3Q 2022 Guide to the Markets and Quarterly Perspectives

J.P. Morgan Asset Management
JPMorgan Asset Management
JPMorgan Asset Management
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We are pleased to present Guide to the Markets and Quarterly Perspectives for the third quarter of 2022.

In this third quarter, we consider the following key themes:

  • An economic slowdown in the second half, doesn’t guarantee a recession
  • Banks may be pulling forward rate hikes, but the end point is the same
  • Cautious, but not underweight, equities given a more stable economy in the second half
  • Duration more appealing as yields have risen meaningfully


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J.P. Morgan Asset Management is committed to understanding our clients’ investment objectives and helping them build stronger portfolios.

Sharing our expertise

Supported by deep resources across regions and sectors, our global team of investment professionals take a research-driven approach to uncover opportunities and risks to help investors build stronger portfolios.

      5,000+ annual on-site company visits (1)

Empowering better decisions

Our global team of market strategists takes the complexity out of markets, helping investors interpret key information and make the right investment decisions.

      Approx. 30 market strategists across the globe (1)

Building stronger portfolios

Our investment capabilities span a huge range of asset classes and regions. This enables us to offer a suite of solutions that can help investors diversify (2) their portfolios and achieve their individual investment goals in a variety of ways.

      Approx. 550 investment strategies (1)

Tapping into proven success

With nearly 150 years of investment experience, we have accumulated invaluable insights into what drives markets and how to empower investors to meet evolving needs — across asset classes, regions and market cycles.

      Approx. 150 years of investment experience (1)

Planning for the future you want to see

We take a forward-looking investment approach to deliver long-term sustainable financial return in a fast-changing world.

      A+ in the 2020 United Nations Principles for Responsible Investment (PRI) Assessment (3)

(1) Source: J.P. Morgan Asset Management. Data as of 31.3.2021. (2) Diversification does not guarantee investment returns and does not eliminate the risk of loss. (3) Source: J.P. Morgan Asset Management. Data as of July 2020. We report annually and are audited.