Insights

3 things we heard at the rate cut after-party

Investment Strategy

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.

• Sarah Stillpass
• Alan Wynne

Sep 27, 2024

Why this economic cycle is defying history—and breaking…

Economy & Markets

Why this economic cycle is defying history—and breaking…

In today’s unusual economy, traditional recession signals such as the “Sahm rule” are misleading. Here’s our latest thinking an…

• Joe Seydl

Sep 20, 2024

Rate cut breakdown: What you need to know now

Economy & Markets

Rate cut breakdown: What you need to know now

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

• Sarah Stillpass

Sep 20, 2024

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

Investment Strategy

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…

• Adam Kuerbitz

Sep 18, 2024

Why it might be a new day for growth equity

Investment Strategy

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…

• Jay Serpe

Sep 17, 2024

End the year strong: 10 planning moves to make now

Goals-based planning

End the year strong: 10 planning moves to make now

Making one or more of these planning moves can strengthen your financial position for this year, and beyond.

• Sarah Backer
• Amanda Lott

Sep 17, 2024

Are qualified charitable distributions always the best…

Goals-based planning

Are qualified charitable distributions always the best…

No, not always. Sometimes, it’s far more tax-efficient to donate appreciated securities to a charity. Here’s why.

• Adam Ludman

Sep 17, 2024

Cybercriminals think you’re an easy target. Prove them wrong

Cybersecurity

Cybercriminals think you’re an easy target. Prove them wrong

Cybersecurity requires a comprehensive approach

• Ileana van der Linde

Sep 17, 2024

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

Investment Strategy

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…

• Richard Madigan

Sep 16, 2024

Navigating uncertainty: How to stay calm in election years

Goals-based planning

Navigating uncertainty: How to stay calm in election years

Presidential elections can magnify our concerns—about markets, economies, taxes and more. Behavioral science can teach us how t…

Sep 16, 2024

Unpacking the case for inclusivity in your portfolio

Sustainable Investing

Unpacking the case for inclusivity in your portfolio

Clients are asking what inclusive investing really means within their investment portfolios, and what integrating these…

• Olivia Childs
• Preeti Bhattacharji

Sep 16, 2024

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

Economy & Markets

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.

• Alan Wynne
• Paul Jacobson

Sep 13, 2024

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

Investment Strategy

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.

• Sarah Stillpass

Sep 6, 2024

A severe case of COVIDIA: prognosis for an AI-driven US…

Contains video.

Economy & Markets

A severe case of COVIDIA: prognosis for an AI-driven US…

NVIDIA and its GPU customers are now a large driver of equity market returns, earnings growth, earnings revisions, industrial…

• Michael Cembalest

Sep 3, 2024

3 moments that defined August

Economy & Markets

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.

• Sarah Stillpass

Aug 29, 2024

Back to school: 3 principles for your portfolio

Investment Strategy

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.

• Sarah Stillpass

Aug 23, 2024

Rate-cutting playbook: Investment strategies for offense…

Economy & Markets

Rate-cutting playbook: Investment strategies for offense…

Position your portfolio for the coming rate cuts

Aug 16, 2024

How to invest into a multi-trillion megatrend

Sustainable Investing

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…

• Carlotta Saporito
• Ted Orben

Aug 14, 2024

Weighing the impact of a potential Trump victory

Economy & Markets

Weighing the impact of a potential Trump victory

Four priorities for the Republican ticket—trade policy, taxes, immigration and industrial spending—will have an impact on…

• Jacob Manoukian
• Thomas Kennedy
• Joe Seydl

Aug 14, 2024

A private equity firm just made an offer. Now what?

Goals-based planning

A private equity firm just made an offer. Now what?

Understanding the offer, your goals and the private equity firm will put you on the road to a successful deal.

Aug 13, 2024

Three reasons we see a potential comeback in commercial…

Investment Strategy

Three reasons we see a potential comeback in commercial…

Yes, there have been scary headlines about half-empty downtowns. But we analyze the fundamentals, and they tell a very differen…

• Thomas Kennedy
• Jay Serpe

Aug 12, 2024

7 considerations to make the most of market volatility

Investment Strategy

7 considerations to make the most of market volatility

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

• Jacob Manoukian
• Amanda Lott

Aug 9, 2024

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 9, 2024

Where does Japan go from here?

Investment Strategy

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…

• Julia Wang
• Cameron Chui
• Yuxuan Tang
• Weiheng Chen

Aug 9, 2024

Helping speed and scale the future of climate and energy…

Sustainable Investing

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…

• Jessica Matthews

Aug 8, 2024

What is up with the Sahm Rule, and what does it mean for…

Economy & Markets

What is up with the Sahm Rule, and what does it mean for…

Here are our thoughts about the headline-grabbing recession indicator.

Aug 8, 2024

Tax alpha: 3 steps to consider taking today to improve…

Taxes

Tax alpha: 3 steps to consider taking today to improve…

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

• Amanda Lott

Aug 7, 2024

There’s no place like home

Contains video.

Economy & Markets

There’s no place like home

Work-from-home trends have plateaued at ~30%, which has important implications for owners of impaired office buildings. Most…

• Michael Cembalest

Aug 6, 2024

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.

• Adam Ludman

Aug 6, 2024

Triple take: What did we learn this week?

Investment Strategy

Triple take: What did we learn this week?

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

Aug 2, 2024

Is the “Trump Trade” a good deal?

Investment Strategy

Is the “Trump Trade” a good deal?

We assess whether there could be real market impact and how investors might prepare.

Jul 26, 2024

Fraudsters want your checks. Here's how to stop them

Economy & Markets

Fraudsters want your checks. Here's how to stop them

The more checks you write, the greater the risk one will end up in a scammer’s hands. Take these steps to protect yourself from…

Jul 23, 2024

The Lion in Winter

Contains video.

Economy & Markets

The Lion in Winter

From 1930 to 2010, there were six extended periods of small cap outperformance as it dominated large cap over that entire perio…

• Michael Cembalest

Jul 23, 2024

Get to know Jeff Woody, Head of J.P. Morgan Private Bank…

Company News

Get to know Jeff Woody, Head of J.P. Morgan Private Bank…

With his entire career spent in financial services, Jeff has held various roles and leadership positions. He is deeply committe…

Jul 22, 2024

President Biden bows out of the election

Investment Strategy

President Biden bows out of the election

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

• Global Investment Strategy Group

Jul 22, 2024

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

Investment Strategy

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?

Jul 19, 2024

Bank of Japan – to hike or not to hike?

Investment Strategy

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…

• Julia Wang
• Cameron Chui
• Yuxuan Tang
• Weiheng Chen

Jul 18, 2024

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

Business ownership

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.

Jul 18, 2024

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 17, 2024

How AI can boost productivity and jump start growth

Economy & Markets

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.

• Joe Seydl
• Jonathan Linden

Jul 16, 2024

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

Investment Strategy

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

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

• Erik Wytenus

Jul 15, 2024

Three big surprises that could drive markets in the secon…

Investment Strategy

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…

• Jacob Manoukian

Jul 15, 2024

Three great ways to amplify your impact as a donor

Philanthropy

Three great ways to amplify your impact as a donor

We’ve collected the top actions super successful donors are taking—that you can take, too

Jul 12, 2024

3 considerations for investing in a bull market

Economy & Markets

3 considerations for investing in a bull market

The S&P 500 is up big time year-to-date. That doesn’t mean you should wait on the sidelines.

Jul 12, 2024

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

Investment Strategy

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…

Jul 9, 2024

The Supreme Court vs the Regulatory State

Contains video.

Economy & Markets

The Supreme Court vs the Regulatory State

The Supreme Court vs the Regulatory State. Recent Supreme Court rulings may now usher in the largest pushback on the regulatory…

• Michael Cembalest

Jul 9, 2024

A Powerful Combination of Tailwinds Powering Impact…

Sustainable Investing

A Powerful Combination of Tailwinds Powering Impact…

Carlotta Saporito, Head of Impact, reflects on the resilience and growth in climate solutions, education, and workforce…

• Carlotta Saporito

Jul 3, 2024

Presidential candidate replacement procedures

Contains video.

Economy & Markets

Presidential candidate replacement procedures

US Presidential elections: a brief primer on candidate replacement; Supreme Court decisions. As part of our ongoing coverage in…

• Michael Cembalest

Jul 3, 2024

Halftime report: How is 2024 shaping up?

Investment Strategy

Halftime report: How is 2024 shaping up?

The markets have had a great six months. But we still see opportunities.

Jul 3, 2024

How can you hedge your portfolio against uncertainty?

Investment Strategy

How can you hedge your portfolio against uncertainty?

For sophisticated investors, certain investment options can help navigate many of today’s challenges.

Jul 1, 2024

How worried should you be about the U.S. debt and deficit?

Investment Strategy

How worried should you be about the U.S. debt and deficit?

We break down common concerns, share possible scenarios, and discuss how policymakers and investors might respond.

• Jacob Manoukian
• Joe Seydl
• Samuel Zief

Jun 28, 2024

China Mid-year Outlook 2024 : Waiting for policy

Investment Strategy

China Mid-year Outlook 2024 : Waiting for policy

This week’s note dives into our expectations for China’s policy, macro and market direction for the second half of the year.

• Alex Wolf
• Julia Wang
• Yuxuan Tang
• Cynthia Chou

Jun 27, 2024

Even rallying markets provide opportunities for enhancing…

Investment Strategy

Even rallying markets provide opportunities for enhancing…

Markets have rallied so far in 2024 – but tax-loss harvesting can help capture potential tax savings from periods of volatility.

• Evelina Samson

Jun 27, 2024

Tax scams are big business, with billions lost annually

Cybersecurity

Tax scams are big business, with billions lost annually

Last year, tax-related identity theft netted scammers billions. Here’s how to protect your personal and business tax information.

Jun 27, 2024

How to create a sound estate plan

Goals-based planning

How to create a sound estate plan

Five steps, and a few essential building blocks, can help you make sure your wishes are carried out—and your family is cared for.

• Anne F. Cutler
• Amy Richards

Jun 27, 2024

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

Jun 24, 2024

Pushbacks and top tracks: A mid-year mixtape

Investment Strategy

Pushbacks and top tracks: A mid-year mixtape

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

• Madison Faller

Jun 21, 2024

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, 2024

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

Investment Strategy

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…

Jun 14, 2024

Planning for the future: Considerations for the LGBTQ+…

Family

Planning for the future: Considerations for the LGBTQ+…

Protect your health, wealth and loved ones by identifying, understanding and addressing the issues unique to you.

• Erika Shaw

Jun 14, 2024

5 actions investors can take now

Investment Strategy

5 actions investors can take now

This week’s macro mania gave us confidence in our Mid-Year Outlook. How can investors respond?

• Madison Faller

Jun 14, 2024

How to successfully pass down the family vacation home

Lifestyle

How to successfully pass down the family vacation home

Careful estate planning can help you accommodate your children’s differing lifestyles, needs—even tastes in décor—and allow the…

• Amy Richards
• Anne F. Cutler

Jun 12, 2024

The new longevity: Financial planning for a longer life

Goals-based planning

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…

Jun 12, 2024

Why we think preferred securities look strong after the…

Investment Strategy

Why we think preferred securities look strong after the…

Preferred securities can provide long-term investors with attractive compensation for the associated risks. Here’s our current…

• Xavier Vegas

Jun 11, 2024

Our guide to building out an alternative investment…

Investment Strategy

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…

• Jay Serpe

Jun 10, 2024

How have our views played out in 2024?

Investment Strategy

How have our views played out in 2024?

Ahead of our Mid-Year Outlook, we discuss what we’ve gotten right and wrong so far this year.

Jun 7, 2024

How to help make sure you keep more of what you earn

Investment Strategy

How to help make sure you keep more of what you earn

Tax-loss harvesting can be a silver lining that may turn losses into better performance for your portfolio. Here’s how.

• Evelina Samson

Jun 7, 2024

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

Investment Strategy

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.

• Asia Investment Strategy Group

Jun 6, 2024

A Piece of the Action

Contains video.

Economy & Markets

A Piece of the Action

Investing in professional sports leagues and related businesses. As rules around private equity ownership of sports leagues…

• Michael Cembalest

Jun 6, 2024

Embracing the unknown: 5 principles for your portfolio

Investment Strategy

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…

• Madison Faller

May 31, 2024

100 trading days in: Why 2024 is different

Investment Strategy

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?

• Madison Faller
• Craig Cohen

May 24, 2024

How do geopolitical shocks impact markets?

Economy & Markets

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…

• Joe Seydl
• Zidong Gao

May 24, 2024

China: Navigating a real estate rescue and renewed trade…

Investment Strategy

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…

• Alex Wolf
• Julia Wang
• Cynthia Chou
• Yuxuan Tang

May 23, 2024

Investing in the foundation of the digital world

Investment Strategy

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…

• Tiffany J. Lewis

May 22, 2024

Is a Goldilocks economy just a fairy tale?

Investment Strategy

Is a Goldilocks economy just a fairy tale?

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

• Madison Faller

May 17, 2024

How to invest in groundbreaking innovation

Investment Strategy

How to invest in groundbreaking innovation

Innovation is creating tremendous opportunities in private markets. Here's why alternative investments can be vital to portfolios.

• Jay Serpe

May 16, 2024

Could too much fixed income be a bad thing?

Investment Strategy

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 16, 2024

Animal Farm

Contains video.

Investment Strategy

Animal Farm

With spring planting season having arrived in Zone 7, it’s a good time to review agriculture from an investor’s perspective.…

• Michael Cembalest

May 15, 2024

The why, who, what and how of starting a family office

Family Office

The why, who, what and how of starting a family office

Thinking of starting a family office? Four key decision points to consider.

• Elisa Rizzo
• Anita Sarafa

May 10, 2024

Heard on the Street: 5 things we’ve learned from Corporat…

Investment Strategy

Heard on the Street: 5 things we’ve learned from Corporat…

As earning season winds down, here’s what we’ve picked up

• Madison Faller

May 10, 2024

How to invest in a world of increasing security risks

Investment Strategy

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…

• Stephen Jury

May 10, 2024

Paying for college? Congress just made 529 plans more…

Goals-based planning

Paying for college? Congress just made 529 plans more…

Until recently there were limited options available if funds in a 529 account weren’t exhausted by the time the student left…

• Jordan Sprechman

May 10, 2024

How to successfully gift to heirs

Goals-based planning

How to successfully gift to heirs

Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how…

• Marc Seaverson

May 10, 2024

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

Investment Strategy

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.

• Richard Madigan

May 10, 2024

How to assess the potential impact of AI on your portfolio

Investment Strategy

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…

• Daniel Rourke

May 10, 2024

China: Chase the rally or fade the bounce?

Investment Strategy

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…

• Alex Wolf
• Julia Wang
• Timothy Fung
• Weiheng Chen

May 9, 2024

Have you protected your portfolio from market…

Investment Strategy

Have you protected your portfolio from market…

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

May 9, 2024

Midnight musings: 3 risks keeping us up at night

Investment Strategy

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.

• Madison Faller

May 3, 2024

Infusing values into your wealth planning? Avoid these…

Goals-based planning

Infusing values into your wealth planning? Avoid these…

You don’t have to choose between growing your wealth long-term and supporting causes you care about.

• Jeff Kreisler
• Sarah Sung

May 3, 2024

Nerves tested. Are stocks disconnected from reality?

Investment Strategy

Nerves tested. Are stocks disconnected from reality?

Growth is solid, not stagnant. Inflation is sticky, not high. Here’s why stocks are so resilient.

• Madison Faller

Apr 26, 2024

Japan: capitalizing on the pullback

Investment Strategy

Japan: capitalizing on the pullback

We delve into the distinctive reasons why Japan offers a compelling investment landscape.

• Julia Wang
• Cameron Chui
• Yuxuan Tang
• Weiheng Chen

Apr 25, 2024

Cicadian Rhythms

Contains video.

Economy & Markets

Cicadian Rhythms

Cicadian Rhythms: the fading prospects of a US disinflationary boom; Japan’s structural reform/M&A emergence; and Eye on the…

• Michael Cembalest

Apr 24, 2024

How to spot impersonations, scams and deepfakes

Cybersecurity

How to spot impersonations, scams and deepfakes

As cyber threats emerge and scammers enhance their impersonation efforts—leveraging AI in many cases—cybersecurity specialists…

Apr 23, 2024