Insights

Crisis in the Middle East: Assessing potential market…

Investment Strategy

Crisis in the Middle East: Assessing potential market…

As the conflict in the Middle East continues to unfold, we can look to history to help understand the potential economic and…

• Madison Faller

Oct 13, 2023

Family Businesses: Passing the Baton

Family

Family Businesses: Passing the Baton

Tips for transitioning your business to the next generation

Oct 2, 2023

Can markets climb the wall of worry?

Investment Strategy

Can markets climb the wall of worry?

From government shutdown fears to surging bond yields, there’s plenty for investors to fret about—but there’s also reason for…

• Madison Faller

Sep 29, 2023

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

Goals-based planning

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

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

• Amanda Lott
• Ileana van der Linde

Sep 28, 2023

What was I made for: Large Language Models in the Real World

Contains video.

Economy & Markets

What was I made for: Large Language Models in the Real World

I asked Chat GPT-4 questions on economics, markets, energy and politics that my analysts and I worked on over the last two year…

• Michael Cembalest

Sep 26, 2023

Should you stay stashed in cash?

Investment Strategy

Should you stay stashed in cash?

With the Fed keeping rates “higher for longer,” cash may look competitive right now. But cash comes at a cost, and other assets…

• Madison Faller

Sep 22, 2023

Gas prices are going up: Should you be worried?

Investment Strategy

Gas prices are going up: Should you be worried?

While risks remain, we think prices could ease in the months ahead. To us, this means the consumer should be okay and inflation…

• Madison Faller

Sep 15, 2023

Why taking RMDs on time is so important

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
• Sarah Backer

Sep 13, 2023

Can private credit continue to perform?

Investment Strategy

Can private credit continue to perform?

We think so—and see an unusual opportunity for investors as measures of risk decline, yet compensation, in the form of yield,…

• Thomas Kennedy
• Rachel Cascio
• Jay Serpe

Sep 12, 2023

Catalysts through year-end: 5 things to watch for

Investment Strategy

Catalysts through year-end: 5 things to watch for

From the Fed to risks of reaccelerating inflation and a government shutdown, here are the main catalysts that we think will…

• Madison Faller

Sep 8, 2023

3 principles to guide investors through year-end and beyond

Investment Strategy

3 principles to guide investors through year-end and beyond

Going back to basics can help keep your portfolio on track.

• Jacob Manoukian
• Madison Faller

Aug 31, 2023

How – and why- to consider investing your cash now

Goals-Based Wealth Planning

How – and why- to consider investing your cash now

In our view, markets today may offer an attractive entry point for these five fixed income strategies. Which option might work…

• Grace Peters

Aug 31, 2023

Can 2023 still finish strong? Cues from Wall Street to…

Investment Strategy

Can 2023 still finish strong? Cues from Wall Street to…

Here’s what some key players are telling us about the economy.

• Madison Faller

Aug 25, 2023

What’s the deal with surging bond yields? We question 3…

Investment Strategy

What’s the deal with surging bond yields? We question 3…

Inflation, growth and uncertainty can all lead to swings in yields. Which is the guilty party? And what does it mean for…

• Madison Faller

Aug 18, 2023

The first rule of philanthropy: Know your “why”

Philanthropy

The first rule of philanthropy: Know your “why”

Having a clear idea of the impact you hope to achieve is the best starting point for a process that is rewarding—and often…

• Jeff Kreisler

Aug 14, 2023

The good, the bad and the volatility: What investors migh…

Investment Strategy

The good, the bad and the volatility: What investors migh…

Shifting consumer behavior, IPO activity, labor strikes and more might not be getting the attention they deserve.

• Madison Faller

Aug 11, 2023

Bonds can be a powerful tool to support your portfolio—an…

Sustainable Investing

Bonds can be a powerful tool to support your portfolio—an…

They can serve as an essential ballast while helping you achieve your social and environmental goals.

• Preeti Bhattacharji

Aug 10, 2023

The Rasputin Effect: Global resilience to higher rates

Contains video.

Economy & Markets

The Rasputin Effect: Global resilience to higher rates

Explaining global economic and equity market resilience.

• Michael Cembalest

Aug 2, 2023

Equities are back up. Learn how you can maximize your…

Investment Strategy

Equities are back up. Learn how you can maximize your…

If you’re thinking about rebuilding your equity exposure, now may be an opportune time. But be sure to take the most…

• Evelina Samson

Jul 31, 2023

Barbie or Oppenheimer—what’s on the market’s big screen?

Investment Strategy

Barbie or Oppenheimer—what’s on the market’s big screen?

Some parts of the economy may be giving Oppenheimer vibes but stocks are rallying like it’s a Barbie world.

• Madison Faller

Jul 28, 2023

Summer brings in a new wave of optimism

Investment Strategy

Summer brings in a new wave of optimism

The latest economic indicators have inspired a new vibe. But will this rising tide lift all boats?

• Jacob Manoukian

Jul 21, 2023

Simple and effective: 3 ways to save on U.S. taxes

Goals-based planning

Simple and effective: 3 ways to save on U.S. taxes

Have the right types of accounts. Match asset and account types well. Withdraw funds from different accounts in the right order.

• Amanda Lott
• Marc Seaverson

Jul 21, 2023

Broadening the Family’s Decision-Making Circle

Family

Broadening the Family’s Decision-Making Circle

How to equip your children to take on future roles and responsibilities.

Jul 20, 2023

Investors shouldn’t be surprised if these 3 things happen…

Investment Strategy

Investors shouldn’t be surprised if these 3 things happen…

Prepare yourself for a possible all-time S&P 500 high*, global manufacturing rebound and U.S. election static.

• Jacob Manoukian

Jul 18, 2023

Investing in a changed world of shortages and oversupply

Economy & Markets

Investing in a changed world of shortages and oversupply

To make sense of elevated interest rates, rolling recessions, supply issues and a tech revolution, you may need to apply a new…

• Joe Seydl
• Jonathan Linden

Jul 18, 2023

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

Awards

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

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

Jul 18, 2023

Mr. Toad's Wild Ride: The impact of underperforming 2020…

Contains video.

Economy & Markets

Mr. Toad's Wild Ride: The impact of underperforming 2020…

The impact of underperforming 2020 and 2021 US IPOs.

• Michael Cembalest

Jul 18, 2023

How to find meaning and purpose in a life of plenty?

Goals-based planning

How to find meaning and purpose in a life of plenty?

For next-generation family members: Find your way forward by developing these four core competencies.

• Jamie Hackleman
• Jeff Kreisler

Jul 14, 2023

Have you missed the market rally?

Investment Strategy

Have you missed the market rally?

Indicators such as this week’s milestone inflation print, strength in corporates and a new era of capex spending may show there…

• Madison Faller

Jul 14, 2023

Navigating Aging: How to plan for “what if?”

Cybersecurity

Navigating Aging: How to plan for “what if?”

These six planning steps can help you and your family members manage the challenges that often come with aging.

Jul 13, 2023

Bull market? 5 signs things could be getting better

Investment Strategy

Bull market? 5 signs things could be getting better

With markets higher so far this year, have you missed the rally? We don’t think so. In fact, we see several reasons why…

• Madison Faller

Jun 23, 2023

Why passive investing may not be enough—and how to do more

Investment Strategy

Why passive investing may not be enough—and how to do more

Exchange-traded funds are popular. But a tax-managed separately managed account may serve you better

• Evelina Samson

Jun 20, 2023

The energy transition is ramping up. Investors should tak…

Investment Strategy

The energy transition is ramping up. Investors should tak…

The U.S. government is supercharging clean energy spending and some sectors may see increased profitability. Here are a few…

• Jessica Matthews
• Connor Bercik

Jun 20, 2023

Letters to the Editor

Economy & Markets

Letters to the Editor

Letters to the Editor. To start, some comments on mega-cap stocks and artificial intelligence during the narrowest market…

• Michael Cembalest

Jun 14, 2023

The opportunity in renewed U.S. industrial policy

Economy & Markets

The opportunity in renewed U.S. industrial policy

In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.

• Joe Seydl
• Jessica Matthews

Jun 1, 2023

The case for alternative investments

Investment Strategy

The case for alternative investments

Explore the primary roles alternatives play in a portfolio and why more investors are considering them.

• Elyse Ausenbaugh
• Talia Gersch

May 23, 2023

Too Long at the Fair

Contains audio.

Economy & Markets

Too Long at the Fair

Time to retire the US/Emerging Markets barbell for a while.

• Michael Cembalest

May 23, 2023

Awards and Recognition for the Asia Private Bank

Company News

Awards and Recognition for the Asia Private Bank

At J.P. Morgan Private Bank, we strive to build long-term relationships with our clients while delivering first-class business…

May 18, 2023

Market Thoughts: Holding the reins tight

Economy & Markets

Market Thoughts: Holding the reins tight

Recent abrupt market moves, the U.S. economy stuck in a holding pattern, and a bumpy road ahead. Our response: to be even more…

• Richard Madigan

May 16, 2023

Managing cash: Make sure your assets are well protected

Managing cash: Make sure your assets are well protected

Today, choosing where and how to hold your cash reserves is as important as any investment decision.

May 8, 2023

What we're targeting now in Alternatives

Investment Strategy

What we're targeting now in Alternatives

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

Apr 27, 2023

ChatGPT: The start of the AI revolution

Technology

ChatGPT: The start of the AI revolution

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

Apr 26, 2023

Oh, The Places We Could Go

Contains audio.

Economy & Markets

Oh, The Places We Could Go

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

• Michael Cembalest

Apr 26, 2023

Invest in global infrastructure to hedge and help build a…

Investment Strategy

Invest in global infrastructure to hedge and help build a…

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

• Tiffany J. Lewis
• Sergio Pawlak

Apr 21, 2023

Debt ceiling: Déjà vu?

Investment Strategy

Debt ceiling: Déjà vu?

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

• Olivia Schwern

Apr 20, 2023

Jamie Dimon's Letter to Shareholders

Company News

Jamie Dimon's Letter to Shareholders

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

Apr 18, 2023

Tax deferral can sometimes be a costly mistake

Taxes

Tax deferral can sometimes be a costly mistake

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

• Amanda Lott

Apr 18, 2023

Don't get burned by scams on your summer holiday

Cybersecurity

Don't get burned by scams on your summer holiday

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

Apr 18, 2023

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

Economy & Markets

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

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

• Joe Seydl

Apr 17, 2023

Are banks vulnerable to a crisis in commercial real estate?

Economy & Markets

Are banks vulnerable to a crisis in commercial real estate?

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

• Joe Seydl
• Jay Serpe

Apr 12, 2023

Investing in the future of food supply chains

Sustainable Investing

Investing in the future of food supply chains

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

Apr 11, 2023

Frankenstein's Monster

Contains audio.

Economy & Markets

Frankenstein's Monster

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

• Michael Cembalest

Apr 10, 2023

13th Annual Energy Paper

Contains audio.

Economy & Markets

13th Annual Energy Paper

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

• Michael Cembalest

Mar 28, 2023

Why you want to explore Chinese and European equities now

Investment Strategy

Why you want to explore Chinese and European equities now

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

• Madison Faller

Mar 21, 2023

4 charts to help put today's turmoil in perspective

Economy & Markets

4 charts to help put today's turmoil in perspective

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

• Jacob Manoukian

Mar 21, 2023

Markets are changing: Moves to consider making now

Goals-based planning

Markets are changing: Moves to consider making now

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

• Amanda Lott
• Sarah Backer

Mar 21, 2023

How your money can make more…of you

Goals-based planning

How your money can make more…of you

Financial planning isn’t just about managing your assets. It’s the key to having a life of meaning, purpose and impact

• Jeff Kreisler

Mar 21, 2023

Bank woes whipsaw markets

Investment Strategy

Bank woes whipsaw markets

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

• Madison Faller

Mar 17, 2023

How to stop cybercriminals at your digital doorstep

Cybersecurity

How to stop cybercriminals at your digital doorstep

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

Mar 15, 2023

Recognizing email threats and social engineering

Cybersecurity

Recognizing email threats and social engineering

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

Mar 15, 2023

From the notebook to the cloud: How EdTech is…

Investment Strategy

From the notebook to the cloud: How EdTech is…

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

Mar 15, 2023

Silicon Valley Bank failure

Economy & Markets

Silicon Valley Bank failure

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

• Michael Cembalest

Mar 10, 2023

Three steps you can take to maximize tax alpha

Investment Strategy

Three steps you can take to maximize tax alpha

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

• Evelina Samson

Mar 3, 2023

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

Investment Strategy

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

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

Mar 1, 2023

A shift in market leadership

Economy & Markets

A shift in market leadership

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

• Joe Seydl

Feb 28, 2023

The evolution of a crisis – how can philanthropy help?

Philanthropy Advisory

The evolution of a crisis – how can philanthropy help?

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

Feb 23, 2023

The Food of Tomorrow

Sustainable Investing

The Food of Tomorrow

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

Feb 23, 2023

A new monetary regime in Japan?

Investment Strategy

A new monetary regime in Japan?

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

• Yuxuan Tang
• Alex Wolf
• Cameron Chui

Feb 22, 2023

Winter Heating

Contains audio.

Economy & Markets

Winter Heating

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

• Michael Cembalest

Feb 21, 2023

5 fixed income strategies for a new market era

Investment Strategy

5 fixed income strategies for a new market era

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

• Grace Peters
• Mark Hempstead

Feb 20, 2023

Looking to reduce or eliminate state taxes on your trusts…

Taxes

Looking to reduce or eliminate state taxes on your trusts…

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

• Jordan Sprechman

Feb 16, 2023

How do we position U.S. equities?

Investment Strategy

How do we position U.S. equities?

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

Feb 16, 2023

Market Thoughts: A glimmer of hope

Economy & Markets

Market Thoughts: A glimmer of hope

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

• Richard Madigan

Feb 14, 2023

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

Investment Strategy

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

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

• Jacob Manoukian

Feb 14, 2023

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

Taxes

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

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

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

Feb 14, 2023

Prenups have a bad reputation. They shouldn't.

Life Events

Prenups have a bad reputation. They shouldn't.

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

• Erika Shaw

Feb 14, 2023

Dating or defrauding? What to know about romance scams

Cybersecurity

Dating or defrauding? What to know about romance scams

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

• Marlene Ruiz

Feb 13, 2023

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

Lifestyle

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

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

Feb 10, 2023

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

Family

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

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

• Paul Hewitt
• Amanda Lott
• Matt Monaco

Feb 10, 2023

How strong is China’s reopening recovery?

Investment Strategy

How strong is China’s reopening recovery?

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

• Julia Wang
• Yuxuan Tang
• Cynthia Chou

Feb 9, 2023

How do you trade USD weakness?

Investment Strategy

How do you trade USD weakness?

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

• Samuel Zief
• Yuxuan Tang

Feb 9, 2023

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

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…

Jan 26, 2023

American Gothic

Contains audio.

Economy & Markets

American Gothic

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

• Michael Cembalest

Jan 24, 2023

Protecting yourself online this Lunar New Year

Cybersecurity

Protecting yourself online this Lunar New Year

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

Jan 18, 2023

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

Investment Strategy

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

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

• Monica Issar

Jan 18, 2023

How do you make the most of your inherited wealth?

Family

How do you make the most of your inherited wealth?

Finding your answers to these deceptively simple questions could help.

• Amanda Lott

Jan 17, 2023

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

Life Events

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

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

• Amanda Lott
• Jordan Sprechman
• Tom McGraw

Jan 13, 2023

New retirement account rules will affect most and offer…

Taxes

New retirement account rules will affect most and offer…

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

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

Jan 10, 2023

Revisiting the 60/40 stock-bond portfolio strategy

Investment Strategy

Revisiting the 60/40 stock-bond portfolio strategy

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

• Stewart Edginton

Jan 9, 2023

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

Contains audio.

Investment Strategy

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

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

• Michael Cembalest

Jan 1, 2023

Holiday Eye on the Market: Non-Fungible Trainwreck

Contains audio.

Economy & Markets

Holiday Eye on the Market: Non-Fungible Trainwreck

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

• Michael Cembalest

Dec 1, 2022