J.P. Morgan Asset Management

27 June 2025
Investing in Europe's economic future
Investing in Europe's economic future

European equities have caught investors’ attention this year, as an increasingly uncertain geopolitical and economic backdrop has taken hold. Our International Equities team explains how Europe’s response to this uncertainty is creating an optimistic outlook for the region’s stock market.

25 June 2025
Implications of Middle East tensions for the global economy and markets
Implications of Middle East tensions for the global economy and markets

With elevated tensions in the Middle East spilling over into global markets, the latest analysis from our Market Insights team considers the likely impact of the conflict between Israel and Iran on global oil prices, and looks at the potential implications for global growth, inflation, and portfolio positioning.

23 June 2025
The UK's savings opportunity
The UK's savings opportunity

UK households are saving more of their disposable income, but those savings are not finding a productive home, with consequences for both retirement prospects and the UK economy. Supporting consumers on the saver to investor journey could create a transformative virtuous circle.

23 June 2025
Stable foundations for an unstable world
Stable foundations for an unstable world

The volatility experienced in the first half of the year is likely to persist as markets continue to play a crucial role in guiding the US administration towards sensible, amicable policy. In uncertain times, it’s easy to be led by the heart, not the head. In our Mid-Year Investment Outlook we consider stable strategies that will help investors thrive in these unstable times.

3 June 2025
Rethinking equity income in volatile markets
Rethinking equity income in volatile markets

At a time of high economic uncertainty, with equity market volatility likely to remain elevated over the coming quarters, investors are looking at ways to add ballast to equity portfolios. In our latest On the Minds of Investors, our Market Insights team looks at how income-oriented strategies can potentially provide investors with more defensive market exposure in the current environment, whether via traditional dividend payers, or by trading some upside potential for income from options premiums.

25 October 2024
UK equity market: A value opportunity, not a value trap
UK equity market: A value opportunity, not a value trap

This year’s cyclical upswing in the UK economy is another factor that could pique the interest of equity allocators.

22 August 2024
Bonds Outlook: Higher for longer is good for fixed income
Bonds Outlook: Higher for longer is good for fixed income

Higher for longer interest rates need not be a deterrent for fixed income investing. In fact, we think the prospects for bonds are positive against a higher rate backdrop. We explain more in our fixed income outlook.

21 August 2024
How private investors can support adaptation in nature and ecosystems
How private investors can support adaptation in nature and ecosystems

How private investors can support adaptation in nature and ecosystems

21 August 2024
Look beyond cash to sustain income
Look beyond cash to sustain income

Cash may seem an attractive option for income seekers at current interest rates, but a portfolio of equities and bonds provides the potential to sustain a higher income for longer, while also being better placed to cope with some of the biggest risks in today's markets.

27 June 2024
US election 2024: EMEA investor guide
US election 2024: EMEA investor guide

A president’s ability to achieve their policy goals is influenced by who controls Congress and so far, prediction markets are showing a host of potential outcomes from this year’s elections. Learn more in our regularly updated US Election 2024: EMEA Investor Guide.

26 June 2024
Finding value, avoiding traps
Finding value, avoiding traps

Crucially, even if inflation is somewhat sticky in the region of 3% year-on-year, our judgement is that this will prove good enough for the West’s central banks.

8 December 2023
What impact does investing sustainably have on investment returns?
What impact does investing sustainably have on investment returns?

In the past, it was often thought that investing sustainably comes at a cost – both in terms of lower overall returns and higher volatility. Today, however, the evidence is more nuanced. While short-term periods of higher volatility can still be expected, the longer-term relationship between sustainability and investment performance appears to be much more positive.

1 December 2023
Sustainable investing insights: Climate scenarios
Sustainable investing insights: Climate scenarios

Climate scenarios: What they are, why they are important, and how they are applied to investment portfolios

6 December 2023
Investment Outlook 2024 - Macro overview
Investment Outlook 2024 - Macro overview

Markets appear increasingly hopeful that a soft landing for the economy lies ahead. In our Investment Outlook 2024, we discuss why we think that interest rates will still eventually bite and assess the outlook for the global economy and markets.

13 October 2023
Is there a risk of another energy crisis in Europe?
Is there a risk of another energy crisis in Europe?

Volatile gas prices remain a challenge for Europe. Find out how energy costs may influence the European economy in the months ahead.

13 October 2023
Quarterly Market Review
Quarterly Market Review

Review of markets over the third quarter of 2023

17 August 2023
Climate adaptation
Climate adaptation

Climate adaptation: How private investors can support adaptation in nature and ecosystems 

17 August 2023
Sustainability and portfolio returns
Sustainability and portfolio returns

The further we go back in time, the more likely it is that the scoring data does not adequately capture real-time ESG challenges.

17 July 2023
Introducing the third quarter Guide to the Markets
Introducing the third quarter Guide to the Markets

In volatile markets, having access to up-to-date information is an essential part of making informed investment decisions. With this in mind, we are proud to announce that our new Guide to the Markets will now be refreshed on a daily basis.

30 June 2023
The post-COVID world comes into focus
The post-COVID world comes into focus

In a post-COVID world, some shocks have faded while others will likely endure. These changes will influence investing decisions for years to come.