J.P. Morgan market views, organized for advisors.

Equity markets have quickly moved past the latest geopolitical shock and are now being led by the AI investment boom, which is supporting profit growth across regions.

The outlook remains constructive, but higher valuations and signs of speculation, especially in...

Active ETFs are gaining momentum as investors look for more flexible ways to navigate a market that is becoming harder to own passively.

The 2019 SEC ETF Rule helped spark this shift by opening the door wider for active strategies...

1Q26 earnings have been notably strong, helping markets recover quickly from recent volatility and return to record highs.

AI remains the central theme, but leadership is broadening beyond the biggest tech names into semiconductors, custom chips, memory, and chipmaking equipment...

Inflation is likely to stay sticky over the next year, with energy prices and the U.S.-Iran conflict driving the near-term path.

In the base case, CPI rises into midyear before easing later as oil prices cool, tariffs fade, and shelter...

Semi-liquid funds have opened private markets to a wider range of investors, much like ETFs did for public equities.

They offer access to real estate, private equity, and private credit with lower minimums and periodic liquidity, which has helped drive...