Insights

“What does it mean for me?” Information is abundant, but a professional view that cuts through the noise can make all the difference. That’s why we share our insights on how important news and trends may impact your life. Like where to find investment opportunities. How to talk to your family about wealth. The latest in personal cybersecurity. And much more. We invite you to explore the best ideas from J.P. Morgan’s world-class economists, strategists and market thinkers.

Goals-Based Planning

Planning to spend your assets in retirement

Moving from saving to spending as you retire requires changing strategies, confronting biases, and building new spending plans as you decumulate assets.

Amanda Lott

Jul 13, 2020

A group of three people kayaking on a river.

Philanthropy

Five learnings on social enterprise in Asia

What are the key principles of social enterprises for impact investors and philanthropists?

Jean Sung

Aug 02, 2020

Investment Strategy

3 thoughts on U.S. elections

A lot can happen before November. How much control a party wins is critical. Macro inertia matters most to markets.

Jul 31, 2020

Investment Strategy

Is it time to lock in low interest rates?

Refinancing an existing loan or borrowing to enhance investment returns are just two strategies you can use to take advantage o…

Jul 29, 2020

Economy & Markets

U.S. Election: What do you need to do now?

For your planning and investment decisions—put political passions in perspective and stay informed.

Jul 29, 2020

Investment Strategy

Why is currency diversification important?

With the USD projected to weaken further over the coming year, what factors should be taken into account when thinking about…

Samuel Zief

Jul 28, 2020

Investment Strategy

3 signs the EU agreement could be a big deal

It seems like investors are looking for the next trade. Could the dollar be the key?

Jacob Manoukian

Jul 24, 2020

Economy & Markets

5 things to know this earnings season

Earnings in Q2 likely contracted by a whopping -45%—the worst since 2008. What does that mean for markets?

Jul 19, 2020

Investment Strategy

3 reasons why the stock market has shrugged off the COVID…

COVID-19 infections continue to surge in the United States, so why have markets remained resilient?

Jul 17, 2020

Lending

Buying residential property in the UK

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

Jul 16, 2020

Sustainable Investing

Sustainable investing in the spotlight

Pre-pandemic sustainable investing momentum accelerates as the COVID-19 crisis reinforces its long-term benefits.

Jul 15, 2020

Lending

Buying real estate in Switzerland as a non-resident

A brief guide to the key legal and tax considerations

Jul 14, 2020

Economy & Markets

Why do markets seem unfazed by the surge in U.S. virus…

Investors seem buoyed by policy support and the digital economy. COVID-19 may also have lost its shock value.

Jul 14, 2020

Contains audio.

Life Events

Life & Legacy: Have a plan in place for a potential…

Creating an incapacity plan that works.

Jul 14, 2020

Taxes

Working remotely? Watch out for state taxes

U.S. workers performing their jobs from another state may face an unexpected tax headache in their 2020 returns. But if you act…

Jul 14, 2020

Investment Strategy

Do bonds still provide what investors need?

Core bonds still act as diversifiers in this low-rate environment, but investors in search of higher yields may need to add risk.

Jul 13, 2020

Investment Strategy

5 things to know this earnings season

Earnings in Q2 likely contracted by a whopping -45%—the worst since 2008. What does that mean for markets?

Jul 10, 2020

Lending

Buying residential property abroad: Spain

Overview of tax and legal issues non-residents should consider

Jul 09, 2020

Contains audio.

Economy & Markets

Blinded by Science: the US recovery, virus surge and…

The US recovery; why deaths are diverging from rising infections; the American scientific trust gap vs the rest of the world;…

Michael Cembalest

Jul 08, 2020

Investment Strategy

The two sectors that will determine China’s recovery

China’s recovery from the COVID-19 crisis remains uneven, with state investment and production leading a relatively weak…

Jul 07, 2020

Lending

Buying residential property abroad: France

Overview of tax and legal issues non-residents should consider

Jul 06, 2020

Investment Strategy

Our key themes

Cut through the headlines with three key themes for the second half of the year.

Jul 03, 2020

Lending

The future of luxury real-estate

Like many other areas of the economy, the property market is adapting to the lockdown.

Sarah-Jane McFarlane

Jun 29, 2020

Economy & Markets

Tenth Annual Energy Paper

We examine when and how renewable energy transitions might result in permanent reductions in CO₂ emissions.

Michael Cembalest

Jun 29, 2020

Investment Strategy

Where are we headed?

The first phase of the COVID-19 crisis is passing. Now the skies are clearing just enough so that we can assess the damage and…

Jun 26, 2020

Family

Could family dynamics derail your legacy?

Family dynamics can affect working relationships of family members, consider these practical suggestions setting solid…

Maya Prabhu

Jun 19, 2020

Investment Strategy

The shape debate: V, U, L or all of the above?

What will the recovery look like? Right now, the great investing debate is about shapes.

Jun 19, 2020

Investment Strategy

Mid-year outlook: Our view of the damage and the road ahead

We’ve updated our Market Outlook. We expect a recovery, and are incrementally adding risk assets to portfolios.

Jun 18, 2020

Lending

There's no place like home

How are Europe’s property markets responding to the coronavirus pandemic, and what’s likely to happen when our lives begin to…

Sarah-Jane McFarlane

Jun 18, 2020

Lending

How the property market is adapting to a COVID-19 world

In a recent conversation with real estate experts Knight Frank, we explored how Europe’s property markets are responding to the…

Sarah-Jane McFarlane

Jun 17, 2020

Lending

How is luxury real-estate adapting to a COVID-19 world?

The property industry and J.P Morgan are adapting thanks to a huge acceleration in digital transformation & innovation.

Sarah-Jane McFarlane

Jun 17, 2020

Economy & Markets

How quickly will the U.S. economy recover?

Faster than many people think. At least, that’s what theory and key data suggest.

Jun 17, 2020

Goals-Based Planning

Four actions to help shape your financial future

This summer, take time with your family to reflect on your overall wealth plan.

Jun 16, 2020

Lending

Safety and security for the future

While property is an emotional investment, it’s also a financial one. Whether it’s a primary home or a home away from home,…

Sarah-Jane McFarlane

Jun 16, 2020

Investment Strategy

Is the Hong Kong Dollar Peg going to break?

No, the Peg isn’t going away anytime soon .

Jun 15, 2020

Goals-Based Planning

How to create a sound estate plan

Five steps, and a few essential building blocks, can help you make sure your wishes are carried out—and your family is cared for.

Jun 15, 2020

Cybersecurity

Elder fraud: How to protect yourself and loved ones

Smart seniors are getting tricked by inventive criminals. Here are 10 actions you can take to stop elder fraud from happening—o…

Jun 12, 2020

Investment Strategy

Should markets be worried about a “second wave”?

The path of the virus is still the most important factor for markets. How worried should markets be about a “second wave”?

Jun 12, 2020

Education

Insights from Oxford University: COVID-19 and the climate…

The COVID-19 crisis has effectively paused human activity across many parts of the world, resulting in flights being grounded,…

Jun 10, 2020

Education

Women: The Heroes and Victims of COVID-19?

As a founding partner of the WealthiHer Network in both the U.K. and Asia, J.P. Morgan is committed to enhancing access to…

Jun 10, 2020

Investment Strategy

Finding muni opportunities in a COVID-19 world

Munis can offer attractive investment potential now, given valuations and policy support. But, credit risk assessment is critical.

Jun 08, 2020

Economy & Markets

The Bounce

On the recovery in the economy and markets; latest updates on second waves, vaccine timetables and the Sweden experiment.

Michael Cembalest

Jun 08, 2020

Investment Strategy

Green shoots and ladders

For the first time in months, data is beginning to improve. Where are we seeing green shoots?

Jun 05, 2020

Contains audio.

Business Owners

Does your business have the liquidity to ride out the…

During this time, many are concerned about accessing capital for their business. Experts from across the Bank share their…

Jun 01, 2020

Investment Strategy

Rotation from the winners to the losers

It could be a week to remember for the bulls—is a great rotation underway?

May 29, 2020

Family

Hoping for the best, planning for the worst

How would your family access your wealth in an emergency?

May 27, 2020

Contains video.

Philanthropy

Ronna Chao: A Global Force in Sustainability

Hong Kong businesswoman Ronna Chao is pioneering a more sustainable, environmentally-conscious practice of textile recycling. B…

May 26, 2020

Contains audio.

Economy & Markets

The Zoom Room

In this week’s Eye on the Market, we review topics from our recent client Zoom calls.

Michael Cembalest

May 26, 2020

Investment Strategy

What do we know from China's NPC?

The National People's Congress (NPC), China’s most important annual policy meeting, convened last Friday after being postponed…

May 25, 2020

Investment Strategy

What’s priced in?

Are markets oblivious to the risks, or keenly aware of them? For today’s note, we offer our take on what is, and isn’t, priced in.

Madison Faller

May 22, 2020

Economy & Markets

Why you shouldn’t fear inflation or government debt

The Fed balance sheet is growing and the fiscal deficit is rising. But modest inflation will likely support risk assets.

May 21, 2020

Investment Strategy

Why stocks rally while the real economy suffers

Look inside the index—there’s a sharp split between winners and losers. Locating value and identifying durable trends are key.

Jacob Manoukian

May 20, 2020

Economy & Markets

How megatrends can help fuel growth in an economic recovery

Is there potential to exceed benchmarks if companies focus on digital transformation, healthcare innovation and sustainability?

Anastasia Amoroso

May 20, 2020

Trusts & Estates

Crisis makes it clear: It’s time to stress test your…

A few simple actions can make a world of difference to you and your family.

May 19, 2020

Business

What big data says now about household spending—and more

To better inform policy and decision-makers, JPMorgan Chase Institute offers analyses of the firm’s data.

May 19, 2020

Contains audio.

Sustainable Investing

MegaTrends Audiocast with Anastasia Amoroso and Denis…

Please join our EMEA Private Bank Experts as they discuss what has happened in financial markets, how we have positioned our…

May 19, 2020

Contains audio.

Portfolio Management

Style and Substance

Please join our EMEA Private Bank Experts as they discuss what has happened in financial markets, how we have positioned our…

May 19, 2020

Contains audio.

Portfolio Management

How have our portfolios stacked-up?

Please join our EMEA Private Bank Experts as they discuss what has happened in financial markets, how we have positioned our…

May 19, 2020

Cybersecurity

Five safety tips for working, learning and socializing…

How you can fight off cyber fraud while living the virtual life.

May 18, 2020

Philanthropy

What is the current state of the vaccine development?

An inside look at the global fight against COVID-19

May 14, 2020

Contains video.

Company News

History Is Our Story: London is Calling

With a legacy dating back to 1799, we have a deep rooted history in the UK

May 14, 2020

Philanthropy

Giving during a crisis: How to make a difference

Many people are responding to the pandemic by donating to charity. Here’s how to help your contributions have an impact.

May 13, 2020

Goals-Based Planning

Mind over money

Our financial thoughts and behaviors are often at odds with our goals. Here’s how to bring them into better alignment.

May 11, 2020

Economy & Markets

The Covid-19 crisis: Will Latin America endure a lost…

Latin America’s eventual recovery from the Covid-19 crisis is likely to be gradual and uneven.

May 11, 2020

Investment Strategy

Surveying the damage

Markets seem to be waiting for the answer to the new most important question: How successful will the economic reopening be?

Joe Warsh

May 08, 2020

Goals-Based Planning

The bucket list: How to organize your money with intent

Are we always rational about money? When we think about money, the value we assign to it may not always align with our intentions.

May 06, 2020

Economy & Markets

COVID-19 Economy: Tracking the growth of the Chinese…

We expect further growth in Internet finance, cloud computing and new retail.

Apr 22, 2020

Goals-Based Planning

Mind over emotion in the face of volatile markets

Understanding your emotional reaction to investment performance can help you make rational decisions during periods of market…

Apr 21, 2020

Contains video.

Philanthropy

Coca Cola and the battle of the bottle

We spoke to Swire Coca-Cola which produces around 27 billion primary packaging’s a year, to learn what the company is doing to…

Apr 09, 2020

Banking

Now is your time to embrace digital banking

Reports of cyber fraud might make a person wary of banking online. But it’s actually safer to pay your bills online today…

Apr 08, 2020

Education

Insights from Oxford University: The COVID-19 era of…

The COVID-19 pandemic has been responsible for rapid and drastic change across our world, impacting global markets and pushing…

Apr 03, 2020

Business Owners

A business owner’s dashboard for navigating the COVID-19…

Why cash is king and communication is critical

Mar 31, 2020

Cybersecurity

Fraud During Uncertain Times

In uncertain times, those who look to perpetrate fraud will try to exploit an individual’s anxiety, or even generosity.

Mar 20, 2020

Cybersecurity

Stop fraudsters from hijacking your mobile devices

It’s important to take these steps, so we don’t fall victim to a mobile device takeover—and know what to do if our number does…

Mar 17, 2020

Sustainable Investing

Portfolios with purpose

Sustainable investing seeks to balance your financial well-being with the greater good. See how it might fit your objectives

Mar 03, 2020

Investment Strategy

Investing in a positive inflation, negative interest world

As the relatively sluggish European economy continues into 2020, what should we consider when it comes to building portfolios?

Feb 19, 2020

Investment Strategy

What is snowing on?

The latest insights from real estate professionals covering London and the French & Swiss Alps to understand what’s ‘snowing on…

Sarah-Jane McFarlane

Feb 07, 2020

Cybersecurity

’Tis the season to shop, travel and boost your cyber safety

Cybercrime tends to spike at year-end when transactions and travel are up and consumers’ guards may be down. Use these best…

Nov 25, 2019

Cybersecurity

Preventing fraud and identity theft

The topic of fraud and identity theft can be daunting, and after any data breach, there are several questions that tend to be…

Nov 19, 2019

Cybersecurity

How to strengthen your cyber defenses: Clean. Declutter.

Here’s what you can do now to better protect yourself from fraud.

Oct 14, 2019

Business

"Collective Identity" – Paris Photo 2019

Marking our ninth year as an official partner of Paris Photo, J.P. Morgan presents Collective Identity, a special exhibition…

Oct 07, 2019

Philanthropy

Engaging the next generation in philanthropy can produce…

Understanding the importance of engaging the next generation can have significant effects on your family’s philanthropy.

Sep 17, 2019

Investment Strategy

Investment themes and megatrends driving future growth

Where is there growth today? Consider the investment megatrends of tomorrow.

Anastasia Amoroso

Investment Strategy

3 signs the EU agreement could be a big deal

It seems like investors are looking for the next trade. Could the dollar be the key?

Jacob Manoukian

Jul 24, 2020

Investment Strategy

Investment themes and megatrends driving future growth

Where is there growth today? Consider the investment megatrends of tomorrow.

Anastasia Amoroso

Investment Strategy

3 thoughts on U.S. elections

A lot can happen before November. How much control a party wins is critical. Macro inertia matters most to markets.

Jul 31, 2020

Contains video.

Portfolio Management

Brexit: What's next?

Join J.P. Morgan Private Bank as we discuss the latest developments in Brexit. As the COVID-19 crisis took hold, the clock di…

Jul 30, 2020

Investment Strategy

Is it time to lock in low interest rates?

Refinancing an existing loan or borrowing to enhance investment returns are just two strategies you can use to take advantage o…

Jul 29, 2020

Economy & Markets

U.S. Election: What do you need to do now?

For your planning and investment decisions—put political passions in perspective and stay informed.

Jul 29, 2020

Investment Strategy

Why is currency diversification important?

With the USD projected to weaken further over the coming year, what factors should be taken into account when thinking about…

Samuel Zief

Jul 28, 2020

Economy & Markets

5 things to know this earnings season

Earnings in Q2 likely contracted by a whopping -45%—the worst since 2008. What does that mean for markets?

Jul 19, 2020

Investment Strategy

3 reasons why the stock market has shrugged off the COVID…

COVID-19 infections continue to surge in the United States, so why have markets remained resilient?

Jul 17, 2020

Lending

Buying residential property in the UK

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

Jul 16, 2020

Sustainable Investing

Sustainable investing in the spotlight

Pre-pandemic sustainable investing momentum accelerates as the COVID-19 crisis reinforces its long-term benefits.

Jul 15, 2020

Lending

Buying real estate in Switzerland as a non-resident

A brief guide to the key legal and tax considerations

Jul 14, 2020

Economy & Markets

Why do markets seem unfazed by the surge in U.S. virus…

Investors seem buoyed by policy support and the digital economy. COVID-19 may also have lost its shock value.

Jul 14, 2020

Contains audio.

Life Events

Life & Legacy: Have a plan in place for a potential…

Creating an incapacity plan that works.

Jul 14, 2020

Investment Strategy

Do bonds still provide what investors need?

Core bonds still act as diversifiers in this low-rate environment, but investors in search of higher yields may need to add risk.

Jul 13, 2020

Investment Strategy

5 things to know this earnings season

Earnings in Q2 likely contracted by a whopping -45%—the worst since 2008. What does that mean for markets?

Jul 10, 2020

Lending

Buying residential property abroad: Spain

Overview of tax and legal issues non-residents should consider

Jul 09, 2020

Contains audio.

Economy & Markets

Blinded by Science: the US recovery, virus surge and…

The US recovery; why deaths are diverging from rising infections; the American scientific trust gap vs the rest of the world;…

Michael Cembalest

Jul 08, 2020

Contains video.

Portfolio Management

Are you ready for the unexpected?

Beyond the historic market volatility, the personal nature of Covid has affected us all in one way or another. What has become…

Jul 08, 2020

Investment Strategy

The two sectors that will determine China’s recovery

China’s recovery from the COVID-19 crisis remains uneven, with state investment and production leading a relatively weak…

Jul 07, 2020

Lending

Buying residential property abroad: France

Overview of tax and legal issues non-residents should consider

Jul 06, 2020

Investment Strategy

Our key themes

Cut through the headlines with three key themes for the second half of the year.

Jul 03, 2020

Investment Strategy

Leveraging low rates - why ‘lower for longer’ does not…

A number of East Asian economies have now successfully contained the initial outbreak, while most of the U.S. and Europe are…

Jun 29, 2020

Lending

The future of luxury real-estate

Like many other areas of the economy, the property market is adapting to the lockdown.

Sarah-Jane McFarlane

Jun 29, 2020

Economy & Markets

Tenth Annual Energy Paper

We examine when and how renewable energy transitions might result in permanent reductions in CO₂ emissions.

Michael Cembalest

Jun 29, 2020

Investment Strategy

Where are we headed?

The first phase of the COVID-19 crisis is passing. Now the skies are clearing just enough so that we can assess the damage and…

Jun 26, 2020

Contains video.

Sustainable Investing

Sustainable investing: What are the opportunities in a…

Thinking sustainably is a key driver for many of our clients when making investment decisions and the global pandemic has…

Jun 21, 2020

Investment Strategy

The shape debate: V, U, L or all of the above?

What will the recovery look like? Right now, the great investing debate is about shapes.

Jun 19, 2020

Investment Strategy

Mid-year outlook: Our view of the damage and the road ahead

We’ve updated our Market Outlook. We expect a recovery, and are incrementally adding risk assets to portfolios.

Jun 18, 2020

Lending

There's no place like home

How are Europe’s property markets responding to the coronavirus pandemic, and what’s likely to happen when our lives begin to…

Sarah-Jane McFarlane

Jun 18, 2020

Lending

How the property market is adapting to a COVID-19 world

In a recent conversation with real estate experts Knight Frank, we explored how Europe’s property markets are responding to the…

Sarah-Jane McFarlane

Jun 17, 2020

Lending

How is luxury real-estate adapting to a COVID-19 world?

The property industry and J.P Morgan are adapting thanks to a huge acceleration in digital transformation & innovation.

Sarah-Jane McFarlane

Jun 17, 2020

Economy & Markets

How quickly will the U.S. economy recover?

Faster than many people think. At least, that’s what theory and key data suggest.

Jun 17, 2020

Lending

Safety and security for the future

While property is an emotional investment, it’s also a financial one. Whether it’s a primary home or a home away from home,…

Sarah-Jane McFarlane

Jun 16, 2020

Contains video.

Portfolio Management

Innovation is not just Tech - Timely conversation with…

Manish Goyal, Managing Director and Portfolio Manager at J.P. Morgan Private Bank, shares perspectives about how technology and…

Jun 16, 2020

Investment Strategy

Is the Hong Kong Dollar Peg going to break?

No, the Peg isn’t going away anytime soon .

Jun 15, 2020

Investment Strategy

Should markets be worried about a “second wave”?

The path of the virus is still the most important factor for markets. How worried should markets be about a “second wave”?

Jun 12, 2020

Investment Strategy

Finding muni opportunities in a COVID-19 world

Munis can offer attractive investment potential now, given valuations and policy support. But, credit risk assessment is critical.

Jun 08, 2020

Economy & Markets

The Bounce

On the recovery in the economy and markets; latest updates on second waves, vaccine timetables and the Sweden experiment.

Michael Cembalest

Jun 08, 2020

Investment Strategy

Green shoots and ladders

For the first time in months, data is beginning to improve. Where are we seeing green shoots?

Jun 05, 2020

Contains audio.

Business Owners

Does your business have the liquidity to ride out the…

During this time, many are concerned about accessing capital for their business. Experts from across the Bank share their…

Jun 01, 2020

Investment Strategy

Rotation from the winners to the losers

It could be a week to remember for the bulls—is a great rotation underway?

May 29, 2020

Contains audio.

Economy & Markets

The Zoom Room

In this week’s Eye on the Market, we review topics from our recent client Zoom calls.

Michael Cembalest

May 26, 2020

Investment Strategy

What do we know from China's NPC?

The National People's Congress (NPC), China’s most important annual policy meeting, convened last Friday after being postponed…

May 25, 2020

Investment Strategy

What’s priced in?

Are markets oblivious to the risks, or keenly aware of them? For today’s note, we offer our take on what is, and isn’t, priced in.

Madison Faller

May 22, 2020

Economy & Markets

Why you shouldn’t fear inflation or government debt

The Fed balance sheet is growing and the fiscal deficit is rising. But modest inflation will likely support risk assets.

May 21, 2020

Investment Strategy

Why stocks rally while the real economy suffers

Look inside the index—there’s a sharp split between winners and losers. Locating value and identifying durable trends are key.

Jacob Manoukian

May 20, 2020

Economy & Markets

How megatrends can help fuel growth in an economic recovery

Is there potential to exceed benchmarks if companies focus on digital transformation, healthcare innovation and sustainability?

Anastasia Amoroso

May 20, 2020

Contains audio.

Portfolio Management

Investing through uncertain times

Six years ago, chief investment officer Richard Madigan set out to reshape our team and redefine the way we build portfolios –…

May 20, 2020

Economy & Markets

The day after: Tracking the rebirth of the US consumer…

In this week’s note, we introduce real-time debit and credit card spending data to track the rebirth of the US consumer.

Michael Cembalest

May 19, 2020

Contains audio.

Portfolio Management

Style and Substance

Please join our EMEA Private Bank Experts as they discuss what has happened in financial markets, how we have positioned our…

May 19, 2020

Contains audio.

Portfolio Management

How have our portfolios stacked-up?

Please join our EMEA Private Bank Experts as they discuss what has happened in financial markets, how we have positioned our…

May 19, 2020

Investment Strategy

Economic lessons from East Asia

A number of East Asian economies have now successfully contained the initial outbreak, while most of the U.S. and Europe are…

May 15, 2020

Investment Strategy

Will interest rates go negative?

Are U.S. interest rates heading into negative territory? We don’t think so.

May 15, 2020

Contains audio.

Economy & Markets

Ready or Not: The US prepares to reopen

This week, we look at the US as it prepares to reopen despite having one of the highest infection rates in the world.

Michael Cembalest

May 11, 2020

Economy & Markets

The Covid-19 crisis: Will Latin America endure a lost…

Latin America’s eventual recovery from the Covid-19 crisis is likely to be gradual and uneven.

May 11, 2020

Investment Strategy

Surveying the damage

Markets seem to be waiting for the answer to the new most important question: How successful will the economic reopening be?

Joe Warsh

May 08, 2020

Economy & Markets

State’s Rights

The latest news on US infection trends and reopening plans, Remdesivir trial results and whether US fiscal stimulus is “enough”.

Michael Cembalest

May 04, 2020

Contains video.

Economy & Markets

Market Thoughts: The resilience of humanity

Facts, not hope, drive investment strategy.

Richard Madigan

May 01, 2020

Investment Strategy

April’s torrential downpour

A month in review of events and market moves to sort through.

May 01, 2020

Investment Strategy

The case for upper-tier high yield bonds

With attractive valuations, low expected defaults and Fed support, the upper-tier high yield bond market might provide some…

Thomas Kennedy

Apr 29, 2020

Economy & Markets

Are we there yet?

Lockdown relaxation and economic reawakening…are we there yet? Also, a review of the latest regional antibody test results and…

Michael Cembalest

Apr 27, 2020

Economy & Markets

COVID-19 Economy: Tracking the growth of the Chinese…

We expect further growth in Internet finance, cloud computing and new retail.

Apr 22, 2020

Investment Strategy

Can gold continue to shine?

Gold can play an important role against an uncertain outlook for markets.

Apr 21, 2020

Investment Strategy

What will investing look like after COVID-19?

Even in the fog of war against the virus, the coming investment landscape is beginning to emerge.

David Stubbs

Apr 20, 2020

Economy & Markets

COVID and culture

Collectivism vs Individualism and its impact on COVID infection rates; when US states might reopen; a history of US equity bottoms

Michael Cembalest

Apr 20, 2020

Economy & Markets

The outlook for oil in a global recession

Demand is depressed, supply is excessive and prices could fall further. Investment opportunities look better in equity and…

Apr 14, 2020

Investment Strategy

Is the worst of the stock market behind us?

Our answer to this—and other key investment questions of the day.

Jacob Manoukian

Apr 14, 2020

Economy & Markets

The equity rally and the prospects for herd immunity

The recent equity rally and antibody tests that could signal the onset of higher levels of immunity.

Michael Cembalest

Apr 13, 2020

Economy & Markets

AI and Big Data—new tools in the fight against COVID-19

They are creating ways to track cases, sterilize surfaces and find vaccines. Their innovations may even help prevent the next…

Anastasia Amoroso

Apr 08, 2020

Economy & Markets

Man vs. nature, part II

Virus trends and head-fakes, convalescent plasma and U.S. vs. China lockdowns.

Michael Cembalest

Apr 06, 2020

Endowments & Foundations

The right dynamic for the post COVID-19 frontier

As we consider the possible outcomes for the economy and markets in 2020 and beyond, we’re looking for the best opportunities…

Anthony Werley

Apr 01, 2020

Economy & Markets

Investment grade bonds have a problem…the Fed can help solve

We view the recent sell-off as more a liquidity than a credit concern. With decisive policy support, we don’t expect it to…

Thomas Kennedy

Apr 01, 2020

Investment Strategy

Money market funds: What you need to know

A simple primer explains the different types of money market funds and examines how they’ve fared in a volatile market…

Irena Alagic

Mar 31, 2020

Economy & Markets

COVID-19 almost broke the bond market. Then the Fed…

The Fed’s decisive action has likely averted a worst-case scenario, and it has critical implications for investors.

Jacob Manoukian

Mar 30, 2020

Contains audio.

Economy & Markets

Man vs nature: What the government can and cannot fix

There are things the government can try and fix during a pandemic and other things which it can’t.

Michael Cembalest

Mar 30, 2020

Economy & Markets

Historic U.S. stimulus: What you need to know

Insights into the CARES Act and what it means for investors, businesses and the economy.

Mar 26, 2020

Economy & Markets

How to navigate U.S. municipals in a liquidity crunch

Don’t join the panic. Your guide to discerning investment in munis.

Mar 26, 2020

Economy & Markets

The virus, John Stuart Mill and the road from ruin to…

How quickly countries rebound from crisis and economic hardship.

Michael Cembalest

Mar 20, 2020

Company News

Investing for your future—and the planet’s

You have options to align your investments with your values. Our commitment to sustainability starts here.

Mar 19, 2020

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Economy & Markets

What is the real impact on the economy—and what can…

Insights into what we may have to face and how governments are responding.

Mar 19, 2020

Investment Strategy

Navigating markets during COVID-19

Understanding and responding to the global pandemic and its fallout

Jacob Manoukian

Mar 19, 2020

Economy & Markets

Find growth now with the investment megatrends of tomorrow

The current market pullback gives long-term investors a compelling entry point into innovative businesses reshaping the global…

Anastasia Amoroso

Mar 17, 2020

Economy & Markets

The Pandemic Gap

The critical distinction between the “infected” and the “sick”, mortality rates, and important context around the Spanish Flu.

Michael Cembalest

Mar 09, 2020

Policy & Law

Replacing LIBOR—the world’s most important number

Work is underway to develop alternatives to LIBOR and other Interbank Offered Rates.

Mar 05, 2020

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Economy & Markets

Berning Man

An update on the Democratic Primary, and more on COVID-19 transmission dynamics.

Michael Cembalest

Mar 04, 2020

Investment Strategy

Three things investors need to know today

A rundown of the Fed’s surprise rate cut, the latest on COVID-19, and a recap of the Democratic Primary’s Super Tuesday results.

Mar 04, 2020

Sustainable Investing

Portfolios with purpose

Sustainable investing seeks to balance your financial well-being with the greater good. See how it might fit your objectives

Mar 03, 2020

Economy & Markets

COVID-19 Update

Severity, consequences and implications for investors.

Michael Cembalest

Feb 26, 2020

Investment Strategy

No place like home? For investors, that might not be so

Where we come from, live or work can influence the way we invest. It is important that investors are aware of these familiarity…

Feb 26, 2020

Economy & Markets

Market Thoughts: Guarded optimism

We believe equity markets can go higher, but with valuations elevated, we are focused on keeping portfolios well-diversified.

Richard Madigan

Feb 19, 2020

Investment Strategy

Investing in a positive inflation, negative interest world

As the relatively sluggish European economy continues into 2020, what should we consider when it comes to building portfolios?

Feb 19, 2020

Investment Strategy

Economic impact of the coronavirus

Why it could be worse than SARS

Alex Wolf

Feb 10, 2020

Investment Strategy

What is snowing on?

The latest insights from real estate professionals covering London and the French & Swiss Alps to understand what’s ‘snowing on…

Sarah-Jane McFarlane

Feb 07, 2020

Investment Strategy

Gene therapy's potential to change lives and industry

Groundbreaking work on potential treatments—and cures—for cancers and rare diseases is changing how companies and investors…

Anastasia Amoroso

Feb 07, 2020

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Economy & Markets

Millions and Trillions

US megacap stocks and high market concentration, Democratic Healthcare plan costs, and a deep dive on the student loan crisis.

Michael Cembalest

Feb 06, 2020

Investment Strategy

How to ride on the rising de-globalization

A “phase one” U.S.-China trade deal may be in place, but the drawn-out frictions appear to have had a lasting impact in China…

Raymond Cheng

Feb 02, 2020

Investment Strategy

In Focus: 5G fast data speeds ahead

The biggest trend in tech today is growth in data. Which companies along the value chain should be the early beneficiaries?

Anastasia Amoroso

Jan 31, 2020

Endowments & Foundations

Easing trade tensions enable stability, but earnings…

The global economic expansion appears poised to continue, aided by normalizing trade policy, but portfolio protection is still…

Anthony Werley

Jan 31, 2020

Investment Strategy

Is Brazil the country of the future?

Modest growth might finally come in 2020 to Latin America’s biggest economy.

Franco Uccelli

Jan 24, 2020

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Economy & Markets

Rotten Tomatoes

Consensus reactions to the China-US deal are very skeptical, but may be missing the broader point.

Michael Cembalest

Jan 17, 2020

Sustainable Investing

What is a circular economy—and how can you to invest in it?

Imagine a whole economy in which resources are used, then reused, in a closed loop that leaves the Earth clean. Some companies…

Jan 15, 2020

Investment Strategy

Six mistakes investors should avoid in 2020

It’d be all too easy this year to fall into these traps and derail your long-term plan.

Jacob Manoukian

Jan 15, 2020

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Economy & Markets

Eye on the Market Outlook 2020

Our market and investment views on the year ahead as some Ghosts of Christmas Past reappear.

Michael Cembalest

Jan 01, 2020

Investment Strategy

The Defining Events of the Decade

Another decade, come and gone. One of the biggest challenges in investing can be sifting through the noise and identifying what…

Dec 20, 2019

Investment Strategy

What makes gold important in this environment?

Although traditionally seen as a safe-haven asset, we believe there are many reasons to support an allocation to gold in…

Adam Margolis

Dec 18, 2019

Taxes

Working remotely? Watch out for state taxes

U.S. workers performing their jobs from another state may face an unexpected tax headache in their 2020 returns. But if you act now, you might get ahead of any surprises.

Jul 14, 2020

Economy & Markets

U.S. Election: What do you need to do now?

For your planning and investment decisions—put political passions in perspective and stay informed.

Jul 29, 2020

Goals-Based Planning

Gains: A good problem to have. But now what?

Stay focused on your goals as you explore the many possible paths you might take.

Jeanne Sun

Jul 16, 2020

Goals-Based Planning

Planning to spend your assets in retirement

Moving from saving to spending as you retire requires changing strategies, confronting biases, and building new spending plans…

Amanda Lott

Jul 13, 2020

Taxes

Updated: Changes to U.S. tax filings and retirement accounts

Your quick guide to what’s different in 2020—and what’s stayed the same.

Jun 24, 2020

Family

Could family dynamics derail your legacy?

Family dynamics can affect working relationships of family members, consider these practical suggestions setting solid…

Maya Prabhu

Jun 19, 2020

Lending

Borrowing time in an uncertain environment

If the recent economic situation has created a liquidity need, credit can help maintain your long-term portfolio strategy until…

Jun 18, 2020

Goals-Based Planning

Four actions to help shape your financial future

This summer, take time with your family to reflect on your overall wealth plan.

Jun 16, 2020

Goals-Based Planning

How to create a sound estate plan

Five steps, and a few essential building blocks, can help you make sure your wishes are carried out—and your family is cared for.

Jun 15, 2020

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Business Owners

Does your business have the liquidity to ride out the…

During this time, many are concerned about accessing capital for their business. Experts from across the Bank share their…

Jun 01, 2020

Family

Hoping for the best, planning for the worst

How would your family access your wealth in an emergency?

May 27, 2020

Trusts & Estates

Crisis makes it clear: It’s time to stress test your…

A few simple actions can make a world of difference to you and your family.

May 19, 2020

Business

What big data says now about household spending—and more

To better inform policy and decision-makers, JPMorgan Chase Institute offers analyses of the firm’s data.

May 19, 2020

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Company News

History Is Our Story: London is Calling

With a legacy dating back to 1799, we have a deep rooted history in the UK

May 14, 2020

Goals-Based Planning

Mind over money

Our financial thoughts and behaviors are often at odds with our goals. Here’s how to bring them into better alignment.

May 11, 2020

Goals-Based Planning

The power of intent

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

May 06, 2020

Goals-Based Planning

The bucket list: How to organize your money with intent

Are we always rational about money? When we think about money, the value we assign to it may not always align with our intentions.

May 06, 2020

Goals-Based Planning

Mind over emotion in the face of volatile markets

Understanding your emotional reaction to investment performance can help you make rational decisions during periods of market…

Apr 21, 2020

Trusts & Estates

How to manage your digital legacy

Four steps to help you protect your digital records and assets.

Apr 15, 2020

Goals-Based Planning

How you might protect your financial health in the pandemic

For U.S taxpayers: Five actions to consider in the spring of COVID-19.

Apr 13, 2020

Banking

Now is your time to embrace digital banking

Reports of cyber fraud might make a person wary of banking online. But it’s actually safer to pay your bills online today…

Apr 08, 2020

Company News

Jamie Dimon on “dealing with an extraordinary crisis”

CEO’s annual letter to shareholders

Apr 08, 2020

Business Owners

A business owner’s dashboard for navigating the COVID-19…

Why cash is king and communication is critical

Mar 31, 2020

Banking

Cash deposits: Our financial strength is your security

Nothing is more important to us than the safety and security of your deposits. We take pride in the fact that we are able to…

Mar 25, 2020

Lending

Looking for silver linings in uncertain times

Our mortgage team is keeping an eye on the property market and changes to interest rates to make sure we can help you adapt you…

Sarah-Jane McFarlane

Mar 25, 2020

Taxes

Opportunity Zones Overview

The 2017 tax act encouraged investment in certain low-income communities by promising deferral, and even forgiveness, of…

Mar 13, 2020

Trusts & Estates

Thinking of leaving the vacation home to your children?

Their differing lifestyles, needs, plans—even tastes in décor—are a few reasons why careful estate planning is important.

Mar 11, 2020

Policy & Law

SECURE—ing your retirement and legacy

Congress recently made changes to the laws affecting retirement accounts. Consider how they could impact you.

Dec 19, 2019

Art

What will happen to your cherished art?

Whether you have one piece or a carefully constructed private art collection, make sure it's a point of pride, not contention,…

Dec 19, 2019

Goals-Based Planning

Why do you give up liquidity when you don’t have to?

Why it’s important to organise and structure your cash efficiently as part of your overall wealth management plans.

Jeffrey Kaveney

Dec 18, 2019

Taxes

Opportunity Zones: New rules. New opportunities.

Treasury released its first set of proposed regulations on these new, tax-advantaged investments. Still more clarity is wanted.

Dec 05, 2019

Goals-Based Planning

I’m successful, but can’t talk to my children about money…

Conversations about money are often difficult, especially when you’re concerned about how your children will adapt to a sudden…

Nov 22, 2019

Lending

Five reasons for borrowing to invest

A strategic use of credit for U.S. taxpayers may be to use loan proceeds for investment purposes. Here’s why.

Nov 15, 2019

Philanthropy

Making a greater impact

Learn more about the J.P. Morgan Charitable Giving Fund.

Oct 28, 2019

Goals-Based Planning

We need to be better prepared

So say many of Asia’s next generation of business leaders faced with potential technological disruptions and their family’s…

Oct 25, 2019

Goals-Based Planning

Be sure to take your RMDs on time

Before the year ends, you must withdraw your required minimum distributions from your retirement accounts – with very few…

Oct 22, 2019

Goals-Based Planning

This fall, take control of your finances—and future

Four actions you can take now to make a big difference.

Oct 16, 2019

Cybersecurity

How to strengthen your cyber defenses: Clean. Declutter.

Here’s what you can do now to better protect yourself from fraud.

Oct 14, 2019

Taxes

Embrace your year–end tax planning

Thoughtful actions now may bring you better returns later.

Oct 09, 2019

Family

Basketball icon David Robinson passes his values forward

Striving to be a blessing to others—and to teach his children to do the same

Oct 07, 2019

Business Owners

He built a company - and a tradition of earning the CEO…

Kenneth Lo did not impose the family business on his children, striving for free choice and fairness. The approach prepared his…

Oct 06, 2019

Business

Preparing to sell your business

“Give me six hours to chop down a tree, and I will spend the first four sharpening the axe” (Abraham Lincoln/Anonymous woodsman)

Sep 26, 2019

Goals-Based Planning

How to give your children skills to manage wealth

Here’s how one couple told their daughters about family wealth, while giving them the skills and support they’d need to manage…

Sep 12, 2019

Philanthropy

Family Philanthropy – Making it work for you

In this webinar, we heard from a panel of experts, who addressed the following questions and shared their views on the benefits of involving younger generations in their families’ philanthropic endeavours.

Jun 16, 2020

futuristic architecture in sunset light, toned image,

Philanthropy

Five learnings on social enterprise in Asia

What are the key principles of social enterprises for impact investors and philanthropists?

Jean Sung

Aug 02, 2020

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Philanthropy

Ronna Chao: A Global Force in Sustainability

Hong Kong businesswoman Ronna Chao is pioneering a more sustainable, environmentally-conscious practice of textile recycling. B…

May 26, 2020

Philanthropy

What is the current state of the vaccine development?

An inside look at the global fight against COVID-19

May 14, 2020

Philanthropy

Giving during a crisis: How to make a difference

Many people are responding to the pandemic by donating to charity. Here’s how to help your contributions have an impact.

May 13, 2020

Contains video.

Philanthropy

Coca Cola and the battle of the bottle

We spoke to Swire Coca-Cola which produces around 27 billion primary packaging’s a year, to learn what the company is doing to…

Apr 09, 2020

Contains video.

Lifestyle

How a hockey star makes a difference on and off the ice

Henrik Lundqvist—Swedish Olympian and New York Rangers goaltender—talks about leadership and his private foundation.

Andrew Goldberg

Feb 19, 2020

Philanthropy

What makes a Rhodes Scholarship so special? Ask the woman…

The Rhodes Scholarship is the most prestigious in the world. But how does it stay relevant? We asked the woman at the…

Jean Sung

Jan 17, 2020

Philanthropy

The New Spiderman: Turning venom into medicine

Known to his colleagues as ‘The Spiderman’, Professor Glenn King is transforming insect venom into treatments for some of our…

Jean Sung

Dec 27, 2019

Philanthropy

How can we end homelessness in the U.S.?

Philanthropists play a crucial role in helping the homeless in our cities and communities. Find out how you can make a difference.

Dec 03, 2019

Philanthropy

Hans Michael Jebsen’s 10 principles

What are the principles for running a successful enterprise and making a lasting philanthropic impact?

Nov 14, 2019

Philanthropy

Making a greater impact

Learn more about the J.P. Morgan Charitable Giving Fund.

Oct 28, 2019

Philanthropy

What can you do to stop the planet's plastic problem?

Plastic waste is contaminating the world’s oceans and threatening our health. A renowned environmentalist offered some tips to…

Sep 23, 2019

Philanthropy

Engaging the next generation in philanthropy can produce…

Understanding the importance of engaging the next generation can have significant effects on your family’s philanthropy.

Sep 17, 2019

Philanthropy

How Sesame Street is helping solve the refugee crisis

Education is often a luxury, rather than a lifeline, in many humanitarian settings. Learn how one organization is helping to…

Sep 12, 2019

Cybersecurity

Elder fraud: How to protect yourself and loved ones

Smart seniors are getting tricked by inventive criminals. Here are 10 actions you can take to stop elder fraud from happening—or happening again.

Jun 12, 2020

Education

Insights from Oxford University: COVID-19 and the climate…

The COVID-19 crisis has effectively paused human activity across many parts of the world, resulting in flights being grounded,…

Jun 10, 2020

Education

Women: The Heroes and Victims of COVID-19?

As a founding partner of the WealthiHer Network in both the U.K. and Asia, J.P. Morgan is committed to enhancing access to…

Jun 10, 2020

Cybersecurity

Five safety tips for working, learning and socializing…

How you can fight off cyber fraud while living the virtual life.

May 18, 2020

Education

Insights from Oxford University: The COVID-19 era of…

The COVID-19 pandemic has been responsible for rapid and drastic change across our world, impacting global markets and pushing…

Apr 03, 2020

Cybersecurity

Five business resiliency tips for COVID-19

When businesses are establishing processes and policies for remote work, preparation is critical. Consider the following tips t…

Apr 01, 2020

Cybersecurity

Fraud During Uncertain Times

In uncertain times, those who look to perpetrate fraud will try to exploit an individual’s anxiety, or even generosity.

Mar 20, 2020

Company News

What is a “private bank”—really?

J.P. Morgan has been voted the “World’s Best Private Bank.” But what does that mean, and why should you care?

Feb 19, 2020

Lifestyle

#NextList2020

A lens on the new and undiscovered in 2020

Dec 03, 2019

Cybersecurity

’Tis the season to shop, travel and boost your cyber safety

Cybercrime tends to spike at year-end when transactions and travel are up and consumers’ guards may be down. Use these best…

Nov 25, 2019

Business

"Collective Identity" – Paris Photo 2019

Marking our ninth year as an official partner of Paris Photo, J.P. Morgan presents Collective Identity, a special exhibition…

Oct 07, 2019

Utility Name

Goals Based Investing and Advice

Mid-year outlook: Our view of the damage and the road ahead

What is a “private bank”—really?

#SRL2020

Insights

Planning to spend your assets in retirement

Five learnings on social enterprise in Asia

3 thoughts on U.S. elections

Is it time to lock in low interest rates?

U.S. Election: What do you need to do now?

Why is currency diversification important?

3 signs the EU agreement could be a big deal

5 things to know this earnings season

3 reasons why the stock market has shrugged off the COVID…

Buying residential property in the UK

Sustainable investing in the spotlight

Buying real estate in Switzerland as a non-resident

Why do markets seem unfazed by the surge in U.S. virus…

Life & Legacy: Have a plan in place for a potential…

Working remotely? Watch out for state taxes

Do bonds still provide what investors need?

5 things to know this earnings season

Buying residential property abroad: Spain

Blinded by Science: the US recovery, virus surge and…

The two sectors that will determine China’s recovery

Buying residential property abroad: France

Our key themes

The future of luxury real-estate

Tenth Annual Energy Paper

Where are we headed?

Could family dynamics derail your legacy?

The shape debate: V, U, L or all of the above?

Mid-year outlook: Our view of the damage and the road ahead

There's no place like home

How the property market is adapting to a COVID-19 world

How is luxury real-estate adapting to a COVID-19 world?

How quickly will the U.S. economy recover?

Four actions to help shape your financial future

Safety and security for the future

Is the Hong Kong Dollar Peg going to break?

How to create a sound estate plan

Elder fraud: How to protect yourself and loved ones

Should markets be worried about a “second wave”?

Insights from Oxford University: COVID-19 and the climate…

Women: The Heroes and Victims of COVID-19?

Finding muni opportunities in a COVID-19 world

The Bounce

Green shoots and ladders

Does your business have the liquidity to ride out the…

Rotation from the winners to the losers

Hoping for the best, planning for the worst

Ronna Chao: A Global Force in Sustainability

The Zoom Room

What do we know from China's NPC?

What’s priced in?

Why you shouldn’t fear inflation or government debt

Why stocks rally while the real economy suffers

How megatrends can help fuel growth in an economic recovery

Crisis makes it clear: It’s time to stress test your…

What big data says now about household spending—and more

MegaTrends Audiocast with Anastasia Amoroso and Denis…

Style and Substance

How have our portfolios stacked-up?

Five safety tips for working, learning and socializing…

What is the current state of the vaccine development?

History Is Our Story: London is Calling

Giving during a crisis: How to make a difference

Mind over money

The Covid-19 crisis: Will Latin America endure a lost…

Surveying the damage

The bucket list: How to organize your money with intent

COVID-19 Economy: Tracking the growth of the Chinese…

Mind over emotion in the face of volatile markets

Coca Cola and the battle of the bottle

Now is your time to embrace digital banking

Insights from Oxford University: The COVID-19 era of…

A business owner’s dashboard for navigating the COVID-19…

Fraud During Uncertain Times

Stop fraudsters from hijacking your mobile devices