Articles by J.P. Morgan Asset Management
- Ideas and Innovation for Financial Advisors - Advisorpedia
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.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Productivity Rebound Accelerates as AI Impact Still Lies Ahead
As tempting as it is to credit artificial intelligence here, it would likely be premature.
- Ideas and Innovation for Financial Advisors - Advisorpedia
A New Commodity Divide Is Emerging Between Metals and Energy
Metal prices have been climbing while energy prices face downward pressure.
- Ideas and Innovation for Financial Advisors - Advisorpedia
How the U.S. Election Could Impact the Clean Energy Shift
Last two years, a 71% increase from the two years prior, with strong investment gains in the EV supply chain, solar manufacturing and battery technology.
- Ideas and Innovation for Financial Advisors - Advisorpedia
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.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Rising Oil and Sticky Inflation Are Rewriting Rate Expectations
Markets still expect modest steepening driven by a gradual grind higher in the long end.
- Ideas and Innovation for Financial Advisors - Advisorpedia
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.
- Ideas and Innovation for Financial Advisors - Advisorpedia
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.
- Ideas and Innovation for Financial Advisors - Advisorpedia
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.
- Ideas and Innovation for Financial Advisors - Advisorpedia
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.
- Ideas and Innovation for Financial Advisors - Advisorpedia
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.
- Ideas and Innovation for Financial Advisors - Advisorpedia
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.
- Ideas and Innovation for Financial Advisors - Advisorpedia
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.
- Ideas and Innovation for Financial Advisors - Advisorpedia
Iran Conflict Raises Stakes for Oil, Inflation, and Global Markets
Most geopolitical issues are geographically contained and only indirectly impact domestic growth and earnings.
- Ideas and Innovation for Financial Advisors - Advisorpedia
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.
- Ideas and Innovation for Financial Advisors - Advisorpedia
What Has Been Driving the Market Higher?
What Has Been Driving the Market Higher?
- Ideas and Innovation for Financial Advisors - Advisorpedia
Three Retirement Planning Conversations Advisors Can't Ignore
Three Retirement Planning Conversations Advisors Can't Ignore
- Ideas and Innovation for Financial Advisors - Advisorpedia
What Does the Uptick in M&A Mean for Private Markets?
What Does the Uptick in M&A Mean for Private Markets?