Insights

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.

3 things we heard at the rate cut after-party

Here’s what you need to know about the latest on China’s new policies, Europe’s struggles and new highs for stocks.

Mind the Gap: a historically polarized US election

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

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.

Back to school: 3 principles for your portfolio

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

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…

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…

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…

Election Bonanza: Living in a Fragile World

We address the changes in political power across the world, and what it could mean for investors.

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 government debt?

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.

5 actions investors can take now

Last week’s macro mania gave us confidence in our Mid-Year Outlook. How can investors respond?

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.

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…

Heard on the Street: 5 things we’ve learned from C-suites

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

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.

Risk whiplash: Navigating market volatility

Despite lingering angst around geopolitics, inflation and rate debates, investors can find clarity through the noise.

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…

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.

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…

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…

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.

One year later: Bank failures and lessons learned

One year ago, a bout of stress in U.S. regional banks shook confidence across the globe. Here’s what we learned and what to…

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…

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.

Temperature check: How are things progressing?

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

Bonds may play a renewed role in portfolios – are you ready?

Inflation is moving steadily lower, paving the way for the return of favorable negative stock-bond correlation.

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 last 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.

6 top questions for investors today

Our latest thoughts on inflation, elections, all-time highs, and more.

Digging into the big tech rally

Megacap stocks just delivered another round of stellar results. What did we learn—and can the momentum continue?

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…

Ready to dip your toe into innovative water markets?

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

Five Easy Pieces

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

Groundhog Day: What can investors learn from the past?

Central banks. Big rally jitters. Elections. Markets may have seen this movie before.

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.

Contemplating the catalysts: 5 market movers

From policy and earnings to geopolitics, here’s what could move markets in the year ahead.

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…

3 election year myths debunked

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

Is there still value in fixed income?

Some investors suggest there isn’t any value left in fixed income - we disagree

Do conditions favor a strong year in the markets?

Moderating growth and cooling inflation set the table for potentially strong returns for both stocks and bonds.

What’s in store for 2024: Hear from our Chief Investment…

Inflation’s falling. Rates are likely easing. What does that mean for portfolios in 2024? Our CIO team discusses its sector…

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.

New year nerves: Why we’re still optimistic

After a strong year-end run, 2024 opened with some jitters. Here’s why you should stay invested.

COP28: Key takeaways and opportunities

COP28, the largest COP to date and the hottest year on record, focused on the future of the world's climate.

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.

2023 in review: Rates, rallies and reflections

The Fed finishes 2023 with a bang, plus 40 notable events that helped shape markets this year.

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…

5 considerations for investors in 2024

Reviewing your portfolio ahead of the new year? Here’s what you should keep in mind.

Spring Budget 2024 - The end of the non-dom regime

The non-dom regime is no more, but there are some potentially generous transitional provisions available to existing non-doms…

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…

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

Stewardship and Purpose

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

Retirement planning? Even multimillionaires can run out o…

Spending a standard 4% annually might put your portfolio at risk, given the prospect of modest investment returns and higher…

How much cash is too much cash?

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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