J.P. Morgan Asset Management

Market Insights and Guide to the Markets from J.P. Morgan Asset Management.

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Multi-AssetEquitiesFixed Income

Research

Market Insights Overview | J.P. Morgan Asset Management

J.P. Morgan Asset Management's Market Insights hub (week of June 15, 2026) aggregates weekly market recaps, economic updates, notes on the week ahead, and topical commentary covering inflation, Fed policy, tariffs, mega-cap IPOs, labor markets, geopolitics, and alternatives. Featured content includes analysis of U.S. inflation trends post-May CPI, the impact of a divergent economy on investment strategy, and a podcast episode on absolute return strategies and private credit concerns.

J.P. Morgan Asset ManagementMulti-Asset

Economic & Market Update | J.P. Morgan Asset Management

J.P. Morgan Asset Management's quarterly economic and market update distills 10 key themes from its Guide to the Markets (data as of March 31, 2026), covering U.S. macro conditions including inflation, labor markets, Fed policy, and asset class valuations. The piece highlights that higher oil prices and tariffs will temporarily boost inflation toward 3.5% mid-2026, that large-cap U.S. equities remain expensive, and that international equities and alternatives offer relative value versus a challenged 60/40 portfolio.

J.P. Morgan Asset ManagementMulti-Asset

Multi-Asset Solutions | J.P. Morgan Asset Management

J.P. Morgan Asset Management's Multi-Asset Solutions team reaffirms a modestly pro-risk stance, citing resilient global growth prospects contingent on geopolitical conflict remaining contained and two-sided inflation dynamics. The team overweights U.S. equities and the euro, maintains a short-duration bias in U.S. rates, and takes a neutral stance on U.S. high yield.

J.P. Morgan Asset ManagementMulti-Asset

Portfolio Insights | J.P. Morgan Asset Management

J.P. Morgan Asset Management's Portfolio Insights hub aggregates its 2Q 2026 asset class views across global equities, fixed income, multi-asset allocation, and factor investing, alongside research on alternatives, private real estate, and tax-smart portfolio management. Key cross-asset themes include a modest risk-on stance with an equity overweight, preference for shorter duration in fixed income amid steepening yield curves, and continued focus on AI-driven earnings growth and out-of-favor quality stocks.

J.P. Morgan Asset ManagementMulti-Asset

Weekly Market Recap | J.P. Morgan Asset Management

J.P. Morgan Asset Management's weekly market recap for the week ending June 5, 2026, highlights that S&P 500 companies are increasing capex for AI, pushing buyback and dividend yields to multi-year lows. The update covers key macro data including May payrolls (+172k), an unchanged unemployment rate of 4.3%, and strong ISM PMIs, alongside comprehensive equity, fixed income, currency, and commodity performance tables.

J.P. Morgan Asset ManagementAlternatives

Guide to Alternatives | J.P. Morgan Asset Management

J.P. Morgan Asset Management's quarterly Guide to Alternatives (as of April 30, 2026) is an 81-slide data-driven reference covering private equity, private credit, real estate, infrastructure, hedge funds, and their role in portfolio construction. The guide examines key metrics including correlations, returns, valuations, fundraising, dry powder, investor positioning, and sub-sector dynamics across global markets.

J.P. Morgan Asset ManagementMulti-Asset

Principles for successful long-term investing | J.P. Morgan Asset Management

J.P. Morgan Asset Management outlines eight time-tested investment principles covering longevity planning, the opportunity cost of cash, compounding, behavioral discipline, volatility tolerance, staying invested, tax efficiency, and diversification. The piece draws on historical market data—including 70 years of rolling return analysis and long-run asset class comparisons—to support a core message that disciplined, diversified, long-term investing outperforms emotionally driven or cash-heavy strategies.