Insights

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.

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.

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.

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…

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.

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…

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

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…

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.

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.

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.

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…

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…

Unpacking the case for inclusivity in your portfolio

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

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…

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…

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.

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…

7 considerations to make the most of market volatility

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

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…

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…

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

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

Triple take: What did we learn this week?

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

Is the “Trump Trade” a good deal?

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

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…

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…

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.

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…

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…

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.

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…

A Powerful Combination of Tailwinds Powering Impact…

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

Halftime report: How is 2024 shaping up?

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

How can you hedge your portfolio against uncertainty?

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

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.

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.

Pushbacks and top tracks: A mid-year mixtape

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

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

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…

5 actions investors can take now

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

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…

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…

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…

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.

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

How to invest in groundbreaking innovation

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

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…

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…

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 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…

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…

Have you protected your portfolio from market…

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

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.

Japan: capitalizing on the pullback

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

Geopolitical unrest: Assessing market implications

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

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…

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…

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?

What you need to know before buying a luxury home

It’s no bubble. Luxury home prices are rising for good reasons—and you can still find good value.

You’ve decided to share your wealth with family. Now what?

You have the desire—and the surplus financial capacity—to make large gifts to family members. But doing so effectively can be a…

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…

Act now? Your estate taxes may go up in 2026.

If you plan to share your wealth, now may be a good time to put a plan in motion. Addressing these quantitative and qualitative…

Is China at a turning point?

China is at a crossroads in its growth trajectory – faced with the difficult transition away from real estate and towards a…

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.

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…

Retirement: Planning for what’s next

How do you want to use your resources—your time and your wealth—in a life chapter that can span many decades? First, make a plan.

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

7 considerations to make the most of market volatility

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

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

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

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.

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…

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

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.

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.

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.

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.

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…

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

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

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…

How to successfully gift to heirs

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

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.

The power of intent

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

How to spot impersonations, scams and deepfakes

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

How to spot impersonations, scams and deepfakes

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

Relocating? Your new state’s property rules may surprise you

Moving across state lines can change how married couples are allowed to own property. Before you relocate, know which rules apply.

You’ve decided to share your wealth with family. Now what?

You have the desire—and the surplus financial capacity—to make large gifts to family members. But doing so effectively can be a…

Why (and when) deferring taxes is not your best option

You could actually wind up paying almost double in taxes.

Managing cash: Making sure your assets are well protected

Choosing where and how to hold your cash reserves is as important as any investment decision.

Why taking RMDs on time is so important

Understand your options, the rules to follow and penalties to avoid when taking required minimum distributions.

Prenups have a bad reputation. They shouldn't.

A prenuptial agreement is a planning tool—and both parties can benefit.

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…

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…

Make a plan today that even “future you” will love

When you understand how and why you make decisions, you can create and sustain a wealth strategy that serves your goals for the…

Act now to lower your tax bill

While taxes may be inevitable, the amount you owe may not be. Here are 13 tax-planning moves to consider to help you optimize…

How to choose the right executor for your will

Executors take on a significant—even overwhelming—responsibility. Here are four key considerations.

Focus on 4 key areas to better position for the year ahead

Each year, January arrives with wide-ranging opportunities and changes—and 2024 is no exception. Here’s what you can do right…

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.

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.

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.

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.…

Four mistakes with life insurance you don’t need (or want…

Permanent or term, purchasing insurance can be distressing and mind-boggling—but oh-so-necessary for your family’s future…

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…

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

Has the new year got you examining your life and wondering whether it’s time to live somewhere new?

Don’t add scams to your travel plans

Vacations don’t just bring fun and relaxation, they can also bring scammers. When planning your vacation, be sure to leave…

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…

Looking to reduce or eliminate state taxes on your trusts…

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

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…

Stewardship and Purpose

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

Love and money: How to be open and honest about finances

Some couples avoid talking about wealth. But frank conversations can bring you closer together.

How much cash is too much cash?

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…

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.

Your children, their trusts. How to bridge generational gaps

To transfer wealth in the most protective and tax-efficient way possible, consider using a trust.

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…

Can you benefit from the SALT cap workaround?

There are advantages for business owners who qualify—but also risks and an uncertain future.

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.

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…

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

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

Latest & Featured

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

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…