Skip to Main Content
  • Sign In
  • Contact Us
  • LatAm | EN
JP Morgan Private Bank Logo
  • Sign In
  • Contact Us
  • LatAm | EN

  • Global
    • English
  • Asia & Pacific
    • English
    • 繁體
    • 简体
  • Latin America
    • English
    • Español
    • Portuguese
  • Europe, Middle East & Africa
    • English
    • Español
    • Italiano
    • Deutsch
  • Wealth Planning and Advice
    back
    • Overview
    • Trust & Estate Planning
    • Philanthropy
    • Family Governance
    • Private Business Advisory
    • Executive Advisory
    • Wealth Structuring and Strategy
    • Family Office Services

    FEATURED SERVICE

    The first rule of philanthropy: Know your “why”
  • Investing
    back
    • Overview
    • Managed Portfolio Strategies
    • Alternative Investment
    • Sustainable Investing
    • Brokerage

    FEATURED SERVICE

    From the notebook to the cloud: How EdTech is revolutionizing learning in Latin America
  • Banking
    back
    • Overview
    • Personal Banking
    • Business Banking
    • Custody Services

    FEATURED SERVICE

    The Rasputin Effect: Global resilience to higher rates
  • Lending
    back
    • Overview
    • Real Estate Lending
    • Securities-Based Lending
    • Specialty Lending

    FEATURED SERVICE

    The climate opportunity: Getting ahead of Latin America’s net-zero transition
View all Services

What's Trending

The good, the bad and the volatility: What investors might not be noticing
Beyond the unicorns: Smaller companies also hold great promise In Latin America
  • Latest and Featured
    back
    • All Latest Insights
    • Mid-Year Outlook
    • Eye on the Market

    TRENDING INSIGHT

    The Rasputin Effect: Global resilience to higher rates
  • Markets and Investing
  • Wealth Planning
  • Audio and Webcasts
View all Insights

What's Trending

The good, the bad and the volatility: What investors might not be noticing
Bonds can be a powerful tool to support your portfolio—and your values
  • Our Leadership
  • Cybersecurity & Technology
  • Digital Capabilities
VIEW More ABOUT US

What's Trending

Euromoney names J.P. Morgan “World’s Best Private Bank"
AgTech in Latin America: Small-scale solutions in a large-scale transformation
  • Brazil
  • The Caribbean, Central America, Colombia & Venezuela
  • Argentina, Bolivia, Chile, Ecuador, Paraguay, Peru & Uruguay
  • Mexico
VIEW ALL COVERAGE

What's Trending

AgTech in Latin America: Small-scale solutions in a large-scale transformation
The Rasputin Effect: Global resilience to higher rates

How can we help?

TRENDING SEARCHES:
  • Mid Year Outlook
  • Investing
  • CD Rates
  • Interest Rates
  • Family Office

  • Global
    • English
  • Asia & Pacific
    • English
    • 繁體
    • 简体
  • Latin America
    • English
    • Español
    • Portuguese
  • Europe, Middle East & Africa
    • English
    • Español
    • Italiano
    • Deutsch

Insights

Information is abundant, but it’s not always clear what to do with it. A true professional perspective can cut through the noise and make a real difference. We share insights on how news and trends may impact your life, such as where to find emerging investment opportunities, how to talk to your family about wealth, the latest in cybersecurity and more. Explore ideas from J.P. Morgan’s world-class economists, strategists and investment specialists.

Latest & Featured

Stay up on the most recent and impactful insights across investing, wealth planning, philanthropy and more—all from a world-class team of specialists dedicated to helping you pursue your financial goals.

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 optimism.

  • Madison Faller
Sep 29, 2023
Are your teens’ social media posts a family security risk…
Are your teens’ social media posts a family security risk hero image

Goals-based planning

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

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

  • Amanda Lott
  • Ileana van der Linde
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
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
PJCT-0823-PB-2033561-Sep_01-PB_Hero-2880x1620-v0

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…
tmt-whats-the-deal-hero-2880x1620-v01

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”
august-i-and-i-the-first-rule-hero-2880x1620-v03

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
PROD-0723-PB-1943436-EOTM-8.02_2880x1620px_v01.jpg
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
102478489

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…
Investors shouldn’t be surprised if these 3 things happen in 2H 2023

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
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
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
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?
July_I_I_Article4_Hero_2880x1620_v2.jpg

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
Insights - J.P. Morgan Is - Hero - 2880x1620 - 27 Sep 2022 - V1

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…
Invest in global infrastructure to hedge and help build a greener future

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
The bull and bear cases for 2023

Investment Strategy

The bull and bear cases for 2023

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

  • Jacob Manoukian
Apr 14, 2023
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
is-a-new-food-supply-chain-poised-to-take-off

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
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
Recognizing email threats and social engineering
PB - Recognizing Email Threats - Hero - 2880x1620 - 12 May 2022 - V1

Cybersecurity

Recognizing email threats and social engineering

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

Mar 15, 2023
How to stop cybercriminals at your digital doorstep
Planning - Stop Cybercriminals At - Hero - 2880x1620 - 01 Apr 2022 - V1

Cybersecurity

How to stop cybercriminals at your digital doorstep

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

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
SVB

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
The Future of Food is Coming Fast
the-future-of-food-is-coming-fast

Sustainable Investing

The Future of Food is Coming Fast

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

  • Federico Cuevas
Feb 23, 2023
A new monetary regime in Japan?

Investment Strategy

A new monetary regime in Japan?

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

  • Yuxuan Tang
  • Alex Wolf
  • Cameron Chui
Feb 22, 2023
Winter Heating
PROD-0223-PB-1510147-EOTM-2880x1620_NO-CARD_v2.jpg
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…
Planning - Trust Taxation March - Hero - 2880x1620 - 26 Mar 2022 - V1

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
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
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
Market Thoughts: A glimmer of hope

Economy & Markets

Market Thoughts: A glimmer of hope

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

  • Richard Madigan
Feb 14, 2023
Dating or defrauding? What to know about romance scams

Cybersecurity

Dating or defrauding? What to know about romance scams

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

  • Marlene Ruiz
Feb 13, 2023
Are you in the (super-hot) market to buy a private jet?
Planning - Are You In The - Hero - 2880x1620 - 25 Aug 2022 - V1

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
Private growth equity downturn may be your opportunity to…

Investment Strategy

Private growth equity downturn may be your opportunity to…

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

  • Kate Donovan Morgan
  • Dan Weisman
Feb 2, 2023
5 facts for investors to consider

Investment Strategy

5 facts for investors to consider

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

  • Olivia Schwern
Jan 27, 2023
Asia Pacific Top 100 Women-Powered, High-Growth Businesse…

Lifestyle

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

The report, developed in partnership with Ernst & Young, recognizes women leaders behind some of the region’s highest-growth…

Jan 27, 2023
What is driving the shift to a circular economy in today'…

Sustainable Investing

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

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

  • Tamara Brian
Jan 27, 2023
An FAQ on Rule 10b5-1: What the amendments mean for insiders

Corporate Executives

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

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

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
Insights - Protecting Yourself Online - Hero - 2880x1680 - 29 Jan 2022 - V1

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
Starting a new business? Read this first

Business ownership

Starting a new business? Read this first

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

  • Jordan Sprechman
Jan 17, 2023
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?
Jan-II-Tax-Domicile

Life Events

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

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

  • Amanda Lott
  • Jordan Sprechman
  • Tom McGraw
Jan 13, 2023
New retirement account rules will affect most and offer…

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
Adding London luxury real estate to your wealth portfolio

Lending

Adding London luxury real estate to your wealth portfolio

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

Dec 8, 2022
J.P. Morgan is named 2023’s “World’s Best Private Bank”
Insights - J.P. Morgan Is - Hero - 2880x1620 - 27 Sep 2022 - V1

Company News

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

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

Dec 8, 2022
How can I invest for climate change?
PROD-1221-814599-PB-Kapernick_article-hero-2880x1620-v01

Investment Strategy

How can I invest for climate change?

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

Dec 1, 2022
Holiday Eye on the Market: Non-Fungible Trainwreck
1054369290
Contains audio.

Economy & Markets

Holiday Eye on the Market: Non-Fungible Trainwreck

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

  • Michael Cembalest
Dec 1, 2022
3 key takeaways for investors post COP27
1311092445

Sustainable Investing

3 key takeaways for investors post COP27

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

  • Tamara Brian
Nov 28, 2022
3 steps to making a philanthropic impact in volatile markets

Philanthropy

3 steps to making a philanthropic impact in volatile markets

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

  • BJ Goergen Maloney
Nov 25, 2022
For your year-end tax planning, beware the wash sale rule

Taxes

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

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

  • Tom McGraw
  • Adam Ludman
Nov 15, 2022
Municipal bonds are in the spotlight. Should they be in…

Investment Strategy

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

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

Nov 15, 2022
Little Red Wagon

Economy & Markets

Little Red Wagon

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

  • Michael Cembalest
Nov 10, 2022
A CH₄, HR4346 and mRNA-1273 Thanksgiving
Thanksgiving
Contains audio.

Economy & Markets

A CH₄, HR4346 and mRNA-1273 Thanksgiving

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

  • Michael Cembalest
Nov 2, 2022
Trusts & Estates: Tackling 4 common topics
trusts estates tackling 4 common topics
Contains audio.

Trusts & Estates: Tackling 4 common topics

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

Oct 28, 2022
Reruns
Contains audio.

Economy & Markets

Reruns

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

  • Michael Cembalest
Oct 19, 2022

Markets & Investing

Discover the major themes, trends and market dynamics that are driving portfolio decisions. Receive regular market updates, strategic ideas and commentary across asset classes from our economists, strategists and top market thinkers.

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 optimism.

  • Madison Faller
Sep 29, 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
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
PJCT-0823-PB-2033561-Sep_01-PB_Hero-2880x1620-v0

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
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…
tmt-whats-the-deal-hero-2880x1620-v01

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”
august-i-and-i-the-first-rule-hero-2880x1620-v03

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
PROD-0723-PB-1943436-EOTM-8.02_2880x1620px_v01.jpg
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
Investors shouldn’t be surprised if these 3 things happen…
Investors shouldn’t be surprised if these 3 things happen in 2H 2023

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
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
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
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
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
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…
Invest in global infrastructure to hedge and help build a greener future

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

Economy & Markets

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

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

  • Joe Seydl
Apr 17, 2023
The bull and bear cases for 2023

Investment Strategy

The bull and bear cases for 2023

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

  • Jacob Manoukian
Apr 14, 2023
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
Frankenstein's Monster
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
Why 2023 may still be good for private markets

Investment Strategy

Why 2023 may still be good for private markets

As market volatility pushes down valuations, now may be the time to think about investing.

  • Jay Serpe
Mar 29, 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
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
SVB

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 Future of Food is Coming Fast
the-future-of-food-is-coming-fast

Sustainable Investing

The Future of Food is Coming Fast

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

  • Federico Cuevas
Feb 23, 2023
A new monetary regime in Japan?

Investment Strategy

A new monetary regime in Japan?

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

  • Yuxuan Tang
  • Alex Wolf
  • Cameron Chui
Feb 22, 2023
Winter Heating
PROD-0223-PB-1510147-EOTM-2880x1620_NO-CARD_v2.jpg
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…
Planning - Trust Taxation March - Hero - 2880x1620 - 26 Mar 2022 - V1

Taxes

Looking to reduce or eliminate state taxes on your trusts…

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

  • Jordan Sprechman
Feb 16, 2023
How do we position U.S. equities?

Investment Strategy

How do we position U.S. equities?

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

Feb 16, 2023
Are cash and T-bills really your best bet now?

Investment Strategy

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

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

  • Jacob Manoukian
Feb 14, 2023
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
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
Private growth equity downturn may be your opportunity to…

Investment Strategy

Private growth equity downturn may be your opportunity to…

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

  • Kate Donovan Morgan
  • Dan Weisman
Feb 2, 2023
5 facts for investors to consider

Investment Strategy

5 facts for investors to consider

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

  • Olivia Schwern
Jan 27, 2023
What is driving the shift to a circular economy in today'…

Sustainable Investing

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

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

  • Tamara Brian
Jan 27, 2023
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
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
Outlook 2023: See the potential
JPM29_PB_hero_images

Investment Strategy

Outlook 2023: See the potential

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

  • Global Investment Strategy Group
Dec 5, 2022
Holiday Eye on the Market: Non-Fungible Trainwreck
1054369290
Contains audio.

Economy & Markets

Holiday Eye on the Market: Non-Fungible Trainwreck

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

  • Michael Cembalest
Dec 1, 2022
3 key takeaways for investors post COP27
1311092445

Sustainable Investing

3 key takeaways for investors post COP27

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

  • Tamara Brian
Nov 28, 2022
Little Red Wagon

Economy & Markets

Little Red Wagon

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

  • Michael Cembalest
Nov 10, 2022
A CH₄, HR4346 and mRNA-1273 Thanksgiving
Thanksgiving
Contains audio.

Economy & Markets

A CH₄, HR4346 and mRNA-1273 Thanksgiving

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

  • Michael Cembalest
Nov 2, 2022
Reruns
Contains audio.

Economy & Markets

Reruns

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

  • Michael Cembalest
Oct 19, 2022
Arrested Development
Arrested development
Contains audio.

Economy & Markets

Arrested Development

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

  • Michael Cembalest
Sep 26, 2022
A paradigm shift: Unlocking ESG data for individual…
Investing - Impact Reporting - Hero - 2880x1620 - 17 Nov 2022 - V1

Sustainable Investing

A paradigm shift: Unlocking ESG data for individual…

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

Sep 26, 2022
What are the opportunities in smart agriculture in Latin…
Contains audio.

Podcast

What are the opportunities in smart agriculture in Latin…

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

Sep 20, 2022
The Risks of Concentrated Stocks in Asia

Investment Strategy

The Risks of Concentrated Stocks in Asia

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

  • Weiheng Chen
Sep 14, 2022
On CPI, S&P, GHG and the IRS
Investing - Hero - Labor Day Eotm - 2880x1620 - 04 Oct 2022 - V1
Contains audio.

Economy & Markets

On CPI, S&P, GHG and the IRS

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

  • Michael Cembalest
Sep 6, 2022
Climate change investing: How to find your opportunities
PB - Back To School - Hero - 2880x1620 - 05 Oct 2022 - V1

Sustainable Investing

Climate change investing: How to find your opportunities

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

  • Mark Hempstead
Sep 4, 2022
AgTech in Latin America: Small-scale solutions in a…
Investing - Economist Hero - 2880x1620 - 12 Aug 2022 - V1

Investment Strategy

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

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

Aug 12, 2022
The second gear of the Manchin-Schumer bill
EOTM - The Second Gear - Hero - 2880x1620 - 18 Aug 2022 - V1

Policy & Law

The second gear of the Manchin-Schumer bill

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

  • Michael Cembalest
Aug 1, 2022
Independence Days
Investing - Map Graphic - Hero - 2880x1620 - 05 Sep 2022 - V1
Contains audio.

Economy & Markets

Independence Days

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

  • Michael Cembalest
Jun 27, 2022
Dearly beloved
Investing - Hurricanes EOTM - Hero - 2880x1620 - 01 Jul 2022 - V1

Economy & Markets

Dearly beloved

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

  • Michael Cembalest
Jun 7, 2022
Why investors are looking carefully at “human capital…
Investing - Environmental, Social And - Hero - 2880x1620 - 09 Aug 2022 - V1

Sustainable Investing

Why investors are looking carefully at “human capital…

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

  • Daniel Rourke
May 17, 2022
Bear Market Barometers
Investing - EOTM - Hero - 2880x1620 - 01 Jul 2022 - V1
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
12th Annual Energy Paper
Investing - Elephant In Room - Hero - 3990x2760 - 01 Jul 2022 - V1
Contains audio.

Economy & Markets

12th Annual Energy Paper

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

  • Michael Cembalest
May 4, 2022
The Tide Goes Out: Growth Trade Aftermath
Investing - EOTM - Hero - 2880x1620 - 01 Jul 2022 - V1
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
Alternatives: Do you want to invest? Here's how to start.
PB - New Alts Investor - Hero - 2880x1620 - 06 Jun 2022 - V1

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 4, 2022
Evolution of Infrastructure
Evolution of Infrastructure

Evolution of Infrastructure

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

Mar 23, 2022
Surveying the Damage
Investing - Hero EOTM - 2880x1620 - 01 Jul 2022 - V1
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
China and the Russian invasion of Ukraine
Investing - China Russian Invasion - 2880x1620 - 01 Jul 2022 - V1
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 7, 2022
Russia/Ukraine update: energy implications
EOTM - Russia/Ukraine Update - Hero - 2880x1620 - 19 Aug 2022 - V1

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
Risk unwind, supply chains and the Ukraine
Investing - Risk Unwind, Supply - Hero - 2880x1620 - 18 Aug 2022 - V1
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
The Maltese Falcoin
Investing - The Maltese Falcoin - Hero - 5100x3900 - 11 Nov 2022 - V1
Contains audio.

Economy & Markets

The Maltese Falcoin

On cryptocurrencies and the blockchain

  • Michael Cembalest
Feb 3, 2022
Which companies will lead the next generation of disruptors?
Jan-II-Outlook-2022-Disruptors-2880x1620-v01.jpg

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
Eye on the Market Outlook 2022 – Reflation: Endgame
Investing - EOTM Outlook 2022 - Hero - 2880x1620 - 01 Jul 2022 - V1
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 1, 2022
Manchin and the reconciliation bill
Living - Worlds Best PB - 2880x1620 - 01 Jul 2022 - V1

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
2021 Holiday Eye on the Market: The Middle Ages
PB - Image Edited - Hero - 2880x1620 - 18 Aug 2022 - V1
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 5, 2021
Thanksgiving Eye on the Market: “The Thing”
Investing - Getty Images - 2560x1440 - 01 Jul 2022 - V1
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
Help Wanted
Investing - Labor Shortages - Hero - 2880x1620 - 01 Jul 2022 - V1
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
Dude, Where’s My Stuff?
Investing - Supply Chain Mess - Hero - 2880x1620 - 01 Jul 2022 - V1
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
Your Fall 2021 syllabus
Investing - Your Fall 2021 Syllabus - Hero - 2880x1620 - 01 Jul 2022 - V1
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 7, 2021
Spaccine hesitancy
Investing - Spaccine Hesitancy - Hero - 2880x1620 - 31 Dec 2021 - V1
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
Red Med Redemption
Investing - Red Med Redemption Hero - 2880x1620 - 18 Aug 2022 - V1
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
Thy Brother's Keeper
Investing - Thy Brother's Keeper - Hero - 2880x1620 - 21 Oct 2022 - V1
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
Food Fight: 2021 private equity update
Investing - Red Med Redemption - Hero - 2880x1620 - 21 Oct 2022 - V1

Economy & Markets

Food Fight: 2021 private equity update

Every two years, we take a close look at the performance of the private equity industry given its rising share of institutional…

  • Michael Cembalest
Jun 28, 2021
An investor's look at the China recovery
PROD-0621-520907-PB-EOTM-China-Recovery-2880x1620.jpg

Economy & Markets

An investor's look at the China recovery

Topics: An investor’s look at China’s recovery, the Sinopharm vaccine and the importance of scientific methods

  • Michael Cembalest
Jun 8, 2021
Inflation. Duh!
Insights - EOTM Inflation Duh - Hero - 2880x1620 - 30 Sep 2021 - V1

Economy & Markets

Inflation. Duh!

This Eye on the Market addresses questions we’re receiving on markets, inflation, rates and capital gains taxes, and concludes…

  • Michael Cembalest
May 24, 2021
Eleventh Annual Energy Paper 2021
Investing - Hero - Michael Cembalest - 2880x1620 - 04 May 2022 - V1

Economy & Markets

Eleventh Annual Energy Paper 2021

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

  • Michael Cembalest
May 4, 2021
Absolute Value
EOTM - Absolute Value - Hero - 2880x1620 - 30 Sep 2021 - V1
Contains audio.

Economy & Markets

Absolute Value

Biden goes for broke on growth, driving coincident and leading indicators to all-time highs; the Value recovery and where it…

  • Michael Cembalest
Apr 15, 2021
The Smalligarchy

Economy & Markets

The Smalligarchy

How the narrowest political margins in decades could deliver one of the biggest taxation and spending increases in the post-war…

  • Michael Cembalest
Apr 2, 2021

Wealth Planning

From essential updates on the tax landscape and how to navigate it most efficiently, to tips on making the most out of the things in life you’re passionate about, our specialists are here to guide you with insights across the wealth-planning spectrum.

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
3 principles to guide investors through year-end and beyond
PJCT-0823-PB-2033561-Sep_01-PB_Hero-2880x1620-v0

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
The first rule of philanthropy: Know your “why”
august-i-and-i-the-first-rule-hero-2880x1620-v03

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
Broadening the Family’s Decision-Making Circle
102478489

Family

Broadening the Family’s Decision-Making Circle

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

Jul 20, 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
How to find meaning and purpose in a life of plenty?
July_I_I_Article4_Hero_2880x1620_v2.jpg

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
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
Do you have the right amount of cash for you?

Goals-based planning

Do you have the right amount of cash for you?

We put together some tips and insights to help you think through a potential liquidity strategy in this changing environment.

Jul 7, 2023
Awards and Recognition for the Asia Private Bank
Insights - J.P. Morgan Is - Hero - 2880x1620 - 27 Sep 2022 - V1

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
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
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
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
How to stop cybercriminals at your digital doorstep
Planning - Stop Cybercriminals At - Hero - 2880x1620 - 01 Apr 2022 - V1

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
PB - Recognizing Email Threats - Hero - 2880x1620 - 12 May 2022 - V1

Cybersecurity

Recognizing email threats and social engineering

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

Mar 15, 2023
Looking to reduce or eliminate state taxes on your trusts…
Planning - Trust Taxation March - Hero - 2880x1620 - 26 Mar 2022 - V1

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
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?
Planning - Are You In The - Hero - 2880x1620 - 25 Aug 2022 - V1

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
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
Spotlight on Family Governance – Engaging the Next…

Family

Spotlight on Family Governance – Engaging the Next…

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

  • Maya Prabhu
Jan 26, 2023
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
Passing on the business gene: Nurturing an entrepreneuria…
1295463922

Family Office

Passing on the business gene: Nurturing an entrepreneuria…

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

Jan 25, 2023
Protecting yourself online this Lunar New Year
Insights - Protecting Yourself Online - Hero - 2880x1680 - 29 Jan 2022 - V1

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

Life Events

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

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

  • Amanda Lott
  • Jordan Sprechman
  • Tom McGraw
Jan 13, 2023
3 steps to making a philanthropic impact in volatile markets

Philanthropy

3 steps to making a philanthropic impact in volatile markets

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

  • BJ Goergen Maloney
Nov 25, 2022
Autumn Statement 2022 – “Decisions of eye-watering…
512847033

Autumn Statement 2022 – “Decisions of eye-watering…

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

Sep 23, 2022
How much cash is too much cash?
Investing - What Are The Key - Hero - 2880x1680 - 03 Aug 2022 - V1
Contains audio.

Banking

How much cash is too much cash?

Jul 11, 2022
Are you set up to maintain your lifestyle—for life?
Planning - Are You Set - Hero - 2880x1620 - 05 Sep 2022 - V1

Goals-based planning

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

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

  • Amanda Lott
Jul 1, 2022
Cash: How much do you really need on hand?
Planning - Cash How much - Hero - 2880x1620 - 12 Sep 2022 - V1

Goals-based planning

Cash: How much do you really need on hand?

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

  • Amanda Lott
  • Jeff Kreisler
Jun 15, 2022
The bucket list: How to organize your money with intent
Insights - The Bucket List - Hero - 2880x1620 - 07 Oct 2022 - V1

Goals-based planning

The bucket list: How to organize your money with intent

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

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

Goals-based planning

The power of intent

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

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