Insights

Investing for a world in transition

Investment Strategy

Investing for a world in transition

You may need different kinds of diversification to boost potential returns.

• Monica Issar
• Grace Peters

Oct 23, 2023

Are markets ignoring the geopolitical risks?

Investment Strategy

Are markets ignoring the geopolitical risks?

Markets seem well aware of the risks, but history tells us that economic activity and the business cycle can matter more.

• Madison Faller

Oct 20, 2023

Rise of the AI chatbots: More data. Greater danger.

Cybersecurity

Rise of the AI chatbots: More data. Greater danger.

Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy…

• Ileana van der Linde

Oct 16, 2023

10 key questions families with significant wealth should…

Goals-based planning

10 key questions families with significant wealth should…

This quick guide can help you set up your family for long-term success.

Oct 16, 2023

New York, Just Like I Pictured It

Contains video.

Economy & Markets

New York, Just Like I Pictured It

A comparison of NYC to 21 other US cities with respect to urban recovery, commercial real estate, mass transit, crime,…

• Michael Cembalest

Oct 16, 2023

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

How serious are U.S. fiscal woes – and how can investors…

Economy & Markets

How serious are U.S. fiscal woes – and how can investors…

Stay informed. Also consider increasing your tax efficiency and adding real assets to your portfolio.

• Joe Seydl

Oct 12, 2023

How to understand (and invest for) the threat of greater…

Economy & Markets

How to understand (and invest for) the threat of greater…

We believe investors should pay attention to fiscal risks. Here’s why—and the actions you might take.

• Joe Seydl

Oct 9, 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

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

Essential year-end planning: 5 steps to consider now

Goals-based planning

Essential year-end planning: 5 steps to consider now

Avoid the December rush. Start your year-end financial review now and discuss your tax strategy with your J.P. Morgan team.

• Amanda Lott
• Sarah Backer

Sep 19, 2023

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

Goals-based planning

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

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

Sep 19, 2023

Why we think now is a good time to invest, in 6 charts

Investment Strategy

Why we think now is a good time to invest, in 6 charts

Today’s cash yields won’t last forever. Stocks could push toward new highs, and higher yields can be locked in.

• Jacob Manoukian

Sep 18, 2023

Market Thoughts: Start Making Sense

Economy & Markets

Market Thoughts: Start Making Sense

Markets haven’t seemed to make much sense this year. They’re starting to make sense again.

• Richard Madigan

Sep 18, 2023

Uncovering opportunities in stressed commercial real estate

Investment Strategy

Uncovering opportunities in stressed commercial real estate

Higher rates and scarcer credit make it a tough time for commercial real estate owners—and potentially a good time to invest in…

Sep 18, 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

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.

Sep 14, 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

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

Sep 8, 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.

• Madison Faller

Sep 4, 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

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

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

Goals-based planning

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

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

• Amanda Lott
• Jeff Kreisler

Aug 30, 2023

Investing in Japan’s bright spots: Tourism and batteries

Economy & Markets

Investing in Japan’s bright spots: Tourism and batteries

We see opportunity in select sectors, but we do not expect Japan’s stock market to boom or its bond yields to increase…

• Joe Seydl

Aug 30, 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

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 14, 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

U.S. debt downgrade: Should you be worried?

Investment Strategy

U.S. debt downgrade: Should you be worried?

There are long-term challenges from high and growing U.S. debt, but Fitch’s downgrade doesn’t change our outlook for stronger…

• Madison Faller

Aug 4, 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 31, 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

Jul 25, 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 24, 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

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

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

The Risks & Rewards of a Concentrated Stock Position

Investment Strategy

The Risks & Rewards of a Concentrated Stock Position

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

• Nur Cristiani
• Federico Cuevas

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 17, 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

Are you putting your cash to work?

Investment Strategy

Are you putting your cash to work?

Yield for liquid investments is higher—and may help soften the bite inflation can take out of your assets.

• Adam Kuerbitz

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

How to invest in the global energy transition

Investment Strategy

How to invest in the global energy transition

For global companies to be on track for a net-zero carbon economy by 2050, investments will need to accelerate considerably, no…

Jul 11, 2023

Family Planning: The secrets of ‘Succession’

Family

Family Planning: The secrets of ‘Succession’

Learn how HBO’s hit TV show ‘Succession’ highlights the importance of proactive family wealth planning. Covering topics such as…

• Maya Prabhu

Jul 11, 2023

Get to know Bola Oyesanya, Head of the Private Bank’s Law…

Company News

Get to know Bola Oyesanya, Head of the Private Bank’s Law…

A lawyer by trade, Bola has been in Private Banking for over 20 years with deep expertise working with law firms and partners.…

Jul 10, 2023

3 actions to help optimize your portfolio in today’s…

Investment Strategy

3 actions to help optimize your portfolio in today’s…

Increase your liquidity’s potential to generate greater returns. Put the right assets in the right types of accounts. And…

• Evelina Samson
• Marc Seaverson
• Adam Kuerbitz

Jul 10, 2023

Recession? Some signs say not so fast

Investment Strategy

Recession? Some signs say not so fast

The labor market is humming and consumers are still spending. Slowdown or not, we see opportunity.

• Madison Faller

Jul 10, 2023

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

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 6, 2023

Moving to Dubai: What you need to know

Life Events

Moving to Dubai: What you need to know

Dubai has become a very attractive destination for entrepreneurs, highly skilled professionals, investors and their families.

Jul 6, 2023

Halftime report: 2023 in review, so far

Investment Strategy

Halftime report: 2023 in review, so far

Markets have powered through an array of challenges this year. Looking ahead, we see more opportunities.

• Madison Faller

Jul 3, 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

Cultivating Leadership: How to be an effective nonprofit…

Philanthropy

Cultivating Leadership: How to be an effective nonprofit…

Serving as a nonprofit board member requires intellectual passion and professionalism.

• Sarah Berg

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

Digesting the Fed’s ‘pause’

Investment Strategy

Digesting the Fed’s ‘pause’

The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?

• Stephanie Roth
• Madison Faller

Jun 19, 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

Jun 15, 2023

Letters to the Editor

Contains audio.

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

5 ideas to drive your portfolio through recession obsession

5 ideas to drive your portfolio through recession obsession

A recession may be coming, but it doesn’t mean your portfolio has to suffer. We take a look at the latest events for cues on ho…

• Madison Faller
• Elyse Ausenbaugh

Jun 12, 2023

Why a barbell bond strategy works today

Investment Strategy

Why a barbell bond strategy works today

Fixed income securities are offering returns that are hard to ignore and present a potential opportunity to not only lock in…

• Grace Peters
• Stewart Edginton

Jun 5, 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

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

Overfunding a 529 plan? The results may surprise you

Education

Overfunding a 529 plan? The results may surprise you

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

• Jordan Sprechman

May 18, 2023

Funding a child’s education? Know your options

Education

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…

• Jordan Sprechman

May 16, 2023

Private market growth and innovation have only just begun

Investment Strategy

Private market growth and innovation have only just begun

Despite a temporary slowdown in growth companies, we have strong conviction in select areas of technology.

May 16, 2023

Could too much fixed income be a bad thing?

Economy & Markets

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…

• Nancy Rooney

May 15, 2023

How to reduce your real borrowing costs through tax savings

Taxes

How to reduce your real borrowing costs through tax savings

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

• Adam Ludman
• Jordan Sprechman
• Tom McGraw

May 9, 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.

• Vishal Thakkar

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

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

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

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

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

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 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

2023 report card: Portfolios show resilience amid bank…

Investment Strategy

2023 report card: Portfolios show resilience amid bank…

Markets are powering through turmoil, but is a recession looming? Find out what we got right, what we missed, and what the rest…

• Madison Faller
• Jacob Manoukian

Apr 11, 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

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

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

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

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