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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.

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 05, 2022
The bulls are running, but will it last?
FEB_3-PB_Hero

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 03, 2023
Private growth equity downturn may be your opportunity to…
Private growth equity downturn may be your opportunity to upgrade

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 02, 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'…
Circular economy

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
EOTM-Image-1-24-Hero-2880x1620px
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 of Concentrated Stocks in Asia

Investment Strategy

The Risks of Concentrated Stocks in Asia

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

  • Weiheng Chen
Jan 23, 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
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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
Back to Basics

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
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.

Jan 17, 2023
10 actions to help you take charge of your personal finances
January-I-I-Planning-Essentials-PB-Full-Hero

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
Philanthropy trends today: 3 ways to supercharge your impact
Philanthropy Trend I and I

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?
Jan-II-Tax-Domicile

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?
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…
Omnibus

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
3 scenarios that could surprise markets in 2023
Hero Image

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 06, 2023
Eye on the Market Outlook 2023: The End of the Affair
PJCT-1222-PB-1357655-EOTM-Outlook-2023_PB_1800x1200px-150dpi-v01
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 01, 2023
Year in review: The good, the bad and the ugly
PJCT-1122-PB-1336135-TMT-DEC_16-PB_Hero

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
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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…
December I&I-US Annual Outlook-PB_Full_Hero_2880x1620-v01

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…
/gl/en/insights/giving/share-the-joy-of-giving-focus-on-philanthropy-at-your-family-meeting   Reply

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
The year ahead: 5 dynamics that matter
hero

Investment Strategy

The year ahead: 5 dynamics that matter

Volatile markets may present compelling opportunities as we anticipate a recession

  • Global Investment Strategy Group
Dec 09, 2022
Stewardship and Purpose
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Family

Stewardship and Purpose

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

Dec 09, 2022
J.P. Morgan is named 2023’s “World’s Best Private Bank”
world best 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 08, 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 08, 2022
Are your teens’ social media posts a family security risk…
Are your teens’ social media posts a family security risk hero image

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 07, 2022
Oh, the places you might go—investing in luxury travel an…
Oh, the places you might go—investing in luxury travel and leisure!

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 07, 2022
Markets rally as inflation fears start to cool
PJCT-1022-PB-1289958-TMT-NOV-25-PB_Hero-2880x1620

Investment Strategy

Markets rally as inflation fears start to cool

From central bank dynamics to labor markets, here are five key points for investors to consider.

  • Elyse Ausenbaugh
  • Olivia Schwern
Dec 02, 2022
Holiday Eye on the Market: Non-Fungible Trainwreck
1054369290
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 01, 2022
How can I invest for climate change?
PROD-1221-814599-PB-Kapernick_article-hero-2880x1620-v01

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 01, 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
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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
3 steps to making a philanthropic impact in volatile markets
3 Steps to Making a Philanthropic Impact in Volatile Markets

Philanthropy

3 steps to making a philanthropic impact in volatile markets

With the shift our financial markets have seen this year, it’s tempting to pause or reduce giving. But your contributions are…

  • BJ Goergen Maloney
Nov 25, 2022
5 reasons to be grateful this Thanksgiving
TMT

Investment Strategy

5 reasons to be grateful this Thanksgiving

Despite the rough road for investors, there’s plenty to be thankful for—even in these markets.

Nov 23, 2022
This holiday season, give the gift of family history
PJCT-12121-PB-803400-Family-History-2880x1620.jpg

Family

This holiday season, give the gift of family history

Exploring the past, together, can help you build a better future your family.

  • Maya Prabhu
Nov 22, 2022
Is the mighty U.S. dollar weakening?
Is the mighty U.S. dollar weakening?

Investment Strategy

Is the mighty U.S. dollar weakening?

If the currency turns lower, it may mean inflation is cooling—and improved conditions for U.S. investors and companies.

  • Madison Faller
  • Jacob Manoukian
  • Samuel Zief
Nov 18, 2022
To protect your identity—freeze your credit now
PROD-1121-PB-789305-Cyber-article hero_SIZES-2880x1620-v2

Cybersecurity

To protect your identity—freeze your credit now

Freezing your credit is a simple but strong shield against identity thieves. Discover how to prevent identity theft and freeze…

Nov 16, 2022
How to spot—and stop—fraud and imposter scams
How to spot—and stop—fraud and imposter scams

Cybersecurity

How to spot—and stop—fraud and imposter scams

See the red flags in common scams and adopt a few simple prevention habits.

Nov 16, 2022
For your year-end tax planning, beware the wash sale rule
Wash Rule

Taxes

For your year-end tax planning, beware the wash sale rule

Tax-loss harvesting can help you offset capital gains. But only if you do it properly.

  • Tom McGraw
  • Adam Ludman
Nov 15, 2022
Add fraud prevention to your holiday plans
-Fraud-Prevention

Cybersecurity

Add fraud prevention to your holiday plans

Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.

  • Marlene Ruiz
Nov 15, 2022
Municipal bonds are in the spotlight. Should they be in…
November-I-I-Municpal-Bonds

Investment Strategy

Municipal bonds are in the spotlight. Should they be in…

With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest conviction ideas.

Nov 15, 2022
Protect your passion: Make the most of your car collection
PJCT-1021-PB-756680-NovII-Passions-Pursuits-Auto-2880x1620

Lifestyle

Protect your passion: Make the most of your car collection

You’ve devoted a lot of time and energy to collecting cars—but have you done enough to safeguard your wealth and privacy?

  • Andrew Goldberg
Nov 11, 2022
Little Red Wagon

Economy & Markets

Little Red Wagon

A preliminary read on midterm election results given the context of prevailing market and economic conditions.

  • Michael Cembalest
Nov 10, 2022
Exploring the full power of your art as a financial asset
PB_Art-Collections_hero_1440_810_v2_2x.jpg

Art

Exploring the full power of your art as a financial asset

Your collection, handled well, can provide financial flexibility, serve your larger wealth plan and help you create a lasting…

Nov 10, 2022
With U.S. midterm elections unclear, the economy retakes…
With U.S. midterm elections unclear, the economy retakes the stage

Investment Strategy

With U.S. midterm elections unclear, the economy retakes…

Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.

  • Madison Faller
  • Stephanie Roth
Nov 10, 2022
Create a legacy that’s personal to you
Legacy-Hero-Image-2880x1620

Philanthropy

Create a legacy that’s personal to you

Harnessing your social, intellectual and human capital—in addition to your financial resources—can help you make a meaningful…

  • Kate McAdams
Nov 09, 2022
How can you invest in the great transition to clean energy?

Investment Strategy

How can you invest in the great transition to clean energy?

There may still be significant pockets of promise for those who are clear-eyed about where we are now and where we’re headed.

  • David Stubbs
Nov 07, 2022
Paris Photo 2022: Our curators’ highlights

Art

Paris Photo 2022: Our curators’ highlights

To celebrate the JPMorgan Chase Art Collection’s 11th Anniversary Year at Paris Photo, the Curatorial team has selected 20…

Nov 04, 2022
Fixed income: There’s a lot to love
Fixed income: There’s a lot to love

Investment Strategy

Fixed income: There’s a lot to love

While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.

  • Jacob Manoukian
Nov 04, 2022
Paris Photo: Looking at the world through a different lens

Art

Paris Photo: Looking at the world through a different lens

As J.P. Morgan Private Bank celebrates 11 years of partnership with Paris Photo, we invite you to explore the highlights of our…

Nov 02, 2022
A CH₄, HR4346 and mRNA-1273 Thanksgiving
Thanksgiving
Contains audio.

Economy & Markets

A CH₄, HR4346 and mRNA-1273 Thanksgiving

A Thanksgiving list of things I am thankful for. My list this year: CH₄, HR4346 and mRNA-1273.

  • Michael Cembalest
Nov 02, 2022
Healthcare innovation: It’s a new universe of potentially…
PJCT-0921-PB-710572-megatrends-healthcare

Investment Strategy

Healthcare innovation: It’s a new universe of potentially…

See what’s driving today’s key trends and how to identify opportunities while navigating the risks.

  • David Stubbs
Nov 02, 2022
Midterm elections preview: Potential outcomes and market…
TMTImage-1028

Investment Strategy

Midterm elections preview: Potential outcomes and market…

With just two weeks to go before voters hit the polls, consider this breakdown of what’s at stake and why it matters for…

  • Federico Cuevas
Oct 28, 2022
Trusts & Estates: Tackling 4 common topics
trusts estates tackling 4 common topics
Contains audio.

Trusts & Estates: Tackling 4 common topics

To help you target the right approach, Adam Clark gives insights he’s gathered over the years while working with wealthy families.

Oct 28, 2022
It’s been a tough year for tech but the outlook should…

Technology

It’s been a tough year for tech but the outlook should…

While tech stocks outperformed during the Covid pandemic, they have fallen behind this year. Yet despite the slowing economy,…

  • Christopher Baggini
Oct 27, 2022
Be a cybersmart holiday shopper–protect your personal…
A family of three generations gathered together around the table for Thanksgiving dinner while greeting someone over video chat.

Cybersecurity

Be a cybersmart holiday shopper–protect your personal…

Cybercriminals are waiting for you to drop your guard this holiday season. Take these actions to keep them at bay.

Oct 27, 2022
How philanthropy can help in today’s cost-of-living crisis

Philanthropy

How philanthropy can help in today’s cost-of-living crisis

Two leaders of the UK’s non-profit community share three ways you might make a difference now.

Oct 26, 2022
Market metrics: Where are we going from here
OCT-21-PB_Hero

Investment Strategy

Market metrics: Where are we going from here

History may hold key clues into where this market is headed. Consider these charts as the volatility continues.

  • Madison Faller
Oct 21, 2022
Reruns
Contains audio.

Economy & Markets

Reruns

Three reruns for investors: equity declines, Thucydides Trap update, and the Pitcairn Problem.

  • Michael Cembalest
Oct 19, 2022
How to use your portfolio to amplify your charitable impact
October-I-I-Giving-Season-PB_Full_Hero_2880x1620-v01

Sustainable Investing

How to use your portfolio to amplify your charitable impact

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

  • Preeti Bhattacharji
Oct 18, 2022
Investing in Europe as recession threatens and war continues
Europe Discontent

Investment Strategy

Investing in Europe as recession threatens and war continues

There are long-term investing opportunities aligned with policymakers’ priorities in energy transition, food security and defense.

  • Madison Faller
  • Joe Seydl
Oct 18, 2022
Year-end tax planning: 5 actions to prepare for the 2022…
october-I-and-I-year-end-tax-essentials-PB_Full_Hero_2880x1620-v01.jpg

Taxes

Year-end tax planning: 5 actions to prepare for the 2022…

Now is the time for you to take steps that might minimize your tax bill.

  • Amanda Lott
  • Jordan Sprechman
  • Adam Ludman
  • Tom McGraw
Oct 18, 2022
Mobile apps want access to everything. Don't just "agree"
Mobile device app privacy

Cybersecurity

Mobile apps want access to everything. Don't just "agree"

Apps often ask for more user information than they need. Be selective about what you allow.

Oct 18, 2022
Here’s why you want to stress test your estate plan now

Trusts & Estates

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

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

Oct 15, 2022
Market volatility can have its advantages—if you know…
TMT-OCT-14-PB_Hero

Investment Strategy

Market volatility can have its advantages—if you know…

As the wild swings continue amid inflation and recession concerns, attractive entry points are emerging.

  • Madison Faller
Oct 14, 2022
Four strategies for impactful disaster relief giving
Hurricane Disaster Photo

Philanthropy

Four strategies for impactful disaster relief giving

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

Oct 12, 2022
Three market drivers through Q4 and beyond
PJCT-0922-PB-1249673-TMT-OCT-07-PB_Hero-2880x1620

Investment Strategy

Three market drivers through Q4 and beyond

A closer look at the path of rates, energy prices and deglobalization, and what they could mean for markets

  • Jacob Manoukian
Oct 07, 2022
Why taking RMDs on time is so important
PROD-0921-710750-PB-RMD-2880x1620

Goals-Based Planning

Why taking RMDs on time is so important

Understand your options, the rules to follow and penalties to avoid when taking required minimum distributions.

  • Amanda Lott
Oct 06, 2022
Retirement: Planning for what's next
PROD-1021-744959-PB-Retirement2880x1620

Goals-Based Planning

Retirement: Planning for what's next

How do you want to use your resources—your time and your wealth—in a life chapter that can span many decades? First, make a plan.

  • Amanda Lott
Oct 05, 2022
Trusts: 3 myths and the real story behind them
Trusts: 3 myths and the real story behind them

Trusts & Estates

Trusts: 3 myths and the real story behind them

Make sure you understand the facts before you set up a trust.

Oct 03, 2022
Investment themes and megatrends driving future growth
Key investment themes

Investment Strategy

Investment themes and megatrends driving future growth

With volatility dominating headlines, investors are looking at these three themes guiding investment decisions.

  • Jacob Manoukian
  • David Stubbs
Oct 01, 2022
Choice: A new luxury amid the sell-off
Choice: A new luxury amidst the sell-off

Investment Strategy

Choice: A new luxury amid the sell-off

During the last cycle, there were few alternatives to equities–but opportunities are now appearing across the risk spectrum.

  • Jacob Manoukian
Sep 30, 2022
Where can you invest in today’s energy landscape?
621229686

Investment Strategy

Where can you invest in today’s energy landscape?

The world is caught between old school fossil fuels and a clean energy future. Although there is some uncertainty over the spee…

Sep 30, 2022
Arrested Development
EOTM_Arrested_Develp-PB_Hero
Contains audio.

Economy & Markets

Arrested Development

Three topics this week: the repricing of risky credit, labor markets and a COVID recap. While equities are pricing in a much…

  • Michael Cembalest
Sep 26, 2022
A paradigm shift: Unlocking ESG data for individual…

Sustainable Investing

A paradigm shift: Unlocking ESG data for individual…

There's a transformation underway in environmental, social and governance (ESG) data. 

Sep 26, 2022
The Fed’s fight against inflation has a way to go
PJCT-0822-PB-1197894-TMT-SEP_23-PB_Hero-2880x1620

Investment Strategy

The Fed’s fight against inflation has a way to go

Against a backdrop of continuing market volatility, investors might still find sufficient compensation for today’s market risks.

  • Elyse Ausenbaugh
Sep 23, 2022
UK Mini Budget 2022: An expensive change of direction
1326151158

UK Mini Budget 2022: An expensive change of direction

The UK’s “mini-Budget” or “ The Growth Plan 2022” arrives at the end of a busy week for UK politics. The new Conservative…

Sep 23, 2022
Déjà vu: UK budget U-turn
1368476423

Déjà vu: UK budget U-turn

In our third note regarding the so called “mini-budget” in just over three weeks, we cover the changes to the Cabinet, as well…

Sep 23, 2022
UK Autumn Statement 2022 – “Everyone will have to pay mor…
1250909240

UK Autumn Statement 2022 – “Everyone will have to pay mor…

On Thursday, the new Chancellor Jeremy Hunt will announce his Autumn Statement, and the Office for Budget Responsibility (“OBR”…

Sep 23, 2022
Autumn Statement 2022 – “Decisions of eye-watering…
512847033

Autumn Statement 2022 – “Decisions of eye-watering…

Yesterday the Chancellor Jeremy Hunt announced the Autumn Statement 2022 and the Office of Budget Responsibility (OBR) released…

Sep 23, 2022
Ransomware is on the rise. Are you ready?
A close-up view of an eye glass reflecting the image of colorful patterns on a computer screen.

Cybersecurity

Ransomware is on the rise. Are you ready?

Ransomware is on the rise as cybercriminals take advantage of these uncertain times. Discover how to prevent ransomware attacks…

Sep 22, 2022
Do you have a plan for assets that will outlast you?
do-you-have-a-plan-for-assets-that-will-outlast-you hero

Goals-Based Planning

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

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

  • Amanda Lott
  • Jeff Kreisler
Sep 22, 2022
What are the opportunities in smart agriculture in Latin…
Contains audio.

PODCAST

What are the opportunities in smart agriculture in Latin…

Unearthing untapped opportunities in the AgTech sector in Latin America: A conversation with Economist Impact

Sep 20, 2022
Preventing fraud and identity theft
A pixilated, digitized photo of a fingerprint, rendered in shades of blue.

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…

Sep 20, 2022
Irrevocable trusts: What beneficiaries need to know to…
Irrevocable trusts: What beneficiaries need to know to optimize their resources

Trusts & Estates

Irrevocable trusts: What beneficiaries need to know to…

First and foremost, understand how taxes will impact the distributions you receive—before they’re paid.

Sep 19, 2022
Big market swings are tough, but staying invested is crucial
TMT 09162022

Investment Strategy

Big market swings are tough, but staying invested is crucial

Market volatility can be nerve-racking, but it can also present new opportunities. Here are five time-tested ideas for helping…

  • Federico Cuevas
Sep 16, 2022
Today’s U.S. real estate dilemma: Buy, build, sell now—or…
September I&I Housing

Lending

Today’s U.S. real estate dilemma: Buy, build, sell now—or…

Where the property is located may be critical in the next one to two years. We find significant disparities in short-term,…

  • Joe Seydl
Sep 13, 2022
10 tips to help you make the most of your 2022 year-end…
September I&I-Planning Essentials

Goals-Based Planning

10 tips to help you make the most of your 2022 year-end…

This year, you’ll want to start getting your financial house in order as early in the fall as possible.

  • Amanda Lott
Sep 13, 2022
U.S. Midterm elections are coming. What do they mean for…
Midterm Elections

Investment Strategy

U.S. Midterm elections are coming. What do they mean for…

A divided government—the likely outcome—suggests little new spending and limited potential impacts on critical sectors.

  • Jacob Manoukian
  • Jordan Sprechman
Sep 13, 2022
Market Thoughts: Today’s key investor question is, “What’…

Economy & Markets

Market Thoughts: Today’s key investor question is, “What’…

A hard landing isn’t reflected in market pricing, the rally is fragile and global inflation is still too high. We expect the Fe…

  • Richard Madigan
Sep 13, 2022
Strengthening your core: The case for fixed income
TMT-090922-2880x1620

Investment Strategy

Strengthening your core: The case for fixed income

The environment is uncertain—but there are still high-conviction themes to consider for your portfolio.

  • Jacob Manoukian
Sep 09, 2022
On CPI, S&P, GHG and the IRS
Labor Day EOTM
Contains audio.

Economy & Markets

On CPI, S&P, GHG and the IRS

Three topics in this month’s Eye on the Market. First, an update on the Fed, inflation and corporate profits since we believe…

  • Michael Cembalest
Sep 06, 2022
Climate change investing: How to find your opportunities
Beyond-Net-Zero

Sustainable Investing

Climate change investing: How to find your opportunities

Here’s how we look at the new global economy that is being created—and why we think private markets are particularly interestin…

  • Mark Hempstead
Sep 04, 2022
Is this U.S.-China audit agreement a game changer?
1329882362

Investment Strategy

Is this U.S.-China audit agreement a game changer?

Today’s Asia Strategy Weekly explains what the agreement means for the market, what to watch from here and our outlook for the…

  • Timothy Fung
  • Yuxuan Tang
Sep 02, 2022
Help your teens and young adults get on the financial…

Planning

Help your teens and young adults get on the financial…

Make “financial fitness” part of their back-to-school program with these simple exercises.

  • Amanda Lott
  • Jeff Kreisler
Aug 26, 2022
Will Powell make a big policy shift at Jackson Hole?

Investment Strategy

Will Powell make a big policy shift at Jackson Hole?

The answer is probably no, but look out for signals on the path of rate hikes and more.

  • Jacob Manoukian
Aug 25, 2022
Taking the next steps in your entrepreneurial journey
108270436

Business Owners

Taking the next steps in your entrepreneurial journey

We explore how late-stage tech entrepreneurs can prepare for the future, from planning their business exit to redefining their…

Aug 23, 2022
Buying real estate in Switzerland as a non-resident
489763016

Lending

Buying real estate in Switzerland as a non-resident

a brief guide to the key legal and tax considerations

Aug 19, 2022
Is China facing a hard landing?
963133484

Investment Strategy

Is China facing a hard landing?

In this edition we provide a deep dive on one of the biggest challenges facing the Chinese economy – the housing market.

  • Alex Wolf
  • Yuxuan Tang
Aug 19, 2022
Three ways you can help your teenager make the most of a…

Family

Three ways you can help your teenager make the most of a…

It’s not too soon to plan. Start by helping your student articulate their goals for the year.

  • Jeff Kreisler
Aug 16, 2022
FEB_3-PB_Hero

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 season.

  • Jacob Manoukian
Feb 03, 2023
Investment themes and megatrends driving future growth
Key investment themes

Investment Strategy

Investment themes and megatrends driving future growth

With volatility dominating headlines, investors are looking at these three themes guiding investment decisions.

  • Jacob Manoukian
  • David Stubbs
Oct 01, 2022
Private growth equity downturn may be your opportunity to…
Private growth equity downturn may be your opportunity to upgrade

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 02, 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
What is driving the shift to a circular economy in today'…
Circular economy

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
American Gothic
EOTM-Image-1-24-Hero-2880x1620px
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 of Concentrated Stocks in Asia

Investment Strategy

The Risks of Concentrated Stocks in Asia

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

  • Weiheng Chen
Jan 23, 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
The 60/40: Why it’s time to go back to basics in investing
Back to Basics

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
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
Inflation cools but is growth next?
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
3 scenarios that could surprise markets in 2023
Hero Image

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 06, 2023
Eye on the Market Outlook 2023: The End of the Affair
PJCT-1222-PB-1357655-EOTM-Outlook-2023_PB_1800x1200px-150dpi-v01
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 01, 2023
Year in review: The good, the bad and the ugly
PJCT-1122-PB-1336135-TMT-DEC_16-PB_Hero

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
1315527173

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…
December I&I-US Annual Outlook-PB_Full_Hero_2880x1620-v01

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
The year ahead: 5 dynamics that matter
hero

Investment Strategy

The year ahead: 5 dynamics that matter

Volatile markets may present compelling opportunities as we anticipate a recession

  • Global Investment Strategy Group
Dec 09, 2022
Oh, the places you might go—investing in luxury travel an…
Oh, the places you might go—investing in luxury travel and leisure!

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 07, 2022
Outlook 2023: See the potential
JPM29_PB_hero_images

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 05, 2022
Markets rally as inflation fears start to cool
PJCT-1022-PB-1289958-TMT-NOV-25-PB_Hero-2880x1620

Investment Strategy

Markets rally as inflation fears start to cool

From central bank dynamics to labor markets, here are five key points for investors to consider.

  • Elyse Ausenbaugh
  • Olivia Schwern
Dec 02, 2022
Holiday Eye on the Market: Non-Fungible Trainwreck
1054369290
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 01, 2022
How can I invest for climate change?
PROD-1221-814599-PB-Kapernick_article-hero-2880x1620-v01

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 01, 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
1311092445

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
5 reasons to be grateful this Thanksgiving
TMT

Investment Strategy

5 reasons to be grateful this Thanksgiving

Despite the rough road for investors, there’s plenty to be thankful for—even in these markets.

Nov 23, 2022
Is the mighty U.S. dollar weakening?
Is the mighty U.S. dollar weakening?

Investment Strategy

Is the mighty U.S. dollar weakening?

If the currency turns lower, it may mean inflation is cooling—and improved conditions for U.S. investors and companies.

  • Madison Faller
  • Jacob Manoukian
  • Samuel Zief
Nov 18, 2022
Municipal bonds are in the spotlight. Should they be in…
November-I-I-Municpal-Bonds

Investment Strategy

Municipal bonds are in the spotlight. Should they be in…

With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest conviction ideas.

Nov 15, 2022
Little Red Wagon

Economy & Markets

Little Red Wagon

A preliminary read on midterm election results given the context of prevailing market and economic conditions.

  • Michael Cembalest
Nov 10, 2022
With U.S. midterm elections unclear, the economy retakes…
With U.S. midterm elections unclear, the economy retakes the stage

Investment Strategy

With U.S. midterm elections unclear, the economy retakes…

Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.

  • Madison Faller
  • Stephanie Roth
Nov 10, 2022
How can you invest in the great transition to clean energy?

Investment Strategy

How can you invest in the great transition to clean energy?

There may still be significant pockets of promise for those who are clear-eyed about where we are now and where we’re headed.

  • David Stubbs
Nov 07, 2022
Fixed income: There’s a lot to love
Fixed income: There’s a lot to love

Investment Strategy

Fixed income: There’s a lot to love

While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.

  • Jacob Manoukian
Nov 04, 2022
A CH₄, HR4346 and mRNA-1273 Thanksgiving
Thanksgiving
Contains audio.

Economy & Markets

A CH₄, HR4346 and mRNA-1273 Thanksgiving

A Thanksgiving list of things I am thankful for. My list this year: CH₄, HR4346 and mRNA-1273.

  • Michael Cembalest
Nov 02, 2022
Healthcare innovation: It’s a new universe of potentially…
PJCT-0921-PB-710572-megatrends-healthcare

Investment Strategy

Healthcare innovation: It’s a new universe of potentially…

See what’s driving today’s key trends and how to identify opportunities while navigating the risks.

  • David Stubbs
Nov 02, 2022
Midterm elections preview: Potential outcomes and market…
TMTImage-1028

Investment Strategy

Midterm elections preview: Potential outcomes and market…

With just two weeks to go before voters hit the polls, consider this breakdown of what’s at stake and why it matters for…

  • Federico Cuevas
Oct 28, 2022
It’s been a tough year for tech but the outlook should…

Technology

It’s been a tough year for tech but the outlook should…

While tech stocks outperformed during the Covid pandemic, they have fallen behind this year. Yet despite the slowing economy,…

  • Christopher Baggini
Oct 27, 2022
Market metrics: Where are we going from here
OCT-21-PB_Hero

Investment Strategy

Market metrics: Where are we going from here

History may hold key clues into where this market is headed. Consider these charts as the volatility continues.

  • Madison Faller
Oct 21, 2022
Reruns
Contains audio.

Economy & Markets

Reruns

Three reruns for investors: equity declines, Thucydides Trap update, and the Pitcairn Problem.

  • Michael Cembalest
Oct 19, 2022
How to use your portfolio to amplify your charitable impact
October-I-I-Giving-Season-PB_Full_Hero_2880x1620-v01

Sustainable Investing

How to use your portfolio to amplify your charitable impact

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

  • Preeti Bhattacharji
Oct 18, 2022
Investing in Europe as recession threatens and war continues
Europe Discontent

Investment Strategy

Investing in Europe as recession threatens and war continues

There are long-term investing opportunities aligned with policymakers’ priorities in energy transition, food security and defense.

  • Madison Faller
  • Joe Seydl
Oct 18, 2022
Market volatility can have its advantages—if you know…
TMT-OCT-14-PB_Hero

Investment Strategy

Market volatility can have its advantages—if you know…

As the wild swings continue amid inflation and recession concerns, attractive entry points are emerging.

  • Madison Faller
Oct 14, 2022
Three market drivers through Q4 and beyond
PJCT-0922-PB-1249673-TMT-OCT-07-PB_Hero-2880x1620

Investment Strategy

Three market drivers through Q4 and beyond

A closer look at the path of rates, energy prices and deglobalization, and what they could mean for markets

  • Jacob Manoukian
Oct 07, 2022
Choice: A new luxury amid the sell-off
Choice: A new luxury amidst the sell-off

Investment Strategy

Choice: A new luxury amid the sell-off

During the last cycle, there were few alternatives to equities–but opportunities are now appearing across the risk spectrum.

  • Jacob Manoukian
Sep 30, 2022
Where can you invest in today’s energy landscape?
621229686

Investment Strategy

Where can you invest in today’s energy landscape?

The world is caught between old school fossil fuels and a clean energy future. Although there is some uncertainty over the spee…

Sep 30, 2022
Arrested Development
EOTM_Arrested_Develp-PB_Hero
Contains audio.

Economy & Markets

Arrested Development

Three topics this week: the repricing of risky credit, labor markets and a COVID recap. While equities are pricing in a much…

  • Michael Cembalest
Sep 26, 2022
A paradigm shift: Unlocking ESG data for individual…

Sustainable Investing

A paradigm shift: Unlocking ESG data for individual…

There's a transformation underway in environmental, social and governance (ESG) data. 

Sep 26, 2022
The Fed’s fight against inflation has a way to go
PJCT-0822-PB-1197894-TMT-SEP_23-PB_Hero-2880x1620

Investment Strategy

The Fed’s fight against inflation has a way to go

Against a backdrop of continuing market volatility, investors might still find sufficient compensation for today’s market risks.

  • Elyse Ausenbaugh
Sep 23, 2022
What are the opportunities in smart agriculture in Latin…
Contains audio.

PODCAST

What are the opportunities in smart agriculture in Latin…

Unearthing untapped opportunities in the AgTech sector in Latin America: A conversation with Economist Impact

Sep 20, 2022
Big market swings are tough, but staying invested is crucial
TMT 09162022

Investment Strategy

Big market swings are tough, but staying invested is crucial

Market volatility can be nerve-racking, but it can also present new opportunities. Here are five time-tested ideas for helping…

  • Federico Cuevas
Sep 16, 2022
Today’s U.S. real estate dilemma: Buy, build, sell now—or…
September I&I Housing

Lending

Today’s U.S. real estate dilemma: Buy, build, sell now—or…

Where the property is located may be critical in the next one to two years. We find significant disparities in short-term,…

  • Joe Seydl
Sep 13, 2022
U.S. Midterm elections are coming. What do they mean for…
Midterm Elections

Investment Strategy

U.S. Midterm elections are coming. What do they mean for…

A divided government—the likely outcome—suggests little new spending and limited potential impacts on critical sectors.

  • Jacob Manoukian
  • Jordan Sprechman
Sep 13, 2022
Market Thoughts: Today’s key investor question is, “What’…

Economy & Markets

Market Thoughts: Today’s key investor question is, “What’…

A hard landing isn’t reflected in market pricing, the rally is fragile and global inflation is still too high. We expect the Fe…

  • Richard Madigan
Sep 13, 2022
Strengthening your core: The case for fixed income
TMT-090922-2880x1620

Investment Strategy

Strengthening your core: The case for fixed income

The environment is uncertain—but there are still high-conviction themes to consider for your portfolio.

  • Jacob Manoukian
Sep 09, 2022
Timber investment: The new branch of real assets
Timber investment

Sustainable Investing

Timber investment: The new branch of real assets

Returns on timber investments have been good during inflation, and could help hedge other holdings.

  • Kristin Kallergis Rowland
Sep 07, 2022
On CPI, S&P, GHG and the IRS
Labor Day EOTM
Contains audio.

Economy & Markets

On CPI, S&P, GHG and the IRS

Three topics in this month’s Eye on the Market. First, an update on the Fed, inflation and corporate profits since we believe…

  • Michael Cembalest
Sep 06, 2022
Climate change investing: How to find your opportunities
Beyond-Net-Zero

Sustainable Investing

Climate change investing: How to find your opportunities

Here’s how we look at the new global economy that is being created—and why we think private markets are particularly interestin…

  • Mark Hempstead
Sep 04, 2022
Is this U.S.-China audit agreement a game changer?
1329882362

Investment Strategy

Is this U.S.-China audit agreement a game changer?

Today’s Asia Strategy Weekly explains what the agreement means for the market, what to watch from here and our outlook for the…

  • Timothy Fung
  • Yuxuan Tang
Sep 02, 2022
Will Powell make a big policy shift at Jackson Hole?

Investment Strategy

Will Powell make a big policy shift at Jackson Hole?

The answer is probably no, but look out for signals on the path of rate hikes and more.

  • Jacob Manoukian
Aug 25, 2022
Buying real estate in Switzerland as a non-resident
489763016

Lending

Buying real estate in Switzerland as a non-resident

a brief guide to the key legal and tax considerations

Aug 19, 2022
Is China facing a hard landing?
963133484

Investment Strategy

Is China facing a hard landing?

In this edition we provide a deep dive on one of the biggest challenges facing the Chinese economy – the housing market.

  • Alex Wolf
  • Yuxuan Tang
Aug 19, 2022
Can fixed income now deliver stock-like returns?
August-I-I-PB_Full_Hero_fixed-income-2880x1620-v01.jpg

Investment Strategy

Can fixed income now deliver stock-like returns?

Investors might find income as well as some protection against a recession. Here’s where to look.

  • Xavier Vegas
Aug 16, 2022
AgTech in Latin America: Small-scale solutions in a…
PROD-0722-PB-1150701-Hero-Economist-2880x1620px

Investment Strategy

AgTech in Latin America: Small-scale solutions in a…

Latin America is one of the few places in the world where significant portions of farmland remain untapped.

Aug 12, 2022
Positive signs emerge on inflation, but will they last?

Investment Strategy

Positive signs emerge on inflation, but will they last?

Markets have been cheering the latest news, giving investors a chance to review portfolios—but the coast is far from clear

  • Jacob Manoukian
Aug 12, 2022
Markets rebound despite the ongoing recession obsession
TMT

Investment Strategy

Markets rebound despite the ongoing recession obsession

While recession fears dominate headlines, the stock market continues to rally—but is it sustainable?

  • Elyse Ausenbaugh
Aug 05, 2022
Buying residential property abroad: Spain
1137803766

Lending

Buying residential property abroad: Spain

Overview of tax and legal issues non-residents should consider

Aug 02, 2022
Precision Medicine: The next trend in healthcare innovation

Technology

Precision Medicine: The next trend in healthcare innovation

Current trends in healthcare technology will deliver future innovations to personalize healthcare. Identifying the right trends…

  • David Stubbs
Aug 02, 2022
The second gear of the Manchin-Schumer bill
EOTM

Policy & Law

The second gear of the Manchin-Schumer bill

While the Manchin-Schumer bill (if passed) would almost certainly accelerate the US energy transition, nothing like a CBO…

  • Michael Cembalest
Aug 01, 2022
How can I protect my portfolio from market volatility?

Portfolio Management

How can I protect my portfolio from market volatility?

Although allocations to fixed income haven’t protected multi-asset portfolios over the first half of the year, in our view this…

  • Stewart Edginton
Jul 27, 2022
Finding the right fit: Vetting Private Investment…
Finding the right fit: Vetting Private Investment Opportunities
Contains audio.

Investment Strategy

Finding the right fit: Vetting Private Investment…

Direct private investing requires a lot of discipline. How can families go about it?

Jul 27, 2022
Want to get your Gen Zer interested in investing?

Sustainable Investing

Want to get your Gen Zer interested in investing?

Gen Zers are passionate about driving positive change. Sustainable investing can help them make a difference—and learn to manag…

  • Amanda Lott
  • Jessica Matthews
Jul 25, 2022
Buying residential property abroad: France
1145422105

Lending

Buying residential property abroad: France

Overview of tax and legal issues non-residents should consider

Jul 25, 2022
Is Europe on the brink of recession?
PJCT-0622-PB-1118020-TMT-July_22-2880x1620

Investment Strategy

Is Europe on the brink of recession?

An ongoing energy shortage, policy tightening that threatens the union, and multiple political upheavals are creating a perfect…

  • Madison Faller
Jul 22, 2022
It’s time to put cash to work
It’s time to put your cash to work

Investment Strategy

It’s time to put cash to work

Suddenly, yield for liquid investments has increased—and it may help soften inflation’s bite.

  • Elyse Ausenbaugh
Jul 22, 2022
Is mortgage non-payment China’s Lehman moment?
1182392147

Investment Strategy

Is mortgage non-payment China’s Lehman moment?

This week, U.S. equities rallied on solid earnings, and market focused on ECB rates decision. We think equity volatility may…

  • Alex Wolf
  • Yuxuan Tang
  • Kendrick Cheung
Jul 22, 2022
It’s the end of easy money. Five charts count the ways
July-I-I-End-of-easy-money-PB-Full-Hero-2880x1620-v01

Investment Strategy

It’s the end of easy money. Five charts count the ways

Higher rates and tighter financial conditions create challenges for economies and asset markets. Here’s what you need to know.

  • Thomas Kennedy
Jul 19, 2022
Long Hot Summer Reading List
Long Hot Summer Reading List

Economy & Markets

Long Hot Summer Reading List

Most summer reading lists are carefully curated, inspirational elegies to the human spirit. This is not that. See today’s note…

  • Michael Cembalest
Jul 18, 2022
Looking for diamonds in the rough? Consider a ‘preferred’…
PJCT-0622-PB-1118020-TMT-July-15

Investment Strategy

Looking for diamonds in the rough? Consider a ‘preferred’…

Preferred equities have been pressured to the point where they now seem attractive. Here’s why.

  • Jacob Manoukian
Jul 15, 2022
Sustainable investing: Separating fact from fiction
Sustainable-Investing

Sustainable Investing

Sustainable investing: Separating fact from fiction

Today, SI strategies are helping to drive growth and positive societal change in nearly every asset class. Yet misconceptions…

  • Preeti Bhattacharji
Jul 15, 2022
Buying residential property in the UK
184089990

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 01, 2022
Independence Days
PJCT-0522-PB-1114572-EOTM_Map_Graphic-2880x1620-v2.jpg
Contains audio.

Economy & Markets

Independence Days

Topics: A revised map of the United States; investing in equities before a recession; Russia’s natural gas squeeze on Europe…

  • Michael Cembalest
Jun 27, 2022
How can today’s market volatility be turned into tax…
June-I-I-Volatility-and-Tax-PB_Full_Hero_2880x1620-v01.jpg

Portfolio Management

How can today’s market volatility be turned into tax…

Tax loss harvesting can help enhance investors' after-tax returns

Jun 22, 2022
Can the Fed rein in inflation without causing a recession?
U.S. Midyear Outlook 2022: Can the Fed rein in inflation without causing a recession? hero image

Investment Strategy

Can the Fed rein in inflation without causing a recession?

We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.

  • Thomas Kennedy
  • Elyse Ausenbaugh
Jun 21, 2022
Is private credit the right tool for these uncertain times?
is-private-credit-the-right-tool-for-these-uncertain-times hero image

Investment Strategy

Is private credit the right tool for these uncertain times?

This varied asset class potentially offers yield, enhanced returns and inflation protection.

  • Rachel Cascio
  • Jasmine Green
Jun 21, 2022
Mid-Year Outlook 2022 - Hurricane or storm clouds: A worl…

Investment Strategy

Mid-Year Outlook 2022 - Hurricane or storm clouds: A worl…

Inflation, war, pandemic: As markets shift, three steps can help you invest through the cycle.

Jun 13, 2022
Dearly beloved

Economy & Markets

Dearly beloved

Dearly Beloved: some comments on Jamie’s hurricane reference last week regarding the US economy, and a eulogy for unprofitable…

  • Michael Cembalest
Jun 07, 2022
Smart security: Ongoing megatrend and investment hedge to…
Stocksy_txp56b41dd6qLH300_OriginalDelivery_4010801

Investment Strategy

Smart security: Ongoing megatrend and investment hedge to…

In recent years, investors have had to deal with a rapidly changing geopolitical backdrop as elections, trade wars, and militar…

  • David Stubbs
May 26, 2022
Investing in a late-cycle environment
155288168

Investment Strategy

Investing in a late-cycle environment

The post-COVID business cycle has been fast. What can investors do to position their portfolios for late cycle?

May 26, 2022
Can China avoid a recession?
556592131

Investment Strategy

Can China avoid a recession?

China needs “whatever it takes” to avoid a recession.

  • Alex Wolf
  • Yuxuan Tang
May 20, 2022
Why investors are looking carefully at “human capital…
May_IandI-Human-Capital-PB-Hero-2880x1620-v02

Sustainable Investing

Why investors are looking carefully at “human capital…

As the pandemic wanes, investors and companies are focusing on this key ESG factor.

  • Daniel Rourke
May 17, 2022
Bear Market Barometers
Contains audio.

Economy & Markets

Bear Market Barometers

The slowdown induced by central bank tightening is just starting. You can be patient when adding risk to portfolios; earnings…

  • Michael Cembalest
May 17, 2022
Market turbulence: What does it really mean for investors?

Portfolio Management

Market turbulence: What does it really mean for investors?

Fundamentals are strong and central banks should tame inflation—without tipping us into recession. That said, risks abound.

  • Richard Madigan
May 17, 2022
The economic importance of biodiversity: Threats and…
Kapnick-biodiversity

Sustainable Investing

The economic importance of biodiversity: Threats and…

Companies working to improve biodiversity health or minimize impacts may present new investing opportunities.

May 13, 2022
Market whiplash: Will the Fed get inflation under control?

Investment Strategy

Market whiplash: Will the Fed get inflation under control?

The latest rate hike led to the worst selloff since 2020, but we believe Fed policy will help keep growth in balance.

  • Madison Faller
May 06, 2022
12th Annual Energy Paper
Elephant_In_room_FInal
Contains audio.

Economy & Markets

12th Annual Energy Paper

We examine the energy landscape in 2022, including the energy crisis in Europe, deep decarbonization plans through…

  • Michael Cembalest
May 04, 2022
How do the lockdowns impact our view on China?
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Investment Strategy

How do the lockdowns impact our view on China?

Equity markets have been choppy and real yields have continued to rise, and even briefly broke into positive territory. The…

  • Alex Wolf
  • Yuxuan Tang
  • Timothy Fung
Apr 28, 2022
J.P. Morgan named Best in Asia for ultra-high-net-worth…
1312491159

Company News

J.P. Morgan named Best in Asia for ultra-high-net-worth…

J.P. Morgan Private Bank has been named by Asiamoney as Best for ultra-high-net-worth (UHNW) clients in 2022.

Apr 27, 2022
How do you build an alternatives portfolio that supports…
How do you build an alternatives portfolio that supports your goals?
Contains audio.

Investment Strategy

How do you build an alternatives portfolio that supports…

Our answer to some of clients’ most frequently asked questions.

  • Kate Donovan Morgan
  • Antoine des Noyers
Apr 18, 2022
The climate opportunity: Getting ahead of Latin America’s…
Economist_Q1-Climate

Investment Strategy

The climate opportunity: Getting ahead of Latin America’s…

Latin American investors should anticipate shifting demands from high- to low-emission industries

Apr 15, 2022
The Tide Goes Out: Growth Trade Aftermath
Contains audio.

Economy & Markets

The Tide Goes Out: Growth Trade Aftermath

Growth Trade Aftermath: asset allocation, equity mutual funds and hedge funds after the selloff

  • Michael Cembalest
Apr 11, 2022
Is the conflict in Ukraine accelerating the transition to…
1127463737

Sustainable Investing

Is the conflict in Ukraine accelerating the transition to…

Gas represents 20% of Europe’s total energy mix, with 40% of supplies sourced from Russia, Can Europe transition to a more…

Apr 05, 2022
Alternatives: Do you want to invest? Here's how to start.
PJCT-0222-PB-902604-New-Alts-Investor-2880x1620

Investment Strategy

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…

  • Mark Hempstead
Apr 04, 2022
How significant monetary shifts are impacting currencies?
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Investment Strategy

How significant monetary shifts are impacting currencies?

The weakness of the Japanese yen is drawing market attention, and we think the trend will continue for the near term. We also…

  • Julia Wang
  • Yuxuan Tang
  • Cameron Chui
Apr 01, 2022
Worried about inflation? A new breed of real assets may b…
April-I-I-Nontraditional-real-assets-PB-Hero-2880x1620-v01

Investment Strategy

Worried about inflation? A new breed of real assets may b…

Investors are increasingly turning to nontraditional real assets for diversification, inflation protection and yield.

  • Kristin Kallergis Rowland
  • Jasmine Green
Mar 28, 2022
Recession risks are rising, what does that mean for your…
675375988

Investment Strategy

Recession risks are rising, what does that mean for your…

A soft landing is still our base case. We favor positions in balanced, high quality equities and select fixed income. Consider…

  • Stephanie Roth
  • Julia Wang
Mar 25, 2022
Evolution of Infrastructure
Evolution of Infrastructure

Evolution of Infrastructure

The role of infrastructure is changing. No longer just the things we can see, these invisible networks are developing all aroun…

Mar 23, 2022
The case for alternative investments
PJCT-0222-PB-902604-ExpandingInvestment-2880x1620.jpg

Investment Strategy

The case for alternative investments

With the traditional mix of investments, the landscape has become a yield desert. Explore the benefits of alternative…

  • Elyse Ausenbaugh
Mar 23, 2022

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
 
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
Spotlight on Family Governance – Engaging the Next…

Family

Spotlight on Family Governance – Engaging the Next…

In this episode of our ‘Spotlight on Family Governance’ series we are talking with Basma al Zamil - a 3rd generation member of…

  • Maya Prabhu
Jan 26, 2023
Passing on the business gene: Nurturing an entrepreneuria…

Family Office

Passing on the business gene: Nurturing an entrepreneuria…

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

Jan 25, 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.

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
Are you thinking of moving to a new U.S. state this year?
Jan-II-Tax-Domicile

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
New retirement account rules will affect most and offer…
Omnibus

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
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 08, 2022
This holiday season, give the gift of family history
PJCT-12121-PB-803400-Family-History-2880x1620.jpg

Family

This holiday season, give the gift of family history

Exploring the past, together, can help you build a better future your family.

  • Maya Prabhu
Nov 22, 2022
For your year-end tax planning, beware the wash sale rule
Wash Rule

Taxes

For your year-end tax planning, beware the wash sale rule

Tax-loss harvesting can help you offset capital gains. But only if you do it properly.

  • Tom McGraw
  • Adam Ludman
Nov 15, 2022
Protect your passion: Make the most of your car collection
PJCT-1021-PB-756680-NovII-Passions-Pursuits-Auto-2880x1620

Lifestyle

Protect your passion: Make the most of your car collection

You’ve devoted a lot of time and energy to collecting cars—but have you done enough to safeguard your wealth and privacy?

  • Andrew Goldberg
Nov 11, 2022
Exploring the full power of your art as a financial asset
PB_Art-Collections_hero_1440_810_v2_2x.jpg

Art

Exploring the full power of your art as a financial asset

Your collection, handled well, can provide financial flexibility, serve your larger wealth plan and help you create a lasting…

Nov 10, 2022
5 essential considerations for your family office to succeed
essential-considerations-1280-1280

Family

5 essential considerations for your family office to succeed

In preparing for your family’s future, these five questions may help identify areas of focus in leading your family office’s…

  • Karen Tan
  • Maya Prabhu
Nov 01, 2022
Trusts & Estates: Tackling 4 common topics
trusts estates tackling 4 common topics
Contains audio.

Trusts & Estates: Tackling 4 common topics

To help you target the right approach, Adam Clark gives insights he’s gathered over the years while working with wealthy families.

Oct 28, 2022
Spotlight on Family Governance – Sustainable impact
928855698

Family

Spotlight on Family Governance – Sustainable impact

In this episode of our ‘Spotlight on Family Governance’ series we are talking with Frederic Hoffmann from the Mava Foundation.…

  • Maya Prabhu
Oct 26, 2022
Spotlight on Family Governance – Entrepreneurship Across…

Family

Spotlight on Family Governance – Entrepreneurship Across…

In this episode of our ‘Spotlight on Family Governance’ series we are talking with Rodolfo Paiz, CEO, Fidelius. Rodolfo was an…

  • Maya Prabhu
Oct 26, 2022
Year-end tax planning: 5 actions to prepare for the 2022…
october-I-and-I-year-end-tax-essentials-PB_Full_Hero_2880x1620-v01.jpg

Taxes

Year-end tax planning: 5 actions to prepare for the 2022…

Now is the time for you to take steps that might minimize your tax bill.

  • Amanda Lott
  • Jordan Sprechman
  • Adam Ludman
  • Tom McGraw
Oct 18, 2022
Here’s why you want to stress test your estate plan now

Trusts & Estates

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

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

Oct 15, 2022
Four strategies for impactful disaster relief giving
Hurricane Disaster Photo

Philanthropy

Four strategies for impactful disaster relief giving

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

Oct 12, 2022
Moving abroad: How to navigate wealth planning as an expat
Moving abroad: How to navigate wealth planning as an expat
Contains audio.

Investment Strategy

Moving abroad: How to navigate wealth planning as an expat

Why is it important to align residence and wealth planning strategies?

Oct 12, 2022
Why taking RMDs on time is so important
PROD-0921-710750-PB-RMD-2880x1620

Goals-Based Planning

Why taking RMDs on time is so important

Understand your options, the rules to follow and penalties to avoid when taking required minimum distributions.

  • Amanda Lott
Oct 06, 2022
Retirement: Planning for what's next
PROD-1021-744959-PB-Retirement2880x1620

Goals-Based Planning

Retirement: Planning for what's next

How do you want to use your resources—your time and your wealth—in a life chapter that can span many decades? First, make a plan.

  • Amanda Lott
Oct 05, 2022
Trusts: 3 myths and the real story behind them
Trusts: 3 myths and the real story behind them

Trusts & Estates

Trusts: 3 myths and the real story behind them

Make sure you understand the facts before you set up a trust.

Oct 03, 2022
UK Mini Budget 2022: An expensive change of direction
1326151158

UK Mini Budget 2022: An expensive change of direction

The UK’s “mini-Budget” or “ The Growth Plan 2022” arrives at the end of a busy week for UK politics. The new Conservative…

Sep 23, 2022
Déjà vu: UK budget U-turn
1368476423

Déjà vu: UK budget U-turn

In our third note regarding the so called “mini-budget” in just over three weeks, we cover the changes to the Cabinet, as well…

Sep 23, 2022
UK Autumn Statement 2022 – “Everyone will have to pay mor…
1250909240

UK Autumn Statement 2022 – “Everyone will have to pay mor…

On Thursday, the new Chancellor Jeremy Hunt will announce his Autumn Statement, and the Office for Budget Responsibility (“OBR”…

Sep 23, 2022
Autumn Statement 2022 – “Decisions of eye-watering…
512847033

Autumn Statement 2022 – “Decisions of eye-watering…

Yesterday the Chancellor Jeremy Hunt announced the Autumn Statement 2022 and the Office of Budget Responsibility (OBR) released…

Sep 23, 2022
Do you have a plan for assets that will outlast you?
do-you-have-a-plan-for-assets-that-will-outlast-you hero

Goals-Based Planning

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

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

  • Amanda Lott
  • Jeff Kreisler
Sep 22, 2022
Irrevocable trusts: What beneficiaries need to know to…
Irrevocable trusts: What beneficiaries need to know to optimize their resources

Trusts & Estates

Irrevocable trusts: What beneficiaries need to know to…

First and foremost, understand how taxes will impact the distributions you receive—before they’re paid.

Sep 19, 2022
10 tips to help you make the most of your 2022 year-end…
September I&I-Planning Essentials

Goals-Based Planning

10 tips to help you make the most of your 2022 year-end…

This year, you’ll want to start getting your financial house in order as early in the fall as possible.

  • Amanda Lott
Sep 13, 2022
All of your wealth in one stock— are you at risk?
All of your wealth in one stock— are you at risk?

Goals-Based Planning

All of your wealth in one stock— are you at risk?

The answer, especially when markets are volatile, is: “Yes.” But there are some steps you might consider taking right away.

Sep 13, 2022
Spotlight on Family Governance – Family perspectives
529363167

Family

Spotlight on Family Governance – Family perspectives

In this episode of our ‘Family Perspectives on Family Governance’ series we are talking with Meghan Juday, Chairman Ideal…

  • Maya Prabhu
Sep 13, 2022
Help your teens and young adults get on the financial…

Planning

Help your teens and young adults get on the financial…

Make “financial fitness” part of their back-to-school program with these simple exercises.

  • Amanda Lott
  • Jeff Kreisler
Aug 26, 2022
Taking the next steps in your entrepreneurial journey
108270436

Business Owners

Taking the next steps in your entrepreneurial journey

We explore how late-stage tech entrepreneurs can prepare for the future, from planning their business exit to redefining their…

Aug 23, 2022
Three ways you can help your teenager make the most of a…

Family

Three ways you can help your teenager make the most of a…

It’s not too soon to plan. Start by helping your student articulate their goals for the year.

  • Jeff Kreisler
Aug 16, 2022
Retirement planning? Even multimillionaires can run out o…

Goals-Based Planning

Retirement planning? Even multimillionaires can run out o…

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

  • Marc Seaverson
  • Amanda Lott
Aug 16, 2022
Family gathering have you wondering how to help the next…
Letter of wishes

Family

Family gathering have you wondering how to help the next…

Perhaps it’s time to write a “letter of wishes”—or to update a letter you already have in place.

  • Anne F. Cutler
  • Jordan Sprechman
Aug 16, 2022
Three steps for tax-savvy portfolio withdrawals
PROD-0721-578860-PB-Tax-Savvy-2880x1620

Taxes

Three steps for tax-savvy portfolio withdrawals

When it comes to decumulation, where should you pull assets from first?

  • Amanda Lott
Jul 29, 2022
Love and money: How to be open and honest about finances
July-I-I-Love-and-money

Family

Love and money: How to be open and honest about finances

Some couples avoid talking about wealth. But frank conversations can bring you closer together.

Jul 19, 2022
Transferring wealth to family: When is the best time for…
Transferring wealth to family: When is the best time for you?

Family

Transferring wealth to family: When is the best time for…

Here’s a framework to help you weigh the risks and opportunities of making substantial gifts to loved ones during your lifetime…

  • Amanda Lott
  • Jordan Sprechman
Jul 19, 2022
To better benefit your heirs: Give sooner, rather than later

Taxes

To better benefit your heirs: Give sooner, rather than later

If you can afford to give away assets during your lifetime, giving to your heirs while you are alive has decided advantages.

Jul 19, 2022
Make the most of your company stock, today and tomorrow
Make the most of your company stock. Today and tomorrow

Goals-Based Planning

Make the most of your company stock, today and tomorrow

Have you fully explored the wealth management opportunities inherent in a concentrated position in a single stock?

Jul 19, 2022
How much cash is too much cash?
1164051627
Contains audio.

Banking

How much cash is too much cash?

Jul 11, 2022
Are you set up to maintain your lifestyle—for life?
PJCT-0621-PB-537752-JulyII-gba-lifestyle-2880x1620.jpg

Goals-Based Planning

Are you set up to maintain your lifestyle—for life?

Your strategy may be sound, but it may need some adjusting. Here’s how to plan for your spending needs in any market cycle.

  • Amanda Lott
Jul 01, 2022
To spend your assets well when you retire—confront your…

Goals-Based Planning

To spend your assets well when you retire—confront your…

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

  • Amanda Lott
Jun 29, 2022
Preparing young adults for wealth takes a runway
PROD-0622-PB-1098760-Young-Adults-hero-2880x1620-FINAL.jpg

Family

Preparing young adults for wealth takes a runway

For young adults to emerge as family leaders, ages 20-35 are crucial. And during this time, there’s much you can do to help the…

Jun 29, 2022
Help your children make a great plan for their lives
Help your children make a great plan for their lives hero image

Family

Help your children make a great plan for their lives

See our tips for speaking with—and empowering—adult children and grandchildren

  • Jamie Hackleman
  • Jeff Kreisler
Jun 21, 2022
Cash: How much do you really need on hand?

Goals-Based Planning

Cash: How much do you really need on hand?

Do you have too much, or too little, in cash reserves? Behavioral biases may be influencing your decision making.

  • Amanda Lott
  • Jeff Kreisler
Jun 15, 2022
Tax alpha: 3 steps to take today to improve your portfoli…
May_I_and_I-Portfolio_with_Tax_Plan-PB-Hero-2880x1620-v01

Taxes

Tax alpha: 3 steps to take today to improve your portfoli…

Are you doing all you can to save on U.S. taxes?

  • Amanda Lott
May 17, 2022
Overfunding a 529 plan? The results may surprise you
May I&I-529 Plans-PB-Hero

Education

Overfunding a 529 plan? The results may surprise you

A 529 is a tax-efficient way to pay for college—to a point. Beware of the tax implications and know there may be other good…

  • Jordan Sprechman
May 17, 2022
For you, is it a "great resignation" or just a "great…
May-I-I-The-Great-Reset-PB-Hero-2880x1620-v01

Goals-Based Planning

For you, is it a "great resignation" or just a "great…

If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and…

  • Amanda Lott
May 17, 2022
The bucket list: How to organize your money with intent
PJCT-0322-PB-960859-GBA_Article-ORGANIZE_MONEY_PB_Full_Hero_2880x1620-v01

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.

  • Amanda Lott
May 13, 2022
The power of intent
PJCT-0322-PB-960859-GBA-Article-POWER-OF-INTENT_PB_Full-Hero_2880x1620-v01.jpg

Goals-Based Planning

The power of intent

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

  • Amanda Lott
May 11, 2022
Your children, their trusts. How to bridge generational gaps