J.P. Morgan Asset Management

From October 31- November 12, world leaders from nearly 200 countries will descend upon Glasgow, Scotland to convene for the U.N.

There was a growing concern that policymakers would fail to come to an agreement to raise the debt ceiling. #stockmarket #debt

The move in spot prices this year has caused investors to question whether these price pressures will persist and lead to higher inflation.

The result of the supply bottlenecks has been slower sales and inventory build-up than desired, depressing growth. #inflation #economy

Clearly, the events of recent weeks have forced investors to broaden their horizons and embrace a wider range of scenarios. #investing

Evergrande is a company-specific example of areas the Chinese government is aiming to improve during this new phase of growth.

Although ESG is still in its early innings, long term investors willing to be patient as it continues to evolve may benefit as the opportunity set grows

Due to pandemic-related unemployment, funding from payroll taxes is down, but this is expected to be temporary, it shouldn’t set back the program

Investors should understand the mechanics of quantitative easing (QE), how money is created and flows into the financial system.

An understanding that generations are not homogeneous, advisors will serve their future clients, and their practices, well. #investors

This reality is prompting policymakers to take action to mitigate climate change and to adapt to the inevitable intensifying climate outcomes ahead.

Put differently, the environment of elevated orders, lean inventories, extended lead times, and robust pricing power looks set to persist.

After years of a hands-off approach to its new economy sectors, China surprised investors with several new regulations. #investing #china

On balance, Chinese authorities continue to regard domestic and foreign capital as positive elements for the functioning of Chinese markets. 

It is reasonable to believe that at some point we will see the U.S. economy return to a trend pace of growth. #economy #investing

Should the financial services industry hope to better serve younger clients, the role of advice is critical. #advice #millennials

Should the traditional asset management industry hope to serve this group, successful navigating early conversations and ongoing relationships will be key

There are many more measures of inflation expectations, but no single measure can truly forecast the future. #inflation #stockmarket #economy

As the year progresses, demand and supply imbalances should normalize in commodities, goods and services, bringing global inflation rates back to normal.

Current challenges suggest an increased need for active management, even in traditionally well-researched markets like U.S. stocks.

The bottom line is that if inflation begins to rise, interest rates will rise, and valuations will come under pressure. #stockmarket #inflation

In general, questions about market corrections are really questions of when, rather than if. #stockmarket #investing #investor

A decision to allocate to digital assets and cryptocurrencies will depend on an investor’s risk tolerance. #cryptocurrency #bitcoin

Sustainability is likely to be a decade-defining theme, creating opportunities for the next generation of innovative companies. #ESG

Global leaders in green innovation may be rewarded with significant economic and strategic benefits from a trend that will shape the next decade.

While negotiations are still ongoing, proposals within the plan could impact the supply of municipal bonds in a couple of ways. #jobs #economy

History suggests that now may be just as good as any to put cash to work in the market, especially if you’re investing for the long run

This upward price pressure for a number of different commodities may have investors wondering: are we in a commodity super-cycle?

While the plan is green, whether or not it spurs meaningful economic growth remains to be seen. #ESG #greenplan #infastructure

Internationally, leaning into financials, materials and industrials is a way to position portfolios for the global recovery. #investing

The outcome of the 2020 U.S. presidential election, coupled with positive news on vaccines resulted in a significant shift in market dynamics.

Expect The Fed to announce plans to taper its bonds purchases, but emerging markets are better positioned should another surge in real yields occur.

Broad vaccinations are likely to get us there faster and spare many lives and much uncertainty in the process. #economy #global #investor

The remainder of 2021 should see an acceleration in economic activity, rising inflation, and higher interest rates. #stocks #equities

Many investors are wondering if, and how, the role of fixed income in a portfolio might change moving forward. #fixedincome #bonds

Investors should seek attractive relative valuations and beneficiaries of the cyclical recovery, like in value stocks and international equities.

The question is not whether or not we will see a stock market correction, but when. #stocks #stockmarket #investing #investors

International equities have underperformed the U.S. by a cumulative 189% over the past 13 years. #stockmarket #stocks #investor

Investors should look to invest the excess as holding more cash than necessary out of fear of investing in the market means you are losing ground.

So what is going on with the retail investor? And is there a bigger issue at play? #stockmarket #investor #retail #investing

Policy will come to the fore in 2021, charting the course for the economic recovery and future growth. #economy #politucs #stockmarket

The critical consideration to examine here is not actually the level of debt or the ratio of debt-to-GDP, but rather the cost of servicing the debt.

Investors should not overstate the importance of the recent Senate victories, but instead recognize them for what they are. #stockmarket

The second half of 2021 looks set to see a meaningful acceleration in the pace of economic growth. #stockmarket #econoy

If we keep people invested, we can improve the chances that they successfully accomplish their long-term investment goals. 

Even though the vaccine may take longer to be distributed in certain EM regions, EM markets will react in advance of the reality on the ground.

Does cryptocurrency deserve a place in a portfolio? And what kind of role can it play? #cryptocurrency #bitcoin #investor

Investors should remember that the economy is at the mercy of both the virus and policy and continue to diversify for protection. #investing

Small cap stocks may offer opportunities for meaningful upside, particularly as the economic recovery strengthens in 2021.

Although rates have moved higher during the past few weeks, investors are still struggling to generate income without increasing portfolio volatility.