J.P. Morgan Asset Management
Iris Media Works LLC © 2026
Articles by J.P. Morgan Asset Management
- Market Intelligence
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
- Market Intelligence
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.
- Research
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.
- Artificial Intelligence
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.
- Market Intelligence
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.
- Research
Oil Spike and Helium Shortage Put Pressure on AI Chip Production
The conflict is also introducing new pressure points for the AI buildout, where several critical inputs trace back to the Persian Gulf.
- Market Intelligence
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.
- Research
Investors Flee to Safety, but Gold, Dollar, and Bitcoin Tell Conflicting Stories
Many have met elevated stagflation concerns with a renewed interest in safe haven assets.
- Research
Fannie and Freddie IPO Could Reshape Mortgage Rates, MBS Markets, and Housing Finance
The bond market impact is highly uncertain, though the reaction is likely to be felt most immediately in the agency MBS market.
- Market Intelligence
Iran Conflict Raises Stakes for Oil, Inflation, and Global Markets
Most geopolitical issues are geographically contained and only indirectly impact domestic growth and earnings.
- Research
Value Stocks Stage a Comeback as Market Leadership Rotates Beyond Big Tech
Cyclical, structural, and secular stars are aligning for value stocks.
- Research
Robotics and the Next Phase of AI Investing
They also need fast, reliable chips inside the machine so they can see, decide and move in real time, without waiting on the cloud.
- Research
The AI Investment Reality Check: Massive Spend, Uneven Returns
Achieving a 10% return on current AI investments could require $650 billion in annual revenue, or $35 from every iPhone user monthly.
- Market Intelligence
Why Hyperscalers Are Issuing Record Debt—and Why It’s Not a Red Flag for Investors
Using the bond market to fund long-term AI capex is a rational decision, not a signal of financial strain.
- Research
The AI Buildout Enters a New Phase: Who Will Capture the Software Value Boom?
As companies allocate larger budgets towards AI models and agent-building tools, the focus is on where those dollars flow.
- Research
AI’s Global Supply Chain: The Hidden Engine Behind Asia’s Market Surge
There’s no U.S. hyperscaler AI data center buildout without passing through Asia.
- Research
What the Dot-Com Era Got Wrong—and What AI Is Getting Right
Caution is warranted, we think the better question is not whether today's deals resemble the dot-com era, but whether the underlying fundamentals do.
- Research
Why Sports Teams Are the New Trophy Assets for Private Equity
Like many alternative investments, have characteristics that make them stable and helpful as diversifiers to a broader portfolio.
- Market Intelligence
Why the Market Keeps Rising—Even With Sky-High Valuations
Stocks are expensive, but they may not yet be overvalued.
- Market Intelligence
The Steepening Yield Curve Explained: Where Rates Are Headed — And Where Returns Still Exist
Unlike past easing cycles, today’s environment is defined by large fiscal deficits, sticky inflation and surprisingly resilient growth.
- Research
The AI Investment Boom Is Real—but Can It Keep the Economy Afloat?
AI buildout is adding resilience to the economy at a time when consumption is softening and rates remain elevated, and shows some independence to variables
- Research
Emerging Markets Are Surging — And a Weakening Dollar May Be Just the Beginning
Emerging market stock portfolios experienced inflows of an estimated $16.3 billion in July, marking the largest monthly inflow in over a year.
- Research
The Big Shift in Consumer Spending: What It Means for Your Portfolio
Inflation has weighed on household budgets and the labor market has softened, high-income earners may cease to be the stalwarts of consumption. #consumer
- Research
Higher-for-Longer Rates: What They Really Mean for Real Estate Investors
Strong demand, driven by a still tight labor market, suggests that asset owners may gain increased pricing power and benefit from rising rents over time.
- Research
Emerging vs. Developed Markets: Where the Smart Money May Head in 2025
Has rallied 17% YTD - sharply outperforming onshore China A shares which have just 3% exposure to soft tech and are roughly flat YTD.
- Research
Private Credit's Moment of Truth: Will the Resilience Hold?
From the perspective of investors, private credit offers a relatively high and regular cash flow yield and a premium to publicly traded fixed income.
- Research
Smart Diversification Moves When Markets Get Volatile
By incorporating hedging and tactical asset allocation, these investments can help smoothen returns and mitigate overall portfolio risk.
- Market Intelligence
AI Capex Surge: Time to Double Down or Spread Your Bets?
Gains should translate into overall economic growth. Recent studies suggest AI could add between 1.5-3% to annual productivity growth over the next decade.
- Market Intelligence
Boom or Bubble? The Outlook for European Equities
Entering 2025, European equity valuations were average historically but heavily discounted versus the U.S. at 41% versus the average 16% #markets
- Research
Reciprocal Tariffs: Which Countries Stand to Lose the Most?
Trump administration argues that this gives European companies an unfair advantage, especially due to the size of VATs in Europe, which average 20% #Trump
- Market Intelligence
Are the Magnificent 7 Still Driving the Market—or Losing Steam?
The Magnificent 7 have been the driving force behind S&P 500 returns over the past three years. #investing #chart #technology
- Market Intelligence
Tariffs' Impact on Mexico and Canada: Economic Consequences Explored
The road ahead may be bumpy, with tariffs used as negotiation tools potentially causing short-term market volatility until deals are struck. #markets
- Research
Did the Yield Curve Inversion Miss the Mark on a U.S. Recession?
It's important to recognize that while the indicator has an impressive track record, no single economic metric is infallible. #economy
- Research
Why Investors May Be Undervaluing Healthcare’s Future Potential
The number of people using government health programs like Medicaid and Medicare has increased from 43% in 2019 to 45% in 2023 #healthcare
- Research
How the AI Revolution Is Driving Growth in Energy Infrastructure
More than 3,800 MW of capacity being built in the U.S., up about 70% from the prior year and another 7,000 MW in various stages of pre-construction.
- Market Intelligence
Should Crypto Be Part of Your Portfolio Strategy?
While Bitcoin’s returns have been impressive, they’ve come with extraordinary volatility, four times that of the S&P 500. #crypto
