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.

  • City landscape with close-up views

    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?

  • Multicolored tubes

    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?