Political risks are back for France. How should investors be positioned?

Debunking the top five sustainable investing myths

Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity,…

Debunking the top five sustainable investing myths

Sustainable investing may help you achieve your financial goals while incorporating personal values. Despite its popularity,…

3 things we (and the markets) are grateful for this season

We’re ending the year on a note of optimism. Here’s why.

Past, present, future: Here’s where we stand

We review where the markets have been and share key questions for 2025, following the launch of our 2025 Outlook.

China Outlook: Can China make it in 2025?

Let's explore the various conflicting pressures, their implications for China's economic resilience, and the opportunities they…

U.S. election recap: What could GOP policies mean for…

With a Republican victory confirmed, we discuss what might be coming over the next term.

Retest your investments to reflect the new return outlook

The backdrop for investing has changed notably in the last few years, creating new opportunities across asset classes.

"Kamilton": the 2024 election and who tells your story

A reflection on the 2024 election and who tells your story.

Navigating a new economic era: 2025 Long-Term Capital…

Now is a good time to revisit your wealth plan and focus on your portfolio’s resilience over the next 10-15 years.

Investing in the themes of the future

Why we think security and infrastructure have transformative potential and could play a role in your long-term growth strategy

Japan: a tale of two elections

In this week’s Asia Strategy Focus, we assess how the new administration and the upcoming U.S. elections could impact Japan’s…

Introducing the 29th edition of Long-Term Capital Market…

We step back from the “short-termism” of modern finance to review the bigger picture.

How to use your portfolio to amplify your charitable impact

Learn how your investments can better align with your philanthropic visions, without compromise.

How to use your portfolio to amplify your charitable impact

Learn how your investments can better align with your philanthropic visions, without compromise.

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…

Building up

We see a combination of surging demand, increasing private investment, underappreciated earnings and falling interest rates as…

Third Quarter 2024 Investment Review

Labor Markets Take Center Stage Over Inflation.

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.

Opportunities in energy, from fossil fuels to green bonds

Our guide on how to consider investing in the volatile energy space today

Three keys to better thematic investing

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

Different paths to the same destination

Rates are headed lower but not all cutting cycles are made equal

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…

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.

Navigating Cross-Asset Correlation: the key to efficientl…

In the intricate world of multi-asset investing, understanding cross-asset correlation is paramount. This concept, which…

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…

Weighing the impact of a potential Trump victory

Four priorities for the Republican ticket—trade policy, taxes, immigration and industrial spending—will have an impact on…

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…

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…

5 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…

Market moves: global sell-off

Stock markets around the world fall on fears of a U.S. slowdown, raising expectations the Federal Reserve will cut interest…

Triple Take: Where we stand amidst the volatility

Our thoughts on the economic backdrop, on AI and on 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

Biden is out of the 2024 election race. What comes next?

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.

3 considerations for investing in a bull market

Stocks are up big time year-to-date. That doesn’t mean you should wait on the sidelines.

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…

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…

A Powerful Combination of Tailwinds Powering Impact…

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

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.

Do you have a plan for assets that will outlast you?

Making deliberate choices now can help create the legacy you envision—and may avoid unintended consequences

UK Budget Date Confirmed and an Economic Trilemma

This week Chancellor Rachel Reeves confirmed the date of the first Budget under the new Labour Government, as well as publishin…

The power of intent

Identifying the approach to your wealth can help you navigate through volatile times.

How to stop cybercriminals at your digital doorstep

Follow these steps to reduce risks for small businesses and family offices.

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.

What is the role of philanthropy in climate action?

The climate crisis is a time-sensitive and far-reaching event that is having an affect on society requiring the combined action…

How your money can make more…of you

Financial planning isn’t just about managing your assets. It’s the key to having a life of meaning, purpose and impact

Recognizing email threats and social engineering

Hackers take advantage of our trust and natural willingness to be helpful by employing social engineering techniques to break…

Passing on the business gene: Nurturing an entrepreneuria…

One of the biggest contributors to the success of a family business is the ability to continue to innovate throughout…

Stewardship and Purpose

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

How much cash is too much cash?

Your house may be spying on you. Save yourself.

All the smart devices embedded in our homes put us at risk. Discover how to secure your Internet of Things (IoT) devices, and…

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.

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…