Home | Institutional Investors | J.P. Morgan Asset Management

Getting real about rates

The post-war era of substantially positive real interest rates may be gone for good

ALIGNING INVESTMENTS WITH VALUES

In a fast-changing world, sustainability is a growing concern for our clients. Many investors have twin goals: to generate returns, and to do so in a way that aligns with their values.

We are committed to incorporating the management of risks associated with environmental, social and governance (ESG) factors across our entire investment platform. For investors who want to express their values explicitly in their portfolios, we offer a broad range of sustainable investment capabilities.

EXPLORE OUR MOST POPULAR INSIGHTS

Guide to the Markets

The Guide to the Markets illustrates a comprehensive array of market and economic histories, trends and statistics through clear charts and graphs.

2021 Long-Term Capital Market Assumptions

Time-tested projections to help build stronger portfolios

Learn more

Eye on the Market

Eye on the Market offers timely commentary and views on the economy, markets, and investment portfolios from Michael Cembalest, Chairman of Market and Investment Strategy.

Global Asset Allocation Views 4Q21

While moderating growth momentum is denting sentiment, we continue expecting above-trend global growth, and earnings upside, supported by easy financial conditions.

Learn more

Global Equity Views 3Q21

Corporate profits are breaking records and we expect robust growth in 2022. But high valuations, especially for fast-growing companies, restrain our enthusiasm. We have modest return expectations overall, seeing good opportunities for stock selection.

Learn more

Global Fixed Income Views 4Q21

Above Trend Growth is still our base case, but we dropped it to 80% while raising the likelihood of Sub Trend growth to 10%. Recession and Crisis remain at 5% each. Our best ideas include corporate credit, U.S. and euro high yield, and leveraged loans.

Learn more

Factor Views 3Q21

Factors generally performed well while volatility remained high. Equity value, quality and momentum rose early in the quarter but fell in June as market leadership shifted.

Learn more