J.P. Morgan Asset Management

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.

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.

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.

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.

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

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.

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.

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.

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.

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.

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

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.

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

Review of markets over the third quarter of 2023

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

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

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.