JP Morgan Asset Management Guides to Markets and Q4 Outlooks

Explore these thought-provoking insights into Q4 2024

Allocators expect more volatility before the year ends. Here are some of the latest insights into what Q4 may hold for investors, touching on monetary policy, geopolitics and more.

2024 Q4 Outlook (PGIM Quantitative Solutions)

Leaving rates unchanged for most of 2024 as inflation fell effectively tightened monetary policy, contributing to increased downside risks.

Relative Value & Tactical Asset Allocation Q4 2024 (MetLife IM)

Investors should anticipate growth slowing and policy rates declining globally. Read this report to find out why this may be the case.

Q4 2024 Equity Outlook: It’s the Economy, Stupid (BNP Paribas AM)

China’s recent stimulus package ought to lead to a continued tactical rebound in the market, but whether the medium-term outlook has fundamentally improved remains to be seen.

Cyclical Outlook: Securing the Soft Landing (PIMCO)

The factors that supported relative U.S. economic strength are diminishing. This suggests some recoupling with the rest of the world and further progress on curbing inflation.

Q4 2024 Credit Outlook: Glimmers of Light, Shadows of Doubt (Man Group)

The last quarter was an eventful one, culminating in the Federal Reserve’s surprise 50 basis points rate cut.

FX Pulse: The Big Ease 2024 Q4 (Invesco)

For compliance reasons, this paper is only accessible in certain geographies

Central banks across the world have begun easing their monetary policy. This will have long-reaching implications for FX markets.

China Economic Outlook October 2024 (BBVA)

Monetary conditions are set to gradually become less restrictive, given more controlled inflation and easing labor pressures.

Explore JP Morgan AM's Q4 guides

Guides to the Markets Q4 2024 (JP Morgan AM)

Explore the latest Guides to Markets from JP Morgan AM, focusing on key geographies such as the U.S., China, and Europe.