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

    Eye on the Market: The year of living dangerously

    December 11, 2024

    In this edition of Eye on the Market, Michael Cembalest, Chairman of Market and Investment Strategy for J.P. Morgan Asset and Wealth Management, discusses potential dangers related to 2025 predictions, allocations, apparitions, legalizations, expurgations and ablations.

  • 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?