J.P. Morgan investor insights
News, views and opinions for investors
Featured articles
Four fantastic facts about fund of funds
Fund of funds provide a quick and easy way for investors to achieve a fully diversified investment portfolio. But what are fund of funds, and why are they so popular? Here are four facts to help you decide if a fund of funds may be the right choice for you.
Junior ISAs: Give your child a better start in life
We all want the best for our families. However, without careful financial planning, your children may find that their options are limited when they grow up. That’s why it’s important to start saving early for your children’s future. Regular investments into a Junior Individual Savings Account (or Junior ISA) can grow with your child, helping to give them a better start in life.
Ten reasons to consider commodities
The natural resources sector has fallen out of favour amid worries over Chinese growth and disappointing returns. But with the global economy recovering and the long-term case for commodities still strong, the recent sell-off presents a compelling opportunity for long-term investors.
Latest articles
-
Investment Director’s bulletin – May 2013
Global stock markets rose again in April, continuing the strong gains made since the start of the year. Japan and peripheral European markets were the standout performers, while emerging markets underperformed.
-
US: Strong consumer data sparks debate over Fed support
Strong economic data helped push US stocks to new record highs last week, with the S&P 500 up 2.1% and the Dow Jones 1.6% higher.
-
Europe: Eurozone sinks further into recession
Economic data continued to paint a bleak picture for eurozone growth. Output across the region shrank 0.2% in the first quarter according to the latest gross domestic product (GDP) data – marking the sixth straight quarter of contraction and the eurozone’s longest ever recession.
-
Pacific: Japanese first-quarter growth beats forecasts
The MSCI Pacific Index rose 2.3% last week, boosted by further strong performance from Japanese stocks.
-
Emerging markets: Chinese data disappoints
The MSCI Emerging Markets Index rose 0.4%, underperforming developed markets as investors continued to worry about Chinese growth and weak commodity prices.
-
US: Positive data helps Dow pass 15,000
Wall Street was boosted last week by a strong end to the first-quarter corporate earnings season and encouraging economic data. Investors reacted positively to the latest batch of corporate results as US companies continued to report profits for the first quarter.
-
Europe: UK service sector gathers momentum
European markets rallied for a third successive week, helped by positive corporate profits and looser monetary policy around the world.
-
Pacific: Yen weakness boosts Japan
In a holiday-shortened week, Japan’s TOPIX surged 5.0% as the yen resumed its downward march, hitting the lowest level against the US dollar for more than four years.
-
Emerging markets: Korea and Poland cut rates to bolster growth
The MSCI China Index rose 3.3% as strong trade data for April, including a 14.7% year-on-year rise in exports, suggested that underlying Chinese growth remained strong.
-
US: Jobs surprise pushes S&P 500 to new high
Friday’s employment report showed that 165,000 jobs were created in April, well ahead of expectations. The Labour Department also revised up the readings for the previous two months by a total of 114,000. The unemployment rate fell from 7.6% to 7.5%, the lowest level since December 2008.
Each week Tom Elliott looks back at the events of the previous seven days on the world’s major stock markets. Broken down by region, the Weekly Stock Market Report looks at the performance of headline market indices in the US, Europe, Pacific and emerging markets.
Investment director, Edmund Brandt and Ed Walker sum up the latest views from J.P. Morgan Asset Management's regional investment desks, providing an overview of current strategy and the latest opinions on the outlook for global stock markets.