J.P. Morgan Asset Management

Powell suggested that a smaller pace of rate hikes may come as soon as the next meeting. #markets #investing #strategy

With the conclusion of China’s Party Congress, investors are focused on whether policy uncertainty can also decrease. #markets #investors

Extending duration and reassessing corporate credit fundamentals will be important in adjusting bond allocations. #fixedincome #bonds #investing

Investors of all ages must realize that while inflation may impact them at an individual level, the big picture is worth paying close attention to.

Huge gap between labor demand and supply suggests that job openings can come down further without meaningfully pushing up the unemployment rate #jobs

The FOMC’s latest economic projections show a terminal Federal Funds Rate (FFR) at 4.6% in 2023. #money #finance #interestrates

The issue for the Fed is most committee members would prefer a U.S. Treasury-only balance sheet given the Fed now owns ~30% of the MBS market. #mortgages

It is important to remember that volatility creates opportunity for long-term investors. #investors #advisors #investing 

It’s policies that matter for markets, not politics, and it seems legal challenges could stall any broad sweeping student debt relief package.

EM equities have struggled in the first few months after the first rate hike, but subsequently recovered in the previous two tightening episodes.

Dividend payments could increase more than expected when this tax goes into effect next year. #investors #dividends

The Inflation Reduction Act advances key climate goals on the Administration’s agenda while reducing the deficit over the next decade.

The broad takeaway is that economic conditions are softening globally, and aggressive central bank tightening is contributing to it.

Different types of alternative investments will play very different roles in the context of a diversified portfolio. #investing #investor

For investors a data-dependent committee suggests an increase in the federal funds rate to above 3.5% in this cycle is now less likely.

It is important for investors to focus not on where returns have been, but instead where they could be going in the months and years ahead.

When protecting against inflation is a priority, real estate can provide a solution. #realestate #investing #advisors

Looking ahead, we recognize that recession risk has risen. That said, it seems premature to make a call that we are already in recession today.

The tragic war in Ukraine has led to an indiscriminate sell-off in European equities. The 1Q earnings season was strong for Europe.

Energy usage is the largest operating expense in commercial office buildings at roughly one-third of operating budgets. #energy

The message from the committee is clear, the Fed will expeditiously raise interest rates given it is “strongly committed” to tame inflation.

Companies have begun guiding earnings expectations lower in recent weeks, as it appears too difficult to continue ignoring rising costs.

Recession risks remain elevated amidst an uncertain outlook, stepping back into bonds as a portfolio hedge against an economic downturn seems appropriate

The data clearly show that when sentiment is at its lowest, future market returns are generally strong. #stockmarket #investing

Investing in renewable energy is not just about solar and wind. Of equal importance is investing in storage, transport, and electrification.

The best strategy during volatile times is to maintain composure and stick to your investment plan. #investing #investors #stocks

Since the onset of the pandemic, global supply chains have been stressed, weighing on economic growth and lifting consumer core goods inflation.

The war unfolding in Ukraine is a political crisis, yet it also highlights economic vulnerabilities to many industries. #ESG #investing

Now, with mortgage rates on the rise, how should investors think about the future of the U.S. housing market? #realestate #housing

The long term forces of innovation and structural change are alive, and a dedicated allocation to growth stocks will be necessary to benefit.

The March employment report contained a host of figures pointing to the strength of the U.S. labor market. #economy #jobs

Investors ought to think beyond just EVs to the ecosystem around them for opportunities; EV chargers, and electrification of the energy grid.

2022 will likely remain volatile for equity markets, as central banks normalize alongside persistently hot-inflation and geopolitical issues.

Higher oil prices for a sustained period of time could have a significantly negative impact on the U.S. economy. #energy #investing

Fiscal policy in 2022 may not be easy as some investors feared, though monetary policy could be tighter. #economy #stockmarket

Profit growth will remain the key driver of returns, and the current environment will reinforce the momentum in value. #geopolitics

McKinsey highlights agriculture as one of the five key industries that could attract significant investment in climate technology over the next few years

International equities have an important asymmetric risk profile that highlights their growing (and regained) importance in portfolios.

Investors will be well-served by removing emotion from their allocation decisions. #stockmarket #investors #investing

2021 was a year of steady reform introduction by Chinese authorities, focused on the long-term goals of improving the quality of growth.

2022 will likely continue to be a bumpy ride. As a result, prudent sector and security selection through active management will be more critical.

It will be essential for investors to embrace alternatives as they navigate a world characterized by muted expected returns. #investing

The case for continuing to increase the allocation to international equities is clear, but diligent investment selection is key.

We expect a softer pace of growth, but a fading pandemic and tighter monetary policy could still lead long-term interest rates higher as a result.

Despite harsh words exchanged on BBB earlier this week, it seems unlikely that it is completely dead. #politics #spending #economy

Financial planning is one of ripest areas for potential innovation. #wealthmanagement #planning #advisors #investors

We should see the rate of change of prices moderate significantly due to both elevated base effects and an easing of supply chain constraints.

While the floor for Chinese growth is lower than it used to be, some growth is still required in order for China to meet its goal of doubling GDP.

Powell is probably the safer choice and suggests the administration is confident in his ability to continue to lead us through this pandemic recovery.

Rates have experienced some big swings recently, even though they have traded within a fairly narrow range over the past couple of months.