What are the forces shaping global markets and economies in 2025? How will improving macro fundamentals play out against a backdrop of heightened geopolitical uncertainty? And what’s the impact on portfolios?
Get answers to all these questions and more with in-depth outlooks from top analysts and market strategists across J.P. Morgan. Explore the latest insights below.
Outlook
Global M&A market outlook
January 17, 2025
Explore the key trends that shaped the M&A market over the past year and find out what lies ahead.
Outlook
Economic confidence snaps into focus
January 07, 2025
Middle market leaders report strongest optimism levels since 2019, as recession concerns fade and growth outlooks improve.
Outlook
Eye on the Market outlook 2025: The alchemists
January 03, 2025
Deregulation, deportations, tariffs, tax cuts, cost cutting, crypto, oil & gas, medical freedom and Agency purges: What could possibly go wrong?
Real Estate
2025 commercial real estate trends
January 02, 2025
After years of high inflation and limited growth, the industry may be on the upswing. Find out why.
Global Research
Market outlook 2025: Navigating cross-currents
December 17, 2024
How are markets expected to play out in 2025 against a backdrop of policy uncertainty, geopolitical risks and heightened macroeconomic volatility? Explore the outlook for equities, commodities, currencies, emerging markets and more.
Outlook
2025 Year-Ahead Investment Outlook: Out of the cyclical storm and into the policy fog
Explore our Year-Ahead Investment Outlook for 2025 and see our forecasts and potential investment opportunities amidst the evolving economic and market landscapes.
Outlook
Outlook 2025: Building on strength
After the past year’s market gains, you’re in a position of strength. But do you have the flexibility to make the most of investing in 2025?