J.P. Morgan Asset Management
Iris Media Works LLC © 2026
Articles by J.P. Morgan Asset Management
- Markets
Trump and XI Meet as Investors Brace for Next Phase of U.S.-China Trade Tensions
Investors should not expect tariff peace, as tariff and non-tariff barriers between both countries remain structurally elevated.
- Markets
Inflation Could Stay Above Fed Targets Until 2027 Under Every Scenario
There are a number of paths inflation could take over the next 12 months, all of which are likely to keep the Fed on hold
- Markets
Stocks Shake off Crisis After Crisis as Earnings Outlook Strengthens
Since the market low, the S&P 500 is up 13%. Last year, one month after reciprocal tariffs were postponed, markets had also jumped 13% off the lows.
- Markets
Powell Extends Stay While Warsh Previews Shake-up in Fed Strategy
Warsh has signaled sweeping changes to how the Fed operates that would not require congressional approval, which could change how markets price the Fed.
- Strategists
Private Markets Open up to Individuals, but Liquidity Promises Face Real-World Stress
Semi-liquid funds are the most accessible way to invest in alternative assets, but they do come with trade-offs.
- Strategists
Volatile Markets, Hidden Taxes: What Investors Need to Know Now
Tax-loss harvesting, in principle, lets investors capitalize on negative performance during periods of market stress.
- AI
AI Growth Is Running Into Hard Limits Across Chips, Power, and Data Centers
As demand exceeds supply, pricing power accrues to the providers of scarce inputs.
- Markets
Bankruptcies, AI Shocks, and Liquidity Fears: What’s Really Happening in Private Credit
In private credit, as with any type of credit, the key concerns are credit quality and the potential for defaults.
- Markets
Double-Digit Earnings Growth Powers Stocks Higher Despite Global Uncertainty
Profits are expected to grow 12.6% in Q1, marking the sixth consecutive quarter of double-digit earnings growth.
- Fixed income
Rising Oil and Sticky Inflation Are Rewriting Rate Expectations
Markets still expect modest steepening driven by a gradual grind higher in the long end.
- Markets
S&P 500 Stays Steady While Stock-Level Chaos Creates Opportunity
Stocks are not only not moving lower in-sync, but like sector performance, many individual names are outperforming.
- Markets
Fed Holds Rates Steady as Markets Abandon Cut Expectations and Shift Hawkish
Developments in the Middle East on the U.S. economy remains highly uncertain but likely shifts the outlook for policy rates in a hawkish direction.
- Markets
Rising Energy Costs Boost Profits but Limit Broader Economic Upside
Altogether, the base case is that energy companies will lock in profits rather than materially ramp up production.
- Markets
Energy Profits Jump Fast in Crises—but Timing That Trade Gets Harder
Energy sector profits are likely to pick up in Q1 and Q2 but growth may fade in the second half of the year.
- AI
Productivity Rebound Accelerates as AI Impact Still Lies Ahead
As tempting as it is to credit artificial intelligence here, it would likely be premature.
- Fintech
Qubits, Billions in Funding, and Race to Commercial Quantum Advantage
Quantum computing is unlikely to meaningfully reduce demand for conventional data centers or chips in the immediate future.
- Markets
Iran Conflict Raises Stakes for Oil, Inflation, and Global Markets
Most geopolitical issues are geographically contained and only indirectly impact domestic growth and earnings.
- Alternatives
A New Commodity Divide Is Emerging Between Metals and Energy
Metal prices have been climbing while energy prices face downward pressure.
- Fixed income
Global Fixed Income: The Smart Move for U.S. Investors Right Now?
Sovereign 10-year bond yields across most other developed markets, but these headline yields ignore a key part of the return picture: the hedging premium.
- Markets
What Has Been Driving the Market Higher?
What Has Been Driving the Market Higher?
- Markets
Three Retirement Planning Conversations Advisors Can't Ignore
Three Retirement Planning Conversations Advisors Can't Ignore
- Markets
What Does the Uptick in M&A Mean for Private Markets?
What Does the Uptick in M&A Mean for Private Markets?