China's share of U.S. imports peaked at 22% in 2018 during the U.S.-China trade conflicts and sits at 11.5% as of June 2024.

The green, social and sustainable (GSS) bond market has increased rapidly over the last few years amid growing concerns about climate change and wider environmental and social issues. Green bond issuance continues to attract attention as a potential vehicle to help finance the transition to a low carbon economy.

This is JP Morgan AM's fourth annual Global Alternatives Outlook.

Demand for ETFs has continued to grow. Well-known benefits such as full transparency, daily trading and instant price discovery have proven popular with investors of all types. In the UCITS space, ETFs made up 15% of all pooled funds’ assets at the end of 2023, up from just 8% five years ago.

In today’s challenging investing environment, hedge funds offer a unique value proposition. A new paper by GIC in collaboration with JP Morgan Asset Management showcases a comprehensive framework for constructing a hedge fund allocation that integrates both bottom-up and top-down perspectives.

2023 is turning out to be a better year for economies than we had envisaged, but we still believe a recession is more likely than not. Given the rally we’ve seen in both stocks and bonds since the start of the year, we’re therefore more inclined to be well diversified with a focus on quality. Our macro “base case” on a 12-…

Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics through compelling charts.

The hunt for positive growth momentum and attractive valuations is starting to shift investors’ focus away from the U.S. and towards more regionally diversified exposure, where the scope for catch up appears greater.

As rules around private equity ownership of sports leagues expand, we review team valuations and profitability, emerging sports categories, streaming and broadcast revenues, the decline of regional sports networks, drivers and comparisons of league parity, relegation and financial pressures in the English Premier League,…

Get insights on macro topics such as manager dispersion, while also diving into real estate, private credit, private equity and hedge funds and more.

The 27th annual edition explores how lower valuations and higher yields mean that markets today offer the best potential long-term returns since 2010. After a year of turmoil and the unwind of market dislocations, asset return forecasts move close to their long-term equilibrium – effectively “back to par.”

This comprehensive report slide deck from JP Morgan Asset Management details U.S. DB funded statuses, asset surplus returns, asset allocations, pension regulations, and pensions risk transfers.

In this report, strategists at JP Morgan Asset Management present a 12- to 18-month outlook for alternative assets and explore the most promising investment ideas from the CEOs, CIOs and strategists. They also explain why alternatives are no longer optional — but essential.

This is the second annual edition of this report by JP Morgan AM. It presents a 12- to 18-month outlook for a wide range of alternative asset classes. Drawing on the insights of more than 700 alternatives professionals around the globe, the authors explore how alternative asset allocation can help build resilient portfolios…

Holding safe haven assets has always involved a trade-off. Over the last 30 years, bonds have served well as diversifiers, providing both income and capital appreciation – hence, masking this trade-off. This paper discusses the role of traditional safe haven assets – namely, high quality sovereign bonds, reserve currencies…

Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics through compelling charts.

Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics through compelling charts.

The upcoming U.S. presidential election will be at the forefront of many investors’ minds throughout this year. Our regularly updated election insights provide investors with the information they need as the election story evolves ahead of 5 November.

In the days leading up to the 75th anniversary of the founding of the People’s Republic of China, policymakers announced a string of easing measures. The timing and magnitude of these policies caught many investors off guard, and both the Hong Kong and China onshore equity markets have rallied strongly over the past week to…

Updated each quarter, the Guide to the Markets illustrates a comprehensive array of market and economic trends and statistics through compelling charts.