J.P Morgan Asset Management Archives

General
Disinflation provides welcome relief to markets

In this report we discuss how lower recession odds in conjunction with greater conviction in the disinflation narrative impact our asset allocation views.

8th Sep, 2023

Source: J.P Morgan Asset Management
General
Was that the end of the rate hiking cycle?

The end of the rate hiking cycle could lead to higher equities and a rally in bond markets as yields fall.

8th Sep, 2023

Source: J.P Morgan Asset Management
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Has the CRE risk to banks gone away?

The near-term risk surrounding the real estate market, and in particular the office sector, are less acute than first thought for regional banks.

25th Jul, 2023

Source: J.P Morgan Asset Management
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Monthly Market Review - June 2023 (Australia)

A summary of the factors driving markets over the last month, covering the global economy as well as major asset classes, complete with Guide slides.

25th Jul, 2023

Source: J.P Morgan Asset Management
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Monthly Market Review - May 2023 (Australia)

Stay informed on the current economic landscape and gain valuable investment perspectives from industry experts.

17th Jul, 2023

Source: J.P Morgan Asset Management
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Gauging the direction of global equity earnings growth

Explore the influence of valuation multiples on YTD equity performances and the contrasting earnings trends in the U.S., Europe, and Asia, as growth expectations undergo changes.

17th Jul, 2023

Source: J.P Morgan Asset Management
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What if America sneezed and no-one cared?

As markets price in divergent trends, can the Federal Reserve cut rates without impacting the rest of the world?

30th Jun, 2023

Source: J.P Morgan Asset Management
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Value investing and ESG: Every sector matters

Promoting ESG in Value Investing: J.P. Morgan Asset Management explores how active ownership and engagement can integrate ESG factors into value strategies.

30th Jun, 2023

Source: J.P Morgan Asset Management
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Will the U.S. dollar go “digital”?

FedNow: Not a CBDC, but a New Payments Infrastructure for the US Financial System. FedNow is a voluntary, near-instant payment service offered by participating banks and credit unions

27th Jun, 2023

Source: J.P Morgan Asset Management
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Expert: Hamilton Reiner - Investing for Income | J.P. Morgan Asset Management

We're chatting to Hamilton Reiner, the Head of US Derivatives at J.P. Morgan Asset Management, about using equities for income in this episode.

23 June

Sponsored by J.P Morgan Asset Management
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March Market Madness

3rd Apr, 2023

Source: J.P Morgan Asset Management
General
Green Light, Red Light — Monthly Market Review March 2023

Stay informed on the current economic landscape and gain valuable investment perspectives from industry experts.

7th Mar, 2023

Source: J.P Morgan Asset Management
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The spillover effects of China’s reopening

China’s reopening rebound will be largely driven by consumption rather than investment, which means this rebound will be concentrated in consumer sensitive sectors, tourism, and retail markets.

3rd Feb, 2023

Source: J.P Morgan Asset Management
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Five Realistic Surprise Predictions for 2023

Every December, we try to come up with predictions for the New Year. We believe these predictions have at least a one in three probability of materialising – making them realistic while not necessarily our base case.

24th Jan, 2023

Source: J.P Morgan Asset Management
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Monthly Market Review - January 2023

The hawkishness of the U.S. Federal Reserve at its December meeting set the tone for markets in December, even as there is clear evidence that inflationary pressures are easing across large swaths of the developed world.

23rd Jan, 2023

Source: J.P Morgan Asset Management
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Monthly Market Review - December 2022

November was a strong month for risk assets even as economic data in many parts of the world continued to deteriorate. The market was buoyed by the prospect of slowing inflation and that central bank policy would shortly follow suit.

12th Dec, 2022

Source: J.P Morgan Asset Management
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The Year Ahead | 2023

In the 2023 Year Ahead, JPMorgan address the 10 most frequently asked questions on the economy and asset allocation from investors across Asia.

7th Dec, 2022

Source: J.P Morgan Asset Management
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Opportunities within fixed income

J.P.Morgan share why they feel a focus on quality and defensive treasuries and investment grade (IG) bonds makes sense given the economic uncertainty ahead.

16th Nov, 2022

Source: J.P Morgan Asset Management
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The benefit of high dividend stocks in a stagflationary environment

The onset of stagflation will present a difficult environment for equity investors, but dividend paying stocks may offer an area of resilience.

11th Nov, 2022

Source: J.P Morgan Asset Management
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Market Review Australia - November 2022

October saw a return to risk as equity markets gained and bond yields fell. The slowdown in the pace of rate hikes by the Reserve Bank of Australia (RBA) and Bank of Canada and messaging from others, was interpreted as a signal we are passing the peak in monetary policy hawkishness.

10th Nov, 2022

Source: J.P Morgan Asset Management
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What to expect for 2022 3rd quarter earnings?

JPMorgan give an overview of the 2022 3rd quarter earnings results so far.

8th Nov, 2022

Source: J.P Morgan Asset Management
Expert: Kerry Craig - Winter is Coming | J.P. Morgan Asset Management

Kerry Craig is a Global Market Strategist at J.P. Morgan Asset Management. Before working at J.P. Morgan Asset Management, he worked in economic research positions in the NZ Government and in the UK Pension industry..

13 October

Sponsored by J.P Morgan Asset Management
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A framework for bear market rallies

Equity market rallies during periods of overarching market weakness are not uncommon, and there can be multiple rallies in the equity market even during a more prolonged downturn. The four P’s framework can be used to consider if a bear market rally will become a bull market or if the lows will be tested again.

29th Sep, 2022

Sponsored by J.P Morgan Asset Management
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Investment questions for all stages of investing: Part 3 – ‘The Go-Getter’

This 3 part series covers key investment questions for all stages of investing. Part 3 is for the 'go-getter' investor.

16th Sep, 2022

Source: J.P Morgan Asset Management
General
Investment questions for all stages of investing: Part 2 - 'The Cautious Investor'

This 3 part series covers key investment questions for all stages of investing. Part 2 is for the 'cautious' investor. How can I navigate market uncertainty? The markets may get worse, should I sell and hold cash?

15th Sep, 2022

Source: J.P Morgan Asset Management