Insights

Retest your investments to reflect the new return outlook

Investment Strategy

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.

• Chris Fletcher

Nov 6, 2024

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

Investment 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.

• Alan Wynne

Nov 1, 2024

Japan: a tale of two elections

Investment Strategy

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…

• Julia Wang
• Cameron Chui
• Weiheng Chen

Oct 31, 2024

Why not explore philanthropy with the whole family this…

Philanthropy

Why not explore philanthropy with the whole family this…

During holiday gatherings, consider making philanthropy and your family’s legacy a special focus.

• Jamie Hackleman

Oct 31, 2024

How will the rate-cutting cycle impact economic activity…

Economy & Markets

How will the rate-cutting cycle impact economic activity…

Our latest thinking identifies the likely relative winners (and losers) from the Fed’s pivot toward an easier monetary policy…

• Joe Seydl

Oct 28, 2024

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

Investment Strategy

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

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

• Alan Wynne

Oct 25, 2024

How to use your portfolio to amplify your charitable impact

Sustainable Investing

How to use your portfolio to amplify your charitable impact

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

• Preeti Bhattacharji
• Olivia Childs

Oct 24, 2024

Is there a planning strategy that can expand your wealth’…

Goals-based planning

Is there a planning strategy that can expand your wealth’…

Achieve perpetual growth through strategic planning and unlock your balance sheet’s full potential.

• Christopher Kelly
• Tom-Lenkiewicz

Oct 23, 2024

5 tax planning actions to take before year-end

Goals-based planning

5 tax planning actions to take before year-end

Now is the time to assess your 2024 tax situation. Start by asking your professional advisors for help identifying the tax…

• Adam Ludman
• Amanda Lott
• Jordan Sprechman

Oct 18, 2024

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

Investment Strategy

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.

• Sarah Stillpass

Oct 18, 2024

What’s on the horizon for China?

Investment Strategy

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.

• Julia Wang
• Timothy Fung

Oct 18, 2024

The Thucydides cap on the China equity rebound trade

Contains video.

Economy & Markets

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.

• Michael Cembalest

Oct 17, 2024

A Conversation with our CIO: Market and portfolio insights

Contains video.

Portfolio management

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…

• Richard Madigan

Oct 17, 2024

Amid rate cuts, do carry trades still work

Amid rate cuts, do carry trades still work

Major central banks are cutting interest rates, the dynamic of carry trades and funding currencies is changing.

• Yuxuan Tang

Oct 16, 2024

3 new ways to give: How effective donors are driving change

Philanthropy

3 new ways to give: How effective donors are driving change

With big bets, advanced technology and innovative partnerships, major donors are helping transform the philanthropy landscape.

Oct 16, 2024

Should you take the plunge? Discover the benefits and…

Investment Strategy

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…

• Andrew P. VanWazer, CFA®

Oct 15, 2024

What strategies could you use now for more charitable…

Contains video.

Investment Strategy

What strategies could you use now for more charitable…

Combine tax-loss harvesting with charitable gifting of appreciated securities to enhance your giving and gain tax relief

• Evelina Samson

Oct 15, 2024

Fourth-quarter forecast: 3 things that could affect markets

Investment Strategy

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.

• Alan Wynne

Oct 11, 2024

Building up

Thematic Investing

Building up

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

Oct 10, 2024

Parents’ checklist: What to do now that your children are…

Life Events

Parents’ checklist: What to do now that your children are…

Speak with your college-age children about signing these seven documents for their protection and your ease of mind.

• Jordan Sprechman

Oct 7, 2024

Putting this week’s major events into context

Economy & Markets

Putting this week’s major events into context

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

• Sarah Stillpass

Oct 4, 2024

Worried you may own too much of one stock?

Goals-based planning

Worried you may own too much of one stock?

Discover how much of one stock you might hold—and still stay on track to reach your long-term goals.

Oct 4, 2024

The Agony & The Ecstasy

Contains video.

Investment Strategy

The Agony & The Ecstasy

The risks and rewards of a concentrated stock position.

• Jacob Manoukian

Oct 3, 2024

AI tools and your privacy: What you need to know

Cybersecurity

AI tools and your privacy: What you need to know

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 2, 2024

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

Oct 2, 2024

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 1, 2024

Is this time different in China?

Investment Strategy

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.

• Asia Investment Strategy Group

Oct 1, 2024

Mind the Gap: a historically polarized US election

Contains video.

Economy & Markets

Mind the Gap: a historically polarized US election

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

• Michael Cembalest

Sep 30, 2024

Opportunities in energy, from fossil fuels to green bonds

Investment Strategy

Opportunities in energy, from fossil fuels to green bonds

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

• ana-da-maia

Sep 27, 2024

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

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

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

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

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