J.P. Morgan Asset Management

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.

23 June 2023
Mid-Year Investment Outlook 2023
Mid-Year Investment Outlook 2023

Too good to be true

1 June 2023
European stocks deserve more attention
European stocks deserve more attention

Europe has made structural improvements and we think investors should sit up and take notice. 

5 May 2023
Value investing and ESG: Every sector matters
Value investing and ESG: Every sector matters

Discover how value investing strategies can provide fertile ground for investors to build effective ESG portfolios, without the need for blanket exclusions.

5 May 2023
Monthly Market Review
Monthly Market Review

Review of markets over April 2023

21 April 2023
The changing shape of Europe's energy transition
The changing shape of Europe's energy transition

Accelerating efforts to achieve a green and secure energy supply are having an impact on the economy and markets.

8 March 2023
Fixed income opportunities for 2023 portfolios
Fixed income opportunities for 2023 portfolios

Following the sharp sell-off in bonds in 2022, we use five charts from the Guide to the Markets to explain why we're now seeing some of the most exciting opportunities in fixed income in over a decade.

3 March 2023
The impact of higher interest rates on housing and consumers
The impact of higher interest rates on housing and consumers

House prices have been rapidly rising in recent years as buyers took advantage of rock bottom borrowing costs. However, with the interest rate environment now markedly different, is the housing market vulnerable to a crash and could this have wider economic consequences?

6 March 2023
ESG Outlook 2023: Sustainable investing in the era of chaos
ESG Outlook 2023: Sustainable investing in the era of chaos

Five reasons why sustainability matters even more in 2023

3 March 2023
Green bonds: Is doing good compatible with doing well in fixed income?
Green bonds: Is doing good compatible with doing well in fixed income?

Green bonds are attractive instruments for working towards positive environmental benefits. Find out why demand for green bonds from investors is expected to continue to grow.

20 February 2023
Fixed income opportunities for 2023 portfolios
Fixed income opportunities for 2023 portfolios

Explore these five charts to find out why we think fixed income opportunities offer some exciting potential to investors in a multi-asset portfolio.

20 February 2023
Marking the bottom of the Chinese economic cycle
Marking the bottom of the Chinese economic cycle

This paper discusses the outlook for the Chinese economy with an update on latest GDP number and the COVID-19 situation.

9 February 2023
Adapting to a warmer planet
Adapting to a warmer planet

Why climate change investing isn’t just about decarbonisation.

9 February 2023
How innovative data science identifies material ESG risk before it hits markets
How innovative data science identifies material ESG risk before it hits markets

Evaluating a company’s exposure to environmental, social and governance (ESG) risk is an investment essential. But accessing reliable and timely information can be a challenge, given corporate transparency is uneven, and consistent global regulatory standards are still a work in progress. Now, data science is helping to provide the information investors need.

16 January 2023
Investment Outlook 2023
Investment Outlook 2023

A bad year for the economy, a better year for markets

16 January 2023
The role of nuclear power in the energy transition
The role of nuclear power in the energy transition

The role of nuclear power in the energy transition

16 January 2023
Is the market overestimating ECB rate hikes?
Is the market overestimating ECB rate hikes?

As energy prices and inflation decline across the eurozone, we explore the possibility that fixed income markets may be overestimating future rate hikes from the European Central Bank (ECB).

3 November 2022
Red hot inflation is not distracting the central banks from going green
Red hot inflation is not distracting the central banks from going green

Central bank actions have created no shortage of headlines in 2022. Faced with inflation running at multi-decade highs, policymakers are caught between the proverbial rock and a hard place. Tighten policy aggressively and they risk triggering a deep recession, but do too little and they risk watching inflation expectations de-anchor as a result. The market’s angst about the prospect of tighter policy ahead has been clear for all to see.