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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.

Taxes

Tax alpha: 3 steps to take today to improve your portfolio’s tax health

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

  • Amanda Lott
May 17, 2022
Could inflation finally be peaking?
PJCT-0522-PB-1045714-TMT-MAY_27-2880x1620
Insights

Investment Strategy

Could inflation finally be peaking?

We unpack where things stand with inflation, our view, and what to do about it.

  • Joe Seydl
May 27, 2022
Smart Security: Ongoing Megatrend and Investment Hedge to…
Stocksy_txp56b41dd6qLH300_OriginalDelivery_4010801
Insights

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
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Insights

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
Fraud Prevention for Elder and Vulnerable Persons
Insights

Cybersecurity

Fraud Prevention for Elder and Vulnerable Persons

Fraud can happen to anyone, but elder and vulnerable persons are prime targets. Find out how you can protect yourself and your…

May 24, 2022
Consumers are still spending, but what they’re buying is…
Consumers are still spending, but what they’re buying is changing
Insights

Investment Strategy

Consumers are still spending, but what they’re buying is…

This week's earning reports raised red flags about the U.S. consumer, among other risks.

  • Elyse Ausenbaugh
May 20, 2022
Why investors are looking carefully at “human capital…
May_IandI-Human-Capital-PB-Hero-2880x1620-v02
Insights

Sustainable Investing

Why investors are looking carefully at “human capital…

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

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

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
Bear Market Barometers
Insights 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
For you, is it a "great resignation" or just a "great…
May-I-I-The-Great-Reset-PB-Hero-2880x1620-v01
Insights

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
Market turbulence: What does it really mean for investors?
Insights

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
Insights

Sustainable Investing

The economic importance of biodiversity: Threats and…

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

  • Sarah Kapnick
May 13, 2022
The bucket list: How to organize your money with intent
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Insights

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 volatility continues—but when might markets reach the…
TMT-MAY
Insights

Investment Strategy

The volatility continues—but when might markets reach the…

These 3 signals—inflation peaking, Fed policy shifting, and clarity on Europe and China—can help guide us.

  • Madison Faller
May 13, 2022
Market whiplash: Will the Fed get inflation under control?
Insights

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
Insights

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
Embrace the dip: Value is returning to markets
Insights

Investment Strategy

Embrace the dip: Value is returning to markets

Global markets are down this year, but recent moves have solved a problem for investors.

  • Jacob Manoukian
Apr 29, 2022
Your children, their trusts. How to bridge generational gaps
Insights

Trusts & Estates

Your children, their trusts. How to bridge generational gaps

To transfer wealth in the most protective and tax-efficient way possible, consider using a trust.

Apr 27, 2022
Navigating the fund maze with your Manager Solutions team
Insights

Investment Strategy

Navigating the fund maze with your Manager Solutions team

There are so many funds to choose from that deciding which ones to invest in can be daunting.

Apr 26, 2022
A consistent approach to sustainable family wealth
Insights

Sustainable Investing

A consistent approach to sustainable family wealth

We’ll help you discover the approach that’s right for you and then find ways to start implementing your vision across all…

  • Maya Prabhu
Apr 26, 2022
Can equities deliver solid gains in the second half of th…
PJCT-0322-PB-991703-TMT-APR-22-2880x1620-Final-v02
Insights

Investment Strategy

Can equities deliver solid gains in the second half of th…

Despite an expected growth slowdown, there is bull case for stocks.

  • Jacob Manoukian
Apr 22, 2022
How to reduce your real borrowing costs through tax savings
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Insights

Taxes

How to reduce your real borrowing costs through tax savings

As interest rates increase, so does the allure of optimizing your U.S. income tax deductions. But be careful, the devil is in…

  • Tom McGraw
  • Adam Ludman
  • Jordan Sprechman
Apr 20, 2022
Your concentrated holdings: Do you really need to diversify?
April-I-I-Concentrated-positions
Insights

Goals-Based Planning

Your concentrated holdings: Do you really need to diversify?

Discover how much of one stock you might hold—and still stay on track to reach your long-term goals.

Apr 19, 2022
Jamie Dimon's letter to shareholders
Jamie Dimon annual letter hero
Insights

Company News

Jamie Dimon's letter to shareholders

We are facing challenges at every turn...[but] have a moment to put aside our differences, offer solutions and work with others.…

Apr 19, 2022
How do you build an alternatives portfolio that supports…
How do you build an alternatives portfolio that supports your goals?
Insights 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
Buying a luxury yacht in 2022? Here’s what you need to know
april-I-I-passions-pursuits-yachts-PB_Hero-2880x1620-v01.jpg
Insights

Lifestyle

Buying a luxury yacht in 2022? Here’s what you need to know

A quick guide to true costs, the current market and ensuring the purchase fits into your broader financial plan.

Apr 18, 2022
Are you prepared for the maturing economic cycle?
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Insights

Investment Strategy

Are you prepared for the maturing economic cycle?

Here are three considerations to "spring clean" your portfolio today.

  • Elyse Ausenbaugh
Apr 15, 2022
The climate opportunity: Getting ahead of Latin America’s…
Economist_Q1-Climate
Insights

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
Investment themes and megatrends driving future growth
Investment-megatrends
Insights

Investment Strategy

Investment themes and megatrends driving future growth

We have updated our three key investment themes that are guiding investment decisions.

  • Jacob Manoukian
  • David Stubbs
Apr 12, 2022
The Tide Goes Out: Growth Trade Aftermath
Insights 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
Keep your personal data secure: Take these 5 steps now.
Keep your personal data secure: Take these 5 steps now
Insights

Cybersecurity

Keep your personal data secure: Take these 5 steps now.

Cybercrime is making global headlines. Be proactive—and make sure your personal information is well guarded.

Apr 11, 2022
The Fed is responding—quickly—to mounting pressure points
Insights

Investment Strategy

The Fed is responding—quickly—to mounting pressure points

Prioritizing quality and reengaging on core fixed income may be the answer.

  • Jacob Manoukian
  • Madison Faller
Apr 08, 2022
Is the conflict in Ukraine accelerating the transition to…
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Insights

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
Insights

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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Insights

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
A recession in the near term is possible, but not probabl…
A recession in the near term is possible, but not probable. Here’s why
Insights

Investment Strategy

A recession in the near term is possible, but not probabl…

It will take time for growth to slow down, but investors should consider some changes now.

  • Jacob Manoukian
Apr 01, 2022
Worried about inflation? A new breed of real assets may b…
April-I-I-Nontraditional-real-assets-PB-Hero-2880x1620-v01
Insights

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…
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Insights

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
Markets are up—but should they be?
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Insights

Investment Strategy

Markets are up—but should they be?

The Fed is starting to apply pressure, but consumer spending hasn’t slowed (yet).

  • Jacob Manoukian
Mar 25, 2022
Make a plan today that even “future you” will love
Plan future love
Insights

Goals-Based Planning

Make a plan today that even “future you” will love

When you understand how and why you make decisions, you can create and sustain a wealth strategy that serves your goals for the…

  • Amanda Lott
  • Jeff Kreisler
Mar 25, 2022
What are NFTs? Decoding non-fungible tokens
Rebrand-NFT-Decoding-non-fungible tokens
Insights

Art

What are NFTs? Decoding non-fungible tokens

NFTs continue to disrupt and expand the contemporary art world and beyond after a splashy arrival last year.

Mar 25, 2022
Private Markets: 4 steps to help you optimize your…
4 STEPS TO HELP OPTIMIZE
Insights

Investment Strategy

Private Markets: 4 steps to help you optimize your…

It may be time to build a holistic alternative investments strategy that works to support your long-term goals. Learn more abou…

  • Kristin Kallergis Rowland
Mar 24, 2022
The case for alternative investments
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Insights

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
Evolution of Infrastructure
Evolution of Infrastructure
Insights

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
Surveying the Damage
Insights Contains audio.

Economy & Markets

Surveying the Damage

Surveying the Damage: Russia’s recurring war on Ukraine, equity market declines and the opportunity for bottom-fishing investor…

  • Michael Cembalest
Mar 22, 2022
Five safety tips for working, learning and socializing…
Insights

Cybersecurity

Five safety tips for working, learning and socializing…

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

Mar 21, 2022
Rate hikes are back—what can investors expect?
Rate hikes are back—what can investors expect?
Insights

Investment Strategy

Rate hikes are back—what can investors expect?

Risks are rising, but we think the global economy should withstand the challenges ahead.

  • Madison Faller
Mar 18, 2022
How do higher oil prices impact Asia?
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Insights

Investment Strategy

How do higher oil prices impact Asia?

This week’s strategy question is focused on the impact of higher energy prices on Asia. Both winners and losers could emerge in…

  • Alex Wolf
  • Yuxuan Tang
Mar 17, 2022
Where’s the snow? The climate is changing in ski regions
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Insights

Investment Strategy

Where’s the snow? The climate is changing in ski regions

We explore how decreasing snowfall may affect resorts, local economies and real estate.

  • Sarah Kapnick
Mar 16, 2022
Your house may be spying on you. Save yourself.
Your house may be spying on you
Insights

Cybersecurity

Your house may be spying on you. Save yourself.

All the smart devices embedded in our homes put us at risk. Discover how to secure your IOT devices, and what you can do to…

Mar 16, 2022
Have you reassessed the role of bonds in your portfolio?…
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Insights

Investment Strategy

Have you reassessed the role of bonds in your portfolio?…

Core bonds look more compelling. But the “reimagined 40” of a 60/40 portfolio can still deliver strong solutions.

Mar 15, 2022
Looking to reduce or eliminate state taxes on your trusts…
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Insights

Taxes

Looking to reduce or eliminate state taxes on your trusts…

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

  • Jordan Sprechman
Mar 15, 2022
Interest rates are going up. What should you do now?
March-I-and-I-Rising-Rates
Insights

Goals-Based Planning

Interest rates are going up. What should you do now?

As the landscape for investing and borrowing changes, review what you own, owe and ought to give away.

  • Amanda Lott
  • Jacob Manoukian
  • Jordan Sprechman
Mar 15, 2022
Climate risk could impact home values. You can be prepared.
Real-Estate-Climate-Change
Insights

Sustainable Investing

Climate risk could impact home values. You can be prepared.

Simple measures you take now could help protect you and your family financially.

  • Sarah Kapnick
  • Amanda Lott
  • Joe Seydl
Mar 15, 2022
How to stop cybercriminals at your digital doorstep
Stop cybercriminals at your digital doorstep
Insights

Cybersecurity

How to stop cybercriminals at your digital doorstep

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

Mar 14, 2022
Markets are still volatile. What could go right?
PJCT-0322-PB-950934-TMT-Mar_11-2880x1620-FINAL
Insights

Investment Strategy

Markets are still volatile. What could go right?

De-escalation, an energy equilibrium, and a different policy response could bring calm to markets.

  • Jacob Manoukian
Mar 11, 2022
Philanthropists are asking: How can I help Ukrainians?
PJCT-0322-PB-958054-Philanthropy-Ukraine-Responses-PB_Full_Hero_2880x1620-v01.jpg
Insights

Philanthropy

Philanthropists are asking: How can I help Ukrainians?

Here are ways to give effectively during humanitarian crises.

  • BJ Goergen
  • Jamie Hackleman
Mar 11, 2022
Is China’s growth target achievable?
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Insights

Investment Strategy

Is China’s growth target achievable?

This week’s strategy question is focused on whether China can meet its recently announced growth target - we think the gap…

  • Alex Wolf
  • Julia Wang
  • Timothy Fung
Mar 09, 2022
Do you know how to protect yourself from email fraud?
Insights

Cybersecurity

Do you know how to protect yourself from email fraud?

Protect yourself from email fraud before it’s too late. Learn how with our top 5 tips.

Mar 10, 2022
Recognizing email threats and social engineering
A man using a tablet while seated.
Insights

Cybersecurity

Recognizing email threats and social engineering

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

Mar 10, 2022
China and the Russian invasion of Ukraine
Insights Contains audio.

Economy & Markets

China and the Russian invasion of Ukraine

China and the Russian invasion of Ukraine; full steam ahead for the Fed; the paths not taken.

  • Michael Cembalest
Mar 07, 2022
How are markets adjusting to the ongoing crisis in Ukraine?
Insights

Investment Strategy

How are markets adjusting to the ongoing crisis in Ukraine?

Three things are starting to become clear as the invasion continues.

  • Jacob Manoukian
Mar 04, 2022
An investor’s guide to wartime uncertainty
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Insights

Investment Strategy

An investor’s guide to wartime uncertainty

While we don’t see this conflict as kicking off new rounds of 1970s-style stagflation, disruptions to the commodity trade are a…

  • Alex Wolf
Mar 02, 2022
Happily ever after?
Insights

Family

Happily ever after?

Learn how to have positive, productive conversations about whether pre-nups suit your family’s values and wealth preservation…

Mar 02, 2022
Can you benefit from the SALT cap workaround?
Passing-the-SALT-(cap)-PB_Full_Hero_2880x1620
Insights

Taxes

Can you benefit from the SALT cap workaround?

There are advantages for business owners who qualify—but also risks and an uncertain future.

  • Adam Ludman
  • Tom McGraw
  • Jordan Sprechman
Feb 28, 2022
Is the Russia-Ukraine crisis enough to end the economic…
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Insights

Investment Strategy

Is the Russia-Ukraine crisis enough to end the economic…

Geopolitical events generally only have a market impact when commodities are affected. The impact of physical destruction,…

  • Alex Wolf
  • Yuxuan Tang
Feb 24, 2022
What impact might the Russian invasion have on markets?
Insights

Investment Strategy

What impact might the Russian invasion have on markets?

We’re assessing sanctions, energy prices and the price action to determine what the conflict might mean for investors.

  • Jacob Manoukian
Feb 25, 2022
How to talk about family wealth with your children
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Insights

Family

How to talk about family wealth with your children

It may be easier, and more productive, than you think. See our quick guide to conversations about family resources.

Feb 25, 2022
Russia/Ukraine update: energy implications
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Insights

Economy & Markets

Russia/Ukraine update: energy implications

The brief note covers the price Europe is now paying for allowing its energy reliance on Russia to reach extreme levels, and th…

  • Michael Cembalest
Feb 24, 2022
The case for (always) staying invested
The case for (always) staying invested
Insights

Investment Strategy

The case for (always) staying invested

Volatility is no fun for most investors, but these four things may help investors achieve their long-term goals.

  • Elyse Ausenbaugh
Feb 18, 2022
Will the Fed be the market’s friend or foe in 2022
feb-i-i-the-fed-in-2022-hero-2880x1620-v01.jpg
Insights

Economy & Markets

Will the Fed be the market’s friend or foe in 2022

The economy and risk assets could power through higher interest rates this year. Here’s why.

  • Jacob Manoukian
  • Joe Seydl
Feb 16, 2022
Risk unwind, supply chains and the Ukraine
Risk unwind, supply chains and the Ukraine
Insights Contains audio.

Economy & Markets

Risk unwind, supply chains and the Ukraine

Tracking the market risk unwind; Supply chain update; Ukraine; Invasion of the COVID Body Snatchers.

  • Michael Cembalest
Feb 15, 2022
Are you in the (super-hot) market to buy a private jet?
Are you in the (super-hot) market to buy a private jet?
Insights

Lifestyle

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

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

Feb 15, 2022
‘In’ laws or ‘Out’ laws
114444811
Insights

Family

‘In’ laws or ‘Out’ laws

Five key points for families to consider when thinking through the role of spouses or partners in their operating business,…

  • Maya Prabhu
Feb 15, 2022
Key actions to consider before filing your U.S. tax return
key-actions-to-consider-before-filing-your-us-tax-return
Insights

Goals-Based Planning

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

14 moves that may help you optimize your 2021 return and set up for 2022.

  • Amanda Lott
  • Jordan Sprechman
  • Tom McGraw
Feb 15, 2022
Market Thoughts: Recalibrate expectations—growth is still…
recalibrate-expectations-growth-is-still-robust-but-inflation-stubborn
Insights

Portfolio Management

Market Thoughts: Recalibrate expectations—growth is still…

Markets will be orbiting around inflation for the next few quarters. It would be nice to think policy tightening and market…

  • Richard Madigan
Feb 15, 2022
Explore the upside to low interest rates
A low-angle view, through a glass rooftop with square metal beams, of skyscrapers protruding upward.
Insights

Goals-Based Planning

Explore the upside to low interest rates

Key advantages may be found in these areas: wealth transfer, lending and investing.

  • Amanda Lott
Feb 14, 2022
Why is now a good time to borrow?
Insights

Lending

Why is now a good time to borrow?

Adding liquidity to your balance sheet can give you financial flexibility—and peace of mind.

Feb 11, 2022
What does the social cost of carbon mean for investors?
Cost of carbon hero
Insights

Investment Strategy

What does the social cost of carbon mean for investors?

Regulatory action on carbon emissions is likely to intensify, and may have far-reaching implications.

  • Sarah Kapnick
Feb 09, 2022
J.P. Morgan named ‘Best Private Bank’ in world and U.S.,…
PJCT-0122-PB-836048-euromoney.hero.2880x1620px
Insights

Company News

J.P. Morgan named ‘Best Private Bank’ in world and U.S.,…

Prestigious annual survey recognizes J.P. Morgan Private Bank’s service to clients by voting us as the best globally and…

Feb 08, 2022
The case for real estate in Asia
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Insights

Investment Strategy

The case for real estate in Asia

Asia is at a crossroads of cyclical and secular tailwinds that could drive robust growth in its real estate sector going forward.

  • Weiheng Chen
Feb 07, 2022
The Maltese Falcoin
JPM_MalteseBitcoin_Final
Insights Contains audio.

Economy & Markets

The Maltese Falcoin

On cryptocurrencies and the blockchain

  • Michael Cembalest
Feb 03, 2022
What you need to know about this week’s Fed meeting
PJCT-0122-PB-832260-TMT-JAN_28-2880x1620-FINAL
Insights

Investment Strategy

What you need to know about this week’s Fed meeting

We break down what the Fed's stance on rate hikes, inflation and the market sell-off will mean for investors.

  • Elyse Ausenbaugh
Jan 28, 2022
Fraud During Uncertain Times
PROD-0122-860200-PB_Hero_2880x1620-v01
Insights

Cybersecurity

Fraud During Uncertain Times

With fraud attacks on the rise, learn how to protect yourself from different types of scams.

Jan 28, 2022
Stop fraudsters from hijacking your mobile devices
PROD-0122-PB-861157-Mobile_Hijacking-2880x1620-FINAL
Insights

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…

Jan 28, 2022
How will currencies and commodities perform in 2022?
688079892
Insights

Investment Strategy

How will currencies and commodities perform in 2022?

With the global economy continuing to recover and central banks adjusting monetary policy, how are foreign exchange and…

  • Julia Wang
Jan 26, 2022
Selection is key to investing in equities in 2022
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Insights

Investment Strategy

Selection is key to investing in equities in 2022

With the world economy now in mid-cycle, the investment environment favors an active approach to picking stocks, and the…

  • Timothy Fung
Jan 26, 2022
Finding focus for fixed income investors in 2022
985843026
Insights

Investment Strategy

Finding focus for fixed income investors in 2022

With interest rates set to rise in 2022, there are opportunities to protect portfolios against the impact of inflation and find…

  • Julia Wang
Jan 26, 2022
Five key questions for investors in 2022
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Insights

Investment Strategy

Five key questions for investors in 2022

The world economy is continuing to recover from the disruption caused by the pandemic, setting the scene for another year of…

  • Alex Wolf
Jan 26, 2022
Protecting yourself online this Chinese New Year
149510335
Insights

Cybersecurity

Protecting yourself online this Chinese New Year

In the lead-up to Chinese New Year 2022, we’ve prepared this quick guide to protecting yourself and your loved ones from online…

Jan 25, 2022
Estate planning in a low interest rate environment
Low Interest Rate Estates
Insights

Trusts & Estates

Estate planning in a low interest rate environment

Consider estate planning opportunities now, while rates are low

Jan 20, 2022
10 key actions to help set yourself up for financial success
Insights

Goals-Based Planning

10 key actions to help set yourself up for financial success

Take control of your year, right now, with a few simple moves.

  • Amanda Lott
Jan 18, 2022
Which companies will lead the next generation of disruptors?
Jan-II-Outlook-2022-Disruptors-2880x1620-v01.jpg
Insights

Investment Strategy

Which companies will lead the next generation of disruptors?

We explore three key areas where investors can look to capture potential gains.

  • Jacob Manoukian
Jan 18, 2022
The autonomous future has arrived and it’s changing, well…
Jan I & I Megatrends Automation-2880x1620-v01
Insights

Investment Strategy

The autonomous future has arrived and it’s changing, well…

The transformation is likely to happen fast as companies increasingly turn to robots.

  • David Stubbs
Jan 18, 2022
Are you thinking of moving to a new U.S. state this year?
Jan-II-Tax-Domicile
Insights

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 18, 2022
New year—New ways to create positive family habits
Jan-I-I-Family-Governance-2880x1620-v02
Insights

Family

New year—New ways to create positive family habits

You can take concrete actions, rooted in behavioral science, that may help your family grow closer and prepare better for the…

  • Jeff Kreisler
Jan 17, 2022
How to host meaningful family meetings throughout the year
PROD-1022-PB-839782_Image-for-Family-Meetings-Article_APR_12-2880x1620-final
Insights

Family

How to host meaningful family meetings throughout the year

Despite the challenges of the continued global pandemic, you can plan future family gatherings to sustain healthy connections.

Jan 17, 2022
Investors: Have you set your New Year’s resolutions yet?
PJCT-0122-PB-832260-TMT-01.07.22-PB_Full_Hero_2880x1620-v01.jpg
Insights

Investment Strategy

Investors: Have you set your New Year’s resolutions yet?

Here are three tips to consider to help you navigate through the current market environment.

  • Jacob Manoukian
Jan 07, 2022
Eye on the Market Outlook 2022 – Reflation: Endgame
EoTM_Outlook2022_hero-2880x1620.jpg
Insights Contains audio.

Economy & Markets

Eye on the Market Outlook 2022 – Reflation: Endgame

A look at the consequences of reflation for equity markets that are already pricing in plenty of good news.

  • Michael Cembalest
Jan 01, 2022
To protect your identity—freeze your credit now
PROD-1121-PB-789305-Cyber-article hero_SIZES-2880x1620-v2
Insights

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…

Dec 20, 2021
Manchin and the reconciliation bill
PROD-20-1370-2021-worlds-best-pb-2880x1620
Insights

Economy & Markets

Manchin and the reconciliation bill

You have all seen the news articles by now. The short version: Pelosi encouraged House Democrats to pass a bill that Manchin…

  • Michael Cembalest
Dec 20, 2021
How can I invest for climate change?
PROD-1221-814599-PB-Kapernick_article-hero-2880x1620-v01
Insights

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.

  • Sarah Kapnick
Dec 17, 2021
Exploring the full power of your art as a financial asset
PB_Art-Collections_hero_1440_810_v2_2x.jpg
Insights

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…

Dec 16, 2021
This holiday season, give the gift of family history
PJCT-12121-PB-803400-Family-History-2880x1620.jpg
Insights

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
Dec 14, 2021
How to spot—and stop—fraud and imposter scams
How to spot—and stop—fraud and imposter scams
Insights

Cybersecurity

How to spot—and stop—fraud and imposter scams

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

Dec 14, 2021
Three ways to protect against inflation in 2022
PJCT-12121-PB-803400-Inflation-2880x1620.jpg
Insights

Investment Strategy

Three ways to protect against inflation in 2022

Inflation was the story of the year in 2021, and it will likely continue to dominate the debate in 2022.

  • Jacob Manoukian
Dec 14, 2021

Investment Strategy

Could inflation finally be peaking?

We unpack where things stand with inflation, our view, and what to do about it.

  • Joe Seydl
May 27, 2022
Investment themes and megatrends driving future growth
Investment-megatrends
Insights

Investment Strategy

Investment themes and megatrends driving future growth

We have updated our three key investment themes that are guiding investment decisions.

  • Jacob Manoukian
  • David Stubbs
Apr 12, 2022
Smart Security: Ongoing Megatrend and Investment Hedge to…
Stocksy_txp56b41dd6qLH300_OriginalDelivery_4010801
Insights

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
Insights

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
Consumers are still spending, but what they’re buying is…
Consumers are still spending, but what they’re buying is changing
Insights

Investment Strategy

Consumers are still spending, but what they’re buying is…

This week's earning reports raised red flags about the U.S. consumer, among other risks.

  • Elyse Ausenbaugh
May 20, 2022
Why investors are looking carefully at “human capital…
May_IandI-Human-Capital-PB-Hero-2880x1620-v02
Insights

Sustainable Investing

Why investors are looking carefully at “human capital…

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

May 17, 2022
Bear Market Barometers
Insights 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?
Insights

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
Insights

Sustainable Investing

The economic importance of biodiversity: Threats and…

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

  • Sarah Kapnick
May 13, 2022
The volatility continues—but when might markets reach the…
TMT-MAY
Insights

Investment Strategy

The volatility continues—but when might markets reach the…

These 3 signals—inflation peaking, Fed policy shifting, and clarity on Europe and China—can help guide us.

  • Madison Faller
May 13, 2022
Market whiplash: Will the Fed get inflation under control?
Insights

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
Insights

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
Embrace the dip: Value is returning to markets
Insights

Investment Strategy

Embrace the dip: Value is returning to markets

Global markets are down this year, but recent moves have solved a problem for investors.

  • Jacob Manoukian
Apr 29, 2022
Navigating the fund maze with your Manager Solutions team
Insights

Investment Strategy

Navigating the fund maze with your Manager Solutions team

There are so many funds to choose from that deciding which ones to invest in can be daunting.

Apr 26, 2022
Can equities deliver solid gains in the second half of th…
PJCT-0322-PB-991703-TMT-APR-22-2880x1620-Final-v02
Insights

Investment Strategy

Can equities deliver solid gains in the second half of th…

Despite an expected growth slowdown, there is bull case for stocks.

  • Jacob Manoukian
Apr 22, 2022
How do you build an alternatives portfolio that supports…
How do you build an alternatives portfolio that supports your goals?
Insights 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
Are you prepared for the maturing economic cycle?
PJCT-0322-PB-991703-TMT-APR_15-2880x1620-final.jpg
Insights

Investment Strategy

Are you prepared for the maturing economic cycle?

Here are three considerations to "spring clean" your portfolio today.

  • Elyse Ausenbaugh
Apr 15, 2022
The climate opportunity: Getting ahead of Latin America’s…
Economist_Q1-Climate
Insights

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
Insights 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
The Fed is responding—quickly—to mounting pressure points
Insights

Investment Strategy

The Fed is responding—quickly—to mounting pressure points

Prioritizing quality and reengaging on core fixed income may be the answer.

  • Jacob Manoukian
  • Madison Faller
Apr 08, 2022
Is the conflict in Ukraine accelerating the transition to…
1127463737
Insights

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
Insights

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
A recession in the near term is possible, but not probabl…
A recession in the near term is possible, but not probable. Here’s why
Insights

Investment Strategy

A recession in the near term is possible, but not probabl…

It will take time for growth to slow down, but investors should consider some changes now.

  • Jacob Manoukian
Apr 01, 2022
How significant monetary shifts are impacting currencies?
1290100526
Insights

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
Insights

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
Markets are up—but should they be?
PJCT-0322-PB-950934-TMT-Mar_25-2880x1620-final
Insights

Investment Strategy

Markets are up—but should they be?

The Fed is starting to apply pressure, but consumer spending hasn’t slowed (yet).

  • Jacob Manoukian
Mar 25, 2022
Recession risks are rising, what does that mean for your…
675375988
Insights

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
The case for alternative investments
PJCT-0222-PB-902604-ExpandingInvestment-2880x1620.jpg
Insights

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
Evolution of Infrastructure
Evolution of Infrastructure
Insights

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
Surveying the Damage
Insights Contains audio.

Economy & Markets

Surveying the Damage

Surveying the Damage: Russia’s recurring war on Ukraine, equity market declines and the opportunity for bottom-fishing investor…

  • Michael Cembalest
Mar 22, 2022
Rate hikes are back—what can investors expect?
Rate hikes are back—what can investors expect?
Insights

Investment Strategy

Rate hikes are back—what can investors expect?

Risks are rising, but we think the global economy should withstand the challenges ahead.

  • Madison Faller
Mar 18, 2022
How do higher oil prices impact Asia?
985587384
Insights

Investment Strategy

How do higher oil prices impact Asia?

This week’s strategy question is focused on the impact of higher energy prices on Asia. Both winners and losers could emerge in…

  • Alex Wolf
  • Yuxuan Tang
Mar 17, 2022
Where’s the snow? The climate is changing in ski regions
Kapnick-hero-image_2880X1620
Insights

Investment Strategy

Where’s the snow? The climate is changing in ski regions

We explore how decreasing snowfall may affect resorts, local economies and real estate.

  • Sarah Kapnick
Mar 16, 2022
Have you reassessed the role of bonds in your portfolio?…
march-ii-reimagined-60-40-hero-2880x1620-v01.jpg
Insights

Investment Strategy

Have you reassessed the role of bonds in your portfolio?…

Core bonds look more compelling. But the “reimagined 40” of a 60/40 portfolio can still deliver strong solutions.

Mar 15, 2022
Markets are still volatile. What could go right?
PJCT-0322-PB-950934-TMT-Mar_11-2880x1620-FINAL
Insights

Investment Strategy

Markets are still volatile. What could go right?

De-escalation, an energy equilibrium, and a different policy response could bring calm to markets.

  • Jacob Manoukian
Mar 11, 2022
Is China’s growth target achievable?
860783738
Insights

Investment Strategy

Is China’s growth target achievable?

This week’s strategy question is focused on whether China can meet its recently announced growth target - we think the gap…

  • Alex Wolf
  • Julia Wang
  • Timothy Fung
Mar 09, 2022
China and the Russian invasion of Ukraine
Insights Contains audio.

Economy & Markets

China and the Russian invasion of Ukraine

China and the Russian invasion of Ukraine; full steam ahead for the Fed; the paths not taken.

  • Michael Cembalest
Mar 07, 2022
How are markets adjusting to the ongoing crisis in Ukraine?
Insights

Investment Strategy

How are markets adjusting to the ongoing crisis in Ukraine?

Three things are starting to become clear as the invasion continues.

  • Jacob Manoukian
Mar 04, 2022
An investor’s guide to wartime uncertainty
1340294029
Insights

Investment Strategy

An investor’s guide to wartime uncertainty

While we don’t see this conflict as kicking off new rounds of 1970s-style stagflation, disruptions to the commodity trade are a…

  • Alex Wolf
Mar 02, 2022
What impact might the Russian invasion have on markets?
Insights

Investment Strategy

What impact might the Russian invasion have on markets?

We’re assessing sanctions, energy prices and the price action to determine what the conflict might mean for investors.

  • Jacob Manoukian
Feb 25, 2022
Is the Russia-Ukraine crisis enough to end the economic…
1186146947
Insights

Investment Strategy

Is the Russia-Ukraine crisis enough to end the economic…

Geopolitical events generally only have a market impact when commodities are affected. The impact of physical destruction,…

  • Alex Wolf
  • Yuxuan Tang
Feb 24, 2022
Russia/Ukraine update: energy implications
EOTM_Ukraine-Russia-PB_Full_Hero_2880x1620-v01.jpg EOTM_Ukraine-Russia-PB_Full_Hero_2880x1620-v01
Insights

Economy & Markets

Russia/Ukraine update: energy implications

The brief note covers the price Europe is now paying for allowing its energy reliance on Russia to reach extreme levels, and th…

  • Michael Cembalest
Feb 24, 2022
The case for (always) staying invested
The case for (always) staying invested
Insights

Investment Strategy

The case for (always) staying invested

Volatility is no fun for most investors, but these four things may help investors achieve their long-term goals.

  • Elyse Ausenbaugh
Feb 18, 2022
Will the Fed be the market’s friend or foe in 2022
feb-i-i-the-fed-in-2022-hero-2880x1620-v01.jpg
Insights

Economy & Markets

Will the Fed be the market’s friend or foe in 2022

The economy and risk assets could power through higher interest rates this year. Here’s why.

  • Jacob Manoukian
  • Joe Seydl
Feb 16, 2022
Risk unwind, supply chains and the Ukraine
Risk unwind, supply chains and the Ukraine
Insights Contains audio.

Economy & Markets

Risk unwind, supply chains and the Ukraine

Tracking the market risk unwind; Supply chain update; Ukraine; Invasion of the COVID Body Snatchers.

  • Michael Cembalest
Feb 15, 2022
Market Thoughts: Recalibrate expectations—growth is still…
recalibrate-expectations-growth-is-still-robust-but-inflation-stubborn
Insights

Portfolio Management

Market Thoughts: Recalibrate expectations—growth is still…

Markets will be orbiting around inflation for the next few quarters. It would be nice to think policy tightening and market…

  • Richard Madigan
Feb 15, 2022
Explore the upside to low interest rates
A low-angle view, through a glass rooftop with square metal beams, of skyscrapers protruding upward.
Insights

Goals-Based Planning

Explore the upside to low interest rates

Key advantages may be found in these areas: wealth transfer, lending and investing.

  • Amanda Lott
Feb 14, 2022
What does the social cost of carbon mean for investors?
Cost of carbon hero
Insights

Investment Strategy

What does the social cost of carbon mean for investors?

Regulatory action on carbon emissions is likely to intensify, and may have far-reaching implications.

  • Sarah Kapnick
Feb 09, 2022
The case for real estate in Asia
1158584427
Insights

Investment Strategy

The case for real estate in Asia

Asia is at a crossroads of cyclical and secular tailwinds that could drive robust growth in its real estate sector going forward.

  • Weiheng Chen
Feb 07, 2022
The Maltese Falcoin
JPM_MalteseBitcoin_Final
Insights Contains audio.

Economy & Markets

The Maltese Falcoin

On cryptocurrencies and the blockchain

  • Michael Cembalest
Feb 03, 2022
What you need to know about this week’s Fed meeting
PJCT-0122-PB-832260-TMT-JAN_28-2880x1620-FINAL
Insights

Investment Strategy

What you need to know about this week’s Fed meeting

We break down what the Fed's stance on rate hikes, inflation and the market sell-off will mean for investors.

  • Elyse Ausenbaugh
Jan 28, 2022
How will currencies and commodities perform in 2022?
688079892
Insights

Investment Strategy

How will currencies and commodities perform in 2022?

With the global economy continuing to recover and central banks adjusting monetary policy, how are foreign exchange and…

  • Julia Wang
Jan 26, 2022
Selection is key to investing in equities in 2022
1155367044
Insights

Investment Strategy

Selection is key to investing in equities in 2022

With the world economy now in mid-cycle, the investment environment favors an active approach to picking stocks, and the…

  • Timothy Fung
Jan 26, 2022
Finding focus for fixed income investors in 2022
985843026
Insights

Investment Strategy

Finding focus for fixed income investors in 2022

With interest rates set to rise in 2022, there are opportunities to protect portfolios against the impact of inflation and find…

  • Julia Wang
Jan 26, 2022
Five key questions for investors in 2022
1150218610
Insights

Investment Strategy

Five key questions for investors in 2022

The world economy is continuing to recover from the disruption caused by the pandemic, setting the scene for another year of…

  • Alex Wolf
Jan 26, 2022
Which companies will lead the next generation of disruptors?
Jan-II-Outlook-2022-Disruptors-2880x1620-v01.jpg
Insights

Investment Strategy

Which companies will lead the next generation of disruptors?

We explore three key areas where investors can look to capture potential gains.

  • Jacob Manoukian
Jan 18, 2022
The autonomous future has arrived and it’s changing, well…
Jan I & I Megatrends Automation-2880x1620-v01
Insights

Investment Strategy

The autonomous future has arrived and it’s changing, well…

The transformation is likely to happen fast as companies increasingly turn to robots.

  • David Stubbs
Jan 18, 2022
Investors: Have you set your New Year’s resolutions yet?
PJCT-0122-PB-832260-TMT-01.07.22-PB_Full_Hero_2880x1620-v01.jpg
Insights

Investment Strategy

Investors: Have you set your New Year’s resolutions yet?

Here are three tips to consider to help you navigate through the current market environment.

  • Jacob Manoukian
Jan 07, 2022
Eye on the Market Outlook 2022 – Reflation: Endgame
EoTM_Outlook2022_hero-2880x1620.jpg
Insights Contains audio.

Economy & Markets

Eye on the Market Outlook 2022 – Reflation: Endgame

A look at the consequences of reflation for equity markets that are already pricing in plenty of good news.

  • Michael Cembalest
Jan 01, 2022
Manchin and the reconciliation bill
PROD-20-1370-2021-worlds-best-pb-2880x1620
Insights

Economy & Markets

Manchin and the reconciliation bill

You have all seen the news articles by now. The short version: Pelosi encouraged House Democrats to pass a bill that Manchin…

  • Michael Cembalest
Dec 20, 2021
How can I invest for climate change?
PROD-1221-814599-PB-Kapernick_article-hero-2880x1620-v01
Insights

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.

  • Sarah Kapnick
Dec 17, 2021
Three ways to protect against inflation in 2022
PJCT-12121-PB-803400-Inflation-2880x1620.jpg
Insights

Investment Strategy

Three ways to protect against inflation in 2022

Inflation was the story of the year in 2021, and it will likely continue to dominate the debate in 2022.

  • Jacob Manoukian
Dec 14, 2021
2021 Holiday Eye on the Market: The Middle Ages
Insights Contains audio.

Economy & Markets

2021 Holiday Eye on the Market: The Middle Ages

On equity markets, the Lombards, SPAC investors, Bone-setters, George Washington, COVID bots and Omicron

  • Michael Cembalest
Dec 05, 2021
Outlook 2022: Preparing for a vibrant cycle
Outlook hero image
Insights

Investment Strategy

Outlook 2022: Preparing for a vibrant cycle

Powerful forces—policy, consumer strength, innovation—could shape the expansion and your portfolio.

Dec 02, 2021
Supply chain bottlenecks: is the worst behind us?
94985760
Insights Contains video.

Investment Strategy

Supply chain bottlenecks: is the worst behind us?

The ongoing bottlenecks will likely incrementally ease from here, that said we still see plenty of uncertainties ahead.

  • Alex Wolf
  • Julia Wang
  • Yuxuan Tang
Nov 24, 2021
Our latest views on the China property sector
1333482513
Insights Contains video.

Investment Strategy

Our latest views on the China property sector

Many risks are in the price, the broad market could gradually recover over time.

  • Alex Wolf
  • Julia Wang
  • Yuxuan Tang
Nov 17, 2021
How can you invest in the great transition to clean energy?
Insights

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 17, 2021
Market Thoughts: Should you worry about inflation?
PJCT-1021-PB-756680-Market-Thoughts-Nov-2880x1620
Insights Contains video.

Portfolio Management

Market Thoughts: Should you worry about inflation?

Although global growth is decelerating, it’s resilient. We’re seeing the growth we expected and the slowing we foresaw.

Nov 15, 2021
Buying residential property in the UK
1212762974
Insights

Lending

Buying residential property in the UK

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

Nov 15, 2021
Thanksgiving Eye on the Market: “The Thing”
171861135
Insights Contains audio.

Economy & Markets

Thanksgiving Eye on the Market: “The Thing”

Some things just cannot be talked about. So in this year’s Thanksgiving piece, I wrote about something else.

  • Michael Cembalest
Nov 15, 2021
Why major central banks remain patient
200523632-001
Insights Contains video.

Investment Strategy

Why major central banks remain patient

Our analysis suggests global central banks will likely remain patient before hiking rates and potentially ending the cycle…

Nov 10, 2021
Our thoughts on investing in China during a growth slowdown
1201341100
Insights Contains video.

Investment Strategy

Our thoughts on investing in China during a growth slowdown

While growth in China is facing various challenges, investors with a longer investment time horizon could take a more forward…

  • Alex Wolf
  • Julia Wang
  • Yuxuan Tang
Oct 28, 2021
Help Wanted
PROD-1021-PB-747861-EOTM-1019-Labor-Shortages-2880x1620
Insights Contains audio.

Economy & Markets

Help Wanted

Topics: Labor shortages, the issue of Taiwan and an update on the most over-indebted US states

  • Michael Cembalest
Oct 20, 2021
The global carbon market
JCT-0921-AM_PB-710767-Sarah-Kapnick-Deforestation-paper-2880x1620
Insights

Sustainable Investing

The global carbon market

How offsets, regulations and new standards may catalyze lower emissions and create new opportunities

  • Sarah Kapnick
Oct 19, 2021
Stagflation is not here to ruin our economy once again.…
PJCT-0921-PB-710572-stagflation-2880x1620.jpg
Insights

Investment Strategy

Stagflation is not here to ruin our economy once again.…

Current fears appear overblown. Yes, inflation is rising. But we believe it will remain at a manageable rate.

  • Joe Seydl
Oct 19, 2021
Healthcare innovation: It’s a new universe of potentially…
PJCT-0921-PB-710572-megatrends-healthcare
Insights

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
Oct 19, 2021
Impact reporting for humans: A paradigm shift in ESG data…
Insights Contains video.

Sustainable Investing

Impact reporting for humans: A paradigm shift in ESG data…

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

Oct 12, 2021
Will U.S.-China trade tensions make a comeback?
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Insights Contains video.

Investment Strategy

Will U.S.-China trade tensions make a comeback?

There are a number of headwinds to the China outlook, but at least in the near term, U.S.-China trade tensions are likely not…

  • Alex Wolf
  • Julia Wang
Oct 08, 2021
Dude, Where’s My Stuff?
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Insights Contains audio.

Economy & Markets

Dude, Where’s My Stuff?

The global supply chain mess will require increased vaccination and acquired immunity, semiconductor capacity expansion and the…

  • Michael Cembalest
Sep 27, 2021
What are the implications of China Evergrande?
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Insights Contains video.

Investment Strategy

What are the implications of China Evergrande?

Evergrande is just a fraction of the financial system, so the bigger implications will depend on the broader real estate sector…

  • Alex Wolf
  • Julia Wang
  • Anne Zhang
Sep 24, 2021
Sustainable Investing: The momentum is building
Insights

Investment Strategy

Sustainable Investing: The momentum is building

With interest surging, two of our top specialists answer today's most pressing questions.

  • Lance Schiff
  • Aubre Clemens
Sep 20, 2021
Could Japanese equities see another leg up?
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Insights Contains video.

Investment Strategy

Could Japanese equities see another leg up?

We remain constructive on the market.

  • Julia Wang
  • Yuxuan Tang
  • Cameron Chui
  • Alex Wolf
Sep 16, 2021
Climate change: Why don’t the markets care
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Insights

Investment Strategy

Climate change: Why don’t the markets care

Global GDP hasn’t been impacted—yet. But you can get ahead of that change now.

  • Joe Seydl
  • Sarah Kapnick
Sep 14, 2021
Think ESG may become a bubble? We don’t.
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Insights

Investment Strategy

Think ESG may become a bubble? We don’t.

Increased investor focus on ESG metrics is driving a race to the top as companies look to raise their ESG profiles

  • David Stubbs
Sep 13, 2021
Four steps J.P. Morgan takes to help you keep more of you…
PJCT-0821-PB-672318-tax-aware-2880x1620
Insights

Taxes

Four steps J.P. Morgan takes to help you keep more of you…

Reducing your portfolio’s tax exposure can produce enormous benefits.

Sep 13, 2021
The market risks from Washington’s busy autumn
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Insights Contains video.

Investment Strategy

The market risks from Washington’s busy autumn

While short term market volatilities cannot be ruled out, increased infrastructure spending may help to raise potential growth…

Sep 10, 2021
Your Fall 2021 syllabus
Your Fall 2021 syllabus
Insights Contains audio.

Economy & Markets

Your Fall 2021 syllabus

Greetings students. We look forward to seeing you back on campus. Your Fall 2021 syllabus is attached. Syllabus update: Biology…

  • Michael Cembalest
Sep 07, 2021
Are supply chain and inventory shortages a threat to GDP?
Insights

Investment Strategy

Are supply chain and inventory shortages a threat to GDP?

Despite growing concerns, current challenges are unlikely to require significant downward revisions to GDP expectations over th…

  • Stephanie Roth
Sep 03, 2021
Post-Jackson Hole: What does tapering mean for markets?
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Insights Contains video.

Investment Strategy

Post-Jackson Hole: What does tapering mean for markets?

Despite the apprehensions, we think that a Fed taper should be less of an event risk this time around, especially compared to…

Sep 02, 2021
“Zero Covid” amid a Delta resurgence – what does it mean…
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Insights

Investment Strategy

“Zero Covid” amid a Delta resurgence – what does it mean…

In the context of diverging Covid strategies, reopening progress and economic recoveries across the region, the investment…

  • Alex Wolf
  • Julia Wang
  • Yuxuan Tang
  • Weiheng Chen
Aug 26, 2021
Will the Delta variant derail Asia’s recovery?
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Insights Contains video.

Investment Strategy

Will the Delta variant derail Asia’s recovery?

We expect continued divergence across Asian economies, particularly between North and South Asia.

  • Alex Wolf
  • Julia Wang
  • Yuxuan Tang
  • Weiheng Chen
Aug 19, 2021
Spaccine hesitancy
Spaccine hesitancy
Insights Contains audio.

Economy & Markets

Spaccine hesitancy

Topics: if people avoided SPACs instead of avoiding COVID vaccines, the US would be both wealthier and closer to herd immunity…

  • Michael Cembalest
Aug 18, 2021
Preparing for climate change: How drought will change the…
Preparing for climate change: How drought will change the U.S. West
Insights

Investment Strategy

Preparing for climate change: How drought will change the…

Record heat, absent rainfall, historic wildfires and new lows in reservoirs are triggering first-ever emergency water rationing.

  • Sarah Kapnick
Aug 19, 2021
We expect this U.S. expansion to last for years. Here's why.
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Insights

Investment Strategy

We expect this U.S. expansion to last for years. Here's why.

Consumer spending, boosts to productivity and an accommodative Fed may help keep the economy healthy.

  • Jacob Manoukian
Aug 17, 2021
Considering a sale or IPO? Make sure you have an estate…
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Insights Contains video.

Considering a sale or IPO? Make sure you have an estate…

Your company is unique—and so are your needs. A well-tailored planning is essential to optimize your and your family’s financia…

Aug 11, 2021
Navigating China’s regulatory cycle – a playbook for…
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Insights Contains video.

Investment Strategy

Navigating China’s regulatory cycle – a playbook for…

Focus on companies in industries that have policy support, profitable tech companies, and risk diversification.

  • Alex Wolf
  • Julia Wang
  • Yuxuan Tang
Aug 05, 2021
Want inflation protection? Consider investing in real…
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Insights

Investment Strategy

Want inflation protection? Consider investing in real…

We particularly like commercial real estate for the life sciences sector and the increasing growth of e-commerce in China.

Aug 02, 2021
Supply Shortages in Semiconductors and Shipping
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Insights Contains video.

Investment Strategy

Supply Shortages in Semiconductors and Shipping

We expect the worst of the supply shortages to ease in the coming quarters, while remain positive on the semiconductor industry.

  • Alex Wolf
  • Julia Wang
  • Yuxuan Tang
  • Weiheng Chen
Jul 29, 2021
How we view FX markets starting the second half of the year
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Insights

Investment Strategy

How we view FX markets starting the second half of the year

Consider these FX viewpoints to potentially strengthen your portfolio.

  • Samuel Zief
Jul 28, 2021
Precision Medicine: The next trend in healthcare innovation
Insights

Investment Strategy

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
Jul 28, 2021
Fintech: Poised to disrupt $20T financial services industry
Insights

Investment Strategy

Fintech: Poised to disrupt $20T financial services industry

To capture potential benefits of Fintech, investors should look for innovative new entrants and quick-to-adapt incumbents.

  • David Stubbs
  • Elyse Ausenbaugh
Jul 27, 2021
Red Med Redemption
EOTM red-med-redemption
Insights Contains audio.

Economy & Markets

Red Med Redemption

Red Med Redemption: A visual depiction of politics, ideology, vaccine resistance and the Delta variant. Other topics: US…

  • Michael Cembalest
Jul 26, 2021
Looking beyond the Olympics – Japan’s catch-up opportunity
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Insights

Investment Strategy

Looking beyond the Olympics – Japan’s catch-up opportunity

A pick-up in vaccination rates, favorable global economic conditions and reasonable valuations set up Japan as one of our…

  • Alex Wolf
  • Weiheng Chen
  • Cameron Chui
Jul 22, 2021
Buying real estate in Switzerland as a non-resident
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Insights

Lending

Buying real estate in Switzerland as a non-resident

A brief guide to the key legal and tax considerations

Jul 15, 2021
Thy Brother's Keeper
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Insights Contains audio.

Economy & Markets

Thy Brother's Keeper

Topics: Delta variant; the Fed as firefighter and arsonist; US-China economic divorce picks up steam; and a unified theory of…

  • Michael Cembalest
Jul 13, 2021
Will the U.S. economic recovery reprise the ’90s surge?
Will the U.S. economic recovery reprise the ’90s surge?
Insights

Investment Strategy

Will the U.S. economic recovery reprise the ’90s surge?

Work from home, women in the labor force and automation—all could help boost potential GDP growth higher than in past cycles.

  • Joe Seydl
Jul 12, 2021

Goals-Based Planning

For you, is it a "great resignation" or just a "great reset"?

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

  • Amanda Lott
May 17, 2022
Tax alpha: 3 steps to take today to improve your portfoli…
May_I_and_I-Portfolio_with_Tax_Plan-PB-Hero-2880x1620-v01
Insights

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
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Insights

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
The bucket list: How to organize your money with intent
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Insights

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
Insights

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
Insights

Trusts & Estates

Your children, their trusts. How to bridge generational gaps

To transfer wealth in the most protective and tax-efficient way possible, consider using a trust.

Apr 27, 2022
A consistent approach to sustainable family wealth
Insights

Sustainable Investing

A consistent approach to sustainable family wealth

We’ll help you discover the approach that’s right for you and then find ways to start implementing your vision across all…

  • Maya Prabhu
Apr 26, 2022
How to reduce your real borrowing costs through tax savings
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Insights

Taxes

How to reduce your real borrowing costs through tax savings

As interest rates increase, so does the allure of optimizing your U.S. income tax deductions. But be careful, the devil is in…

  • Tom McGraw
  • Adam Ludman
  • Jordan Sprechman
Apr 20, 2022
Your concentrated holdings: Do you really need to diversify?
April-I-I-Concentrated-positions
Insights

Goals-Based Planning

Your concentrated holdings: Do you really need to diversify?

Discover how much of one stock you might hold—and still stay on track to reach your long-term goals.

Apr 19, 2022
Buying a luxury yacht in 2022? Here’s what you need to know
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Insights

Lifestyle

Buying a luxury yacht in 2022? Here’s what you need to know

A quick guide to true costs, the current market and ensuring the purchase fits into your broader financial plan.

Apr 18, 2022
Make a plan today that even “future you” will love
Plan future love
Insights

Goals-Based Planning

Make a plan today that even “future you” will love

When you understand how and why you make decisions, you can create and sustain a wealth strategy that serves your goals for the…

  • Amanda Lott
  • Jeff Kreisler
Mar 25, 2022
What are NFTs? Decoding non-fungible tokens
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Insights

Art

What are NFTs? Decoding non-fungible tokens

NFTs continue to disrupt and expand the contemporary art world and beyond after a splashy arrival last year.

Mar 25, 2022
Looking to reduce or eliminate state taxes on your trusts…
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Insights

Taxes

Looking to reduce or eliminate state taxes on your trusts…

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

  • Jordan Sprechman
Mar 15, 2022
Interest rates are going up. What should you do now?
March-I-and-I-Rising-Rates
Insights

Goals-Based Planning

Interest rates are going up. What should you do now?

As the landscape for investing and borrowing changes, review what you own, owe and ought to give away.

  • Amanda Lott
  • Jacob Manoukian
  • Jordan Sprechman
Mar 15, 2022
Climate risk could impact home values. You can be prepared.
Real-Estate-Climate-Change
Insights

Sustainable Investing

Climate risk could impact home values. You can be prepared.

Simple measures you take now could help protect you and your family financially.

  • Sarah Kapnick
  • Amanda Lott
  • Joe Seydl
Mar 15, 2022
Happily ever after?
Insights

Family

Happily ever after?

Learn how to have positive, productive conversations about whether pre-nups suit your family’s values and wealth preservation…

Mar 02, 2022
Can you benefit from the SALT cap workaround?
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Insights

Taxes

Can you benefit from the SALT cap workaround?

There are advantages for business owners who qualify—but also risks and an uncertain future.

  • Adam Ludman
  • Tom McGraw
  • Jordan Sprechman
Feb 28, 2022
How to talk about family wealth with your children
PROD-0122-851350-PB-How-to-Talk-About-Family-Wealth_Hero_2880x1620-v02
Insights

Family

How to talk about family wealth with your children

It may be easier, and more productive, than you think. See our quick guide to conversations about family resources.

Feb 25, 2022
Are you in the (super-hot) market to buy a private jet?
Are you in the (super-hot) market to buy a private jet?
Insights

Lifestyle

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

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

Feb 15, 2022
‘In’ laws or ‘Out’ laws
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Insights

Family

‘In’ laws or ‘Out’ laws

Five key points for families to consider when thinking through the role of spouses or partners in their operating business,…

  • Maya Prabhu
Feb 15, 2022
Key actions to consider before filing your U.S. tax return
key-actions-to-consider-before-filing-your-us-tax-return
Insights

Goals-Based Planning

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

14 moves that may help you optimize your 2021 return and set up for 2022.

  • Amanda Lott
  • Jordan Sprechman
  • Tom McGraw
Feb 15, 2022
Explore the upside to low interest rates
A low-angle view, through a glass rooftop with square metal beams, of skyscrapers protruding upward.
Insights

Goals-Based Planning

Explore the upside to low interest rates

Key advantages may be found in these areas: wealth transfer, lending and investing.

  • Amanda Lott
Feb 14, 2022
Estate planning in a low interest rate environment
Low Interest Rate Estates
Insights

Trusts & Estates

Estate planning in a low interest rate environment

Consider estate planning opportunities now, while rates are low

Jan 20, 2022
10 key actions to help set yourself up for financial success
Insights

Goals-Based Planning

10 key actions to help set yourself up for financial success

Take control of your year, right now, with a few simple moves.

  • Amanda Lott
Jan 18, 2022
Gains: A good problem to have. But now what?
Insights

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.

Jan 18, 2022
Are you thinking of moving to a new U.S. state this year?
Jan-II-Tax-Domicile
Insights

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 18, 2022
New year—New ways to create positive family habits
Jan-I-I-Family-Governance-2880x1620-v02
Insights

Family

New year—New ways to create positive family habits

You can take concrete actions, rooted in behavioral science, that may help your family grow closer and prepare better for the…

  • Jeff Kreisler
Jan 17, 2022
How to host meaningful family meetings throughout the year
PROD-1022-PB-839782_Image-for-Family-Meetings-Article_APR_12-2880x1620-final
Insights

Family

How to host meaningful family meetings throughout the year

Despite the challenges of the continued global pandemic, you can plan future family gatherings to sustain healthy connections.

Jan 17, 2022
Exploring the full power of your art as a financial asset
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Insights

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…

Dec 16, 2021
This holiday season, give the gift of family history
PJCT-12121-PB-803400-Family-History-2880x1620.jpg
Insights

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
Dec 14, 2021
How to spot—and stop—fraud and imposter scams
How to spot—and stop—fraud and imposter scams
Insights

Cybersecurity

How to spot—and stop—fraud and imposter scams

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

Dec 14, 2021
Selling your business?
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Insights

Business Owners

Selling your business?

We’ve put together this handy checklist with key considerations as you approach the sale of your business.

Dec 02, 2021
Protect your passion: Make the most of your car collection
PJCT-1021-PB-756680-NovII-Passions-Pursuits-Auto-2880x1620
Insights

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 15, 2021
Three ways to help your wealth last for generations to come
PJCT-1021-PB-756680-NovII-Perpetual-Growth-Bucket-2880x1620
Insights

Goals-Based Planning

Three ways to help your wealth last for generations to come

Your path to that future starts here.

  • Amanda Lott
Nov 15, 2021
Retirement: Planning for what's next
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Insights Contains video.

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
Nov 14, 2021
Now that U.S. tax changes are more real, what should you do?
PROD-1021-729403-PB-Tax Law-2880x1620-v2.jpg
Insights

Taxes

Now that U.S. tax changes are more real, what should you do?

On Nov. 3, the third version of a bill raising taxes that its proponents hope to pass before year-end was introduced in the…

  • Jordan Sprechman
  • Tom McGraw
Nov 10, 2021
U.S. tax law: New bill is a mixed bag for the wealthy
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Insights

Taxes

U.S. tax law: New bill is a mixed bag for the wealthy

The top marginal tax rate would increase still more, but most key estate planning techniques would remain viable. Other…

  • Amanda Lott
  • Jordan Sprechman
  • Tom McGraw
Nov 10, 2021
U.S. business owners: Want to sell your company by year…
U.S. business owners: Want to sell your company by year-end hero image
Insights

Business Owners

U.S. business owners: Want to sell your company by year…

Here’s what you need to know right now.

Oct 19, 2021
Year-end tax planning: 5 actions to take in times of…
Year-end tax planning 5 actions to take in times of uncertainty hero image
Insights

Goals-Based Planning

Year-end tax planning: 5 actions to take in times of…

Proposed legislation may enact significant changes to U.S. tax law. Here’s what you can do even while Congress debates.

  • Amanda Lott
  • Jordan Sprechman
Oct 19, 2021
Why taking RMDs on time is so important
PROD-0921-710750-PB-RMD-2880x1620
Insights

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 11, 2021
Irrevocable trusts: What beneficiaries need to know to…
Irrevocable trusts: What beneficiaries need to know to optimize their resources
Insights

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.

Oct 06, 2021
Give life to your legacy: Alternative destinations for…
Insights

Family

Give life to your legacy: Alternative destinations for…

What if you wish to explore alternative paths to leaving a legacy?

Sep 27, 2021
How can I diversify my concentrated position using a 10b5…
Hero image of as loom
Insights

Corporate Executives

How can I diversify my concentrated position using a 10b5…

Managing a concentration risk by implementing a 10b5-1 plan may help support your financial goals, while navigating securities…

Sep 17, 2021
Do you have a plan for assets that will outlast you?
do-you-have-a-plan-for-assets-that-will-outlast-you hero
Insights

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 14, 2021
Fall opportunity: How to optimize your 2021 finances now
fall-opportunity-how-to-optimize-your-2021-finances-now hero
Insights

Planning

Fall opportunity: How to optimize your 2021 finances now

See our 10 planning tips that may help you end this year well.

  • Amanda Lott
Sep 14, 2021
Think: Roth IRA
Think: Roth IRA
Insights

Taxes

Think: Roth IRA

It’s time to ask, “Should I convert my traditional IRA to a Roth now?”

  • Amanda Lott
Aug 30, 2021
Selling a business? Give buyers what they need to up the…
Three people standing around a table in an office next to a window overlooking a city
Insights

Business Owners

Selling a business? Give buyers what they need to up the…

Buyers are willing to pay more for targets– if there are cost and revenue synergies they can leverage.

Aug 27, 2021
How to turn the economy's reopening into your fresh…
How to turn the economy's reopening into your fresh financial start
Insights

Goals-Based Planning

How to turn the economy's reopening into your fresh…

A return to (almost) normal after COVID is the perfect opportunity to revisit and refine your financial goals.

  • Jeff Kreisler
Aug 17, 2021
Help your teens and young adults get on the financial…
Help your teens and young adults get on the financial right track
Insights

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.

Aug 16, 2021