Insights

Navigating a new economic era: 2025 Long-Term Capital…

Now is a good time to revisit your wealth plan and focus on your portfolio’s resilience over the next 10-15 years.

What does the Fed’s latest move mean for investors?

The easing cycle continues. Here’s how it could impact your portfolio.

U.S. election recap: What could GOP policies mean for…

With a Republican victory confirmed, we discuss what might be coming over the next term.

Retest your investments to reflect the new return outlook

The backdrop for investing has changed notably in the last few years, creating new opportunities across asset classes.

"Kamilton": the 2024 election and who tells your story

A reflection on the 2024 election and who tells your story.

Investing in the themes of the future

Why we think security and infrastructure have transformative potential and could play a role in your long-term growth strategy

The final stretch: Your top 3 U.S. election questions…

From tax policy to government debt, we share our thoughts on key issues facing investors.

Japan: a tale of two elections

In this week’s Asia Strategy Focus, we assess how the new administration and the upcoming U.S. elections could impact Japan’s…

Introducing the 29th edition of Long-Term Capital Market…

We step back from the “short-termism” of modern finance to review the bigger picture.

How to use your portfolio to amplify your charitable impact

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

What’s on the horizon for China?

In this week’s Asia Strategy Focus we explore some of the recent developments by responding to five key questions.

T-minus 75 till 2025: What every investor should know

Does your portfolio need a tune-up? Here are a few sound principles to keep in mind.

The Thucydides cap on the China equity rebound trade

For participants in the China equity rebound trade: once you hit your return targets, take the money and run.

A Conversation with our CIO: Market and portfolio insights

Gauging our response to the Fed’s surprise moves, investigating the election’s potential impact, evaluating China’s stock marke…

Should you take the plunge? Discover the benefits and…

Taking a gradual approach to adding long-term equity exposure—known as phasing in, or dollar-cost averaging—can help reduce…

Fourth-quarter forecast: 3 things that could affect markets

We explore the potential impacts of geopolitical tensions, China’s policy stimulus and U.S. elections.

Building up

We see a combination of surging demand, increasing private investment, underappreciated earnings and falling interest rates as…

Putting this week’s major events into context

Here’s what you should know about escalating global conflicts and a mixed week for markets.

The Agony & The Ecstasy

The risks and rewards of a concentrated stock position.

Securing the future: How to invest for growth in a fragil…

As the world faces escalating and evolving risks, investing in security is as important as ever. Discover how aligning your…

Is this time different in China?

Let's discuss China’s latest policies, the macro and market outlook, and importantly, the opportunities and risks for investors.

Mind the Gap: a historically polarized US election

The US is about to conduct its most polarized Presidential election in 100 years.

Opportunities in energy, from fossil fuels to green bonds

Our guide on how to consider investing in the volatile energy space today

3 things we heard at the rate cut after-party

Here’s what you need to know about the latest in housing, China’s new policies and recent S&P 500 all-time highs.

Three keys to better thematic investing

We see thematic investing as an essential component clients can incorporate into their long-term investment strategy.

Rate cut breakdown: What you need to know now

We examine the Fed’s historic move and what it could mean for your portfolio.

Why now could be the time to transition from cash to bonds

With the Fed about to cut rates, today’s cash yields look fleeting. Remember: Bonds have historically outperformed cash during…

Why it might be a new day for growth equity

While private market growth equity valuations have seen a steep decline since the 2021 peak, we see signs that new opportunitie…

Insights from our CIO: It ain’t over till it’s over

As the battle between fear and greed intensifies, investors must navigate market volatility and political uncertainties with a…

How did the markets respond to the U.S. presidential debate?

We examine shifts in U.S. election odds and financial markets after the candidates’ first meeting.

A tale of two markets: Divergence amid the post–Labor Day…

This week, AI underperformed while fixed income shined. Here’s our take on a week of volatile market moves.

3 moments that defined August

As we set course for the upcoming rate-cutting cycle, here’s what we learned from August’s highs and lows.

Back to school: 3 principles for your portfolio

As we prepare to say so long to summer, we thought it apt to review some investing basics for the year ahead.

Rate-cutting playbook: Investment strategies for offense…

Position your portfolio for the coming rate cuts

How to invest into a multi-trillion megatrend

The global economy is evolving. The energy grid and supply chains are being reimagined. We see spending on these developments…

Where does Japan go from here?

In this week’s Asia Strategy Focus, we address those questions and update our views on Japan, with the perspective that…

7 considerations to make the most of market volatility

Fluctuations are no reason to sit still. Here are some actions investors can take.

Helping speed and scale the future of climate and energy…

Earlier this year in Scottsdale, AZ, J.P. Morgan gathered CEOs, clean-tech pioneers, officials, and investors to strategize on…

Triple take: What did we learn this week?

Our thoughts on the Fed’s recent news, AI spending and geopolitics.

Elections and Silver Linings: Recent Surprises in Emergin…

We like the US, but global investors should still pay attention to emerging markets.

Building a robust investment portfolio: 3 ideas for how t…

With market risks rising, structured notes may be useful tools to help enhance portfolio resilience, generate income—and…

President Biden bows out of the election

What the change at the top of the Democratic ticket might mean for investors.

What’s driving the rotation into small-cap stocks?

There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?

Bank of Japan – to hike or not to hike?

In this week’s Asia Strategy Focus, we address the BoJ’s rate hike debate and assess the implications of that discussion on the…

How AI can boost productivity and jump start growth

Our analytic framework quantifies the potential economic impact of AI. We believe it could be transformative.

The great leap: Harnessing genAI to revolutionize Latin…

Latin America holds a US$100 billion opportunity if it leverages artificial intelligence (AI) over the next decade

Three big surprises that could drive markets in the secon…

We consider three ways markets could take investors by surprise in the second half of the year—and what each development might…

Myth-busting about derivatives: Are they right for your…

Some investors shy away from using derivatives because they’re thought to be complex and costly—but these tools can help…

Could derivatives help enhance your portfolio?

For sophisticated investors, structured notes, options and other derivatives can help navigate many of today’s challenges.

Strong demand, scarce supply: Unearthing profits from…

Chile and Peru produce 40% of the global copper supply, while Chile and Argentina supply 32% of the world’s lithium.

Pushbacks and top tracks: A mid-year mixtape

We answer your top questions with the help of our favorite summer tracks.

Are overlooked small- and mid-cap stocks about to surge?

Now is a good time to consider adding quality small- and mid-cap stocks. Durable earnings growth and near-record valuation…

The new longevity: Financial planning for a longer life

Recent scientific advances promise to steadily improve longevity. The right financial strategy can help you approach a longer…

Our guide to building out an alternative investment…

Private market companies can deliver outsize returns, but it takes patience, planning, and an understanding of your needs to…

Asia Mid-year Outlook 2024: Rising optimism but risks on…

In this note, we update our outlook for Asia ex-China, and will focus specifically on China in an upcoming publication.

Embracing the unknown: 5 principles for your portfolio

Predicting where the market might be headed can be complex and overwhelming, but the real key to investing can be as simple as…

100 trading days in: Why 2024 is different

It’s been a paradox of progress for investors in 2024. But what’s the market’s secret to success—and what could come next?

How do geopolitical shocks impact markets?

While geopolitical events don’t often have lasting impacts on equities, local markets can be hit hard. Here’s what you need to…

China: Navigating a real estate rescue and renewed trade…

In this week’s Asia Strategy Focus, we’ll unpack both of these developments and our expectations of their impact on the economy…

Investing in the foundation of the digital world

Present-day necessities like phones and futuristic innovations like Artificial Intelligence (AI) can’t work without physical…

Is a Goldilocks economy just a fairy tale?

With 2024’s tale still unfolding, we decipher between promising dynamics and looming threats

Could too much fixed income be a bad thing?

Taking advantage of the highest yields in a decade was smart, but long term, being underweight equities could hurt your chances…

Nothing is as good (or bad) as they say it is

It’s going to take the Fed longer to achieve the confidence to ease. It’s all about confidence. It always is.

How to invest in a world of increasing security risks

Globally, governments and corporations are now spending more to implement new, innovative security solutions, creating…

How to assess the potential impact of AI on your portfolio

Here's what we're watching to assess how well companies are managing the challenges that come with AI integration to position…

Have you protected your portfolio from market…

Professional money management can help ensure that you follow the data, not the headlines.

China: Chase the rally or fade the bounce?

In this edition of Asia Strategy Focus we zoom in on exactly what factors are driving this rally, assess whether it can continu…

Midnight musings: 3 risks keeping us up at night

Risks abound—from high rates and frothy valuations to election uncertainty. Here’s how investors can stay vigilant.

Geopolitical unrest: Assessing market implications

As tensions in the Middle East have escalated recently, what does it mean for the economic and market landscape?

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…

An exclusive private markets platform

Powered by the knowledge and experience of our global team, we are pleased to share with you private market opportunities for…

Four reasons to consider private credit despite the…

Some investors say direct lending has grown too fast or looks too risky. We think the asset class is still appealing.

How to invest in AI’s next phase

We think it’s time for investors who want to buy into AI to expand their approach. Here’s how you could consider investing.

Geopolitical unrest: Assessing market implications

As tensions in the Middle East escalated this weekend, what does that mean for the economic and market landscape?

The Good, the Bad and the Ugly

The Good, the Bad and the Ugly: on tech valuations, AI, energy and US politics. Last week I spoke to the firm’s tech CEO…

Testing the five big insights of our 2024 Outlook

As we said in December: There haven’t been this many attractive investment choices to consider in more than a decade.

Election year investing jitters? Considerations that coul…

History has shown that elections have a minimal effect on the stock market in the long run. However, there are often…

Is it a golden era for gold?

Understanding the factors driving the price of gold, and some of the reasons it could be effective in a portfolio construction.

The case for alternative investments

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

4 key actions to position your portfolio for what’s to…

A falling rate environment could bring opportunities to move away from cash. Take a health check of your investment portfolio b…

Bull vs. bear: 3 debates that defined the week

Here’s where we stand as investors clash over inflation, stock market highs and Washington dysfunction.

Japan: Is this time different?

We detail our Japanese equity market outlook and address the top questions that investors have about investing into Japan.

Is your money working its hardest for you?

If your portfolio is holding a lot of cash, history says it may not be positioned for growth.

Ready to dip your toe into innovative water markets?

Explore how advances in water technology are opening potential opportunities for investors.

Five Easy Pieces

Five Easy Pieces: on Magnificent 7 stocks, open source large language models, the No Labels movement, the Armageddonists and…

China Outlook 2024: Bear with it

In our 2024 China Outlook, we take a close look at the key areas of interest for the Chinese economy and equity markets.

Is the world economy deglobalizing?

Despite dire predictions, global economic integration is not unraveling. But for a few critical imports affecting national…

Medical Complications

This Eye on the Market is about all the things that can be true at the same time. The collapse of the political middle in…

Why now may be a good time to consider Indian equities

From economics to technology, geopolitics to demographics—India and its markets are on the cusp of a new era.

It's Mostly a Paper Moon: Alternative Investments Review

A review on industry returns in private equity, venture capital, hedge funds, commercial real estate, infrastructure and privat…

Not That 70's Show

Six questions and answers on the intersection between geopolitics, US politics and financial markets

Why considering business ethics makes good investing sense

Strong management of business ethics can be a source of shareholder value

Family governance: A new way for adult siblings to connect

Siblings may understandably grow apart over time. However, the quality of their relationships as adults can demonstrably impact…

How much cash do you want to hold now—and why?

Your unique answer can be found in your values, family and goals.

How to stop cybercriminals at your digital doorstep

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

Passing the Torch: Life Insurance in your Estate Plan

How can families leverage life insurance to transfer wealth?

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…

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.

Funding a child’s education? Know your options

529 accounts are most popular because they offer excellent tax advantages. But irrevocable trusts provide the greatest…

Real estate opportunities in the USA for international…

Thinking about buying real estate in the US but but not a resident or citizen? Let's go over some details.

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

Recognizing email threats and social engineering

Hackers take advantage of our trust and natural willingness to be helpful by employing social engineering techniques to break…

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…

Stewardship and Purpose

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

How much cash is too much cash?

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.

Preparing young adults for wealth takes a runway

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

Your house may be spying on you. Save yourself.

All the smart devices embedded in our homes put us at risk. Discover how to secure your Internet of Things (IoT) devices, and…

How to host meaningful family meetings throughout the year

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

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

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

Stewardship of family assets: Getting ready to grab the…

Understanding the aspirations of young family members is essential to nurture the next generation of caretakers of the family’s…

Near-and-dear assets deserve a special place in your trus…

Private businesses, real estate and/or mineral asset holdings for example, may have a special place in your heart as well as…

Latest & Featured

Keep up with the most recent and impactful insights across investing, wealth planning, philanthropy and more.

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

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

Wealth Planning

From essential updates on the tax landscape and how you can navigate it most efficiently, to tips on making the most out of the…