J.P. Morgan Asset Management

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.

Recognize that these two packages in tandem will only have a modest impact on the pace of economic growth. #infastructure

It is unclear how long it will take for the semiconductor shortage to resolve itself, but it looks set to remain an issue well into next year.

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