Karen Ward and her team recently explored the key trends and themes that are likely to shape the global markets in the coming months. Karen was also joined by Austin Forey, Senior Investor for Emerging Markets, who gave his insight and views on the impact of Covid-19 across this diverse asset class.
Will inflation return after COVID-19? Explore the thoughts of our experts as they review the effects COVID-19 will have on a post-coronavirus economy.
Brexit risk is not a thing of the past. As the 11-month transition period progresses, look out for the negotiations to become a source of heightened volatility.
The spread of the coronavirus and its impact on global economic activity has materially changed the investment outlook for 2020. In this piece we provide a framework for tracking infection rates globally and monitoring the impact on economic activity.
As the coronavirus outbreak makes it even harder to find low-risk income, Global Market Strategist Hugh Gimber explains why equity income should remain a key component of any balanced income-oriented portfolio.
At the start of the year, sustainability was at the top of the political agenda, with new climate initiatives ranging from the organisation of the COP 26 to the launch of the Green Deal in Europe. Sustainability was on the trajectory to the mainstream, with asset managers prioritising the integration of material environmental, social and governance (ESG) factors into existing investment solutions, while the development of new sustainable investment solutions continued to accelerate in response to ever-growing investor interest.
With quarantine measures to tackle the COVID-19 coronavirus outbreak causing a sharp plunge in global economic activity data, investors are asking when and how the current crisis will end, and how the recovery will take shape.
Five charts for a market downturn
While market volatility can cause anxiety, you can help your clients remain focused on their investment goals using time-tested strategies for long-term investing
Rising production and collapsing demand due to the COVID-19 pandemic is causing an unprecedented glut in the oil market. As a result, we are currently witnessing a pronounced supply and demand shock that has sent oil prices to a multi-year low.
The question is not whether there will be a recession, but how deep and how long. Discover whether investors look set to be relieved or disappointed.
J.P. Morgan regularly: Our updated Market Bulletin summarises the latest views from Karen Ward and Tai Hui, Chief Market Strategist for Asia Pacific, as they assess the impact on markets and look at the implications for investors as the situation evolves.
Today the UK monetary and fiscal authorities provided a sizeable, coordinated package of measures to support the economy in the face of the COVID-19 outbreak.
The spread of the coronavirus and its impact on global economic activity are increasingly troubling investors. Trying to predict the final outcome is a fool’s errand. Instead, in this piece weprovide aframework for tracking infection rates globally, monitoring the impact on economic activity using high frequency or daily data, and assessing the economic linkages that could serve to transmit economic stress.
Karen Ward outlines what factors she thinks could tempt investors back to the UK market.
Our Market Insights team take a look at the political event of 2020 and how the US election may affect financial markets.
Life is tough for an income-seeking investor today. A decade of easy monetary policy has pushed cash and short-dated government bond rates down to levels where they now offer little to nothing in terms of income. In some countries, negative rates are nibbling away at savings held on deposit.
Equities continued to rally in November – a relatively consistent feature of markets in 2019, despite the multitude of geopolitical risks that investors have faced this year.
EMEA Market Insights looks ahead to 2020 and considers what might be in store for global markets.
Shorting: Not only can this be a source of alpha, but it can help manage risk in a portfolio.