Insights

Bank angst. Where do we go from here?

Investment Strategy

Bank angst. Where do we go from here?

Regional banks are rattling markets. While the stress warrants caution, we think investors should stick to their long-term plans.

• Madison Faller

May 5, 2023

What’s priced into markets?

Investment Strategy

What’s priced into markets?

It’s been a strong start to the year, but challenges remain—from inflation to bank stress aftershocks, to the debt ceiling. Are…

• Madison Faller

Apr 28, 2023

What we're targeting now in Alternatives

Investment Strategy

What we're targeting now in Alternatives

Explore the areas that we’re most excited about and how they may help you meet your goals.

Apr 27, 2023

Oh, The Places We Could Go

Contains audio.

Economy & Markets

Oh, The Places We Could Go

A recent article in the South China Morning Post was entitled “End of dollar dominance will also spell demise of US hegemony”. …

• Michael Cembalest

Apr 26, 2023

ChatGPT: The start of the AI revolution

Technology

ChatGPT: The start of the AI revolution

Reaching 1 million users quicker than any other application, ChatGPT's rapid ascent has raised some fundamental questions about…

Apr 26, 2023

Invest in global infrastructure to hedge and help build a…

Investment Strategy

Invest in global infrastructure to hedge and help build a…

Infrastructure has the potential to provide inflation protection, income and resilience in uncertain times.

• Tiffany J. Lewis
• Sergio Pawlak

Apr 21, 2023

Debt ceiling: Déjà vu?

Investment Strategy

Debt ceiling: Déjà vu?

With the government up against its spending limit, negotiations are brewing in Congress. Investors’ best move now? Stay the…

• Olivia Schwern

Apr 20, 2023

Jamie Dimon's Letter to Shareholders

Company News

Jamie Dimon's Letter to Shareholders

JPMorgan Chase… will do its part to ensure the global economy is safe and secure.

Apr 18, 2023

Buying residential property in the UK

Lending

Buying residential property in the UK

A guide for non-UK resident clients on some of the key tax and other planning considerations.

Apr 18, 2023

Tax deferral can sometimes be a costly mistake

Taxes

Tax deferral can sometimes be a costly mistake

You could unnecessarily pay almost double in taxes if you don’t defer with care. Be sure to put the right assets in the right…

• Amanda Lott

Apr 18, 2023

Don't get burned by scams on your summer holiday

Cybersecurity

Don't get burned by scams on your summer holiday

Summer brings sun, fun and relaxation, but it can also bring scammers. When planning your vacation, be sure to leave these…

Apr 18, 2023

Looking to buy or sell a house in today’s strange U.S.…

Economy & Markets

Looking to buy or sell a house in today’s strange U.S.…

Disruption sparked by COVID-19 looks likely to play itself out relatively soon. But each area’s story will probably be…

• Joe Seydl

Apr 17, 2023

The bull and bear cases for 2023

Investment Strategy

The bull and bear cases for 2023

From the global economy to stocks and bonds, investors consider the path forward for a market that’s looking much different thi…

• Jacob Manoukian

Apr 14, 2023

Awards and Recognition for the Asia Private Bank

Company News

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…

Apr 12, 2023

Are banks vulnerable to a crisis in commercial real estate?

Economy & Markets

Are banks vulnerable to a crisis in commercial real estate?

Fears are rising about regional banks’ exposure to commercial real estate loans. How worried should you be?

• Joe Seydl
• Jay Serpe

Apr 12, 2023

Investing in the future of food supply chains

Sustainable Investing

Investing in the future of food supply chains

Consider this potential global megatrend—a potential opportunity for attractive returns and to address a top planetary threat

• Sophie Haas

Apr 11, 2023

Frankenstein's Monster

Contains audio.

Economy & Markets

Frankenstein's Monster

Frankenstein’s Monster: banking system deposits and the unintended fallout from the Fed’s monetary experiment; commercial real…

• Michael Cembalest

Apr 10, 2023

2023 report card: Portfolios show resilience amid bank…

Investment Strategy

2023 report card: Portfolios show resilience amid bank…

Markets are powering through turmoil, but is a recession looming? Find out what we got right, what we missed, and what the rest…

• Madison Faller
• Jacob Manoukian

Apr 6, 2023

The ripple effects of the bank crisis

Investment Strategy

The ripple effects of the bank crisis

While markets seem keen to move on, we likely haven’t yet seen all the effects of the bank shock. As investors, we’re focused o…

• Madison Faller
• Stephanie Roth

Mar 31, 2023

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

Awards

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…

Mar 30, 2023

13th Annual Energy Paper

Contains audio.

Economy & Markets

13th Annual Energy Paper

Renewables are growing but don’t always behave the way you want them to.

• Michael Cembalest

Mar 28, 2023

3 reasons we don't think the banking crisis is a repeat o…

Investment Strategy

3 reasons we don't think the banking crisis is a repeat o…

Banking turmoil has raised concerns of a repeat of the 2008 financial crisis, but there are significant differences between now…

• Jacob Manoukian

Mar 24, 2023

Markets are changing: Moves to consider making now

Goals-Based Planning

Markets are changing: Moves to consider making now

Interest rates are up; valuations look attractive—and recession looms. A timely response: Review your liquidity, lifestyle and…

• Amanda Lott
• Sarah Backer

Mar 21, 2023

4 charts to help put today's turmoil in perspective

Economy & Markets

4 charts to help put today's turmoil in perspective

Bank failures have rattled investors, but don’t let a bad month (or even year) derail your long-term financial plans

• Jacob Manoukian

Mar 21, 2023

Why you want to explore Chinese and European equities now

Investment Strategy

Why you want to explore Chinese and European equities now

After a decade of U.S. stock dominance, prospects look brighter in non-U.S. markets

• Madison Faller

Mar 21, 2023

How your money can make more…of you

Goals-Based Planning

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

• Jeff Kreisler

Mar 21, 2023

Bank woes whipsaw markets

Investment Strategy

Bank woes whipsaw markets

The banking system relies on confidence, and that’s being shaken—but we think policymakers have the tools to navigate the…

• Madison Faller

Mar 17, 2023

How to stop cybercriminals at your digital doorstep

Cybersecurity

How to stop cybercriminals at your digital doorstep

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

Mar 15, 2023

Recognizing email threats and social engineering

Cybersecurity

Recognizing email threats and social engineering

Learn more about the techniques hackers use to obtain your confidential information.

Mar 15, 2023

From the notebook to the cloud: How EdTech is…

Investment Strategy

From the notebook to the cloud: How EdTech is…

While covid-19 sparked a demand for all types of digital educational experiences, investors’ interest in ventures that support…

Mar 15, 2023

Bank stocks and rate hikes trouble markets

Investment Strategy

Bank stocks and rate hikes trouble markets

Markets are bracing for rough weather amid rate-hike worries and instability in financial stocks. Investors should consider…

• Madison Faller

Mar 10, 2023

Silicon Valley Bank failure

Economy & Markets

Silicon Valley Bank failure

One of these things is not like the other, and that thing is Silicon Valley Bank.

• Michael Cembalest

Mar 10, 2023

Three steps you can take to maximize tax alpha

Investment Strategy

Three steps you can take to maximize tax alpha

Tax loss harvesting strategies offer an efficient way to reduce your tax bill - here are three ways to keep the tax benefits…

• Evelina Samson

Mar 3, 2023

Is it time to reassess your love affair with large cap…

Investment Strategy

Is it time to reassess your love affair with large cap…

Are small and mid-cap stocks the hidden gems of the stock market? Their attractive valuation and potential for next cycle…

• Madison Faller
• Christopher Baggini

Mar 3, 2023

Will China’s “Two Sessions” be a turning point?

Investment Strategy

Will China’s “Two Sessions” be a turning point?

In this note we assess how China’s recovery is progressing, while reiterating our views on the economy and markets.

Mar 1, 2023

A shift in market leadership

Economy & Markets

A shift in market leadership

We expect real economy stocks to outperform digital growth stocks over the coming decade.

• Joe Seydl

Feb 28, 2023

Tunnel vision on T-bills: What are investors missing?

Investment Strategy

Tunnel vision on T-bills: What are investors missing?

T-bill yields near 5% are getting a lot of attention, but plenty of assets are outperforming that so far this year. Can it…

• Jacob Manoukian

Feb 24, 2023

The evolution of a crisis – how can philanthropy help?

Philanthropy

The evolution of a crisis – how can philanthropy help?

When working with philanthropists on humanitarian relief, we often encourage them to think about the traditional trio of ‘relie…

Feb 23, 2023

The Food of Tomorrow

Sustainable Investing

The Food of Tomorrow

The food that feeds the world is changing—dramatically. And this profound transformation of our global food ecosystem is…

Feb 23, 2023

The Future of Food is Coming Fast

Sustainable Investing

The Future of Food is Coming Fast

How might you invest in global food market innovations that are designed to feed the world?

• Federico Cuevas

Feb 23, 2023

A new monetary regime in Japan?

Investment Strategy

A new monetary regime in Japan?

Today’s Asia Strategy Weekly is focused on the potential impact of the recent BOJ governor nomination, and how investors may…

• Yuxuan Tang
• Alex Wolf
• Cameron Chui

Feb 22, 2023

Winter Heating

Contains audio.

Economy & Markets

Winter Heating

US economy stays warm, large language model battles get hot.

• Michael Cembalest

Feb 21, 2023

5 fixed income strategies for a new market era

Investment Strategy

5 fixed income strategies for a new market era

You can find higher yields and better protection against recession and equity declines in a variety of fixed income strategies…

• Grace Peters
• Mark Hempstead

Feb 20, 2023

A whirlwind start to 2023: Your questions, answered

Investment Strategy

A whirlwind start to 2023: Your questions, answered

Is the economy really re-accelerating? Is the Fed making a grave mistake by easing up? Get answers to top questions about the…

• Jacob Manoukian

Feb 17, 2023

Looking to reduce or eliminate state taxes on your trusts…

Taxes

Looking to reduce or eliminate state taxes on your trusts…

Where a trust “lives” might make a big difference financially to your beneficiaries.

• Jordan Sprechman

Feb 16, 2023

How do we position U.S. equities?

Investment Strategy

How do we position U.S. equities?

In today’s Asia Strategy Weekly we take a closer look at the latest earnings results and discuss our favored ways to position…

Feb 16, 2023

Are cash and T-bills really your best bet now?

Investment Strategy

Are cash and T-bills really your best bet now?

Think twice about how much you want to hold in cash and cash equivalents this year.

• Jacob Manoukian

Feb 14, 2023

Prenups have a bad reputation. They shouldn't.

Life Events

Prenups have a bad reputation. They shouldn't.

A prenuptial agreement is a planning tool—and both parties can benefit.

• Erika Shaw

Feb 14, 2023

Key actions to consider before filing your U.S. tax return

Taxes

Key actions to consider before filing your U.S. tax return

Thirteen moves that may help you optimize your 2022 return and set up for 2023.

• Amanda Lott
• Adam Ludman
• Tom McGraw
• Jordan Sprechman

Feb 14, 2023

Market Thoughts: A glimmer of hope

Economy & Markets

Market Thoughts: A glimmer of hope

CIO Richard Madigan assesses the current state of the economy and markets—and shares how we are positioning portfolios now.

• Richard Madigan

Feb 14, 2023

Dating or defrauding? What to know about romance scams

Cybersecurity

Dating or defrauding? What to know about romance scams

With Valentine’s Day upon us, it is the opportune time for fraudsters to strike. Explore how you can protect your loved ones…

• Marlene Ruiz

Feb 13, 2023

Are you in the (super-hot) market to buy a private jet?

Lifestyle

Are you in the (super-hot) market to buy a private jet?

Given today’s market realities, you’ll want to consider these best practices.

Feb 10, 2023

How European equities are defying the odds

Investment Strategy

How European equities are defying the odds

The region is getting a boost from improved energy dynamics, China’s rapid reopening, slowing inflation and more—and it’s not…

• Madison Faller

Feb 10, 2023

Is your permanent life insurance policy’s cash value stil…

Family

Is your permanent life insurance policy’s cash value stil…

Market volatility may impact the health of your life insurance policy. Here’s how U.S. clients can evaluate whether their polic…

• Paul Hewitt
• Amanda Lott
• Matt Monaco

Feb 10, 2023

How strong is China’s reopening recovery?

Investment Strategy

How strong is China’s reopening recovery?

This week’s strategy question is focused on the consumption recovery in China.

• Julia Wang
• Yuxuan Tang
• Cynthia Chou

Feb 9, 2023

How do you trade USD weakness?

Investment Strategy

How do you trade USD weakness?

This week’s strategy question is focused on the reversal of dollar strength.

• Samuel Zief
• Yuxuan Tang

Feb 9, 2023

Four strategies for impactful disaster relief giving

Philanthropy

Four strategies for impactful disaster relief giving

Natural disasters have increased in intensity on a warming planet, presenting new challenges to governments, disaster…

Feb 8, 2023

The bulls are running, but will it last?

Investment Strategy

The bulls are running, but will it last?

Central banks signal a shift in tone, European equities rally on a recession delayed, and investors shrug off a weak earnings…

• Jacob Manoukian

Feb 3, 2023

Private growth equity downturn may be your opportunity to…

Investment Strategy

Private growth equity downturn may be your opportunity to…

And historically, there’s been a reward for staying the course in the asset class.

• Kate Donovan Morgan
• Dan Weisman

Feb 2, 2023

5 facts for investors to consider

Investment Strategy

5 facts for investors to consider

Bond market boom. Housing finding a footing. Europe’s surprise strength. Here are a few compelling market moments for the week.

• Olivia Schwern

Jan 27, 2023

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

Lifestyle

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…

Jan 27, 2023

What is driving the shift to a circular economy in today'…

Sustainable Investing

What is driving the shift to a circular economy in today'…

Three catalysts are driving the transition to sustainable practices—creating new momentum for companies that reduce, reuse and…

• Tamara Brian

Jan 27, 2023

An FAQ on Rule 10b5-1: What the amendments mean for insiders

Corporate Executives

An FAQ on Rule 10b5-1: What the amendments mean for insiders

The rules governing the plans that help insiders transact in company stock are now final. Get the answers to the most common…

• Devin Blackburn

Jan 26, 2023

American Gothic

Contains audio.

Economy & Markets

American Gothic

The Federal debt and how the Visigoths may try to break the system if no one fixes it.

• Michael Cembalest

Jan 24, 2023

The Risks & Rewards of a Concentrated Stock Position

Investment Strategy

The Risks & Rewards of a Concentrated Stock Position

“While concentrated stock positions can create substantial wealth, there is also a high probability of dramatic losses that hav…

Jan 23, 2023

Debt ceiling drama: What you need to know

Investment Strategy

Debt ceiling drama: What you need to know

Increased volatility could follow as policymakers work on a deal. Meanwhile, keep the focus on your long-term investment plan.

• Madison Faller
• Samuel Zief

Jan 20, 2023

Protecting yourself online this Lunar New Year

Cybersecurity

Protecting yourself online this Lunar New Year

It is a little-known fact that fraud and online scams are more likely to occur on Fridays and before holidays. In the lead-up t…

Jan 18, 2023

The 60/40: Why it’s time to go back to basics in investing

Investment Strategy

The 60/40: Why it’s time to go back to basics in investing

A dramatic reset in valuations has created, in our view, the most attractive entry point for stocks and bonds in over a decade.

• Monica Issar

Jan 18, 2023

10 actions to help you take charge of your personal finances

Goals-Based Planning

10 actions to help you take charge of your personal finances

There’s a lot you might do, right now, to help set yourself up for a good 2023.

• Amanda Lott

Jan 17, 2023

Starting a new business? Read this first

Business Owners

Starting a new business? Read this first

Selecting the right legal entity to organize your company can be critical to your success.

• Jordan Sprechman

Jan 17, 2023

Why semiconductors could be the comeback kings of 2023

Investment Strategy

Why semiconductors could be the comeback kings of 2023

Semiconductors power everything from smartphones to electric vehicles. We think the sector’s battered stocks look primed for…

• Jacob Manoukian
• Jonathan Linden

Jan 17, 2023

How do you make the most of your inherited wealth?

Family

How do you make the most of your inherited wealth?

Finding your answers to these deceptively simple questions could help.

• Amanda Lott

Jan 17, 2023

Philanthropy trends today: 3 ways to supercharge your impact

Philanthropy

Philanthropy trends today: 3 ways to supercharge your impact

Around the world, we’re seeing more and more donors collaborate, give while living and work to advance diversity, equity and…

• Jamie Hackleman
• Kate McAdams

Jan 17, 2023

Are you thinking of moving to a new U.S. state this year?

Life Events

Are you thinking of moving to a new U.S. state this year?

Beyond living costs, school quality, healthcare and culture, consider the financial impact—and what you need to do about it.

• Amanda Lott
• Jordan Sprechman
• Tom McGraw

Jan 13, 2023

Inflation cools but is growth next?

Investment Strategy

Inflation cools but is growth next?

The full impact of Federal Reserve tightening has yet to be felt, and a pause isn’t likely to negate the slowdown ahead.

Jan 13, 2023

New retirement account rules will affect most and offer…

Taxes

New retirement account rules will affect most and offer…

Changes contained in the U.S. government funding bill’s “SECURE Act 2.0 provisions” that you may need to know.

• Amanda Lott
• Adam Ludman
• Tom McGraw
• Jordan Sprechman

Jan 10, 2023

Revisiting the 60/40 stock-bond portfolio strategy

Investment Strategy

Revisiting the 60/40 stock-bond portfolio strategy

It’s a great time to put capital to work. By repositioning your assets, you can take advantage of return of the classic 60/40…

• Stewart Edginton

Jan 9, 2023

3 scenarios that could surprise markets in 2023

Investment Strategy

3 scenarios that could surprise markets in 2023

Markets outside the U.S. are off to a better start. Can they keep up the momentum?

• Global Investment Strategy Group

Jan 6, 2023

Eye on the Market Outlook 2023: The End of the Affair

Contains audio.

Investment Strategy

Eye on the Market Outlook 2023: The End of the Affair

The affair with the market catalysts of the last decade is over now, and a new era of investing begins.

• Michael Cembalest

Jan 1, 2023

Year in review: The good, the bad and the ugly

Investment Strategy

Year in review: The good, the bad and the ugly

Amid inflation and market turmoil, here’s what went wrong (and right) this year.

• Global Investment Strategy Group

Dec 16, 2022

Latin America Outlook 2023: Down, not out

Investment Strategy

Latin America Outlook 2023: Down, not out

See the potential and take stock of the region’s economic and political prospects for 2023.

• Franco Uccelli
• Federico Cuevas
• Nur Cristiani
• Xavier Vegas

Dec 14, 2022

2023 could be a surprisingly good year for the economy an…

Investment Strategy

2023 could be a surprisingly good year for the economy an…

Growth will likely weaken, but we see a path to a better economic outcome and stronger-than-expected equity returns.

• Jacob Manoukian

Dec 13, 2022

Why not explore philanthropy with the whole family this…

Philanthropy

Why not explore philanthropy with the whole family this…

During holiday gatherings, consider making philanthropy and your family’s legacy a special focus.

• Jamie Hackleman

Dec 12, 2022

Stewardship and Purpose

Family

Stewardship and Purpose

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

Dec 9, 2022

Adding London luxury real estate to your wealth portfolio

Lending

Adding London luxury real estate to your wealth portfolio

Despite ongoing economic turmoil, London’s luxury property sector remains shielded from wider market falls.

Dec 8, 2022

J.P. Morgan is named 2023’s “World’s Best Private Bank”

Company News

J.P. Morgan is named 2023’s “World’s Best Private Bank”

Global Finance magazine named J.P. Morgan as 2023’s “Best Private Bank in the World” and “Best Private Bank in North America”.

Dec 8, 2022

Are your teens’ social media posts a family security risk…

Goals-Based Planning

Are your teens’ social media posts a family security risk…

Keep your family safe by helping them understand what’s at stake.

• Amanda Lott
• Ileana van der Linde

Dec 7, 2022

Oh, the places you might go—investing in luxury travel an…

Investment Strategy

Oh, the places you might go—investing in luxury travel an…

The sector is enjoying a resurgence that’s expected to stay strong. It’s time for you to think about travel and leisure like an…

• Jasmine Green

Dec 7, 2022

Outlook 2023: See the potential

Investment Strategy

Outlook 2023: See the potential

Amid weaker growth and stronger markets, here’s where to look for returns across asset classes and risk levels.

• Global Investment Strategy Group

Dec 5, 2022

How can I invest for climate change?

Investment Strategy

How can I invest for climate change?

Investors have a role in helping to slow, stabilize, potentially reverse—or adapt to some inevitable—climate change.

Dec 1, 2022

Holiday Eye on the Market: Non-Fungible Trainwreck

Contains audio.

Economy & Markets

Holiday Eye on the Market: Non-Fungible Trainwreck

First, a gift for our clients: a 2022-themed non-fungible token for your digital collection embedded in the Eye on the Market. …

• Michael Cembalest

Dec 1, 2022

The Agony & The Ecstasy

Economy & Markets

The Agony & The Ecstasy

The risks and rewards of a concentrated stock position.

• Michael Cembalest

Nov 30, 2022

3 key takeaways for investors post COP27

Sustainable Investing

3 key takeaways for investors post COP27

More than 35,000 delegates came together in Sharm El Sheikh, Egypt, to take collective action against climate change – here are…

• Tamara Brian

Nov 28, 2022